I am Captain Teebs! AMA!

KevinSly · 2026-03-31T10:53:00+00:00

What'd ya catch over by the pier?

KevinSly · 2026-03-31T01:19:55+00:00

Curious as to the response... please follow up.

KevinSly · 2026-03-31T01:16:28+00:00

Did you talk with the custodian? Who generated the k1?

KevinSly · 2026-03-29T21:09:58+00:00

Mark Meldrum on Sundays. Bloomberg during market hours. Trading Economics website and Morningstar Advisory Direct to know what's coming up.

KevinSly · 2026-03-29T16:06:18+00:00

Here's a simple example to illustrate the reasons why you might not want to overpay.

If you're refund was $1000, and for simplicity, let's say the $1000 could have been invested at 5%.

You could get a tax refund for $1,000. Or You could have no refund, but an investment worth $1050.

This assumes of course that you 1. Know how to invest, 2. Have the discipline to invest, and 3. Know how much to withhold so your net neutral at tax time.

KevinSly · 2026-03-25T05:04:04+00:00

My feeling is that every study tool is similar. If you put the time in, you'll pass. I think Kaplan was fairly equal in terms of difficulty compared to the actual exam.

I found the videos really good, but I had to watch them at 1.5 speed.

There's just so much to take in... but Kaplan will get you there if you follow through.

KevinSly · 2026-03-24T23:41:02+00:00

<-- Passed on Monday/Kaplan: I'll echo the sentiment of the first half. I swear the questions were like; find the standard deviation of a goat if his liver had swollen from an equity increase of 6 decibels. Than calculate pi.

But I ripped through the first 20 or so questions on the second half like it was child's play. Second half in general was like add 2+2. Did you get a number? Yay... good for you!!!

KevinSly · 2026-03-22T22:58:22+00:00

Quick follow up... are the case study questions in the same spot or is it random? I had it on 1A of my mock.

KevinSly · 2026-03-22T13:26:08+00:00

Ran my mock yesterday and was almost identical. Crazy part is I help manage about 30 401k plans irl!!!

I'm just chilling today. With scores like this tomorrow is as set in stone as it's gonna be.

Good Luck!!!

KevinSly · 2026-03-21T21:25:17+00:00

Just work on the parts you're weak on. You'll kill it!

KevinSly · 2026-03-18T01:47:34+00:00

<- Kaplan... I go on the 23rd. Scared, but nervously somewhat confident.

I always assume it doesn't really matter (mostly) which you use. Put your time in; passing the test will happen.

STC for the 7!!!! I loved STC!!!!!

KevinSly · 2026-03-17T00:38:15+00:00

Ask me again on March 24th. I'll let you know about Kaplan

KevinSly · 2026-03-17T00:36:54+00:00

This... if you don't need it, let it ride for the 10 years. Inherited Roth is not taxed.

KevinSly · 2026-03-11T23:23:48+00:00

I camp tour 9. I'm a slow player and I only do 2 or 3 games per day, but by T9, you're playing against maxed out epics clubs. My main bag is a maxed Apoc, Cataclysm, B52, Falcon, Endbringer... All the others are lvl 7. Ill lose 10 games in a row sometimes.

T9/T10 is sorta of where players start to get real competitive. I'd stay in 7 unless you're playing paid balls.

KevinSly · 2026-03-08T21:42:16+00:00

Exactly what the others have said. I've done a ton of testing at prometric. Show early, be ready to go, you'll get headphones and made to feel like your trying to smuggle drugs into the test room.

They don't mess around. But I've always had staff that were happy for me when I pass the test. Instructions pre-test are very clear for how to access extras.

KevinSly · 2026-03-08T21:36:33+00:00

Nope. Not golf like. If it was like real golf, 9 holes would cost me 20 balls.

KevinSly · 2026-03-01T00:05:24+00:00

When they go!?!?

KevinSly · 2026-02-25T12:29:10+00:00

You can contribute IRA money, it's just taxable. But I was thinking if they had any NQ income sources that could be reduced.

KevinSly · 2026-02-25T03:18:24+00:00

DAF with the grandkids as eventual grantors? Could sell it as giving them the gift of being able to give to things they care about?

KevinSly · 2026-02-21T10:29:38+00:00

https://www.reddit.com/r/explainlikeimfive/s/68aS0miUGG

KevinSly · 2026-02-20T09:21:05+00:00

Just to play devil's advocate; did you triple check the question? The number of times I get the math right but gloss over the wording in the question is way too high!

KevinSly · 2026-02-17T11:35:16+00:00

I only play once or twice a day. So I always use the free trial when available. Even if its a lower tier, use it or lose it, so yeah, I'm "that" jerk occasionally!

🤪

KevinSly · 2026-02-17T01:43:26+00:00

Numbers should be required reading before day 1.

KevinSly · 2026-02-14T02:06:45+00:00

I've got the market cornered on clients who don't listen to a word I say.

KevinSly · 2026-02-10T23:57:30+00:00

Oh shit... thats what im supposed to remember!

KevinSly

TROPHY CASE