Leimberg’s Beyond Tax Brackets: The Mathematical Framework for Roth Conversions
If you’re not familiar with Steve Leimberg, let me introduce you. He was (now deceased) one of the brightest people…
Financial News
Leimberg’s Beyond Tax Brackets: The Mathematical Framework for Roth Conversions
If you’re not familiar with Steve Leimberg, let me introduce you. He…
Case Design Studies: Four Recent Client Examples
I’ve been sending 50 weekly e-newsletters every year for 15 years. I’m…
Why Financial Advisors Shouldn’t Let AI Chatbots like Claude/ChatGPT Make Investment Decisions Webinar—On Recording
If you missed last week’s eye-opening webinar by Rob Harbin, the co-founder…
Why Financial Advisors Should NOT Let AI Chatbots Make Investment Decisions
If you missed my newsletter last week and/or didn’t sign up for…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
Case Design Studies: Four Recent Client Examples
I’ve been sending 50 weekly e-newsletters every year for 15 years. I’m not going to lie, it’s tough to come…
Cash Out DSTs (a unique twist to 1031 exchanges for real estate)
Webinar—October 2nd at 1:00 PM EST To sign up for the webinar to learn how clients can get cash in…
