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Listening to Jon Acuff podcast this morning and learning he’s from Hudson, MA where my wife is from and we currently live 🤯🤯

Nothing pisses me off more than speaking to a prospect that says they have an advisor that helped set them up for retirement, and when I ask for statements, they send over 5 PERMANENT LIFE INSURANCE policies. Absolutely ridiculous.

People think good investing is: ❌ Getting rich quickly ❌ Finding the hottest stock tip ❌ Watching CNBC all day Good investing actually is: ✅ Understand your goal and timeline ✅ Buy low cost index ETFs & funds ✅ Set it and forget it

Me: How do I make money simpler for people Them: Here's my special method on how to use a HELOC to pay off a mortgage and then fund an Infinite Banking policy My head hurts 😵

Really fun episode this week with Brock Briggs ! We chatted about his journey from the Navy to entrepreneurship. His long term goal of the ultimate time agency and how his side hustles help him achieve that goal. And much more!

My wife just yelled "Alexa, please turn on XMAS music" 3 times. Each time getting louder. We don't have an Alexa... After the third attempt, I realized I am now Alexa.

After 30 years of life, I’m teaching my wife the beauty that is coffee. For her - lots of creamer 🤣

Let’s go!!!! Alma mater taking home the D3 Natty 🏆🏆🏆

Advisor friends: I get a lot of questions about how I create my video content from other advisors. Especially short form. Is this something you’d be interested in hearing more from me about? Considering documenting it more.

Great breakdown of how a creator earns their revenue! Thanks Jay Clouse for the transparency!

Advisors ask me all of the time who edits my videos. It’s me, Hi I’m the problem… ( if you didn’t read that in your head in a T Swift voice then what’s wrong with you??) Honestly, I love it. It’s fun and allows me to be creative.

This was a great podcast on social media! But this one clip was the best 🔥 Jade Beason was on the Independent Business podcast and she talked about how engagement farms are INAUTHENTIC. It’s true. And I’m not here to bash those who are doing it, to each their own. But to

#TaxTwitter I need your opinions Client moved to a new state last year and started an S Corp mid August (was previously a single member LLC). Had net income of ~$120K as an S Corp. CPA had them pay themselves a $7K salary. Reasonable?

When Zach Ashburn asks you for inspiration, you don’t let him down… But I’m not sure that’s exactly what he meant 🤣

Struggling to hit your goals? Break them down into 90-day periods! It's perfect for keeping track of progress and staying motivated. Learn more about creating your own financial action plan on the full episode of the Dollars & Dumbbells podcast 🎙️

One of the weirdest things about financial conference season…. Most of y’all don’t look like your profile pics 🤣

I built a site for a fake advisory firm. Why? Because I really wanted to do something in a specific style and it doesn’t match any of my current client's brands. Now I have a completely finished site, including the copy, and nothing to do with it. What do you think?