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Tyler Atkinson, CFP®
2.7K posts
Tyler Atkinson, CFP®
@AtkinsonFinance
Founder | Private Wealth Advisor - Securities offered through LPL Financial Member SIPC https://t.co/Fed8xY9DEC
Seattle/Bellevue, WA Katılım Haziran 2017
1.2K Takip Edilen328 Takipçiler
If you know what this software is for Windows XP, you should be maxing your 401k and have a financial plan:
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@Wealth_Mgmt_Guy @robbhurstCPA This 110%, you get hope for a flash, aaannnnddd gone just like that lol
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@robbhurstCPA Coworker was on hold with them for 4 hours the other day. Then they disconnected. I think they just go down lines and disconnect for fun
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My clients think I am smoking crack when I try to explain the IRS won’t answer the phone and it takes nine months for them to read a letter. #taxtwitter
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@robbhurstCPA I had a client years ago who thought it was easy to contact the IRS on the phone (thought 30 min hold tops). After 3 days of him trying he realized what we all know.
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YOU WILL LIVE IN THE POD. YOU WILL BEG TO BE ALLOWED TO WORK IN THE POD.
YOU WILL EAT THE BUGS. YOU WILL PAY $78 DOLLARS FOR AHMAD TO LEAVE THE BUGS AT THE DOOR OF YOUR POD WITH NO HUMAN INTERACTION.
SOON AHMAD WILL BE A BOXY ROBOT.
YOU WILL OWN NOTHING AND NOT BE HAPPY.
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"A San Diego infectious disease doctor says it’s probably best to stay away from fresh produce for the next week or so, even if you wash it," per NBC
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@markcecchini So many advisors underestimate this. Being able to call advisors to brainstorm is huge. Plenty of clients out there for everyone who do good work.
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“some of your content seems like it’s geared toward other advisors…why?”
Uh, yeah.
Do you have any idea how powerful it is to have a deep network of smart, thoughtful advisors who will pick up your call?
Everyone benefits, especially our end clients.
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@unusual_whales Manufacturing is one of the hardest things to move. When it does, it’s worth paying attention.
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BREAKING: Toyota to invest $3.6 billion to move Tacoma pickup truck production from Mexico to Texas, per the White House.
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Most people let off the gas and get complacent during the age of 35-45. These are critical years for setting up the rest of your life.
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@Wealth_Mgmt_Guy @TKopelman I’d imagine it includes aviation & or yachts. Only two things I see that can literally light money on fire. If you got it spend it.
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@TKopelman Yeah the only clients of ours that get even close to $300k a month have a $10M+ home that needs a legit full time staff. And even then don’t get very close to $300k/month.
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Super interesting
I’ve found that most super high earners sit in the $30k-$60k range
Being at the top end or above that only really happens from extremely high cost homes, $10mil+
Sam Parr@thesamparr
On MFM I asked Scott Galloway how much money it actually takes to feel economically secure. He gave me the formula and then his own number. - Take what you need to be happy each year. Times it by 25. Assume a 4% post-tax return. That's your number. - His own burn: $300k to $400k a month. - $5m a year times 25 means he needs $125m to be economically secure. He said in his 20s he thought if he ever saved $1m he was done, he'd start writing scripts for Tom Cruise movies. Then he found out how expensive kids, New York, and your own greed glands get.
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@josesaezmerino They won’t. I also think the Apple 4k TV price jump on a really old device is to get the price at the point of where the new one will launch at.
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Tyler Atkinson, CFP® retweetledi
The financial advisor shortage is getting worse.
And I don't think the industry fully appreciates the challenge yet.
The wealth management industry isn't just losing advisors to retirement.
It's losing business owners.
Relationship builders.
Rainmakers.
Mentors.
The people who spent decades earning trust, developing client relationships, and growing businesses.
Replacing those people is much harder than replacing a job title.
You can't simply hire a younger advisor and expect 30 years of experience, relationships, and judgment to transfer overnight.
That's why I think the industry's biggest challenge over the next decade isn't succession.
It's talent development.
The firms that figure out how to attract, develop, and retain the next generation of advisors will have a massive advantage.
Because while capital is abundant.
And buyers are abundant.
Truly great advisors are not.
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The sunshine tax in California ☀️. Some say it’s worth it, others say no way
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Roth conversions do not always make sense. There I said it.
Yes… a powerful tool if done correctly with proper planning.
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@MattWallaceTech GV90 would be my guess based on rims
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Here’s more pics of the mysterious EV SUV. Whatever it is it’s massive.
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No, donating appreciated securities to a DAF doesn’t grow your wealth faster than keeping them.
Roman Puglise, CFP®@RomanPuglise
A client had $500,000 in a single stock. Cost basis of $62,000. Selling it meant writing a check for over $130,000 in taxes before reinvesting a dime. Instead, we used a Donor-Advised Fund, eliminated the entire tax bill and actually grew their personal wealth faster. Here's how👇
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The @Snapchat release of Specs is reminding me of 2010 era Androids vs the iPhone (Meta Glasses)
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@TraceyRyniec Just out of curiosity what do you classify as big?
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Nearly every big IPO of the last 25 years has seen a 50% retracement after its IPO. Google was the only big IPO I could find that never traded under its IPO price again.
NLR@NestorLRamos
Any chance for $SPCX to ever come back to $135?
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@ankurnagpal Options market isn’t open yet. Also, need to verify legal/plan docs if options are approved for use during lockup
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If you have a large unrealized gain on SpaceX and are subject to a 6 month lock-up
You can potentially use a zero cost collar to "lock in" your gain:
- Buy a put option slightly below stock price
- Sell a call option slightly above stock price
The premiums offset each other
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