Tim Franklin

@jennyrozelle @WeAreWealth Love @Daniel_Bolton and his team there! I feel the same way about all the online, self-guided investing options. Definitely not best for some people, but they’ve opened up the investing world to loads of people that wouldn’t or couldn’t sit down with a professional.

This week, I received a beautiful, massive bouquet of flowers from @WeAreWealth. You might be thinking: “Wait… you’re an estate planning attorney - aren’t you supposed to despise them?” Let’s talk about that… 🧵

@jennyrozelle @MarkSchlafer Udderly incredible!

@MarkSchlafer That is … amazing! 😂🫣

Hey @jennyrozelle we should talk!

@Jake___Oliver I met with a guy on Friday who’s looking at options for joining a Christian firm. I told him I knew we were gonna get along as soon as I saw him pull up in an early 2000s Ford truck!😁

@1TimFranklin I just did on Friday!! A little more (22k)... and its an 11 yr old truck! I can't justify the expense of a newer one!

I personally will never take out a loan on an automobile. If I don't have the money for the auto, I can't afford it. But a much bigger deal than that... It is harder to part with large sums of money, which makes me make a more responsible choice of vehicle. When you hand someone $40,000 for a vehicle, it feels way different than just signing your name on a piece of paper. It just does.

@Jake___Oliver I’m planning to look at a 2017 tomorrow —feels too new😂🤷‍♂️

Kind of surprised Used 4-6 was last. I think statistically that is best time period to buy a vehicle that has taken its hardest depreciation hits, while still being a good vehicle.

@AaronKlein I’m literally going to look at/buy a used car today—@paulrubillo, will this enhance the Carfax or replace it?

One of our longtime Riskalyze and Contio investors, Paul Rubillo, is launching a new tool to make buying a car easier. Check it out!

@cfdcompanies @camp_wealth 👀

Looking for a way to connect before the big event? Join us for Volleyball, Pickleball, Golf, and more—this is your chance to have fun and build connections with fellow advisers and home office staff. 🏌️ Sign up today and get in on the action! #CFDCompanies #CFDFamily #GrowWithUs #Blueprint2025 #Golf #Pickleball #Volleyball

@wesbury That’s awesome, Brian! That hike out is no joke!!

Epic Trip, 3 days floating the Colorado River in the Grand Canyon. Ended with a massive hike and a blessed shower at the El Tovar hotel.

@behaviorgap We have the dark version of this (purchased from the auction at Jolt!) in our conference room—such a good reminder and easy conversation starter for clients

Most of us make the same mistake with our money over and over: we buy high out of greed and sell low out of fear. Just look at mutual funds. At the top of the market, we can’t buy fast enough. At the bottom, we can’t sell fast enough. And we repeat that over and over until we’re broke. Can you imagine doing this in any other setting? Imagine walking into an Audi dealership and saying, “I need a new A6.” The salesperson says, “Oh my gosh, you’re in luck, we just marked them up 30%.” And you say, “Awesome, I’ll take three!” Look, I get it. We’re hardwired to get more of what gives us security and pleasure, and run away as fast as we can from things that cause pain. That behavior has kept us alive as a species. Mix that with our desire to be in the herd, the feeling that there’s safety in numbers, and you get a pretty potent cocktail. When everyone else is buying, it feels like if we don't join them, we're going to get eaten by the financial version of a saber-toothed tiger. But it doesn’t take a genius (or Warren Buffett) to see that this behavior is terrible for us when it comes to investing.

@AaronKlein No, my wife’s maiden name was Frederick. But having a Christian heritage and a last name like Steward…pretty amazing!😊

@1TimFranklin Yes! Yours too?

Had a blast hosting most of our Steward fam for the Fourth of July weekend. Got to meet my new niece, and we had a wonderful time celebrating freedom with gratitude. 🇺🇸

@AaronKlein @ContioAI @camp_wealth 👀

🚨🚨🚨 Some big news from me today: I've started a new company called @ContioAI. 💡 A "contio" is what they called the meetings in the Roman Empire where big, transformative ideas got discussed. I've had this product in my head for seven years, and everyone I talk with agrees — meetings are broken. 🤖 AI notetakers are making it worse. Seven robots join the call. They do nothing to make the meeting better — they just record the misery, and send us emails about it. 🚀 We're building powerful AI that allows every person to create snappier, smarter and action-packed meetings. 🔥 We call it the MeetingOS. It snaps into your existing calendar, works with any video call platform, and works for your in-person meetings too. 💪 This is a big audacious goal, but we've built a top-tier AI team, and we're on a mission to kill broken meetings. 👏 Reply or retweet, and I'll DM you access to our VIP wait list for early access and a free month when we launch!

@AaronKlein @ContioAI I’ll always be down to try anything you’ve built, Aaron 🤜🤛

@SheTalksFinance That’s awesome! Are all your clients remote or how did you prep to be gone for that long? We’re planning a 2 month trip after our son rings the bell later this summer, but I’m still in the nervous planning stages!😂😬🤷‍♂️

We’ve been traveling the U.S. in an Airstream for the past few months and it has been amazing. The people have been super nice. The views spectacular. It has allowed me to slow down and chill more. It slows time. Starlink has allowed us to do this and continue running our businesses. I’m very happy with my productivity, however, I’ve made time for myself and nature. True wealth. It’s been worth it!

@Jake___Oliver @markcecchini @cfdcompanies fall conf???🤔🤔

@markcecchini What on earth is this? Please elaborate.

Pro tip — get a bunch of guys together and get custom suits from Thailand at a fraction of the price They’ll come to you if you have enough people

@KylePorterNS @Garmin 117,656

Happy U.S. Open week. I'm giving away a @Garmin Approach S70 watch to whoever gets closest to guessing my total (Monday-Sunday) step count this week at Oakmont. Eligibility = Drop a guess in the comments below and be subscribed to our newsletter (link in bio) by Sunday night!

@SnappyKraken …nobody told me there’d be an rv theme! 😭

Sneak peek of the Jolt! RV booth 👀 #JoltConference

@robertsofia Make sure you document your road trip, @camp_wealth!!

@Jake___Oliver Love the memories, Jake! I hope everything goes as well as it can today🙏

My grandmother passed away a few days after this post. Today is her funeral. My mom asked me to speak to start it off... I will be sharing a few memories: My favorite one: Every fall her and my grandfather took my older brother & I shopping for a new coat. I grew up on a farm, & my parents always had a hard time making ends meet. I looked forward to these yearly trips to buy a new coat SO much! We never had new clothes... especially me, as I was the younger one, always inheriting my brothers worn out goods. Every year they would pick my brother and I up, take us to lunch at a restaurant. This was literally the only exposure I had to eating out at restaurants. My parents never took us out to eat. I would always get pizza... haha.. which is so funny to think back on.. but I was a little kid.. pizza 🍕 always wins! 😃 Then, they would take us to Sears. My grandparents loved Sears. Tools in the back of the store for my grandpa... Clothes in the front for my grandmother. We always got some hideous neon colors on the coat.. but it was all mine.. and NEW. They would stop for ice cream usually some where on the ride home. My grandmother would always take the coats and wrap them up and not let us have them until Christmas.. It was always so much fun opening them up on Christmas.. probably more from the memory of the day. I don't have any of those coats today. But I do have memories of those days. My mind has subconsciously blocked out a lot of my childhood. I can't seem to remember most of it tbh. But I do remember those trips for new coats. Rest in peace grandma.

@robertsofia I hope it goes great, Robert!

Anyone who has ever thrown a conference (and actually cares about delivering an amazing experience) knows: it's a labor of love.