Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile
Meg Bartelt, CFP®, RICP®, MS

@megbartelt

Financial planner. I help mid-career women in tech build wealth through IPOs...and then protect and use that wealth once you "retire."

ID: 389003319

linkhttp://flowfp.com/about calendar_today11-10-2011 17:56:45

15,15K Tweet

3,3K Followers

104 Following

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

AI notetaking output is every bit like that try-hard in 11th grade English class, using dollar words in every single instance where a dime word would suffice. I HATE this kind of writing.

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

I think that YouTube viewership skews heavily male. (Just heard the stat 65% men, 35% women.) Does that make it *less* of a good marketing platform for women advisors? Or at least, advisors who want to/expect to attract women clients? Kendra Wright Any opinions?

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

What is making my day feel great? We're planning to go to Olive Garden for dinner tonight. I think I haven't been in ... 6 years? And there's something so gratifying about it. Plus, no meal planning, cooking, cleaning for anyone!

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

Food pics seem passé at this point, but I have just eaten a red kiwi for the first time, and it is about the prettiest food I've ever seen (the centers are even redder in real life). It's nice when food makes you slow down and appreciate mother nature's ingenuity.

Food pics seem passé at this point, but I have just eaten a red kiwi for the first time, and it is about the prettiest food I've ever seen (the centers are even redder in real life).

It's nice when food makes you slow down and appreciate mother nature's ingenuity.
Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

You ever meet someone for the first time, talk with them, and just think, "Wow, they seem Really Competent." I love meeting those people. (in this case, my 2nd not-good-fit prospective client of the day :)

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

You ever have prospective clients whom you like largely because they remind you So Much of yourself and your husband, just 20 years ago? And not only because the H sports a mustache. Although that IS a large part of it...

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

As a word nerd (read: extra judgy) I ❤️ seeing these overused words called out. They're the marketing analog to sarcasm (instead of "the lowest form of wit," it's "the lowest form of copy"). Enable Empower Ensure (ht Kendra Wright)... your day of reckoning has hopefully come.

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons that people reach out to us, to work together. Here are our top 11 at Flow. This week's blog post. buff.ly/3CO6jCS

Meg Bartelt, CFP®, RICP®, MS (@megbartelt) 's Twitter Profile Photo

I was talking with my husband about MichaelKitces and Carl Richards 's recent podcast episode about "fee confidence." He came up with the idea of "Big Fee Energy." (I don't know whether "big" modifies "fee" or "energy.") I share it with you because d*ck jokes are funny.

Kevin → Plant Daddy (@kevinespiritu) 's Twitter Profile Photo

My current and likely future investing strategy (NFA): - DCA SP500 (80-90%) - DCA Bitcoin (10-20%) - Live my life That's it, anything more has too high Return on Hassle for me