YTS Wealth Management’s Post

🎉 8 Years of Chopping Wood and Carrying Water! Today, ABNP & Co. LLP celebrates 8 incredible years—a journey of persistence, growth, and teamwork. There’s an old Zen saying, “Chop wood, carry water.” It reminds us that success is built on consistency, discipline, and embracing the everyday tasks that lay the foundation for extraordinary achievements. Over the years, we’ve chopped wood and carried water together—through long nights, challenges, and milestones—and built something remarkable. But this is just the beginning. As we step into ABNP & Co. LLP v2.0, we’re ready to evolve, innovate, and create even greater opportunities for our team, clients, and partners. To our incredible team: Thank you for your dedication and passion. To our trusted clients and partners: Thank you for being an integral part of our story. Here’s to the next chapter of ABNP & Co. LLP —let’s keep building, one log and one bucket at a time! 💼🔥💧 #Anniversary #Teamwork #Growth #ABNPv2

To follow up on the last post…getting one step closer to those PPF Goals for the company, team, and myself… Let’s GOOOOOO!!!! #ppf #personalprofessionalfinancial #neverstoplearning #CardoneVentures #10X

I had the honor of sponsoring a fanastic luncheon for the Financial Planning Association of WNY yesterday. Big thanks to the Financial Planning Association of WNY for organizing such a fantastic event, and to all the attendees for their engaging conversations and insights. Here’s to continued collaboration and growth in the world of financial planning! #PacificLifeAdvisory #AdvisoryAnnuities #FeeBasedPlanning

💫 Wednesday's Words of Wisdom💫 💫Into the last week of Q2 and the Oaklands Financial Services Team are working hard to set themselves up for Q3.💫 💫What steps are you taking for your journey into Q3?💫 #wednesdaywisdom #wednesdaymotivation #makeitcount #nevergiveup #positivity #hardwork #success #successful #learning #activity #financialservices #investmentbanking #recruitmentconsultant

We invite you to join us, Wednesday, October 16th, at 1pm for a free virtual opportunity to grow your business. Join Dana Sparks, with Maximum One Greater Atlanta, as she talks aboout “The Wide, Wild World of Agent Compensation: Navigating Recent Changes in Our Industry”. The NAR Preliminary Settlement has changed the rules, and GAR has changed the equipment. Find out how agents can WIN this compensation game managing all these changes! Make sure to register so you don’t miss out on this informative topic. Link in bio. #ShafritzandDean #BusinessBuilder #Closingattorney #closingattorney #atlantaclosingattorney #whoyouworkwithmatters #georgiarealestate

Ever ask yourself, how can I reduce the number of panicked phone calls that come during a market downturn? First, know that most clients aren't calling about performance. They're just stressing over a near-term cash flow need. And they don't want to liquidate funds when their portfolio is down. Second, you can avoid this! There's a better way. Tyson was on Michael Kitces' podcast and talked about exactly that. Tune in to hear how The Total Relationship approach can help ensure your clients' portfolios are built around having sufficient cash available for their goals. 🎧 Link to listen to this episode is in Michael's original post below.

My guest on #FASuccess Ep382 is Tyson Ray, CFP®, CExP®, CIMA®, CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. What's unique is how Tyson has developed a planning process he calls their "Total Relationship" approach, which puts an emphasis on: -Determining a client's near-term lump sum spending needs like a new car purchase or a big vacation, -Ensuring the portfolio is built around having sufficient cash available for those goals, and -How it can reduce the number of panicked phone calls that come during a market downturn https://bit.ly/3U2rRAy #advicers

Kevin O'Leary cuts to the heart of the matter: success isn't about reaching a peak—it’s about the freedom to forge new paths. Real success liberates you to ask 'What’s next?' instead of 'What now?' At GBSE, we don’t just help you achieve financial milestones; we empower you to redefine success as continuous growth and boundless freedom. gbse.com.ph #RedefineSuccess #ContinuousGrowth #FreedomToLead #KevinOLeary #GBSE

"Annuity vs drawdown - which is the right choice for you?" I'm sharing this article from Tideway in case anyone finds it helpful. My Linked-In contacts may find it a bit basic but, sometimes, a basic summary can help clarify one's own thinking. While I'm not endorsing Tideway as such, you may know that, when I was UK Head of Member Options at a major consultancy, I was so impressed by Tideway's approach that I decided to use them to manage my own SIPP. It has proved to be a good decision. 😀 https://lnkd.in/eqaVnXFC

👋 MEET THE TEAM | Christa Anthony In the second of our new 'Meet the Team' feature, our Associate Christa Anthony outlines what led her to join one of the BVI's leading asset recovery litigation practices. From unique opportunities working in our team, to (hoping for) a dinner with Oprah, Christa shares her motivations, work ethic and career hopes. Is there one piece of advice she could offer us? 🗣️ "Yes, my personal mantra is: 'This too shall pass'. It serves as a reminder that difficult moments are often temporary, and that perseverance is key. It encourages me to maintain perspective during challenges, knowing that each setback is an opportunity for growth and learning. By focusing on the bigger picture, I can approach tough times with resilience and a sense of hope." Read more from Christa Anthony in our new 'Meet The Team' Q&A: 👉 https://lnkd.in/euJNNcfZ #leadinglawyers #assetrecovery #meettheteam #BVI