𝐂𝐨𝐥𝐭𝐨𝐧 - 𝐆𝐞𝐧 𝐖𝐞𝐚𝐥𝐭𝐡💸

St. Patrick's Day carries a 267 year tradition 13 million pints of Guinness will be drank today But behind the brand lies assassination, infidelity, and stock fraud Here’s the untold story along with lessons learned

The problem with the argument of “all you need to do is invest in the S&P 500 and you’ll be rich” is it assumes all investors are the same Investors have different risk tolerances, goals, and time horizons Using a blanket approach to investing like that is just as bad as active managers cherry picking data to show how well their funds have performed

@TheMattViera Is that enough to survive in New York City?

For everyone asking, “Where are teachers making $100k+?” One place teachers make $100k+ is New York City.

@AdvisorJobs Lots of things to consider for a long career path. How do you see smaller firms growing when they don't have the client base for organic referrals?

Being a financial advisor is a great career, but it’s not an easy one. The challenges change as you go. At the beginning, the hardest part is getting in. You have no experience. No real skills yet. You need someone to take a chance on you. You’re going to hear “no” a lot. If you break in, the next phase is a grind. You’re working all day… Then studying at night. Licensing exams. CFP coursework. It’s not glamorous, but it’s where the foundation gets built. Then comes a big shift. Moving from supporting someone else’s clients… To building your own book. That usually takes one of two things: Someone opening a door for you. Or you betting on yourself. And that leads to the hardest question in the business: Where do new clients come from? Referrals drive most growth. But without a large base, you have to figure it out another way. That’s where a lot of people get stuck. If you make it through that phase, the questions change. Now it becomes: Am I in the right environment to grow? Do I have the right support? Should I take an equity deal? Equity can be powerful. It can also anchor you to a place longer than you planned. And then later in a career, the focus shifts again. How do you monetize what you’ve built? Who is taking over your clients? Is your firm the right place to do that? Same career. Completely different problems depending on where you sit.

@BoomerDivvies How did he feel about the 100k drop?

My friend lost $100K in the market Wednesday while flying business class to Hong Kong eating steak and sipping champagne. There are levels to this game. This is a guy I met in grade 8. We’re lucky to have had similar trajectories and be able to travel together.

@SavingsCaptain Congrats Tom! Here's to the next 31 years

Yesterday was our 31st wedding anniversary That week the S&P500 hit an ATH at 500 Experience has taught me not to get all bothered by daily headlines Think long term!

@RoaringHammy That's what happens when population growth is driven by immigration

Oh no!! Canada is following Japan's footstep, our population is declining... Who's going to fund my government pension when i'm 65 😭😭

@AdvisorJobs There will be some displacement but the best advisors will use the technology to their advantage. Making an absolutist argument either way is foolish. I would give an example of the ATM introduced 50 years ago. Everyone said that would be the end of the teller.

Financial advisors, what’s your best advice here?

@njissawrites Congrats Issa!

Big news: I have recently become a full-time stay-at-home mom. The change has been a long time coming. Ever since I returned to work from maternity leave last year, I hadn't felt at ease as a working mom. So my husband and I started thinking of the "right" time for me to take a step back from work. But then everything turned out out in a way I can only describe as God telling me, "Now is the time." I am so much more at peace now that I can focus on my daughter instead of work. Because if I have the choice between PowerPoints and purees, I'm choosing the purees. Every time.

@MarketPalmer_ Sales Negotiation Basic survival techniques Where is it??

If schools are teaching us: – Cursive – Calculus – Bunsen burners – How to dissect a frog They should be teaching personal finance as well.

@SavingsCaptain A variation on the meme stock

I'm convinced some peoples thesis in buying a stock is driven by which stock they can post about to gain impressions, engagement, followers and creator revenue.

@SavingsCaptain History slipping through the cracks

@WealthWithYou Somehow they left all that out when we toured the Storehouse

St. Patrick's Day carries a 267 year tradition 13 million pints of Guinness will be drank today But behind the brand lies assassination, infidelity, and stock fraud Here’s the untold story along with lessons learned

@moveorperish The tennis ball exercise is cool. I imagine athletes don't do enough mobility on their ankles. Injury prevention is key

Tight Ankles = Tight Body! Free your Ankles from restriction w. this Mobility Guide. Mandatory if you sit more than 3 hours per day! Incl. 6 Tutorials for all Levels.🧵

@TFFDudes My thought is Achane will get overworked, could have trouble staying healthy Best case scenario the defense stacks the box. What do you think?

Jaylen Waddle to Denver?! Bo Nix is crushing the offseason.😱

@ModernDad There's a pot of gold on the other side of the soreness

St. Patrick wants you to do squats today!

@darrelltalksfi Bear markets are like traffic jams. If you pull over to the side of the road you'll never get to where you're going

My friend sold all his stocks in March 2020 when the market crashed Moved everything to cash to wait for it to bottom out Never got back in The S&P 500 went up 100% over the next 18 months He's still waiting for the "right time" What would you tell him?

@TheMattViera People need to work to live and live to work. Travelling during the summer sounds fantastic and you can't convince me otherwise

Who’s really winning? The attorney who makes ~$250k, works 60+ hours/week, and: Drives a ~$90k SUV Rarely takes vacations Rents a luxury apartment Or the teacher who makes ~$100k, works 40 hours/week, and: Drives a paid-off SUV Spends summers traveling Owns a modest home

@TheKateBernal The FHSA is gaining ground which is great to see

Have you maxed at least ONE tax-advantaged account yet in 2026? If not, it's OK. But do it. The clock is running. 🇺🇸 US • 401(k)/403(b): $24,500 • IRA (Roth/Traditional): $7,500 • HSA (if eligible): $4,400 single / $8,750 family 🇨🇦 Canada • TFSA: $7,000 (plus any unused room. Check CRA My Account) • RRSP: up to $33,810 (18% of 2025 earned income) • FHSA (first-home buyers): $8,000 (lifetime $40k cap) Why bother? Every dollar here grows tax-free or tax-deferred. Skip it = free money left on the table. Quick implementation (takes 10 mins)

@ModernCeasar Makes for good headlines

@WealthWithYou Why every brand has to go through assassinations and stock frauds?

@allegiantfaith Nice, he didn't come up during my research I will check him out

@WealthWithYou The Guinness brewery was born through much chaos. But out of that chaos came one of the most prolific Christian writers of all time. Os Guinness. If you haven’t read any of his books, I highly recommend you do. They’re philosophical, historical, and transformative.