Devin McCombs, CFP®, TPCP®, CSLP®

@danjstefanski Love this Dan!

Money is a form of permission Having wealth shouldn't just mean the numbers just go up forever There is nothing greater than seeing you: ... retire when you can financially afford to ... take that vacation you have been talking about forever ... surprising children by paying for them to travel abroad ... choosing to pick up the tab without sending Venmo requests Independence and generosity are real wealth It’s so much more than watching a number go up infinitely

@cliffcornell_ Super important to stay on top of this!

Many understand that contributions to a Roth IRA can be withdrawn at any time. But let's take it a step further. The Roth ordering rules for non-qualified distributions can be tricky. Contributions, conversions, and earnings can all be subject to different rules! 🧵👇

@nathanielsford Crushing it Nate!

12 weeks ago, I made a decision: Stop overthinking. Start sharing. Let people see my work instead of keeping it in drafts. That small shift turned into 1200+ followers and 5 million impressions:

@danjstefanski It’s all about trade offs

Every investment has a tradeoff: Stocks → Fluctuations and downturns Cash → Quietly loses value while feeling “safe” Rentals → Bad tenants, vacancies, rising rates Fixed Income → Interest rate risk The truth is that there is no such thing as risk-free Wealth building is rarely a "have your cake and eat it too" deal Pick the risk and tradeoff that you are willing to accept for a prolonged period of time

@FranWalsh73 Great lesson here!

Poor people think money buys things. Middle class thinks money buys comfort. Wealthy people know money buys something better: Control. I see this pattern in every client worth $1M+. Here's what they all figure out: ↓

@maxpashman Was way over due

@NxtGenPlanning Looks mad fun!

Been MIA Still had some time to get on the water

@BankerBeaver Haha sometimes it feels that way!

@NxtGenPlanning That’s a lot better than posting on here

@FinPhilosopher Haha took some figuring out but I’m starting to

@NxtGenPlanning Love deckers, but the only place i’ve never caught anything. Thats why i just tube it now

@IraGilligan Hotel travel of course you put family guy on in the background… What do you mean it’s a subscription

@NxtGenPlanning definitely

Recession indicator imo

@nathanielsford Lucky Man!

@NxtGenPlanning I’m a firm believer in marriage and finding your person! I love marriage. Been married 5 years and hoping to go for many more

Here's what nobody tells you about relationships: The hardest part of emotional maturity is learning that some people are only meant to be in your life for a chapter, not the whole book. You outgrow people. They outgrow you. That's not betrayal. That's growth. Holding onto relationships that no longer serve you isn't loyalty...it's fear of letting go. The people who are meant to stay will grow with you. The ones who aren't will resist your growth and resent your progress. Let them go. Not with anger. With gratitude for what was and acceptance of what is.

@danjstefanski @finwellguy A+ influencer, when does the course come out

@NxtGenPlanning @finwellguy By definition, I think this makes me an influencer. Don't know how that makes me feel.

Work travel Yosemite in the winter is cool

@FranWalsh73 You can either spend like you're already rich or build the wealth you're trying to cosplay that you already have!

A lot of people look rich. Far fewer are financially safe or stable. Here’s the difference - and how to build the one that actually matters ↓

@FranWalsh73 Super valuable framework here Fran!

Bonuses. Raises. Side income. Extra money is where most high earners screw it up - not because they’re reckless, but because there’s no plan. Here’s the playbook to make extra money stick ↓

@danjstefanski For all the effort spent on paying less in taxes this seems to be an under discussed topic Well done here!

Most IRS underpayment penalties are avoidable Yet they show up every year With estimated payments due soon Here's how to avoid mistakes with Uncle Sam:

@finwellguy Highly! @danjstefanski influenced me

@NxtGenPlanning Book recommend?

@zachary_ashburn Stormlight archive series by Brandon Sanderson Lonesome dove is taking all my free time rn For whom the bell tolls is incredible

I have audible credits, what was your best listen of 2025?

@Jake___Oliver So far it’s incredible

@NxtGenPlanning Lonesome Dove is a great movie... I've only seen the movies.. not read the book.