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I swear the average IQ on LinkedIn is below room temperature (tap the image to read the "About Me").

Never confuse someone's capacity for business development with having the chops to really think, or vice versa.

This week a client realized that half of his investments were non-qualified instead of IRAs (why this was a revelation is unclear to me, but!) Without hesitation he asked how much he could gift to his kids, and asked to distribute it. "Makes more of a difference now than later."

My response when someone tells me I'm displaying favoritism: youtube.com/watch?v=78ICiQ…

ChatGPT thinks I'm Lawful Stupid. Tremendous.

90% of the questions I get asked by fellow financial planning firm owners about recruiting and retaining can be answered by reading Phillip Palaveev's "G2." The other 10% are very interesting questions. amazon.com/G2-Building-Ge…

Today, 9 years and 365 days into practicing as a financial planner, I bring an ask to the conversation about financial planning and those who practice it: mywealthplanners.com/2025/07/15/pol…

When a prospect uploads a copy of the "financial plan" their insurance agent gave them.

The degree to which I just died inside just now is directly proportional to the number of hands that went up in a crowd of tax professionals to the question "how many of you bill by the hour?"

I'm not yet a parent, but every time I'm exposed to "parents with young kids" Twitter I feel like I need to prepare for being a parent by ordering business cards that just say "You should try Therapy."

Me, any time I have to talk to an insurance carrier about transferring assets.

You have to love local government. You're going to hold a community event downtown? Fliers must be posted to every nearby address 48 hours in advance. Going to jackhammer up an entire school parking lot earlier than 6am? No notice to the neighborhood, and fuck you for caring.

I haven't been "dating" in a decade, so the leak is the first I'm hearing of "Tea." Honestly? Seems like a great idea for a platform. Some fringe cases of bullying or libel are almost a certainty on a platform like that. But the net good seems like it would far outweigh the bad?

>I have found the secret to bacon. >Put bacon on tin foil covered pan in a cold oven. >Set oven to 425 and set 14 minute timer. >Make Irish Breakfast shots in the interim 14 minutes. >Eat bacon with Irish Breakfast shots at the 14 minute period + a few minutes of cooling.

The most clever application of bureaucracy I've ever seen is a dispensary. In the early days of legal weed in CO, when municipalities had the right to limit licenses, they found a tiny island in the middle of town that was technically unincorporated Boulder County.

Sometimes you just want to tell someone: "Your ego is getting in the way of your family's financial welfare." It will never be well received, but it's not infrequently the truth.

I've never watched financial audit, but YouTube really likes to put it in front of me. With titles like "evil crazy bitch" and "she came here to cancel me," I think I'm going to continue to pass on watching a music major with no financial education "audit" people's finances.