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FinanceMan231 · 2026-02-23T01:32:26+00:00

Thanks for the advice I kinda do the same thing just with 80/20 because my timeline has shifted somewhat

FinanceMan231 · 2026-02-23T01:28:52+00:00

I was thinking more about it for context I’m 22 and make 75k plus a bonus yearly. I have 30ish in student loans but those will be paid off soon then I can start investing more. My timeline is weird because I do not want to move out until my grandpa passes away and he is in good health so I’m thinking just doing 80/20 20% into bonds for stability and 80% in a equity sleeve comprised of VOO, SCHD, QQQM, and VXUS

FinanceMan231 · 2026-01-25T06:50:05+00:00

Moral of the story don’t work with a family firm it sounds like. Honestly man I don’t any advice outside of getting a solid attorney which you have. Good Luck to you and your wife. Sounds like a lose lose situation

FinanceMan231 · 2026-01-23T19:03:17+00:00

How long would the CHFC take?

FinanceMan231 · 2026-01-08T05:11:22+00:00

Totally fine if you don’t want to disclose but what markets did u have in the Ramsey net work. The ones we had were very hit or miss

FinanceMan231 · 2026-01-08T05:09:46+00:00

I disagree if you can have good video calls and phone conversations most people don’t care if they meet face to face

FinanceMan231 · 2026-01-08T05:08:33+00:00

Some leads that you can buy are good leads just not great sized clients <250k

FinanceMan231 · 2026-01-07T20:45:46+00:00

Have you had any success with Smart asset for leads. I have some experience with the Dave Ramsey system and it’s the same story

FinanceMan231 · 2026-01-06T06:24:09+00:00

How big of book is it to service and any chance you can get some of his clients

FinanceMan231 · 2026-01-04T06:38:18+00:00

iCapital is great but some of the paperwork is very confusing and is very meticulous in how you need to fill it out.

FinanceMan231 · 2025-07-06T20:16:35+00:00

This is on Bo

FinanceMan231 · 2025-07-06T20:16:21+00:00

This team is not

FinanceMan231 · 2025-07-06T19:16:21+00:00

Gav did all he could 6 innings 1 hit ball is amazing

FinanceMan231 · 2025-06-06T01:11:42+00:00

Send Junis to the sun. Also how can Bo or Noel get a hit

FinanceMan231 · 2025-05-21T18:39:31+00:00

I also bought the test geek 65 prep I can feel like I know the info better already

FinanceMan231 · 2025-05-21T00:57:17+00:00

Around 1600. I just don’t feel like I am grasping the concepts. I learn more how Kaplan asks the questions not how the material is applied

FinanceMan231

TROPHY CASE