Cory Smith

@SBA_Matthias @SullyBusiness And yet so many people have that as their search criteria.

Guys let me save you some trouble If the seller is only working 3 hours / week in the business, the company likely isn't for sale if it's profitable

I used to be there too. Then I experienced a life plan by having my own done for me and my partner. Once I saw the impact, I knew it’s what I was missing. What I’ve found is there’s a more direct tie to the purpose behind every strategy. Less shiny object syndrome. Most importantly deeper relationships and more real conversations. It’s the part that will never be replaced by AI.

candidly, I’ve never been a huge fan of the hardcore “life planning” subdivision of the financial planning space. a bit too "kumbaya" for my taste/personality. I go far deeper on the soft side with clients than most...but too much of anything can be overkill. (plus, most of my clients are builders/pragmatists by nature) that being said, I recently had some clients send me a super thoughtful “ideal life plan” they created together (on their own)....and it was fucking beautiful. no numbers. just a thoughtful, values-based vision for their lives, careers, and kids.

@MrNQDC Yeah, I feel like that’s a fair response though. I have to fight tooth and nail to get one for my clients.

@dincplanning I remember going to a bank for a medallion signature and they looked at me like I had horns

Service Announcement 📣 If you have shares that are held at ComputerShare show people that you love them by moving the shares out of ComputerShare immediately. If you pass with assets still there, your family will have an unmanageable headache ahead of them.

@MrNQDC Yep. Your beneficiaries might as well chisel the paperwork in stone tablets. Has anyone ever even seen a medallion signature?

@dincplanning That’s what I call a dinosaur recordkeeping service

@cordes_tax Sir, some things just need not be said aloud.

My wife went out with friends tonight. What’s an acceptable way to tell her the kids took baths, brushed their teeth, and did bedtime routine way easier than when she is here that won’t result in my immediate death?

@MrNQDC Love it. I looked deep into it for my clients and couldn’t find a situation where a small business owner would benefit from a NQDC plan.

Executives use deferred comp because they have few other levers Business owners have better ones: Lower taxes Better protection No retirement roulette

One tax strategy: Loved by Fortune 500 executives Dangerous for business owners This is where copycat tax planning can wreck retirement ↓↓↓

And yet people wonder why more and more people are choosing to be childfree.

@ThinkAppraiser We custody with Altruist and can get our clients $3M FDIC coverage. But honestly we rarely come close to that since that creates an income issue they don’t typically need. There’s other ways to have similar returns and relative “safety” without the income.

Do billionaires hold tens of millions in cash at banks? (Considering it’s a tiny fraction of their net worth) Do they not care about being over the FDIC limits? Do they just have so much money that it doesn’t matter?

@cordes_tax Now try flap steak, also called bavette. Another favorite of mine is the Denver cut.

Why has no one told me about skirt steak? Has this gem of a beef cut been hidden from me on purpose?

@julesgambit @MERKE15 Nobody?…. Anybody?…. Sigh. Is that a rook in your pocket or you just happy to see me? It had to be said.

@MERKE15 Naturally. It was in our pocket

No matter how confident you are just know you’ll never be as confident as this dude

@cullenroche Home country bias, in action.

I am obviously assuming the the USA men's team will win because Canada is pretty mediocre at hockey now....

A hockey gold medal should count as at least 5 gold medals for the winning country which means that on a team weighted medal count basis the USA will have at least 28 gold medals in this Olympics, far surpassing Norway's total gold count.

@matt_gottshall Isn’t that just the normal price now? I stopped going there 2 years ago because they got so small and expensive!

@dincplanning Haha I do the exact same thing 🤣 I can’t justify a $16 chipotle bowl

Seeing this today did blow my mind a little, as someone who almost never uses these services I get why they’re great for some, but in a world that everyone talks about how expensive things have gotten and how they cannot save, stats like this give a glimpse as to why I’d love to see a breakdown of the demographic based on orders by income, net worth, etc. would be telling

@markcecchini Definitely don’t try these then…

honestly these need to be outlawed

@ServoWealth Recency bias. Availability bias.

How are investors in basic indexing funds like ACWI able to stay the course when they’ve underperformed a small value/high profitability tilted stock portfolio in every 15-yr period for a third of a century?

@EPBResearch Comical to think that inflation is this low as well though.

Does anyone really think inflation is 10% right now? The CPI isn’t meant to capture YOUR cost of living experience. It’s an average for the broad population. Not everyone buys college textbooks and paying $27 for an omelette in The Hamptons isn’t the average experience.

today the internet called me "cheap" for not paying for assigned seats on a plane. i wonder how many of them have a perfect credit score and no debt other than a mortgage that's getting paid off in 10 years. life is about decisions. i'll make mine and you make yours. 😘

@morganhousel @unusual_whales Exactly, it’s essentially always “imminent” unless we are in it.

@unusual_whales It is imminent -- the only thing that's unknown is the timing, location, duration, magnitude, policy response, recovery dynamics, and cultural impact.

Billionaire investor Mark Cuban has said that he believes a recession is imminent, per IB Times.

@FAFOFarmsTX @RepMarkPocan “Most.”

@RepMarkPocan Actually a "Real ID" covers all that... which most Americans already have.

There seems to be some confusion about the SAVE America Act. If it becomes law, you will NOT be able to vote with your drivers license alone. You’d need: 1. A passport, which more than half of Americans don’t have and costs at least $130 OR 2. A birth certificate PLUS your photo ID with matching names, which nearly 70 million married women lack OR 3. Military services papers (not a military ID alone) with sensitive info. I’m voting NO.

@CarStan1114 @RepMarkPocan Not to be obvious, but if you need it one time to register to vote, and don’t have it, AND you can’t vote if you’re not registered. Then ipso facto, you need it to vote.

You obviously haven't read the bill. You only need those things to register, so one time or when you move or have a name change. Only a photo ID is required at the polls. You are either not reading the legislation that you're voting on or you're purposely misleading people, either way shame on you.