Bennett Stein

Extremely powerful Elder Millennial FM Radio nostalgia

Hope she's ok, good of you to look after her

My Investment Philosophy:

My tax practice is switching to charging prep fees upfront this year. Does your practice do this? #TaxBS

Old girl was taking just a breather and getting ready to steamroll again

Watching clients faces light up as I tell them about option three will never not be funny

Merry Christmas and Happy Hanukkah!

Hope everyone has a wonderful day with family and friends

🎄 🕎 🎁

-contribute early in your career when your income and taxes are lower
-do Roth conversions as your career winds down/earlier in retirement with undervalued securities prime for a comeback

Must’ve been a different place back then

Golfing buddy of mine lived in Shanghai for a few few years about 10 years ago, he said it wouldn’t be possible now

Was a joke

Sorry but LLCs are way more exciting

Clunky technology, petty former RIA offices, paperwork, errors everywhere…

Worth it in the end, but man what a PITA

Not seeing Columbia here…

As long as you can afford it, advising someone to not *bare minimum* contribute to the 401(k) match is an immediately fireable offense IMO

Imagine if the pharmaceutical reps called themselves doctors

Would be close in some cases…

This is the same guy who said that the stock market was about to “pop” earlier this year, and so you should buy a bunch of small businesses that are way riskier and presumably buy some course of his

Pretty solid, you’ll do better than most portfolio managers as long as you stick with it and keep contributing

And that’s coming from someone who actively manages themself 👍

Good for you, I just had my yearly five minutes of thinking thinking about my own taxes before going onto the client stuff 🤷‍♂️

Sadly I have a Chic Fil A between my gym and house, just gonna have to fight harder

Here's my starter pack for those who have just joined after the Live Stream this evening go.bsky.app/TmtTSMh

Oh BOI, What's Going On? The Corporate Transparency Act (CTA) has been making waves, especially after the U.S.

joshandtaxes.com/p/oh-boi-wha...

I remember it was the saddest thing watching the aliens trapped in that cargo bay with no air, just killed me

Other than that, absolutely hilarious underrated masterpiece

Idk Mr. Brightside is pretty millennial

The people that never worry about sucking are the ones that actually suck