Jeremy Walter

@jeremywalter

Helping people align their wealth to their values. Follower of the Way. Family of six. Founder of Fident, CFP® Professional, Fee-only Fiduciary, Tweets≠advice.

Lancaster, PA
Vrijeme pridruživanja: rujan 2008.

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  1. Prikvačeni tweet
    15. sij

    I'm going to attempt a new (small) thing. A social experiment + public accountability. I'm trying to simply take notice - and then record - things to be thankful for around me which I typically take as granted. I'll do it in a thread, and see how long it goes.

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  2. prije 21 sat

    Came across the thought recently from someone else who said that most people use their social media accounts to construct one giant Shrine of Self. I can't stop thinking about that. I'm certainly not immune from doing it, yet it makes me slightly queasy nonetheless.

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  3. 3. velj

    Earlier today ... 7 yr old: Daddy, if the win 31-20 over the my teacher said she'll pay for a pizza party this week. Think that will happen? Me: Hmm. I don't know bud. That's hard to predict. Maybe, but I wouldn't get your hopes up. ... That's kinda awesome.

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  4. 2. velj

    🤯 Am commiting to using & abusing the former 27th letter of the alphabet in all my writing & texting from now on. Had no idea. This article just kept getting more interesting the longer I read it.

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  5. 1. velj

    What's something that you personally do that brings you pure, unadulterated joy? Something you'd do if you have an unexpected, unconstrained block of time? Something that during and after makes you feel more alive?

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  6. 31. sij

    Family board meetings. Headnod to for introducing the book and idea to me. And grateful for a job I can be flexible enough to do these. Grateful. / At /

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  7. 30. sij

    To be fair - there COULD be reason for it. And client has several different firms managing the accounts, so there's definitely a lack of communication in overall strategy. But man - taken as a whole, and seeing the tax return damage, 😬

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  8. 30. sij

    When you review the total portfolio for a 90 year old planning client and the current advisor(s) have concentrated individual stocks combined with tax-exempt bonds in the IRAs and income-generating mutual funds in non-qualified accounts.😕

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  9. proslijedio/la je Tweet
    30. sij

    My friend says that “personal finance is more personal than finance.” Love that! There’s no concrete rule about what you should do with your money. But what if money isn’t meant to be kept in reservoirs? What if there’s a better way? Maybe it's meant to be used.

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  10. 30. sij

    Books. Physical, hold in your hand, write in the margins books. I'm still a believer in the loose correlation of "length of time to produce something" to its "overall quality and value." Grateful for books.

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  11. 30. sij

    *Living Life Backward. (headnod to on the recommendation)

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  12. 30. sij

    "Our excesses are the best clues to our own poverty, and our best way of concealing it from ourselves." - Adam Philips (Can't stop thinking about this - and the book that quoted it, Living Live Backward, is tremendous)

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  13. 29. sij

    👀 . ... .... ... .. . 🐉

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  14. 27. sij

    This image wrecked me. Wrapping up work a little early... going to hang out with the kids.

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  15. 27. sij

    Life. I am grateful for being alive.

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  16. 27. sij

    This post remains one of my most personally impactful things that I've written ... and I wrote the original version 2 years ago. We all need to craft our legacy carefully, because we never know when it's going to start.

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  17. proslijedio/la je Tweet
    26. sij
    Odgovor korisniku/ci

    The opposite question is also very powerful...tomorrow the earth is knocked off orbit, nothing is hurt; except the rotation of the earth is now 22 hours What would you do? How would you prioritize your time with 22 hours vs 24? Living into your answer give you +2 hours a day

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  18. 25. sij

    If you examine your life and don't see a person with shortcomings - which require both internal humility and external grace from others - one of two things is true: 1. You need to look deeper. or 2. You have a huge problem. We're all imperfect. Don't be like like Narcissus.

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  19. 25. sij

    Grateful for a family lineage of entrepreneurship. This is my great-great grandpa's auto dealership book of records from 1928. [Double dose of gratitude for digital bookkeeping available today.]

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  20. 24. sij

    Great thoughts here by on Wisdom, Vulnerability, and Authenticity. Especially appreciated "How can you get better if you can't admit that you could be better... How will you learn from your mistakes if you don't acknowledge making any?"

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  21. 24. sij

    For those of you that don't use dark mode for your screens - why?

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