Head of Sales at Betterment for Advisors • CFP®, BFA™ • We have a minivan

Cincinnati, OH
Joined February 2011
.@FOXSports please fix this camera angle on the cubs/reds broadcast - so off center, makes no sense, hard to watch
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“Over the last couple of years, we've really evolved from what I'd call a robo for advisors to a full-edged custodial service for advisors,” says Betterment's Tom Moore. Read more about how we’re serving (and winning) independent RIAs: financial-planning.com/news/…
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3,120 minutes A 🧵 about optimizing for peace of mind 1/8
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It’s a decision that I’ll continue to make day after day, regardless of how irrational it seems, because peace of mind is worth more than the lost time 7/8
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The "optimal" route and the "best" route don’t always look the same on paper, financial planning not excluded. Advisors, this is the job, right? 8/8
This weekend was a great reminder of how much I love and appreciate the @XYPlanning community. I may no be advising clients anymore, but I love to see other folks doing it for all the right reasons 🫶🏼 #xypnlive was 👌🏼
#fintwit fam! What are y’all planning to do with the Roth solo’s you’re managing at TD?
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In honor of @HJudeBoudreaux who extended this offer last week, I have 3 @MasterClass guest passes. DM me if you want one!
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Q: Does certainty diminish satisfaction? i.e. Assume you could see into the future that XYZ team will win their game on Sunday. Would watching the game be fulfilling? Does the answer change if it's your favorite team vs one you have no vested interest in?
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I’m taking a huge leap here, but @HalHershfield concept of empathizing with our future self in the same way we would a stranger is so interesting. I feel like there has to be some correlation with the reason many ultra-successful people are unfulfilled...
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Is it possible that this “empathy-gap” is—in addition to an inability to empathize with a future version of ourselves—a subconscious defense mechanism to avoid the “comedown” of reaching a long-term goal?
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Each side is forced to deal with losing power every four years, and both sides will spend their time looking for ways to make the other side the enemy until they are in power again.
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I’m not worried about the great reset, I’m worried that people only see the worst in people who are different than them. That cannot last with relative peace forever.
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