Our first advisor website officially launched today We had a blast building this for Blend Wealth Check it out and let us know what you think We are working on our next client, and have a January client booked. But have an open slot for February ! blendwealth.com

And be sure to work with your tax or financial professional with any of the above strategies. This isn't advice, but something for you to consider as a starting point. And if you want to save these strategies, here ya go👇

Platforms like eMoney Advisor @MoneyGuidePro should be taking note: there's a much cleaner way to deliver FPing to clients. Hint: it's not an 85 page printout. Clients are BEGGING for us for simlicity. We're kindly asking you to rise to the occassion or we'll build it ourselves.

I've been trying to come up with a "no worry" number for client spending. I have clients (and myself) that deliberate way too much over expenses that really don't materially change their financial outlook. Any ideas on approaching this? Cody Garrett, CFP®️

Stop believing there is a hack to becoming rich They are all a gamble Do the work

Spark a healthy discussion about money with your spouse!

The S&P would have to fall another 32% to reach March 2020 lows.

When baking bread, we don’t open the oven once per minute to see how it’s baking. 🙏🏼 When investing with a 10+ year time horizon, we should be careful not to look at our accounts every day/week/month. The more often you look at the stock market, the more volatile it is.

How the media and our clients think of stocks and the economy: Stocks are down —> The economic crisis will intensify → This will push stocks down further —> More economic pain → More stock market declines → Onward and onward, the cycle continues until… ENDTIMES.

If you're consulting it means you won't have a "normal" retirement. Even side income will likely change how you plan. I suggest viewing your plans in a few stages to help make it more clear 1/5⬇️

Robert Kiyosaki has been the ultimate financial doom and gloomer. He’s been calling for a major all-around asset crash for years. Here are a few of his INSANE predictions and how much $ you would have LOST if you followed him:

Why didn't bond yields rise more when inflation was 9%? I don't know Why are bond yields rising so fast now that inflation has fallen? I don't know Where do rates go from here? I don't know Is the bond mkt dumber than we give it credit for? Possibly Hope that helps

Why Would Anyone Hire a Financial Advisor? youtu.be/pXm29GoVlDM

Avoid advice from anyone who says: - You NEED any specific product - 401(k)s are a scam - You must use leverage - It’s a “secret” the wealthy use Good advice isn’t one-size-fits-all or a sales pitch

𝐓𝐋;𝐃𝐑 Non-itemizers win with a small new deduction (starting 2026). But for itemizers, only giving above 0.5% of AGI counts, and smaller contributions below that floor aren’t deductible or carried forward. High earners and corporations face tighter limits too.

Transfer on Death Deeds: A Double-Edged Estate Planning Tool Let’s talk about ‘em… 🧵

Everyone wants advanced financial planning strategies. But here’s the truth: without healthy cash flow, nothing else matters. Fix your foundation first→ Track where money goes, trim what doesn’t serve you, boost income where you can. More advanced strategies can and should

💡 Got a raise or expecting a year-end bonus? Don’t forget it might affect your Roth IRA eligibility. Roth IRAs have income limits, and extra income could push you out of range: Single filers: $150,000 - $165,000 (MAGI phase-out range) Married filing jointly: $236,000 -

The time I sued a well-known financial institution for failing to honor/accept a Power of Attorney (POA)... 🧵