We’re the next-gen adviser for the right now investor. Tweets are not advice.
Joined December 2021
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The latest edition of CryptoED is live! Curated by the team at @TurnqeyLabs, our mission is to be the most trusted educational resource for financial planners and other trusted fiduciaries.
Read and share here:
cryptoed.beehiiv.com/p/conti…
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Had a great conversation with @TR401 about Bitcoin
No unnecessary hype or fear
Just a clear framework for understanding what it is and where it may fit
If you’ve felt curious but overwhelmed, today's new episode is the right place to start:
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Millennials aren’t just the clients of tomorrow — they’re the HNW opportunity of today.
This generation is quietly becoming one of the wealthiest in history, yet many HNW millennials are not finding advisors who meet their expectations. envestnet.com/financial-plan…
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if your financial advisor isn’t recommending a bitcoin and ethereum allocation come join us at @401Financial
All your crypto news in one spot the #401Way. Tap in.
paragraph.com/@tokenadvice/t…
The 401 way.👇🏽
My wife and I have a weekly financial meeting every Monday morning.
- Weekly earnings
- What’s set aside for taxes
- What did we spend this week
- What’s left over and where it goes
A little accountability goes a long way.
We haven’t missed one in almost 5 years.
Highly recommend (especially if you're self-employed).
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@TR401:
“I do believe the regulatory environment paired with the success of Coinbase and Robinhood is an impetus for them to do something here.” he says.
“I don’t know whether it will be built in-house or a buy, but in my opinion they should buy as they’re so far behind.
Rick Wurster says Schwab will 'have a stable coin' after analyst peppering on Schwab's no-show on in-house crypto, but balks at setting timeline for Bitcoin and Ethereum, which take priority, he adds riabiz.com/a/2025/7/19/rick-…
This the 401 way. #WealthIsHealth
Crypto exchanges nickel-and-dime you with spreads, gas fees, and withdrawal costs that eat 2-5% per trade. Worse? 77% of DIY traders *lose money* chasing pumps without a strategy according to @coingecko.
You’re not “hodling” — you’re subsidizing VCs. #Bitcoin #DeFi #401Way
I got married over the weekend so I decided to write about how my spouse and I manage our money as a couple.
My latest:
ofdollarsanddata.com/separat…
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10 Reasons to Review Your Estate Plan
➡️ Family Changes - Marriage, divorce, births, deaths
➡️ Financial Changes - Significant changes to assets
➡️ Relocation - Moving to a different state
➡️ Document Age - Plans over 5 years old
➡️ Relationship Changes - Family dynamics shift
➡️ Health Changes - Illness, disability, or incapacity
➡️ Business Changes - Starting, selling, or closing ventures
➡️ Key Person Changes - Named individuals no longer suitable
➡️ Life Stage Changes - Retirement, career shifts
➡️ Legal Changes - New laws affecting estate planning
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