AllStreet. @AllStWealth Twitter profile

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AllStreet.

2 years

Another Friday, another episode of The Crossroads 🚦 This week we're joined by @jasonwenk , founder & CEO of @altruist to talk all things entrepreneurship, betting on yourself, and the power of compounding Watch + listen:

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AllStreet.

@AllStWealth

3 years

Today's the day 🎉 AllStreet Wealth is officially registered and open for business We're excited to bring new energy and a new approach to an outdated industry The mission: Make financial advice more accessible "Like Wall Street, but for everyone 🖤"

Financial Planning for Millennials | AllStreet Wealth | Kansas City & Indianapolis

Fee-only financial planning and investment management for our generation. AllStreet Wealth is a fee-only, virtual financial advisor located in Kansas City, Missouri and Indianapolis, Indiana, serving...

www.allstreetwealth.com

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AllStreet.

@AllStWealth

3 years

Special episode of The Crossroads this week 🎉 Grateful to be joined by @AkinSawyerr to hear why decentralized finance matters, what ownership truly means, and the impact it will have This episode's a must-watch 🔥 Tap in:

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AllStreet.

@AllStWealth

2 years

We’re excited to welcome @dfeutz to the AllStreet fam! He’s a Certified Financial Planner, has been working in the industry for over 7 years, and will be joining part-time to assist with advanced planning and analysis 🚀

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AllStreet.

@AllStWealth

2 years

The podcast officially hit 5,000 downloads with our latest episode release 🎉 38 episodes down, many more to go

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AllStreet.

@AllStWealth

3 years

Not everyone needs a financial planner, but everyone could benefit from financial planning So, how do you know when it's time to work with one? These are 7 signs:

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AllStreet.

@AllStWealth

3 years

A lot of financial advisors have hidden fees, weird commissions, and confusing pricing models At AllStreet, we believe in transparency and fee-only only pricing What you see is what you pay 🔍

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AllStreet.

@AllStWealth

3 years

True financial planning is more than investments It covers every part of your financial life

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AllStreet.

@AllStWealth

3 years

The 1st episode of The Crossroads is live 🎥 A weekly financial show for our generation released every Friday In this first episode we talked about: • Should I pay off debt or invest? • Working with a financial planner Watch the full video:

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 This week we're joined by @dollarsanddata to talk about his new book as well as: • Why you shouldn't max out your 401(k) first • How to manage guilt & spending • And more Full episode (🎥+🎙):

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 This week we're joined by @DeadCaitBounce to talk about: • Crypto education • Why it's important • The power of having a personal brand Watch the full episode:

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AllStreet.

@AllStWealth

3 years

Back with the 17th episode of The Crossroads 🚦 @EricJorgenson joined us to talk all things Web 3.0, innovation, and internet money This episode's a must-watch if you're curious about the impact crypto could have:

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AllStreet.

@AllStWealth

3 years

Crypto and DeFi (decentralized finance) is more than speculation and meme coins "We always think about it as currency, or an asset, or something you can invest in, but it's many more things.. it's culture" @AkinSawyerr on the deeper meaning of defi:

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AllStreet.

@AllStWealth

3 years

Another special episode of The Crossroads 🎉 This week we had the opportunity to talk with @Interaxis8 - crypto expert and founder of the CDAA and @PlannerDAO We dive into why crypto was created and answer the pressing question "why does it have value?" 👇🏼

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AllStreet.

@AllStWealth

2 years

Advisors: In the past 3 weeks, we've launched 2 products specifically to help you save time & do better work • Custom financial plan templates ($500) • Content, Simplified Notion dashboard ($25) @treytonwrites @TKopelman 👀 Check 'em out:

Subscribe to AllStreet Advisor Academy on Gumroad

Financial planning products from AllStreet Wealth

allstreetacademy.gumroad.com

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AllStreet.

@AllStWealth

2 years

Why it's important to set *meaningful* financial goals:

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AllStreet.

@AllStWealth

3 years

Instead of retiring early, what if we just built careers that we enjoyed?

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AllStreet.

@AllStWealth

3 years

General advice says that leasing is a waste of money But does that mean you shouldn’t do it? 🤔 @treytonwrites explains why he plans on leasing his next car

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AllStreet.

@AllStWealth

3 years

Not sure if you should be saving or investing? @treytonwrites talks through why he stopped investing for retirement and started saving to pursue the goal of starting a business

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AllStreet.

@AllStWealth

3 years

Nice

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AllStreet.

@AllStWealth

3 years

Getting 200% returns in the stock market and crypto almost feels standard in 2021 But to get abnormal returns, there's a trade off And that tradeoff is a hefty amount risk..

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AllStreet.

@AllStWealth

3 years

2021 has been the year of crypto But should you be investing in it? @treytonwrites talks about one of the most important things to do before putting money into crypto

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AllStreet.

@AllStWealth

3 years

It's always important to start with the "why" So why does crypto exist? Let's think about when bitcoin was created - the height of the '08 financial crisis, in response to poor money management from the banks and government @Interaxis8 explains:

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 Continuing our crypto series with @interaxis8 and this week we talk about: • The relevance of NFTs • Why they have value • And real world use cases Tune in:

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 This week we had the opportunity to chat with @AdultingIsEasy about: • Her experience with rental properties • The good and the bad of owning rentals • Why she prefers short term over long term rentals 🏡

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AllStreet.

@AllStWealth

3 years

We're on a mission to make financial advice more accessible So what means: • No minimums • Affordable fees • Virtual meetings • Fully-digital account opening Check out what we're all about:

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AllStreet.

@AllStWealth

3 years

Date nights are cool But a financial date night? Even cooler (not really.. but they're helpful)

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AllStreet.

@AllStWealth

3 years

Do you know how your 401(k) is being invested? If you're like most people, it may have been a while since you last took a look at it @treytonwrites talks through a bad experience with his old company 401(k), and explains the importance of checking in on yours

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AllStreet.

@AllStWealth

3 years

"The real world still has to exist for the metaverse to work . . . it makes everything borderless, and the digital aspect is just providing those opportunities" And s/o @PlannerDAO

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AllStreet.

@AllStWealth

2 years

A Young Professional's Guide to Estate Planning 💰 Includes: • Understanding what an estate is & the necessary documents • The purpose of having an estate plan • A step-by-step guide to getting started Grab your free copy 👇🏼

A Young Professional's Guide to Estate Planning

The ultimate guide to understanding what an estate is, the necessary documents, the purpose of having an estate plan, estate taxes, and a step-by-step guide to getting started with estate planning

www.allstreetwealth.com

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AllStreet.

@AllStWealth

3 years

Which is better: a 15 or a 30 year mortgage? On this week’s episode of the Crossroads we break down the difference between the two 🏠 Watch the full episode:

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 Joined by @JaiminDesai93 to talk all things crypto taxes: • Capital gains • Wash sales • Token swaps • NFTs If you've invested in crypto in the past year, you need to watch this episode Full:

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AllStreet.

@AllStWealth

3 years

8 weeks of The Crossroads 🎉 It's always important to celebrate milestones along the way - whether business, personal, or financial Have you celebrated a win recently?

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AllStreet.

@AllStWealth

2 years

The Ultimate Guide to Automating Your Money 💰 Includes: • How to automate your savings • What dollar amounts & percentages to use • How to automate your investments Grab your free copy 👇🏼

How to Put Your Money on Autopilot

The ultimate walkthrough on how to automate your savings and investments.

www.allstreetwealth.com

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AllStreet.

@AllStWealth

3 years

Money can be complicated We're here to change that Each month, we're releasing an in-depth guide breaking down one personal finance topic specific to our generation ✅ First on the list: The Ultimate Guide to Understanding Taxes Grab your free copy 👇🏼

The Ultimate Tax Guide (For Young Professionals)

The ultimate guide to understanding how your income, investments, and more is being taxed.

www.allstreetwealth.com

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AllStreet.

@AllStWealth

3 years

Another Friday, another Crossroads 🚦 On this week's episode we talk about FIRE and some of the hidden problems Watch the full video:

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AllStreet.

@AllStWealth

3 years

Your 20s and 30s are full of impactful financial decisions And you don't have to make them alone A financial planner can act as an accountability partner, a sounding board, and ultimately help you make the best decisions for your situation

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AllStreet.

@AllStWealth

3 years

A financial planner does more than just manage investments 📈 We're here to help evaluate your current situation and ultimately, help you find the balance between living for today and planning for the future

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AllStreet.

@AllStWealth

3 years

Investing has traditionally been a boring, emotionless activity But our generation has access to investments that've never been available before through platforms like @OnRallyRd We sat down with @robpetrozzo , co-founder of Rally, to talk about how investing is evolving:

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AllStreet.

@AllStWealth

2 years

How to get started investing 💰 • Determine your time horizon • Pick an account type • Determine your deposit amount • Pick your investments

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 Grateful to have the opportunity to chat with @TR401 about all things crypto assets, the impact they could have, and the importance of education Full episode:

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of the Crossroads 🚦 In this week's episode we talk about: • 8 steps to set your family up for financial success • Should I invest in crypto? Watch the full episode:

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 On this week's episode we talk about: • How to maximize company benefits • Health insurance • Maximizing your 401(k) • Money exercises for kids Watch the full video:

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AllStreet.

@AllStWealth

3 years

When you narrow your values, you'll find yourself able to spend MORE on the things that truly matter and bring you happiness & fulfillment

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AllStreet.

@AllStWealth

3 years

Another Friday, another Crossroads 🚦 "The best jobs aren't the ones listed on Indeed, those are the end of the pack jobs they couldn't fill internally or get referrals for" @treytonwrites talks about building your career on Twitter

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 On this week's episode we talk about: • Planning for flexibility in your life • Our favorite financial apps

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AllStreet.

@AllStWealth

3 years

Starting a business is risky But does that mean you shouldn't do it? @TKopelman explains why it's never been easier to start and why your 20s are the perfect time give it a shot Watch the full video:

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AllStreet.

@AllStWealth

2 years

new episode with @nicolecasperson coming out this Friday 👀🎉 catch up on the latest episodes: video version:

AllStreet Wealth

AllStreet Wealth is a virtual, fee-only financial planning & investment management firm serving our generation.

www.youtube.com

AllStreet.

@AllStWealth

2 years

The podcast officially hit 5,000 downloads with our latest episode release 🎉 38 episodes down, many more to go

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AllStreet.

@AllStWealth

3 years

Hey @Vinovest1

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 This week we're joined by @PeterLazaroff to talk market volatility and the value a financial planner in your life Watch the full episode:

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AllStreet.

@AllStWealth

3 years

Special episode of the Crossroads this week 🎉 We take a deep dive into home buying with Kent Hollingsworth, a mortgage loan officer here in KC If you've ever been curious about any part of buying a home, this episode's a must-watch 🏠

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 This week we talked with Taylor Simpson, founder and CEO of The Halo App, about: • How micro-lending can be an investment opportunity and way to give back to others • Why micro-lending is a need • And more

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AllStreet.

@AllStWealth

3 years

How can NFTs bring value to artists and creators? Enter: Creator Royalty Fees Earn income in perpetuity on resales and participate in the appreciation of your creations forever @Interaxis8

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AllStreet.

@AllStWealth

3 years

Having a digital economy sounds futuristic, but we've made the shift once already @Interaxis8 on original internet adoption:

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AllStreet.

@AllStWealth

3 years

We appreciate you, Michael! 🙏🏼

Michael Fagan

@michaelbfagan

3 years

Shoutout to @TKopelman and @AllStWealth for a great experience. Thomas is a great guy and you should consider working with him if you are looking for a straight-forward financial advisor. (also thanks to @olsonplanner for the referral) Great people with great advise.

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 This week we're joined by @Broc_Buckles to break down common insurance misconceptions, what to watch out for, and why it's important to consider getting insurance while you're young 🎙watch or listen:

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AllStreet.

@AllStWealth

2 years

Meeting with a financial planner shouldn't be scary We value transparency and put a priority on our client experience A quick breakdown of what the meeting process looks like from start to finish from @TKopelman :

Thomas Kopelman 💵

@TKopelman

2 years

Here's a quick overview of what it looks like to work with me: 1) 30 minute zoom to see if working together would be a good fit. We both have to agree this relationship makes sense If so, you sign the client agreement and fill out your info in our financial planning software

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AllStreet.

@AllStWealth

2 years

The Ultimate Guide to Understanding Equity Compensation 💰 Includes: • Terms to know • Different types of equity • The tax impact of exercising options • And more Grab your free copy 👇🏼

The Ultimate Guide to Understanding Equity Compensation

This guide walks through common terms to know, different types of equity compensation and how they work, and the tax impact of exercising options.

www.allstreetwealth.com

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AllStreet.

@AllStWealth

2 years

watch the full video:

Investing for Beginners (2022)

💰 virtual financial advice & investment management for our generation: https://www.allstreetwealth.com

www.youtube.com

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 On Episode #4 we talk about: • How to evaluate your net worth • Pros and cons of credit cards Watch the full video:

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AllStreet.

@AllStWealth

3 years

“Plan for flexibility in the future to pursue things you’ve never thought about you want to pursue” - @TKopelman

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AllStreet.

@AllStWealth

3 years

Historically, financial planners haven't worked with people in their 20s and 30s Yet some of the most impactful financial decisions we make are during these times And finding the answers you need isn't always as easy as a Google search..

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AllStreet.

@AllStWealth

3 years

Read the full post from @TKopelman :

7 Signs It's Time To Hire a Financial Advisor

People often wonder if now is the right time for them to hire a financial advisor. And if not now, then when? While almost anyone could benefit from working with a financial advisor, there are...

www.allstreetwealth.com

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AllStreet.

@AllStWealth

3 years

thumbnail game on point @NIApodcast

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AllStreet.

@AllStWealth

3 years

@Interaxis8 Appreciate you taking the time and sharing your thoughts 🙏🏼

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AllStreet.

@AllStWealth

2 years

Hot off the press 🗞 ✅ The Ultimate Guide to Understanding Insurance Includes: • Life insurance • Disability insurance • Home & auto insurance • Health insurance & its complexities • And more Grab your free copy 👇🏼

The Ultimate Insurance Guide (For Young Professionals)

The ultimate guide to understanding how insurance works, common terms to know, and the role it plays in your financial life.

www.allstreetwealth.com

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AllStreet.

@AllStWealth

3 years

What does REAL financial planning look like? "That process of continually realigning - it's like garden, the moment you get it totally weeded, you walk inside and the next weed is growing" Listen to @behaviorgap explain financial planning in this week's ep. of The Crossroads:

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AllStreet.

@AllStWealth

3 years

@jjeremymiller @EricJorgenson so good 🔥 we hit on the book too!

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AllStreet.

@AllStWealth

3 years

Another Friday, another episode of The Crossroads 🚦 This week we talked through some of the global events happening and the potential impact of financial decisions that are on the horizon Full episode:

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AllStreet.

@AllStWealth

3 years

@JaiminDesai93 It was awesome learning more about @ReconcileMoney and we appreciate you sharing your knowledge! 🧠

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 Taxes are on everyone's mind so we spent this week breaking down tax terms and strategies to help you make sense of them @TKopelman explains credits vs deductions:

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AllStreet.

@AllStWealth

3 years

It's Friday and the newest episode of The Crossroads is out 🎉 In this episode we talk about: • Setting expectations with investing • Traditional vs Roth IRAs Watch the full video:

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦

treyton.com 🍞

@treytondotcom

2 years

if you don't negotiate your salary, you're leaving money on the table when it comes to equity compensation, negotiation is even more valuable 💰 @samuelsdeane explains how he helps clients weigh the offers between different startups & tech companies:

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AllStreet.

@AllStWealth

3 years

Thinking about buying your first home? Don't forget about the added cost of PMI if you put less than 20% down 💡 Here's how much it usually costs:

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AllStreet.

@AllStWealth

3 years

3. You recently received an inheritance Should you pay off debt, invest, buy a house, start a college fund - or none of the above? Having a financial planner can help you make the right decisions to ensure your money is used wisely and efficiently

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AllStreet.

@AllStWealth

3 years

@Interaxis8 @PlannerDAO Watch the full video - An Intro to Cryptocurrency & Blockchain:

An Intro to Crypto & Blockchain with Adam Blumberg | The Crossroads...

https://www.allstreetwealth.comFind Adam: https://www.interaxis.comhttps://www.twitter.com/interaxis8

www.youtube.com

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AllStreet.

@AllStWealth

3 years

Have you checked out our new video series yet? 👀 The Crossroads is a weekly financial show for our generation We're 8 episodes in and just getting started 💰

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AllStreet.

@AllStWealth

3 years

@jacksonwoodHQ Thank you Jackson! We appreciate you 🙏🏼

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AllStreet.

@AllStWealth

3 years

7. You want to repurpose your life You've always had this dream to do what you love Maybe it’s starting a business, maybe it’s leaping to a new career Whatever it is, you owe it to yourself to explore the option of turning your dream into a reality

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AllStreet.

@AllStWealth

3 years

@treytonwrites Watch the full video:

How We Manage Our Money | The Crossroads Ep. 08

https://www.allstreetwealth.com

www.youtube.com

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AllStreet.

@AllStWealth

3 years

2. You have a large increase in household income A plan helps you avoid falling victim to lifestyle creep It’s okay to raise your standard of living, but remember to also plan for your future as well A financial planner helps you understand how to best use the extra income

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AllStreet.

@AllStWealth

3 years

@RachelFintwit @TR401 @AkinSawyerr Thank you, Rachel! 🤓

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AllStreet.

@AllStWealth

3 years

4. Your life is becoming more complex Whether it’s equity compensation, your business being sold, your family is growing, you are starting a side hustle, etc. life can move from simple to complex quickly

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AllStreet.

@AllStWealth

3 years

Getting in the market and being invested is important, but what about the risk? It's unavoidable, but this is one simple way to think about investing to mentally reduce the amount of risk 👇🏼 Watch the full video:

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AllStreet.

@AllStWealth

3 years

5. You're going through a divorce Divorces are messy, emotionally and physically draining, and financially stressful. Don’t go through this time alone, let a professional help you craft a plan so in this emotional time of life, finances aren’t the main focus

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AllStreet.

@AllStWealth

3 years

Watch the full video:

How Realistic is FIRE (Financial Independence Retire Early)? | The...

https://www.allstreetwealth.com

www.youtube.com

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AllStreet.

@AllStWealth

3 years

Not sure what to ask when meeting with an advisor? @TKopelman breaks down a few key questions to ask and why they matter 👇🏼

Thomas Kopelman 💵

@TKopelman

3 years

As requested, here is the most important questions you should ask when meeting with a new financial advisor As well as why I think this question is important and what answers to look for A Thread 🧵

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AllStreet.

@AllStWealth

2 years

Another Friday, another episode of The Crossroads 🚦 This week we're joined by @IDFinancial & @MorgenRochard to talk about bitcoin, current markets, and the long term outlook If you're curious about crypto, you don't want to miss this one full episode:

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AllStreet.

@AllStWealth

3 years

1. You have a major life event happening Every major life event is also a major financial event Whether it is graduation, marriage, having kids, buying a house, or retirement, life is about to drastically change A financial planner can help create clarity around paths forward

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AllStreet.

@AllStWealth

3 years

Investing in crypto can be stressful Markets are open 24/7 and extreme volatility is normal Build a plan, know your goals, and stay the course "There's not therapy for cryptocurrency" - @Interaxis8

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AllStreet.

@AllStWealth

3 years

6. You're too busy or just want someone else to manage your finances Life is crazy busy for most of us It feels like there is always another task to do For many people, hiring a financial advisor is all about taking many tasks off their plate all at once

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AllStreet.

@AllStWealth

3 years

Hate when your favorite artist blows up and you can't prove that you listened to them early on? NFTs kinda fix this Invest in your favorite artists, support them, and be there for the come up @treytonwrites talks about the impact of NFTs in the music industry: