Phil Telpner
3.6K posts

Phil Telpner
@PTelp
Father Husband Owner Breakout Private Wealth. Helping Gen X families make work optional. Aging Meathead- Average Hockey player. Tweets are personal not advice.
Northbrook, IL Katılım Şubat 2009
5.7K Takip Edilen748 Takipçiler

@ZacGoodman_ At like a 8-9 RPE? Perfect form..no grinding? Thank you
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Thank you!
Simply lower working set volume down when repeating strength exercises as often as every 48-72 hours.
Usually 1-2 working sets done per exercise will be really good if they are stimulating.
Phil Telpner@PTelp
@ZacGoodman_ Content has been great. Question is how would you recommend adapting for older athletes with decades of training experience? Personally, I am strong “enough” but have been focused on more power through sprinting, weighted jumps, skips, med balls..Thank you
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@ZacGoodman_ Content has been great. Question is how would you recommend adapting for older athletes with decades of training experience? Personally, I am strong “enough” but have been focused on more power through sprinting, weighted jumps, skips, med balls..Thank you
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I don't understand why people don't just lock in on YouTube
My faceless YouTube channels make me $20,000+/month (long form only)
YouTube is not luck. It's a formula.
Let me send you a free course on exactly how to launch a Faceless YouTube Channel now so you can make $5,000/month
To get:
1. Follow @heynavtoor
2. Like & Retweet (MUST)
3. Reply " YT "
Must follow me to get DM

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@PTelp Happy to share. They are on our website under client forms. lifeplanningpartners.com/documents-form…
Make sure your engagement standards reflect how you really deliver service! We all do it differently.
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@CarolynMcC Hi-Love the post in client engagement standards. Would you be willing to share? Been thinking about this for a while….thank you
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@trademetry Probably right. It is a low probability to call tops in stocks. Been wrong many times -- 45% of the time actually
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@markcecchini Can you share your thoughts on the long/short portfolios? We use DI but part of me feels like daily TLH and L/S at some point mute the growth? Reasonably low turnover and stepped up basis solve for a lot of this….Maybe I’m missing something? Appreciate your insights. Thank you
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Creative planning and investment ideas I'm focusing on right now:
—Custom direct stock index (long only and long/short)
—Concentrated stock position management with options overlay, exchange fund replication, etc
—Exchange fund or 351 ETF conversion
—Donor-advised fund charitable giving
—1031 exchanges for investment property
—Qualified Small Business Stock for early tech companies and small businesses
—Tandem exercise for NSO and ISO in the same tax year
—ISO AMT management, AMT credit recapture
—Total lifecycle management for pre- and post- liquidity events (see my liquidity event visual series)
—Cash reserve/safety capital war chest that includes high yield ETFs, money market funds, and/or municipal bonds for high tax bracket & high tax state clients
—Investing in liquid alternatives and/or private investments in areas that aren't directly correlated to the bulk of a client's wealth
—Lifetime tax planning using multi-year or multi-decade tax projections
.......
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I sent 100M cold emails.
Only 3 made me $30M.
I just dropped my first YouTube video breaking them down 👇
youtu.be/HZY3w5mfz4c
And I rewrote my entire Cold Email Playbook (350+ hrs).
It’s my most downloaded resource ever.
Comment COLD & I’ll send it.

YouTube
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What’s your term life insurance policy’s remaining effective cost?
Here’s what I mean:
Term: 15 years
Death Benefit: $1.5 million
Annual Premium: $900
15 x $900 = $13,500 total premiums
$13,500 / $1.5 million = 0.9% effective cost
But let’s say the insured has only two years left on the policy, but is financially independent. Should they cancel it?
2 years x $900 = $1,800
$1,800 / $1.5 million = 0.12% remaining effective cost
The policy becomes more valuable over time.
Do you want access to my Term Life Insurance Calculator (Excel)? Simply comment “LIFE,” and I’ll send it to you.
*I don't sell insurance, but understand the importance of transferring risks with low frequency but high financial severity*
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Jason Wenk blew my mind in this conversation.
If you're a Financial Advisor who wants to grow your practice, this is a MUST listen.
He predicts 80% of advisory teams will be replaced by AI.
But he's not doom and gloom about it.
Jason actually believes the advisors who embrace this shift will serve more clients, work more efficiently, make more money, and spend more time doing what they love to do.
This is worth 60 minutes to future-proof your practice.
I hope you find it as valuable as I did.

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@markcecchini 🎯 I think this fear stops people
from engaging. Actually one of the first things we talk about in “are we a fit” meetings
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@zachary_ashburn @markcecchini Thanks
i’ll check it out. Appreciate you
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@PTelp @markcecchini Ascensus has some pretty good CBP free resources you can review without having to get pitched
futureplan.com/plans/cash-bal…
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If you think your content isn't "working".
1) Wait. It can take a long time to gain traction.
2) Be consistent.
3) Be differentiated.
4) Change and iterate as you learn and form new ideas.
My content was terrible when I started ~2 years ago.
Is it perfect now? Far from it.
But it's definitely working.
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@markcecchini But I’m not sure…maybe a good idea for a post??? Thanks @markcecchini
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@markcecchini Can I ask a question? High earner 60yo professional firm owner. Two kids 27/30 in the business.
How on earth do I evaluate whether adding a cash balance plan makes sense?
More deferred for a 60year old pinned to the top bracket?
Of course 401k guys say it’s a no brainer…
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