Thomas Kopelman 💵 @TKopelman
Co-Founder @AllStwealth. Helping High Income Millennial Entrepreneurs build wealth. 2022 & 2023 Top 100 Advisor by @Investopedia. Tweets ≠ advice. allstreetwealth.com/thomas Indianapolis, IN Joined December 2011-
Tweets44K
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If you have found my page helpful and are looking to improve your financial knowledge Then Subscribe to my newsletter & join over 2500 fellow millennials who are elevating their personal finance game Subscribe here to never miss one again! allstreetwealth.com/thomasnewslett…
1 client I work with wants to spend $40k a year on travel So they drive old cars, have a smaller house, etc & it works for them Another client I have, values their home They want lots of land, animals, events, etc So they spend a ton there Spend on what you value
I've met so many great planners on X, Rachael & @TKopelman are the real deal. If you're and advisor looking to gain traction on X, this is for you:
I've met so many great planners on X, Rachael & @TKopelman are the real deal. If you're and advisor looking to gain traction on X, this is for you:
Fastest way to add anxiety to your financial life Buy too much house or car based on todays income It's never guaranteed I know many who are forced to work jobs they hate simply because they feel stuck and can't back out of their lifestyle
Pretty crazy how things come full circle, but I have to give credit to @TKopelman for encouraging Rachael to get started on social. If it wasn't for that, Rachael and I probably never would've launched a podcast together and become such great friends. This industry is full of…
Pretty crazy how things come full circle, but I have to give credit to @TKopelman for encouraging Rachael to get started on social. If it wasn't for that, Rachael and I probably never would've launched a podcast together and become such great friends. This industry is full of…
2.5 years ago I asked @TKopelman if he could jump on a call to talk about what he's doing on Twitter. Thomas convinced me to start posting on Twitter and it changed everything. Almost all the growth and opportunities I have seen since then come from a decision I made to show up…
@TKopelman Link to join the waitlist: allstreetadvisoracademy.com
I always tell my clients that I don't know everything, but I will figure out everything for you As an advisor, solving problems is the job And having the right people in your corner to help you when complex situations arise is so important
This is important for people to know The amount of people who come into working with us with insanely low salaries is wild
This is important for people to know The amount of people who come into working with us with insanely low salaries is wild
Odds of an index coming back are very different than odds of a single stock coming back Remember this as you make equity comp decisions
Equity comp mistakes I most often see: - not exercising early enough - not filing 83(b) election when you can - not planning for AMT - holding onto RSU's because of "taxes" - Not utilizing ESPP with discount and lookback
Cody Garrett, CFP®�.. @MeasureTwiceMNY
15K Followers 988 Following Financial Educator at Measure Twice® - I teach DIY investors how to create their own financial plans + learn more in 5 hours than most people learn in years!Brennan Schlagbaum, C.. @Budgetdog_
143K Followers 299 Following CPA helping you become the next MILLIONAIRE💰| 1,200+ Budgetdog Academy students 👉🏼| Listen to my podcast below👇🏼Carl Richards @behaviorgap
54K Followers 711 Following Pay attention to money and your relationship with it will change.Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionalsBrendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of adviceSamantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + TechRachael Camp, CFP® @camp_wealth
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78K Followers 1K Following Millennials who teach Real estate & Personal Finance| Paid Off $100k Debt in 3 Years| Own 11 Rentals| Financial Freedom in our 30’s|Max Pashman CFP® �.. @maxpashman
4K Followers 377 Following Buiding blueprints to financial independence for high earning tech employees and business owners. DM for questions! Posts are not advice.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Tyler Olson @olsonplanner
37K Followers 917 Following Financial planner to physicians and other kind and motivated people. Enrolled Agent.Jeremy Walter @jeremywalter
5K Followers 366 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT adviceMark McGrath @MarkMcGrathCFP
18K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️Chad | Money Matters @Chadmoneymatter
31K Followers 528 Following I'm building a Million Dollar Net-Worth on a modest salary of $55k I share my strategies to help lower income families thrive!Brian Portnoy @brianportnoy
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3K Followers 986 Following my book & blog → https://t.co/iHhx0AFEff // creative resources (for advisors) → https://t.co/KCVLS25jxoChristine Benz @christine_benz
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479 Followers 1K Following No problem can withstand the assault of constant thinking!!!Nadia Vanderhall @NVKnows
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64 Followers 322 Following Sports, fitness and investing. PC-Braves, Corey Seager, Evan Carter, Nolan Arenado and Jordan LawlarDean M Smith @BigDenny71
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143K Followers 299 Following CPA helping you become the next MILLIONAIRE💰| 1,200+ Budgetdog Academy students 👉🏼| Listen to my podcast below👇🏼MichaelKitces @MichaelKitces
86K Followers 484 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blogJeff "The Buckinghamm.. @CPAPlanner
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54K Followers 711 Following Pay attention to money and your relationship with it will change.Travis Gatzemeier, CF.. @T_Gatzemeier
6K Followers 788 Following Outdoorsman | Biz owner | Building a world-class financial and investment planning firm for entrepreneurs and stock-compensated professionalsBrendan Frazier @jbrendanfrazier
6K Followers 1K Following Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of adviceSamantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + TechBen Carlson @awealthofcs
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23K Followers 272 Following Building a "work optional" life and sharing everything I know. | Owner of Camp Wealth | Co-host of the Becoming Work Optional Podcast | Tweets are not advice.Peter Mallouk @PeterMallouk
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78K Followers 1K Following Millennials who teach Real estate & Personal Finance| Paid Off $100k Debt in 3 Years| Own 11 Rentals| Financial Freedom in our 30’s|Max Pashman CFP® �.. @maxpashman
4K Followers 377 Following Buiding blueprints to financial independence for high earning tech employees and business owners. DM for questions! Posts are not advice.Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️Tyler Olson @olsonplanner
37K Followers 917 Following Financial planner to physicians and other kind and motivated people. Enrolled Agent.Jeremy Walter @jeremywalter
5K Followers 366 Following Family guy and financial advisor exploring the intersection of money and values. Curious about Enough. Most tweets are self reminders. Simul justus et peccator.justincastelli @jus10castelli
11K Followers 4K Following helping you master the art of living your authentic life. founder @rlswealth & @lifesprst, co-founder @theadvisorgc, tweets NOT adviceZach Ashburn @zachary_ashburn
2K Followers 775 Following Tax and Investment Planning for Consultants and fCxOs CFP® Professional and IRS Enrolled Agent Tweets≠adviceMax Schatzow @AdviserCounsel
6K Followers 1K Following Counsel to RIAs, BDs & fund managers on registration, compliance, and enforcement issues. Husband, dad x2, dogdad, beer, ball sports, bikes, fiat.Mark McGrath @MarkMcGrathCFP
18K Followers 2K Following I help Canadian physicians treat financial uncertainty. CFP®, CIM®, CLU®. DM's are always open. Meet a PWL advisor ⬇️Denise (The IRA Whisp.. @ApplebyIRA
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2 Followers 2 FollowingFlora Kopelman @f_kopelm
1 Followers 1 FollowingJames O'Keefe @JamesOKeefeIII
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5K Followers 2K Following Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4LifeKendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagementSMB Attorney @SMB_Attorney
111K Followers 2K Following Eric Pacifici | Helping folks buy, sell and operate enduringly profitable businesses at @SMBLawGroup & @theSMBCenter | @Kirkland_Ellis & @GibsonDunn | @dukelawThe Secret CFO @SecretCFO
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1K Followers 59 Following Owner of MYWP, PhD in PFP Candidate studying compensation, teach investment & retirement at UC Boulder, Nexgen Rep @ FPA Executive Committee, NAPFA West Board.Mountain West Tax, CP.. @mountainwesttax
8K Followers 3K Following Building a tax firm in Denver, COZach Melloh @zachmelloh26
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162K Followers 2K Following GET funded ➡ $150m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSignJack Raines @Jack_Raines
66K Followers 1K Following journalist/writer @sherwood_news • Cowboy hat aficionado • Deported from Norway • check out my blog: https://t.co/VsjxOThmH3Alex Cohen 🤠 @anothercohen
189K Followers 1K Following Having fun on the internet. Building something new. Side project: https://t.co/XmAstakS3p. Previously led consumer product @carbonhealthBall Durham @Ball_Durham
5K Followers 932 Following FanSided's Duke site for news and opinions about the Blue Devils. Site Experts: @KevinConnelly24 #GoDukeWhoops I guess I’m weird. I’m accidentally building a wine/ food event business and spin off a non-profit with a Chef who worked at some of the top restaurants in the world and one of only 35 female Master Sommeliers in the world. Both have become dear friends. How’d it…
Honestly think anyone over 21 who still celebrates birthdays is weird. You made it around the sun again do you want a prize for this? Also how about a sippy cup filled with apple juice
Murray throwing a heat pack on the floor is one of the more childish tantrums I’ve ever seen in the NBA.
I used to think making $1 million was impossible until I started hanging out with people making $10 million. Our biggest limitation is our own mind. You'll become 100x more successful with a circle of friends who discuss investing, entrepreneurship, and building wealth.
You don't make money your first 5 years. And real money hits in year 10, at least. If you think that's too long, this industry's not for you.
Finding a great deal via 1031 exchange is nearly impossible. The odds you happen to find the exact deal size, with the right amount of debt, all in that 45-day period are next to none. Most overpay, thereby offsetting much of the taxes they saved.
Real estate is risky. If you are doing well even though you have not gained expertise that gives you an edge, you're getting lucky, or you caught a bull run. Those both end. Expertise does not end.
Too much debt will wipe you away faster than you ever thought possible.
Real estate is really hard, even for those at the top of the game.
The charge call on Turner was reprehensible. Come on.
"I am an expert integrator operator. I just need to find an owner who understands the 'big picture' so I can finally thrive"
80% of business owners I talk to: “I’m looking for a good operator to support with the day-to-day so I can focus on the big picture.”
@TKopelman @kendrarockslife We have to do it! But that also means you have to hold out for Jolt! and not do it somewhere else. You game for that?
So you can challenge every play in the universe but a kicked ball. Makes sense
Lots of talk today about Social Security running “low” on funds by 2035 Social Security is likely NOT going away The fear around social security is mostly based on a misconception of how the program is funded The social security RESERVES are set to run out by 2035 However,…
@TKopelman @robertsofia @kendrarockslife I thought I was writing in simple terms.... Kendra shared about Hemingway (sp) app The app said I was writing 12th grade level Many of the suggestions are sentence construction, it wanted short sentences
@Lawrence_Sprung @TKopelman @robertsofia I heard from @denisesprung you were "post-grad" level @Lawrence_Sprung and I got the best chuckle out of it! Don't worry, most advisors are!
@TKopelman @robertsofia Right?! Just two rebels in the back row 😎
@TKopelman @robertsofia Still trying to check a speaking gig with @TKopelman off my list! It's gonna happen!
@TKopelman @robertsofia @kendrarockslife Denise and I attending Kendra's panel at SHIFT It was awesome, a ton of takeaways Based on her presentation I am working on writing my blog posts a few grade levels lower :/