One of my goals for 2021 is to continue to educate young professionals on topics related to personal finance. It’s actually the most important goal for me this year. When I took the job as a financial advisor, I did not realize how little we as a society know about money and how to manage it. We spent years and…
Tweets of The Week Favorite Articles Travis Gatzmeier: 7 Tax Deductions For The Self Employed – “Taxes are complex. Running your business at peak performance requires keeping expenses within reason and finding every deduction you deserve. To help navigate these complexities it’s always wise to have a good financial team on your side.” Justin Castelli: Picking Stocks with Roman and…
Apple Podcast Google Podcast Spotify Podcast We are back with another episode of The Long Game Podcast and this time I am joined by my good friend Paul Jorgensen. In this episode we talk about: Growing Up In New York and hooping at all the cool outdoor courts. This is where he was nicknamed “Prince Harry of Harlem” To being…
Update on Myself and The Long Game Alright everyone…. Welcome back and sorry for the delay. I know I have been MIA for a few weeks now but I can explain. This Christmas season was wild to say the least as I unluckily got COVID in the middle of December and had to quarantine in Arizona for a couple weeks.…
As 2020 wraps up, I want to say thank you to everyone who has followed along and read my blog. 6 months ago, I would have never thought I would be where I am at today. Writing and creating content was something I felt I needed to do, not something I would love to do. Luckily, it turned out to…
Tweets of The Week Favorite Articles Justin Castelli: Harvesting Gains – “Similar to loss harvesting, gain harvesting involves selling investments in a taxable account but instead of banking losses to offset gains, you realize long-term capital gains at a lower tax rate than expected in the future. That’s a mouthful I know, so let me share an example.” T.J. van…
Apple Podcast Google Podcast Spotify Podcast We are back for the 5th episode of The Long Game Podcast and this time I am joined by Alan Stein, Jr. In this episode we talk about: His experience as a D1 basketball player at Elon To finding a gap in the basketball training business To growing his personal training business To his…
2020 has made me appreciate coffee shops a lot more than I did last year. With working from home, I do not know if I could have made it through this year without the ability to switch it up every so often and work at one of these coffee shops. 1. Panera I have to give Panera the top spot…
Tweets of The Week Favorite Articles Justin Castelli: A Risk To Your Financial Plan You Aren’t Talking About – “There’s another risk that can be just as detrimental to a well constructed financial plan and I am willing to bet very few of you are thinking about it, let alone planning for it. I’ve had a few conversations with clients…
A couple days ago, I posted these 12 questions to ask a financial advisor before you hire them. I thought it would be helpful if I revisit these questions and answer them for RLS Wealth so you can better understand our firm and how we work with our clients. 1. Are you a fiduciary? At RLS, we are fiduciaries. This…