TCWS is a Fee-only, Fiduciary #financialplanning firm that helps guide busy professionals, business owners, & entrepreneurs to make smarter life & 💰 decisions.
Maple Grove, MN
Joined December 2013
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Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
For #FathersDay, @Entrepreneur asked me & 17 other #entrepreneurs & #businessowners, "How Do You Balance Being a Dad and a CEO?"
entrepreneur.com/business-ne…
Here's to the dads out there doing their best to be present at home while also running successful businesses! #HappyFathersDay
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
A new article with 💬 from Dana Menard published on MarketWatch. @TCWealth
#wealthtenderquotes
marketwatch.com/guides/home-…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
A new article with 💬 from Michael Mezheritskiy, Dana J. Menard, and Chris Magaña published on MSN. @TCWealth
#wealthtenderquotes
bit.ly/3RZ8IjT
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
Russia & China are about to find out why we don’t have free healthcare
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
This is a tough graphic to own as a financial advisor. Only 3.2% of households have >$1M in their retirement accounts; just 7.2% have $500k+.
Are our 'typical' clientele actually a lot further from the 'typical' American than we realize or care to admit?
wsj.com/articles/heres-what-…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
The news out of #Russia is wild! If this is in fact a #coup, it's moving fast and #Putin is losing his grasp. Listen for up-to-date info! xitter.cf/i/spaces/1vAGRAwNvzXKl
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
A new article with 💬 from Jorey Bernstein, Dave Grant, Dana Menard, Eric Leider, and Daniel Yerger published on The Hastings Tribune. @JoreyBernstein @davegrant82 @TCWealth @DanielYerger3
#wealthtenderquotes
bit.ly/3qcfWF6
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
it's obvious to see the passion @danamenard has for the work he does with his clients. tap in to hear our convo about his chapter for More Than Money and don't forget to order your copy if you haven't at morethanmoneybook.com
🎧 allaboutyourbenjamins.com/mo…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
Love how @TCWealth incorporates George Kinder's principles into his new Alexa Skill.
Dana's mini-pods are available on Alexa speakers, Amazon mobile app, and Fire TV.
Personal finance wisdom bites for business owners.
Quick launch Twin Cities Wealth: alexa-skills.amazon.com/apis…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
Friends, I need some help
My husband Ryan was just diagnosed with one of the most aggressive types of cancer - a brain cancer called Glioblastoma
I'm looking for contacts at a hospital in japan or at drug maker @DaiichiSankyoUS
Read this and let me know if you can help 👇
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
A snapshot of the Russian economy: an investment expert goes live on air and says his current career trajectory is to work as "Santa Claus" and then drinks to the death of the stock market. With subtitles.
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
Excited to announce an Equity Compensation Master Class for Financial Advisors via the @MavenHQ platform.
Improve your value prop, hit service-market-fit, and scale your RIA within the startup niche.
Learn more & join the waitlist for summer launch 👇🏼
maven.com/trayecto/equity-co…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
We can't ignore the noise, but we can put it into context
theirrelevantinvestor.com/20…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
The payoff-mortgage-early vs invest-extra-mortgage-payment debate is more than an exercise in math.
The certainty effect is in play.
The brain favors risk-averse decisions (certainty of paying off interest-bearing debt) over the perception of loss (the uncertainty of investing)
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
To all of the great women financial advisors please join @cathycurtis & @MelissaJoyCFP for a Q&A about @theadvisorgc on Thursday, March 23rd at 1:00 EST.
Come learn about The AGC™ and hear firsthand what a couple of our women members have experienced.
us02web.zoom.us/meeting/regi…
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
Timberwolves owner Glen Taylor is exploring a sale of the team, and former star Kevin Garnett has expressed interest. es.pn/3hmnOKA
Dana J. Menard, CFP®, RLP®, CEPA®, CBDA℠,CDAA™ retweeted
I'm stepping away for a bit. (Food time.) If you're looking for good people to follow on the #MNprotests, check here: xitter.cf/i/lists/12661210512992…
