Securities offered through LPL Financial, Member FINRA/SIPC. Paradigm Wealth Partners is an other business name of Independent Advisor Alliance, LLC.
Knoxville, TN
Joined May 2017
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Take a deep dive into Roth conversions with our latest podcast episode! Learn about liquidity, conversion methods, and how the Tax Cuts and Jobs Act of 2017 affects your financial strategy.
podcasts.apple.com/us/podcas…
🎧 What The Wealth Podcast
Decoding Roth Conversions: A Deep Dive into Strategies, Myths, and Tax Implications.
Join me as we journey through the complexities and benefits of this financial strategy.
podcasts.apple.com/us/podcas…
Jonathan P. Bednar, II, CFP® retweeted
Here we go!
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📱 Wouldn’t it be great if you didn’t have to pay your cell phone bill?
That would be amazing. 🎉
🧠 What if I told you there way a way…..BUT you have to change your mindset and think like the wealthy.
If you bought 600 shares of Verizon at $37.19 you would invest $22,314.
600 shares x $2.61 (Dividend) = $1,566 in dividends 💰
💰 Divedends $1,566
📱 Cell Phone Bill $1,500
$66 left over for a few Starbucks Nitro Cold Brews
✅ Invest
✅ Free cellphone plan
Spend more time:
📈 Finding ways to grow your income.
Spend less time:
📉 Worrying about cutting expenses
Today I met with a business owner who is 72 and they don’t know when they can retire.
I asked for some more details around savings and net worth.
So we did some back of the napkin math.
✏️ 4% on $2,000,000 = $80,000
✏️ $5,000/Month Social Security = $60,000
✏️ Rent Building (4 Tenants) = $100,000
📄 $240,000
💸 24% Tax Bracket = $182,000
📄 $15,200 Per Month
Is that enough for you and your wife?
"Procrastination is opportunity's assassin." - Victor Kiam
📈When we delay taking action we miss out on the chance to grow and secure our financial future.
➡️3 Simple Steps:
1️⃣ Create a budget
2️⃣ Start saving and investing
3️⃣ Educate yourself
💪 Get started.
The thought of buying a beat up regional bank as a short term trade followed by news of the bank being taken over by regulators in the middle of the trade horrifies me.
I just wanted to make a $1.
Subliminal reminder that short term trading probably isn’t worth the risk.
💭 The perverse part of the Silicone Valley collapse.
In my opinion, Peter Theil was the culprit. Advising his venture capital fund to notify their companies to pull their deposits ($42 Billion).
He will posture himself as a genius who predicted the downfall. He was the cause.