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Ryan Greiser, CFP® retweeted
BIG ANNOUNCEMENT! 🚨 🚨 🚨
We have been keeping a HUGE SECRET. We’ve been planning the biggest surprise event for almost a whole year for financial advisors that are building the best practices in the US.
Our podcast, Advisor Freedom, has (amazingly!) exploded over the last 18 months and has been so much fun to run.
We thought the greatest way to celebrate that is to do the opposite of what every podcast seems to do (World Tours) and instead host an awesome and massive event for incredible financial advisors in Austin TX!
Soooo, we are excited to host the Inaugural Crossover Retreat!
I am obsessed with learning from other financial advisors (especially these superstars) on how they’re building their practices, growing their firms/social media reach and utilizing AI everyday.
That’s exactly what Crossover is for. Sharpening with and learning from some of the best minds in the same room.
If you want more info comment CROSSOVER and I'll send you info and event details.
Big thank you to our sponsors: @JumpAdvisorAI , AdvisorCRM , InfluenceLab and Momentum Media
Excited to explode with this year’s cohort!
@cliffcornell_ - Bone Fide Wealth
@Rianka_D - Founder, YGC Wealth
@matt_gottshall - Balanced Wealth Group
@Greiser - Co-founder, Opulus
Bryan Gum - Founder, Lighthouse Planning
@iconocapital - Founder, Iconoclastic Capital
@hardingwealth - Founder, Harding Wealth
@TakeActionCopy - Founder, Influence Lab
@TKopelman - Co Founder, All Street Wealth
Kaya Ladejobi - Founder, Earn Into Wealth
@maxpashman - Founder, Pashman Financial
@FranWalsh73 - Co Founder, Opulus
And we’re not done with surprises (👀)… Stay tuned!!!
🤖 Made with AI
Ryan Greiser, CFP® retweeted
spent more time with Fran and Ryan yesterday in person
a couple of rock solid dudes from the great state of PA who said “why not us” and “why not do it our way”
Congrats on 9 figures under management 🚀
@FranWalsh73 @Greiser
7 years ago today, Fran and I walked away from our broker-dealer to start Opulus.
No mahogany office. No sales scripts. No suit-and-tie culture.
We didn't have a plan so much as a conviction: we could build something better if we just stopped asking permission.
A handful of clients said yes. So did some friends and family. About 50 people trusted us with roughly $12M.
That was the whole company.
Today we work with close to 200 families across 32 states. Median age 41. We're closing in on $115M under management.
And somewhere along the way, the thing that used to get us in trouble became the thing that built the business. We went from being banned from social media at our old firm to sharing our thinking every single day, for free, so people can either use it themselves or bring us in to do it with them.
Between me and Fran, that's grown into about 27,000 followers on here and 4,750 people who subscribe to our newsletter.
I believed in 2019 that we were building something worth building. I did not believe it would look like this.
I'm grateful for every client who bet on two guys with no track record and who didn't want to wear a suit and tie to the office. I'm grateful for the supporters, and honestly the critics too. You sharpen us whether you mean to or not.
Most of all: my wife and our three kids gave me the room to take this risk in the first place. None of this happens without that.
And Fran. Seven years in, he's not a business partner anymore. He's family.
If you're an advisor, or really anyone, sitting on the idea that you could do this differently, betting on yourself is still the best decision I've ever made.
Thank you 𝕏.
— Ryan
Ryan Greiser, CFP® retweeted
Two homeowners, same $400,000 mortgage balance.
One aggressively pays it down early.
One invests the extra instead - because their rate is 3%.
Only one of them made the mathematically sound choice.
Here's why: ↓
Ryan Greiser, CFP® retweeted
You leave your job at 55. Your 401(k) becomes accessible penalty-free - no SEPP, no waiting for 59½.
One wrong move - rolling it into an IRA - destroys that access permanently.
Here's how it actually works: ↓
Ryan Greiser, CFP® retweeted
You're exactly halfway through the tax year right now.
Miss this checkpoint, and you could be scrambling in December to fix decisions that needed 6 months to unwind.
Here's the 10 items to check now that Q3 has started: ↓
Ryan Greiser, CFP® retweeted
Everyone wants the "right age" to claim Social Security.
There isn't one.
There's only the right age for your health, your other assets, and your overall plan.
Here's how to actually think through the decision: ↓
Ryan Greiser, CFP® retweeted
You retire at 50 with $1.5M in a traditional IRA.
You can't touch it until 59½ without penalty.
Or can you?
The Roth Conversion Ladder lets you access that money years early - tax-efficiently and penalty-free.
Here's the 5-year plan: ↓
Ryan Greiser, CFP® retweeted
Millions of parents are sitting out Trump Accounts because of one misconception.
"It's only for newborns."
Wrong. Any child under 18 qualifies. Contributions open July 4th. The portal opens July 5th.
Here's everything you need to know before the window opens: ↓
Ryan Greiser, CFP® retweeted
Most business owners settle for a few vacation weeks per year.
What if you could take off 3-6 months instead?
• Not in "retirement"
• Not "someday"
• Right now
The "Strategic Coast Mode" framework makes it possible.
Here's how it works ↓
Ryan Greiser, CFP® retweeted
Start strong and plan smarter:
Invest early → Start now to thank yourself later
Budget flexibility is key → Adapt to life's changes
Financial advice is invaluable → Seek expertise early
Build a solid financial foundation.
Ryan Greiser, CFP® retweeted
Your biggest asset isn't your bank account; it's your time.
Use it wisely.
Ryan Greiser, CFP® retweeted
A $2 million loss in crypto isn't just a setback; it's a lesson in financial humility.
Watch the clip from @Interaxis8 now and see the reality of being paid for crypto projects.
Ryan Greiser, CFP® retweeted
In just 4 years, here is how significantly your purchasing power has dropped:
$100,000 in 2020 = $121,203 in 2024
(@smartasset Inflation Calculator/Buying Power Tool)
Have seen lots of inflation posts recently. You'll see many people try to defend our political leaders & the media claiming "inflation is down!"
They either don't understand inflation or are purposely misconstruing how it works.
Here's an easy way to think about it:
If inflation is declining, it's like a car slowing down - it's still moving forward, just not as fast.
This doesn't mean we're going into reverse, or experiencing deflation, where prices DROP across the board.
Instead, it's more like we're easing off the gas pedal on price increases, making things a bit more stable without actually hitting the brakes and going backwards.
So, declining inflation means prices are still going up, but at a slower pace, not that prices are falling.
This is why despite the headlines you continue to read, you don't actually feel that its the truth when you are out doing your weekly shopping for your essential living items.
The only way to combat this? Invest. Control what you can control!
Not doing so is causing your dollars/purchasing power to lose value each and every year 🧠
Post inspired by a few great ones I've seen over the last few days from @cliffcornell_ & @imericrife great guys to follow 💪
Ryan Greiser, CFP® retweeted
In this episode of MYM, we sit down with Jonathan Jacobs, CEO & Founder of Ethos GSFM, a premium men’s grooming company designed to bring a distinguished experience to the metropolitan gentleman.
Tons of awesome insights in this one on entrepreneurship, life, and giving back!
masteryourmoney.finance/podc…
Ryan Greiser, CFP® retweeted
This week's newsletter is a tribute to Charlie Munger - our 10 favorite quotes of his.
Was hard to pick just 10! Rest in peace to a legend in the finance & business worlds, his wisdom & thought processes will likely be taught for hundreds of years
masteryourmoney.finance/blog…
Ryan Greiser, CFP® retweeted
Flashy news headlines are designed to grab your attention and cause an emotional response ‼️
- Have a plan
- Stick to it
- Make adjustments if necessary
- Moderate risk tolerance
No wholesale 180's every time a scary CNBC Article drops!
Ryan Greiser, CFP® retweeted
Only 20.5% of US Households have a Roth IRA
Only 37.3% of US Households have ANY IRA
We need to do a better job of promoting the importance of saving!
Those numbers should be way up! Even if it's a small amount, JUST START, and increase over time.
Small, micro-actions ✅
Ryan Greiser, CFP® retweeted
Don't forget to mark your calendar as #CoinMarketCap Conference will be happening this coming May! 🔥
Connect with new people, brainstorm new ideas & solve problems, that's what we are here to achieve! 💪
#cryptonews #CoinMarketCapConference
conference.coinmarketcap.com…









