This cracks me up cause as a financial advisor, I’ll have people call in like “I have a family emergency, I need $150k!!!” Like wtf kinda of emergency requires an IMMEDIATE 6-figure sum?
This cracks me up cause as a financial advisor, I’ll have people call in like “I have a family emergency, I need $150k!!!” Like wtf kinda of emergency requires an IMMEDIATE 6-figure sum?
I’m not a millionaire yet, but it just feels inevitable
Everything I do and every move I make is just a small step closer to the goal
I say less than 5 years and I’ll be there
Just waiting for time to catch up
We need to have a discussion about food quality and prices. Beyond fast food restaurants, prices have more than doubled. Any sit down restaurant is minimum $60 for just my wife and me. And 9/10 times the food isn’t even ahh that great.
Whenever we first got married, 7 years ago,…
Spoke to a client today, only 47 years old, making $370k a year
Called in to withdrawal $50k from his 401k after getting laid off. Spent every dollar he made, no savings account, no investments outside of his 401k.
Income ≠ Wealth
Soon as that money stops, you’re back to zero
Y’all would be disgusted at the amount of people that never add contact information to their retirement accounts.
Millions of dollars, nothing but a PO Box for the address and no beneficiaries.
The amount of people that forget about their life savings is sickening
I don’t care about news
I don’t care about tariffs
I don’t care about politics
I care about my own income, cash flow and investments
I care about my family and the things I can control, no sense in wasting thought on stuff I can’t control
It sounds harsh but after working as an advisor for the past two years, I have zero pity for people that are in horrible financial situations
99% of people that are broke have done it to themselves, no pity
People severely over estimate how valuable their skills are
People submitting resumes with stuff like “super organized”
I talk to people all day that have been with their employer for 25 years and they’re making like 60k
Hard truth is that’s most likely the outcome for 90% of…
There are really only two inputs that control how much money you have in retirement, as far as your standard retirement accounts go.
Time and contributions
I speak to retirees all day about their retirement.
Every day, I have people call in asking “what can we do differently?…
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