Dan Pascone | MakingSenseOfYourMoney.com

Retirement at 65 is not the goal for most executives I work with. The goal is doing work you love, on your terms, without the grind. Your own schedule. Your own clients. Your own pace. That's hybrid retirement. Work becomes optional. Purpose doesn't. See full video below👇

The new SALT cap is $40,400. If you earn between $500K and $600K, that's not good news. That's the torpedo zone. Every dollar over $500K triggers the clawback. Effective marginal rates above 45%. Most executives have no plan for this.

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@SahilBloom The question I ask every client isn't just "when can you retire?" It's "what are you actually building toward?" Coach the game. Do the work. Design your version of a rich life.

My ten year old said to me last weekend: "Dad, you're the kind of guy that coaches a full little league game and then comes home and works on LinkedIn." He thought he was being funny. I took it as the best compliment I've ever received.

Most people underestimate the cost of delaying financial decisions. The earlier your dollars start working for you, the less heavy lifting you'll need to do later.

The first rule of wealth building: Get clear on what you want life to look like, not just the number in your bank account.

The goal is financial freedom, not financial noise. It's not about chasing market trends or viral stock tips. It's about building a portfolio that works *for you*, while you sleep, while you're on vacation, while you're living life.

Your net worth isn't just numbers, it's your decisions. Every dollar you save or invest today buys your time back tomorrow.

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You believe in your company. You've watched the stock go up. That's exactly when concentration gets dangerous. Familiarity is not a diversification strategy. If more than 10-15% of your net worth is in one stock, that's not conviction. That's risk you haven't priced yet.

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W2 earners get the fewest tax levers today. But the future levers are real. Roth conversions. Asset location. Withdrawal sequencing. Most high earners will lose more to taxes in retirement than they imagined. Not because the rules changed. Because nobody planned.

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You're running a team. Managing a career. Raising a family. And somewhere in between all of it, your financial life is supposed to run itself. It doesn't. That's the gap.

Before I became a financial advisor, I was a corporate executive making six-figure mistakes. Here are the 8 that cost me the most.