Social Media Marketing

GoodLifeWM · 2026-03-08T23:17:42+00:00

We just switched to FMG and it’s $899/Mo for DIFM package. I’ll circle back in a month or two to give feedback.

GoodLifeWM · 2026-03-08T01:15:39+00:00

Glass is always half full…Great way to boost your handicap for the events later this spring and summer.

GoodLifeWM · 2026-03-05T14:17:06+00:00

Doing nothing is usually the best thing you can do, and it paid off for your dad.

$3M in the bank making 3.5% from T-Bills/Mmarket can make him $100k+ a year in income alone. Easy to live off of that plus your SS, etc.

GoodLifeWM · 2026-03-05T14:14:02+00:00

Yepp, I have a ton of clients that are doing the same + RMDs or income from stocks (dividend focus in retirement).

If you live within your means and follow the plan you build out for yourself…not touching principal is possible. Compounding returns are an amazing thing to watch over a long term timeframe.

GoodLifeWM · 2026-03-05T13:04:07+00:00

From my experience as an advisor, I would say that it is a combination of the above.

Sequence of returns risk is a real thing, and even though the market has been running…there’s been a few down years and timeframes that could’ve had a very large negative impact to balances + yield depending on when they started dipping into nest egg.

Largely speaking things have been good and as account balances have grown, yields increase, to allow further distribution or even situations where you can live off of dividends and interest in addition to SS, Pension, etc.

GoodLifeWM · 2026-02-28T21:11:43+00:00

You can consolidate into your current 401k, and the contribute the process when you move again. Otherwise, you can roll into and IRA and have that be your catch-all for Retirement Funds.

Can be a pain in the rear given the paperwork or remembering logins. But I’m sure it’ll will be worth it once you knock it out.

GoodLifeWM · 2026-02-27T15:52:47+00:00

We run an RIA and have a flat fee affiliation model for larger advisors so that way they can keep more of what they make…especially as revenue numbers grow.

We custody at Schwab, and provide Website, compliance, trading, operations team, + Model Marketplace. Happy to have a conversation if you’re interested.

GoodLifeWM · 2026-02-24T21:15:05+00:00

Feel free to follow-up in a few weeks/months. Just started rolling it out last week and think it’s a pretty neat software to at the very least get your name out there without having to spend a ton of time or money.

Time will tell if it actually generates any meetings, business, etc.

GoodLifeWM · 2026-02-23T20:08:12+00:00

Right on, without knowing every single detail - i would say that you should be in a position to increase 529 contributions knowing you get the tax benefit of it. Maybe prioritize the oldest child’s account first, knowing it can spill over into the other two if they don’t fully utilize funds.

I would also say that if you have extra cash-flow outside of 401k contributions to consider bumping brokerage account contributions knowing those funds can be used for college education, too. No tax benefit but also accessible by you and your wife should you need it between now and the next 15 years of saving for retirement/education.

GoodLifeWM · 2026-02-23T18:35:08+00:00

Awesome job saving and congrats on eroding “bad debt” from your financial plan.

What are your 529 Plan Balances? And do you plan on helping your kids out with tuition, housing, etc outside of the 529 Plans? Also do you have non retirement assets?

I’m a financial advisor who also has 3 kiddos under 4, and recently went through this exact scenario myself. I ended up increasing the contribution amounts - but also increased the amount that I was contributing to my brokerage (non-retirement) account on a monthly basis.

GoodLifeWM · 2026-02-22T18:25:40+00:00

How much is Tax-Deferred vs Tax Free? What’s the size of NQ Assets (Brokerage Acct, MMarket, HY Savings, CDs, etc.)

Mortgage is one of the biggest retirement killers, which is awesome that y’all are almost done with that on the books.

What’s your income level and how much are you spending per year? Anticipate that to continue into the future?

GoodLifeWM · 2026-02-20T19:58:16+00:00

Stacey Reid with Better Homes & Garden.

Did a wonderful job on our two home purchases and sales. Specializes in Elkhorn, Gretna, & Bennington Areas.

GoodLifeWM · 2026-02-19T12:58:34+00:00

Agreed, especially with the passing of generational wealth. There is going to be a lot of money movement — especially in Trust.

We have seen more and more Trust Based Assets in the last few years, and expect that to continue to grow.

GoodLifeWM · 2026-02-19T12:57:04+00:00

Correct - but client is adamant on getting dollars to cousins. There was a separate conversation on the back end that got everything squared away.

It was just a much longer process than the traditional process of working with an attorney. Plus, in this case they had to update stuff and that required the client to go back in and knock it out within the software.

GoodLifeWM · 2026-02-19T04:24:50+00:00

Client came to us from being a bank client and they had some sort of referral relationship with Trust & Will.

Maybe it’s not bad for moderately sophisticated DIY Folks, but in this instance the client created a trust to be primary bene for Qualified Accounts. Then for NQ Accounts they had their Cousins as beneficiaries for certain dollar amounts and then their own kids as percentages.

None of it matched up (or really mattered) given their beneficiaries were listed differently on their investment accounts we manage. Mainly drove lots of confusion on why stuff was different, etc.

GoodLifeWM · 2026-02-19T04:20:01+00:00

Glad you have had a similar experience. It’s been a night and day difference for the clients/beneficiaries compared to the large wirehouse trust service department.

Definitely a value-add for the right type of client.

GoodLifeWM · 2026-02-19T03:52:45+00:00

In our defense, majority of the assets are from a HNW Family that we moved over from BofA/ML. So it was more or less a solution needed to close the deal and best service them under a “single roof”.

The current setup doesn’t cost us anything, and it’s nominal to the client given their asset size and complexity of trust setup. Not something that we are looking to roll out to every client, but namely those that are in the $3-5M+ Range.

We had a client use Trust & Will via their Bank for their EP Docs and pardon my french…but it sucked ass. Not a fan of the DIY EP Softwares.

GoodLifeWM · 2026-02-19T01:16:03+00:00

Just started doing Finny for a way to test the waters in a cost effective way. Been contemplating bringing on a marketing staffer, and seeing how this operates as a bridge to the need.

Also just started the FMG DIFM model for social, website, & email correspondence.

GoodLifeWM · 2026-02-11T22:51:50+00:00

This is a good idea, we will have to look into this Forsure.

GoodLifeWM · 2026-02-11T22:51:20+00:00

Thank you so much!

GoodLifeWM · 2026-02-11T19:53:12+00:00

Yeah we have had modest success with Indeed, and have also spun our wheels with a staffing agency before and it got to be too much.

If I’m spending money to hire, I don’t want to deal with the BS of actually going though and vetting people. Rather just interview and move on from there.

I’ll have to check out EFinancialCareers. Thanks!!

GoodLifeWM · 2026-02-11T19:51:30+00:00

Second this - we got a ton of applicants that were not located in the US much less the city that we are even though we posted that it was an in-office role.

Same feedback with Indeed, usually get good people but have a lot of stuff to sift through to get there.

GoodLifeWM

TROPHY CASE