Flat-fee, Fee-only Registered Investment Advisor. Tweets are not investment advice.

Sandy Springs, GA
Joined December 2019
Full Show: Finding Financial Advisors and Walmart Health #PFshare via @VerbatimFi youtu.be/N2Ah6zqnrtY?si=883a…
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Getting retirement financial basics down can mean more in the long run than anything you can learn about stick picking. ed.gr/efx2o
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Do you remember when you joined Twitter? I do! #MyTwitterAnniversary
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One of the most popular threads on my personal account, worth putting here as well: xitter.cf/StojBoj/status/1554063…
Confession time: I’m over 50, a financial planner & advisor, and I don’t know when I’m going to be able to retire, or exactly what retirement is going to look like. How can this be, you ask? Because life happens. Spoiler alert: none of us know the future. 1/15
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I’m John, and I was an Active Fund Manager: Update #PFshare via @verbatimfi verbatimfinancial.com/blog/i…
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Razors & Blades: Know What You’re Buying In Financial Services #PFshare via @verbatimfi verbatimfinancial.com/blog/r…
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Verbatim Financial retweeted
Thanks @EmilyGuyBirken & @curry_nyc for including me in this @ForbesAdvisor article on investing advice you don’t want to hear from your advisor: forbes.com/advisor/investing… @VerbatimFi
Verbatim Financial retweeted
We all have days of doubt like this: today I was doing some very simple portfolio analysis. Nothing earth shattering or that we don't all know - the stock market has been on a roll since 2009. When I thought of my investments over that period, I started to get vertigo. #Thread
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Razors & Blades: Know What You’re Buying In Financial Services #PFshare via @verbatimfi verbatimfinancial.com/blog/r…
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Verbatim Financial retweeted
I’ve made just about every mistake in the book, investing, career management, business ownership… My goal with @VerbatimFi is to prevent as many people as possible from making the same ones, and if they have, helping them to fix it.
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Verbatim Financial retweeted
If everyone is a financial advisor, who do you go to for financial advice? #financialadvisor #FinancialLiteracyMonth verbatimfinancial.com/blog/r…
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Spoke with @RetireElisabeth on her #podcast Ways to Love Your Money this week. We talked about how increasing your knowledge of Wall St. can save you money. #FinancialLiteracyMonth @VerbatimFi
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Verbatim Financial retweeted
Okay drop everything you’re doing, I found the funniest website on the internet: bitcoinorshit.com
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Verbatim Financial retweeted
There are few things in life that are both more difficult & more important to do than internalizing the fact that you can’t go back in time. You can only move forward.
Verbatim Financial retweeted
It’s April 2, so no foolin’ I’m a guest on ⁦@MichaelSSpeaks⁩ ⁦@SYP_Leadership⁩ #podcast. Michael always fits a ton of great wisdom into a bite sized podcast, and she keeps me on point, talking personal finance & ⁦@VerbatimFi⁩ podcasts.apple.com/us/podcas…
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I’ll be interviewed by @TheJenAmos on @joshelledge’s “The Thoughtful Entrepreneur” #podcast, talking about entrepreneurial strategy, finance, and of course, @VerbatimFi - don’t worry, I’ll remind y’all when it drops! #financialliteracy