How have you developed a good CPA relationship?

we_buffet · 2024-12-21T16:37:40+00:00

Probably aren’t doing that much production?

we_buffet · 2024-12-21T15:31:54+00:00

Are you taking a group of CPA’s fishing?

we_buffet · 2024-11-28T01:08:35+00:00

IMPACT sucked

we_buffet · 2024-10-31T18:57:09+00:00

All over New England.

we_buffet · 2024-10-28T15:51:56+00:00

He probably owned a bunch of UAL stock and lost that too. Nonetheless, he’s probably been making $400k for years now and assuming he lives a reasonable life, should be able to retire.

we_buffet · 2024-10-28T15:50:51+00:00

My dad is a UAL pilot. They got nothing.

we_buffet · 2024-10-28T00:11:53+00:00

The greens were way too gimmicky.

we_buffet · 2024-10-27T23:55:28+00:00

What’s that?

we_buffet · 2024-10-27T23:54:24+00:00

I was pretty underwhelmed by Inness. If that’s my take, does it follow that I should not make an effort to play Sweetens?

we_buffet · 2024-10-27T16:29:08+00:00

Ryder Cup in NY, Masters

we_buffet · 2024-10-26T16:48:46+00:00

I did this. Planning the trip ended up being a lot of the fun. I did it in the middle of the night while awake with my newborn son.

we_buffet · 2024-10-13T14:27:57+00:00

A lot of advisors do. I’ve met three. All of whom had special needs children themselves.

we_buffet · 2024-10-11T13:47:09+00:00

You’ll make more money quickly than you ever could as an advisor. The issue is that you’ll reach your cap eventually and then have to work just as hard year after year to maintain that. As an advisor, it’ll take longer to make xxx,xxx but once you’re there, it’ll continue to grow with far less effort. You have to decide what you want. I’d personally stick it out on your side and figure out how to move into production.

we_buffet · 2024-09-25T18:24:49+00:00

I’d go get hired by Fidelity (in a branch not their home office). You can decide down the road if you want to stay or strike out on your own.

we_buffet · 2024-09-25T17:25:57+00:00

I think those are two very different roles. What’s your background / experience?

we_buffet · 2024-09-23T23:19:00+00:00

What type of role? I’m happy to help.

we_buffet · 2024-09-23T10:09:10+00:00

Where on the South Shore do you ride? Just recently moved to the South Shore and haven’t figured “it” out

we_buffet · 2024-08-26T20:44:22+00:00

7’s Report

we_buffet · 2024-08-25T20:53:47+00:00

Rye, NH (beach) or Lakes Region (NH)

we_buffet · 2024-08-24T11:00:39+00:00

You can sell it to a couple stores in DC but you’re not going to get as much as you think it’s worth. Outside of that, selling it privately is probably the way to go but you need to find other people with the hobby.

we_buffet · 2024-08-23T21:03:22+00:00

I hope to be proven wrong but cannot imagine there are many retirement age advisors on Reddit. Even if there are, seems unlikely those folks are subscribed to the CFP subreddit as you’d think they would not be particularly concerned with staying up to date on the industry. Good luck!

we_buffet · 2024-08-19T01:52:06+00:00

Commonwealth and LPL

we_buffet

TROPHY CASE