Ian Weiner, CFP®
@ianweiner90
Followers
2,090
Following
970
Media
2,295
Statuses
29,240
Wine Enthusiast turned Financial Planner, or Financial Planner turned 🍷 Enthusiast? Tweets ≠ Advice (I’m a Planner, not YOUR Planner)
see disclaimer/ Find Out More:
Joined January 2017
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I spend a lot of time being thoughtful about financial planning, tax optimization via charitable strategies & making financial planning simple.
I believe the 💵 world has too many hot takes and not enough thoughtfulness.
This "thread of threads" catalogues my developing ideas.
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@bhallcpa
Gonna have to fine the beer vendor, increase beer taxes (on both vendor and customers) and provide subsidized beer for $30
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How is Dave not the official guy for Planet Fitness?
I want to crowdfund Dave’s gym, inspiring and positive - what more do you want?
I said I'd put myself out there & do interviews. Still not super comfortable doing them over 300lbs 🤷♂️
I'll keep doing them & hopefully get better!
Thank you
@Schwarzenegger
for the motivation (still crazy) &
@FoxNews
for reaching out! I'm happy to interview when invited 🙏
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If you know what’s happening here…
It’s probably time to start doing some financial planning.
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The ROI on my $62,439 investment annually is literally infinite.
🤷♂️
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@JoshMcKain
This thread made me want to eat a dozen eggs with my morning Ribeye, thank you! 🥂
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@zachmelloh26
I’d spend the entire time explaining compound interest until they really get it.
If you had a few minutes left over - explain Roth
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It's important to understand how your taxes work.
Here's a basic illustration that includes wine.
Look, I get it, wine is a good thing, but too much can be a problem. We're looking for balance here.
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This platform is unmatched
One of the hardest working members of our village is getting married! Congratulations
@DaveEDanna
! Thank you for inspiring all of us!
#ArnoldsPumpClub
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Odds are good that there was a time in your life that you wanted everything you have now.
Are you enjoying it?
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@AndyHVandenBerg
If I can get my buddy to give you his smoked duck risotto you’ll spend the whole night in the kitchen but it won’t matter because you’ll have friends for life
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@MikeBotkin_
We have tickets for New Orleans.
Ask my wife what she’d be willing to part with them for, out of curiosity.
60k / ea
“Making the memory is more important than the money for me”
Which I respect.
Also, DM for offers
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Ok how do we stop this Guy? How many absolutely ignorant takes do you get?
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@Joel7Richardson
@DCampoamor
At least we’ve admitted that there is a heartbeat and now we’re being honest that it’s a competition.
#falsedichotomy
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@Joel7Richardson
Thank you for your candor.
It is absolutely fascinating to me that no one sees the irony in David not being allowed to build the temple because of his attempts to hide his sin.
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Have you ever pondered what you would do with lottery winnings?
After tax
let's say its 400M.
What would you do?
(I'm curious to hear your responses)
The ugly truth?
What you'd really do, is exactly what you do now, only magnified.
Money doesn't change, it reveals.
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@neontaster
Had a customer at a job I worked at in my late teens.
John J. Schmidt
I told my coworkers that it was my name too, no laughs. Shameful.
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Do we have to talk about the 401k match thing again?
Let’s phrase it a different way:
You get a 100% “dividend”
🤪
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Try to imagine a better shirt. You can’t.
This is my fathers day gift, just arrived
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Turned the corner to see my daughter, 3, playing.
“Do you know that I love you?” I said to her.
She waves, and replies
“Go away please!”
🙃
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Just found out my very sweet, kind 3rd grader was bullied by a SUBSTITUTE teacher today in front of the class
So much that other kids parents are calling me/ my wife.
He’s at running club, so I haven’t even heard from him.
If you’re me, how are you responding?
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My wife’s latest mural. Fun and whimsical playroom.
Took her about 8 hours, blows my mind
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What are your favorite Small Talk Killers?
Going to this event tonight with my wife, and I’m ready to use your very best lines
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Real estate is easy and lucrative!
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Make the bar much higher for financial advice, please.
I’m really stugeling with it
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Unpopular opinion:
Teaching "Financial Literacy" in schools won't change behaviors
Doing > Knowing
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Here’s the finished version of my wife’s latest Mural.
A fun, whimsical and energetic wall in the hallway of a women’s shelter here in town.
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The Massive Money Move to supercharge your Roth that your old advisor forgot to tell you about...
(Or doesn't know about)
I'll do a few of these.
Today, it's how to get a tax deduction & grow your money in a Roth.
👀
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@bradcarldavis
Cold showers, get up at 4am, meditate, only eat
Forget it, I can’t even write a sentence of that B.S.
You’ll wake up from sleep deprivation soon and feel it was all worth it.
If I could do it over again (not that you care)
I’d change all the diapers. Easy, impactful.
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I’m sure I’ll be hauled out of town for this take, here it goes.
If you’ve got $100/mo to invest, I’d rather you had adequate Life Insurance than a Roth contribution.
This applies to almost everyone.
Am I wrong? 👇
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@blaiseforet
I promise that nothing is ever deleted. If/when this becomes a RICO case, they will get everything.
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It’s life insurance awareness month.
I’m going to post obnoxiously about what you need to know.
Todays message:
Get Disability Insurance (own your own policy - benefits tax free if you pay)
You need Own Occupation.
It’s 3-4x more likely to be useful than Life Insurance.
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I just really need y’all to understand what we’re dealing with here… she insisted on the Patent Leather Parade boots, naturally.
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Look I’m sorry for the hair but I’m just telling you that I learned my lesson
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Advisors:
We offer charitable planning!
Also advisors in the Facebook group:
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@dieworkwear
Is there any effort to revitalize this business? Apprenticeship model I’m sure?
Don’t want to lose this art form.
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@BryanGreenbaum
@GuyDealership
Have a 2001 Sienna crushing it with 162k. I shouldn’t be as proud as I am.
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dating tip
If you’re just starting to see someone, cook a meal together.
Do so with the sole intention of asking
“Is this enough garlic?” After only putting a small amount in.
If they say yes, leave immediately.
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Going camping tomorrow with the kids
3,7,9.
What are your go to camping meals / must bring items?
I already have a variety of Gransfors Bruks axes.
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@DaveEDanna
It’s almost like you can invest and not overspend and have a great life…
Well, at least he’s not trying to sell a course or something.
Oh wait
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At a kids birthday party
Everyone always talks about the subdivision they live in.
Does this only bother me?
I just didn’t grow up talking about that or hearing that, feels like such an attempt to establish social hierarchy
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Millennials, want to know how to get ahead?
Making avocado toast at home for a year has saved me $12.38, at this rate, when adjusted for inflation, I’ll be able to retire at 93 for three weeks.
Follow me for more financial planning brilliance
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@GuyDealership
As long as there is a Jackwagon willing to pay 90k over for a Corvette… that’s the market
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Quietly launched our Simply One Page plan today.
1 meeting.
1 page plan.
Clarify your Statement of Financial Purpose (why any financial decision matters to you).
Refine your next 3 goals.
Define what’s next NOW.
Complimentary financial health monitoring w/ Elements(r)
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Guys.
Please don’t argue about numbers with me unless you have one of these,
Thanks.
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Someone asked about enjoyable value wines under $50.
So I’m going to make some quick videos with wines I like.
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Had a really hard conversation with a client today.
I helped him retire a few years ago.
Hadn’t spoken to him in a few months, and sent him a note about a transaction we were completing.
My communication was too short, and he was confused, so gave me a call.
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What are the best purchases you’ve made for under $1000?
I’m wanting the biggest impact to quality of life here.
Intentionally vague 🤷♂️
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Working on my self talk, and it's caused me to be more mindful of the way I encourage my kids.
At the park yesterday with 2.5 y/o 💅 who is precocious, objectively, and I couldn't help but notice the phrases other dad's used.
"you're not coordinated enough to do that yet..."
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My philosophy about dealing with blackmail is to get the potential scandal over as soon as possible.
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@smotus
I’m sorry but this isn’t even close. I’m sure if you’d actually read the JCPOA you’d know. I have no adoration for trump or his cronies, but let’s at least be fair with the facts.
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Do you think you'll regret spending just a bit more time with friends / family?
Or more time grinding?
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Just left a meeting that I’m still trying to process.
One of those moments that changes the course of your life.
🥹😳
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I don’t like dealing with bad news, who does?
Being trusted with deep things, financial and otherwise is a privilege.
That’s why I’m in this business, to be able to make tangible impact in many ways in someone’s life is powerful, at least to me.
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