Jordan Taylor

This is your permission to be completely honest about what you really want.

Election week is over. The news cycle is raging forward. The markets are moving. And you have exactly two options... # 1 - buy the hype, read the headlines, & second guess whether you should have been buying furbies instead of real estate when you were 5 years old. # 2 - enjoy your life, hang with friends, live, laugh& love. Because all of this up-and-down stuff was already a part of your plan. What's it going to be?

@CurtisNRay - I just heard about Washington State & caught up via your convos with BetterWealth on YT. Given the timeline of letters, C&D, fine, & your interactions with the general finance community... Sure, we all disagreed about some of the math & the probabilities of the math working out favorably for MPI. But there was also a broader concern about the marketing, claims, & messaging you used (if I remember correctly). Do you look back at things like the lost Zoom call, convos on TikTok/Twitter, the community's concern about your marketing/messaging/terminology, etc. differently?

@Izhmash12k @dieworkwear @VivekGRamaswamy @elonmusk MORE

@dieworkwear @VivekGRamaswamy @elonmusk For every like and retweet this gets, I will make the shoes larger

We will not go gently, @elonmusk. 🇺🇸

@signulll Is there really only one root cause? Anecdotally, I have an incredible number of married friends (5+) who are from & live within traditional southern culture bubbles who are CHOOSING to never have kids. That's excluded ~2x the amount who are delaying or have fertility issues.

this is an american tragedy & the systematic curve we are in will be devastating in the end. but ask yourself, is it really affordability? is it really housing? the poorest are actually still having children. there is only one root cause but no one wants to admit it.

Curtis Ray Gets Hit With Cease & Desist | Attorney Explains (FULL DETAILS) youtu.be/ZnjR7kmcn_s?si…

Incredible thread. Painful to think about being in the client's shoes.

@DINKplanning lol right. dude if I can contribute $30k/mo to my own retirement plan...I'll gladly get fined $10k per year. not ethical at all but "that's the cost of business"

@ArchAdvicer $10k? Why have I been so worried about being fined for improper marketing? That shit gets $10k?

Some dude on TikTok said Curtis Ray/SunCor was fined $10k & forced to take down some YouTube videos....can anyone confirm? Google is not helping me.

@RetireMeASAP of all the things I thought the match would be...this was not it.

@ArchAdvicer Have you heard about their new "match plan"? They now call loaning against your cash value, then depositing it back as premium a "match", obviously trying to liken their strategy to a 401k match.

@mbontrager5 Oooh, dang, forgot about that one. Engagement bait is engagement bait I guess...nobody like's the Curtis guy so I'll make something up that sounds bad?

@ArchAdvicer Kinda like the cliffhanger that one advisor left everyone hanging about a cease and desist

@ArchAdvicer Who? 😉

Remember when Curtis Ray was all over Twitter to prove he was a real part of the finance community & not just shilling to defraud clients....

Investment planning makes up only 17% of the CFP® Exam.

Someone who exclusively promotes a financial product as a replacement to the 401k without ever mentioning the employer match should be disregarded as having no credibility.

There's a common misconception when it comes to "being responsible" & saving for the future. In your early life, you've got a lot of health. But you need to sacrifice really important experience so that you can save & invest a lot. Then later in life, one day, you'll get to spend that money. The dream house. The dream car. The dream vacations. "Retirement". You stop saving & you start spending. But -as many wise people note- there's no guarantee you'll still be healthy enough for your dream mountaineering vacation! Here's the good news: REAL FINANCIAL PLANNING BALANCES DOING THE RIGHT THING (for the future) WITH DOING THE FUN THING (today). It's about making INTENTIONAL decisions to live the best possible life!

Financial planning is not: - buying insurance - picking investments - saving cash - doing "stuff" with products Financial planning is: - drawing the map - pinpointing your location - determining your goals - thinking through all the different ways you could get there

this is the way

@WCInvestor 1. Being able to gift, continue controlling the asset, & even later changing the end recipient. Great for undecided givers. 2. That complex investing was meaningful and/or better than simple indexing.

What do you think is the best benefit of using a donor advised fund for your charitable giving? Is there anything about finance or investing that you've changed your mind about over the years?

@WCInvestor My Eagle Scout Project, local outreach projects/"missions" trips, & helping people figure out their money/goals. I think most of us make "purpose" more complicated than it really is.

Are you in pursuit of happiness or purpose? What experiences or achievements have you come across that truly increased your happiness?

@vernons I would almost argue that 4 hours each month is too much unless you're trying to DIY some pretty complex tax & investment stuff.

Is this your weekend to focus on your financial health? I recommend everyone spend at least 4 hours each month reviewing their finances and planning their next moves. If you don’t need 4 hours, spend the additional time learning something new about personal finance.