Dan Pascone | MakingSenseOfYourMoney.com

1.3K posts

Dan Pascone | MakingSenseOfYourMoney.com banner
Dan Pascone | MakingSenseOfYourMoney.com

Dan Pascone | MakingSenseOfYourMoney.com

@danpascone

Day Job: CEO @tailoredwealth1 Side Hustle: Author of 'Making Sense of Your Money' newsletter - Subscribe ⬇️ Passion Project: Tweeting about sports and finance

New York, NY Katılım Ağustos 2013
118 Takip Edilen126 Takipçiler
Sabitlenmiş Tweet
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👇
English
1
1
4
155
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
0
0
0
11
Dan Pascone | MakingSenseOfYourMoney.com
@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.
Dan Pascone | MakingSenseOfYourMoney.com tweet media
English
1
0
0
16
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
3
0
2
5.7K
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
0
0
0
10
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
0
0
0
10
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
1
0
1
6
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
1
0
1
14
Dan Pascone | MakingSenseOfYourMoney.com
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.
English
1
0
1
7