PieCapital

New Year, New Slice! What is the Slice? It's a monthly newsletter from PieCapital designed to get you financially fit in 2025. Here's what we cover in this month's edition: -> S&P targets for 2025 from every major buy/sell side institution -> New Retirement Plan Limits for 2025 + the super catch up for age 60+ -> Jeff Bezos' DealBook interview with Andrew Ross Sorkin Plus: Travel - Palm Springs, Venice, Dubai Jan 2025 edition: https://lnkd.in/e-XeSQCb or subscribe here: https://lnkd.in/e3ME9s87

Episode 6: Bet. On. Yourself. We went from Zero to $100MM in assets under advisement in 12 months. We’re just getting started. Sound up!

New Slice be like... PieCapital's December Newsletter is here: https://lnkd.in/eDsuRVxh + How Trump's Tax Plan Affects You + Warren Buffett gives estate planning advice + Why You Should Consider Private Capital + BofA's Subramanian is bullish on dividend payers Plus: + Top Cyber Monday Deals + Banks are getting out of the safe deposit box business + How much are you paying for a 🎄 this year? ------------------------------ Subscribe: https://lnkd.in/e3ME9s87

Episode 5. Employee #1. Welcome Molly Robertson! Before joining PieCapital, Molly spent a decade working at BB&T & Truist in both the community banking and wealth divisions (and was the recipient of many Wow! points). A native of Lexington, NC, Molly graduated from Appalachian State University with a major in interior design and a minor in art history. She lives with her husband and two daughters in Holly Springs, North Carolina, and when she’s not spending time with family, you can usually find her working on a new crochet project, crafting or reading. Favorites: Emoji: 🤨 Food: Any form of potato. Show that you’re into right now: Outlander (new season starts Friday!) Thing about working in wealth management: “I enjoy learning about the personal lives of clients and just being someone for them to talk to about what’s going on in their lives.” Well said. Welcome aboard, Molly!

Happy Veterans Day! Bagram, Afghanistan circa January 2008.

I almost didn't become an advisor because I thought that there was no way that someone would pay 1% for investment selection. Couldn't a monkey do that? 🙈 🙉 🙊 Well, it turns out that our industry has a lot of monkeys. But there's also a new breed of independent, planning-focused advisors who view the investment piece as table stakes. In fact, the longer I've been doing this, the more I think it's all the other stuff that really drives value. So that's why at PieCapital, you get investment management and... +Tax Planning +Retirement Cash Flow Planning +Personalized Medicare Consultations +Charitable Gifting +Optimizing Asset Allocation according to your Risk Tolerance +Access to Private Capital +Quarterbacking the relationship with your CPA/Attorney/Insurance advisors +RMD Planning +Optimizing Asset Location +Reviewing Your Tax Return +Estate Plan Design +Business Exit Planning +Insurance Review +529 Setup & Funding +Educating future generations on basic financial principles +Tactical Rebalancing +Tax Loss Harvesting +Social Security Optimization +A Digital Vault +Employer Stock Diversification Planning Advisors: Tell me what I missed! 👇

Nothing puts a smile on your face like a new edition of The Slice! https://lnkd.in/edXznX6H +How much should I save for retirement? +Blackstone's Jon Gray says commercial real estate is a buy +End of Year Tax To Do List Plus: +American Airlines is busting travelers who cut in the boarding line +How likely is it that the election is actually called on Tuesday night? +Rising premiums for Long Term Care are forcing policyholders out of coverage And...PieCapital is now using Income Lab! If you're approaching retirement and want to know answers to questions like... What can I spend? How long will it last? What would lead to an adjustment in my living expenses? Book a discovery call here: https://lnkd.in/eE7yYZbC

Taxes are the biggest line item in your budget. Want to look at tax savings opportunities before year end? Setup a discovery call here: https://lnkd.in/efjD4Kw2

Want to be wealthy? Start by saving more. Source: Emmanuel Saez and Gabriel Zucman.

5 Ways To Get More Out of Your Relationship With Your CPA. It's not uncommon for CPAs to do 150+ returns a year. For yours to stand out, you have to be a squeaky wheel. Here's how: