Founder: CMG Financial Consulting. “Another Day to Make a Difference”
Scottsdale, AZ
Joined March 2017
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It's Halloween. Make sure to get your PSLF waiver in before your evening festivities...or before turning the lights off to avoid the trick or treaters. #PSLF @Jaytomines1
I hope you are enjoying your time in Arizona at #WCICON22. Be sure to check out my on-demand presentation, where I show you how to evaluate your 401(k) investment options. I'll also be at the conference in-person today and hope to see you there!
Looking forward to seeing everyone attending #WCICon21. If you are interested in early retirement, join my presentation at 3:30 Mountain time or catch the replay any time this weekend.
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$5 trillion of stimulus so far during this COVID crisis, but none of it going to the medical professionals on the front lines. Time to take care of our doctors and nurses that are taking care of us.
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Thanks to @wskrac and @JDShahMD for having me on The Kinked Wire podcast! We had a great conversation about finances in medicine. connect.sirweb.org/e-irq/par…
Residency is Super Mario Bros Fellowship is Super Mario 3 – at Scottsdale, AZ
During #SocialDistancing I’m realizing how much teaching my kids to play old school Nintendo is like teaching surgical residents. Resisting the urge to take over the game and wondering why they don’t see the 1up planes. Miss my crew! @AliMucheru @grumpyscalpel @cmgfin
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Not going to the open today so looks like the plan is pizza, ramen and Japanese retail stores. Aka the full NYC experience. – at Manhattan, NY
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@WCInvestor Thanks for having me on the pod. It shouldn’t be this much fun to discuss expense ratios and diversification. – at Scottsdale, AZ
New post: What You Need to Know About Self-Employment Taxes – Podcast #121 whitecoatinvestor.com/what-y…
Always nice to get a cheesy mug from a client!
Thanks for the pickup in the middle of busy season.
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@DrakeSoftware I've been on calls with your support team for three hours regarding this issue. Non-deductible basis isn't populating in Line 14 of form 8606 clients with a Roth Conversion during 2018 and made separate non-deductible contributions between 1/1 and 4/15/2019.
I’m really curious as to what the other 2-in-10 consumers want. – at Scottsdale, AZ
Did you know that almost 8-in-10 consumers want their financial advisor to work in their best interest when providing financial advice? A CERTIFIED FINANCIAL PLANNER™ professional does just that! Learn more about working with a CFP® professional: bit.ly/2P2sEyP
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I’m glad this is getting some coverage. My wife gets targeted for the “free” steak dinner a couple of times per month. nytimes.com/2018/11/30/your-…
Proud to be included on this list! – at Scottsdale, AZ
You know I advocate firing your financial advisor, but for those who want/need some professional help, I have some recommendations:
whitecoatinvestor.com/financ…
