Video Marketing & Social Media Strategy, Training, & Coaching for 7-8 Figure B2B Companies | Stop Outsourcing Your Content And Start Building Your Own Team | Founder Of Impaxs Marketing

Outsourcing all of your content to a "Content agency" simply does not work anymore. 

And if you're like a lot of the 7-8 figure B2B companies we've helped over the years, you've felt this while working with traditional agencies.

- Content that doesn't perform in the social media feeds 
-"Marketing" posts that just don't feel like YOU (Not your authentic voice and brand)
- They say they "Can do modern video" but it's really out of their scope and it shows in how they deliver
- The agency is slow to get back because they are managing 20-30 other clients just like you 

And yet they charge 5-10k+/month for sub par results....

My friends...there is a much better way.

A way to increase revenue and make your brand stand out by building an internal content team that delivers more effective content, faster, and in your voice-no agency required.

That is exactly what we help you do with our proven Infinite Clients System™

✅ Develop a compelling brand story and POV to consistently attract high-value clients.

✅  Create a scalable content strategy and AI-powered workflow built to drive growth across every channel — not just social media.

✅  Help you assemble an in-house content operation and team built for your business and your goals.

✅  Coach and develop your team to ensure you produce consistent, high-quality content that converts into qualified leads and new clients.

✅  Act as your strategic CMO — aligning content, marketing, and team efforts to drive measurable business outcomes.

✅  Drive real ROI from your content by consistently attracting high-intent leads, increasing pipeline velocity, and closing more deals.

It feels good to have your OWN (In house) content operation that drives inbound leads, builds brand, and helps you grow your business.   Once you do it...you'll never go back to outsourcing again.

If you're ready to take control of your content, empower your own team, and shed those costly marketing agency costs, let's have a chat! 

To book a call with me or learn more about our services and pricing, check us out here at https://impaxs.com 

Or just send me a DM now and talk to me directly!  

Thank you,

Alex B Sheridan

Yesterday I made the difficult decision to replace our CEO with Ai.

I realize this is going to be a controversial decision that not everyone will agree with.

But it's one I'll have to live with and one I feel confident in. 

If you watch the video, you'll see how the team reacts when they find out too. 

In all seriousness though.

Ai is moving into industries FAST. 

I spent time yesterday talking to a client who was deciding whether or not to bring their content & podcast in-house or outsource it.

7 years ago, the obvious move was to outsource because the tech, equipment, and capabilities were too complex for most B2B teams to run in-house.

But now, with the use of Ai, offshore talent, and smart marketing systems, we're going to produce higher performing content, it will cost less over time, and it's being done in house and under their control. 

This is exciting to me because it puts the power and control back into the hands of the B2B company.  Not the marketing agency. 

Oh, and a reminder with your content on this cold 🥶 Friday morning: 

Don't forget to have some damn fun!  If you're not having fun and enjoying creating your content, guess what?  Neither are your prospects and customers. 

❤️ ABS Alex B Sheridan

Building In-House Marketing Teams | Content Marketing Strategy, Coaching, & Training For 7-8 Figure B2B Companies | Founder of Impaxs Marketing

I’m creating less short form video on LinkedIn this year.

And it’s not because LinkedIn “organic reach is down”.

I don’t pander to algorithms.  I never have.

I was doing video here in 2019/2020 when people said video doesn’t belong on LinkedIn and videos got no love.

I was also doing video here in 2023/2024 when LinkedIn favored video and we were getting MILLIONS of impressions per week. 

I still BELIEVE in video. It’s the absolute best medium to earn attention and win trust. 

So why am I creating less short form video?

And by “creating less” I mean I'm creating (From scratch) less short form video content specifically for LinkedIn. 

I’ll actually be posting MORE video content in 2026 than I ever have before (Between my podcast channel, lives, and repurposed shorts) 

3 main reasons:

1.) My attention for now is on long form video. Specifically my podcast and live streaming.

These are the relationship and community building mediums that I think are going to be more important than ever as the wave of AI content continue to hits the feed.  

If you really want to build trust and a community around your content, long form is the GOAT.  It’s real, it’s unfiltered, and it allows for DEPTH and context. And the business conversation/lead generation system you can build around it is second to none. 

2.) I’m really enjoying creating long form video content and writing a little more here. 

Shocker, you should do what you enjoy. :) I talk about this stuff alot. And I also live it. 

3.) The best B2B companies out there are slowly becoming media companies. 

And they're the ones earning ATTENTION and winning the TRUST from clients and prospects.  

It’s 2026, you can now build an in-house, media company inside your own business at around the same quality as a new station.  

It is absolutely wild to me that a 7-8 figure company wouldn’t be doing this right now. The opportunity is out of this world good.  

Now, what about you? What type of content gets you excited to do this year?

I talked to the marketing genius behind NERDS candy, ROBERT.

I asked him: How do you feel about “Personal branding” today?

His answer: “Not a fan, too much narcissism. I see a lot of noise but where’s the message?” 

Personally, I’ve seen personal brands change people's businesses and lives in a big way.

It’s completely changed mine ever since I started making content in 2019.  

But Bob has a point here. 

There is alot of ME ME ME going on in people's content (and not enough real impact).

You see a lot of content and ask yourself, “How is that message touching your audience”?  

What is the message even? 
How are you differentiating from your competitors? 

This is something I’ve talked about on LinkedIn for a long time.

Most companies right now are checking the boxes with their content marketing.

Saying the same Sh$% everyone else says about what they do and why their “Different.”

“We care”
“It’s our boutique, high touch approach"
“Our team culture is the difference”

And while there may be some truth to that, EVERYONE else is saying the same thing.

So, to a new prospect, you just sound like the competitors.

In which case they go, “This company looks, sounds, and acts like the others. So if they are the same, I guess we’ll just find the cheaper option because all else is equal.”

This was a GREAT conversation and I was honored to have Bob on the Founder Talk podcast!

Watch the FULL episode here and learn how the NERDS candy was invented and what it takes to really market to your customers in 2026! https://lnkd.in/eGnYWHkR

I was gonna spend 12k to get a booth at a well known conference.

My customers would be there 
It’s well known in the industry
A lot of good relationships to build

But then I thought about what I could do with that money and what the ROI would be: 

1.) I could keep feeding it to my LinkedIn thought leader ads campaign, which at the time was generating a 8:1 return on ad spend.

In other words, I could put in 12k and get 96k back. Without ever leaving my office.

I could also keep posting organically on LinkedIn to drive inbound leads, and use my engagement strategy to start virtual conversations.

After all, LinkedIn is the 24-7, year round business conference 👇

Main Feed = Speaking on stage
Comments = Round tables
DMs = 1:1 Conversations 	
Profile = Booth 

2.) I could use that 12k to build an in-house podcast/content studio and go all-in on this format, creating a consistent flow of great content while spending an hour at a time with prospects and customers in person and building real relationships along the way.

That’s similar to what I would hope to accomplish by going to the conference. 

And surely that would drive new business in a much more consistent way than a “One shot” hope with the conference. 

3.) I go to the conference and create a solid game plan with a pre, during, and post conference marketing/sales strategy that makes it worth every penny to go.

I engage attendees & book meetings pre-event
I create content while there 
I do all of the “Follow up” while there
I leave with quality meetings already booked

And if it’s not too late, I see if I can get on stage or run a round table. :)

3 legit options here.

Which one would YOU choose this year? 
Which one do you think I ended up choosing? 

❤️ABS Alex B Sheridan

PS: I'm on site at a client tomorrow helping them build 2 of the options above. Nothing beats seeing your clients in person, doing some filming, and helping them build a media machine that allows them to become the most trusted and sought after company in their industry!

I heard the 2 quickest ways to build trust with prospects is this:

1.) A genuine compliment
2.) Find something in common 

So, when you’re DMing prospects on LinkedIn you can say:

I am really impressed with your profile! And I see we are both LinkedIn users here so let’s book a time to chat, here’s my calendar link! 

Obviously I’m kidding 🤣

In all seriousness though, here’s my LinkedIn DM approach that has nothing to do with fake compliments: 

1.) Focus in on a problem they care about 
2.) Provide insights on how they can solve it with no expectations in return

In other words it can’t be: 
❌“Hey you’re probably dealing with XYZ” and my company can solve that!”

✅ But you could mention how you’ve talked to 9 other (X) CEOs this month and describe how they’re all trying to figure out how to drive more inbound leads from their content marketing without outsourcing it to an overpriced agency. 

And then you could share 1 insight/new way to look at this problem that's been proven to help solve that.  No strings attached.  If it sounds like a worth while conversation, cool.  If not, no worries. 

This is what I call a LOW commitment, HIGH value ask. And we’ve been booking meetings using this method since 2020.

You do it via video/audio and you’ll likely increase your meeting rate by 30%+

You have a brand and people already trust you when you reach out, kick that number up even higher!

Content and building your brand is EXTREMELY important in 2026. 💯

But so is knowing how to go in and tactically engage with your ideal clients and book meetings each week on this platform.  15 minutes a day could be one additional client per week. 

Got questions on LinkedIn DMs, hit me in the comments and I’ll answer em!

CEO: What will we get from posting on LinkedIn?

ME: That's not the right question.

CEO: Well what is then?

ME: What can you GIVE to your audience on LinkedIn

From there, everything changes.

When you obsessively focus on "How am I serving my audience" instead of "How many leads did I get this week" a funny thing happens...

Your content does better
You become sought after
You generate more inbound leads

I had a GREAT conversation with Donna Marie Post on all of this and so much more on the Founder Talk podcast! 

She's a pro at working with CEOs/Execs on their stage presence and puts on some of the best TEDx events in the area.  

She knows what it takes to be elite when the spotlight is on you. 

When your heart is beating fast or your nervous to hit the post button, it's likely because you are thinking of YOU, instead of the impact you're about to have. 

"Stop performing, and start serving" as she says! 

Check out the full episode here, this is one every CEO/Founder should watch, especially if you're creating content or getting on stage this year! 

Check it out: https://lnkd.in/eGnYWHkR

Last week we generated a lead for a client on Facebook

They saw the FB content 
They went to the website
They booked a call

Here's the crazy part too: 

Our content doesn’t “go viral” 
We don’t have 30k followers 
And there’s no paid ads (Not yet at least)

Because they’re high ticket, when this lead converts it could be $50,000+ in new revenue.

That was the second lead for the week too. The other one came from doing content collaborations.

And we’re just just warming up :)

Here’s the real reason this is happening, and how to apply it to your own content marketing:

1.) The content strategy is based around predictive and non predictive content channels. 

Predictive = Leads are systematic and predictable (FB group, content collabs, ads, etc. Podcast could also be here too)

Non-Predictive = Leads are not as predictable but we’re building brand and trust at scale (Examples: Social media organic, LinkedIn, YT channel, email newsletter, etc.)

Both are important, but most of the time companies are guessing here, mixing these up, and/or have no real strategy around either. 

2.) We looked at the industry competitors and said, “Yep, we will look and sound nothing like them”. They are boring, “Corporate” and they’re not building a raving loyal community like we are! We take chances. We show the behind the scenes. We tell real stories that make people inspired to take action. We are willing to be BOLD. And it pays off. 

3.) In a world where everyone wants to go surface level and wide. We went deep and narrow. We are ultra niche and create a very specific kind of content for a very specific type of customer. We don’t obsess over “What can we get out of them” instead our approach is “What can they get from us and how can we truly serve them”

THIS is how you generate leads as a B2B company.  You don't need to an influencer. You need to be a key person/s of influence. 

Drop me a DM or visit https://impaxs.com/ if it’s time to get your content marketing generating leads and revenue for your company.

Consuming too much content is harmful for Founders/CEOs.

It blocks creativity.  It limits free thinking.

Sure, most of us read articles
We listen to podcasts/YT in the car
We pay attention to trends and what’s happening in their industry

All of that is fine, you need to be informed (And sometimes entertained)

But I would ask yourself, "What is my consumption to creation ratio?"

Consuming content = downloading to your brain
Creating content = uploading from your brain to your audience 

One is something you GET (consuming)
The other is something you GIVE (creating)

It’s easy to become a slave to the algorithms.
You get pulled into a show, channel, or short form feed
Every chance you get your checking your phone
It starts to control you in a way

But imagine if that energy was put into creating something of value.

That's where real growth comes from in my opinion. 👇

The creative process of writing something that is useful to your customers and prospects.

The ability to take a complex issue and distill it down in a way your audience understands and can apply. 

Instead of listening to a dozen podcasts, you've got your own that you're creating and sharing with the world. 

The ability to tell a story in a way that people's ears perk up and they’re inspired to take action.

These are all invaluable skills that help you grow as a Founder/CEO/Creator. 

Consuming forces you to LISTEN and DIGEST (Download)
Creating forces you to THINK and CREATE VALUE for others (Upload)

Both are important skills. 

When a CEO tells me “they don’t have time to create, their too busy” 

My first thought is “What’s your consumption to creation ratio”?  

Because for most, it’s heavily weighted on consumption and not enough on creation. (And that's been me at times too so I get it)

But there’s a few Founders/CEOs reading this right now that are about to change this

They're done sitting on the sidelines and ready to start being a leader in their industry. 

And to you I say this: you have no idea what you are about to unlock.  💪

ACTION ITEM: Block 20 minutes each morning with your coffee/tea to simply create. No pressure, just write in your notes app or on a pad. Some days you'll be in flow state, full of ideas, insights, and stories.  Other days, you'll get in some good practice. But if you do this every day for the next 6 months it will change the course of your business forever.

I don't usually talk about my competitors on LinkedIn. 

It's not my style.  
But today is different. 

I am going to talk about the one person (And only person) that I really compete with and that is Alex B Sheridan. :) 

Every day I think to myself, "Is this guy living up to his full potential?"

In 2025, the answer was no.

Even though the business had it's best year yet I felt like I left alot of opportunity on the bone.  Personally and professionally.

It's not about chasing the next "Milestone"
It's not about working 24-7

It's about knowing what the best version of me looks like and being relentless about BEING that guy. 💪

The business person
The father
The content marketer
The significant other 

Ryan Walsh and I had such a great conversion around this and many other wild things like:

-Drone tech (His company is leading the way!)
-Aliens and UAPs 👀
-Growing businesses
-And yeah, leaning into the best YOU

It was a great conversation with alot of insights! 

Check out the full episode here! https://lnkd.in/gnCeTpUT

❤️ABS Alex B Sheridan

BREAKING: I am going LIVE tomorrow to talk about the ONE content shift that will win you more clients in 2026! 

I'm also doing a live Q & A as I go through it so ask away!  You can watch and participate on both YouTube or LinkedIn. 

IMPORTANT NOTE: This is on my Founder Talk page, NOT my personal profile. We are doing this because these weekly lives are part of the Founder Talk brand.  Which means we'll be talking about much more than just content marketing here.  😎

Here are some of the topics you can look forward to for upcoming LIVES:

👉 Where smart founders invest their profits so their money makes money while they sleep

👉  How to get inside the head of your CEO prospects and influence them like the top 1% do

👉  The latest news and insights in the world of entrepreneurship and how it will effect your small/medium sized business as a Founder  

And so much more!  

This live show is FOR FOUNDERS, BY FOUNDERS. :)  Just like the podcast and our community

Get signed up now and don't miss it!  See ya there

https://lnkd.in/giKgHZKA

BREAKING: New live on thursday: The #1 Content Shift That Will Win You More Clients in 2026

I'll also be taking questions LIVE, so jump in and ask me anything!

Financial planning and education (without the jargon) I Creating blueprints for high-earning sales executives and business owners

I left the financial industry because I saw a problem.

People wanted to work with a planner, but they ended up becoming a number on a spreadsheet.

I had to leave to start something new.

And now?

I'm a fee-only planner who helps salespeople & equity compensated employees under 45 give a purpose to their paycheck.

I left the large financial institutions to start my own independent company. I did it so people could pay for real planning and not just an agenda to sell a hidden product. 

As a true fiduciary, Pashman Financial, LLC was built on that promise by focusing on you and you only.

🔵 Why people hire me? 

Well, people have come to me with the following problems:

- They want peace of mind with their money
- Their old advisor barely communicates with them
- They want an answer tailored to them, not from Google
- They felt pressured to buy a product that wasn't a right fit
- They are great at making money but struggle to keep it
- They want a simple plan that's easy to understand
- They want someone to hold them accountable
- They want someone they can trust

🔵 What are my services?

I help identify your goals, craft a financial blueprint that lays out action items to hit them, and monitor your progress. 

💵 Cash Flow Management  
📈 Equity Compensation
🏡 Real Estate Planning
📊 Investment Planning
📍 Retirement Planning
🛡 Insurance Planning
📚 Education Planning
💲 Tax Management
💳 Debt Repayment
📃 Estate Planning

🔵 Who do I serve?

Age: Individuals and families between 30-50 years old
Target: Sales pros, tech employees, other millennial families
Location: Virtually anywhere in the U.S.

But I love working with people that are driven to make a change. So even if you don’t fit these criteria, feel free to reach out. Your personality is everything. 

🔵 Why I'm different?

1) My model is primarily a flat fee service. No time trap. 

2) I do not require you to hand over your investments nor require a minimum to work with. Managing your assets is optional and I'll still assist you if you do it yourself. My focus is ongoing financial planning. 

3) I focus on how to increase your cash flow, not just your assets. I work with you to ensure your systems are set and consistently educate you on how your finances work. I get paid to truly keep you accountable over time.

You can find my pricing in my "featured" section on the website. 

Stop delaying action. Shoot me a message to schedule a complimentary intro.

Max Pashman, CFP®

70% of millionaires currently work with a financial advisor. 

Here's why many end up hiring one. 

They realize that financial planning is more than just a return. 

They also realize they have limited time on their hands. 

Like business owners, they outsource their skills

But there's so much than "what do i invest":

It's about:

- Goal Planning
- Debt Repayment
- Ongoing Education
- Emergency Fund Building
- Cash Flow Management
- Equity Comp. Planning
- Charitable Strategies
- Investment Planning
- Education Planning
- Insurance Planning
- Estate Planning
- Exit Planning
- Tax Planning
- Etc. 

And if your financial planner isn't addressing these properly with you?

It may be time to find a new one.

Helping Founders and Executives Plan for Early Retirement and Exit

If you have less than $100k, you shouldn't focus on returns.

In fact, it's a waste of your time. Here's why:

Charlie Munger once said:

"The first $100,000 is a b****.... but you gotta do it"

He wasn't talking about just returns, though. 

He was talking about your income. 

How quickly can you get it up there with your paycheck? 

In other words, what you save versus what you return. 

Just look at this example:

A 100% return on $1,000 is $1,000.

But a 10% return on $100,000 is $10,000.

10X less the return, yet 10x the dollar amount. 

And here's the best part about this. 

It's much easier to do the latter. 

In other words, it's much easier to save to $100,000 than trying to get a 1,000% return on an investment.

Not easy, but not impossible either. 

So if you haven't hit that number?

Focus on your savings rate. 

Not just your returns.

The market can wait.

If you grew up watching any of these as a kid:

- Spongebob
- Hey Arnold
- Powerpuff Girls
- That's So Raven
- Boy Meets World
- Hannah Montana
- Dexters Laboratory
- The Magic School Bus
- Fresh Prince of Bel-Air
- Fairly Odd Parents
- Wild Thornberrys
- Jimmy Neutron
- Lizzie McQuire
- Ed Edd n Eddy
- Dragon Ball Z
- Pokemon
- Yu Gi Oh
- All That
- Catdog
- Rugrats
- Arthur
- Doug

It's time to open up a Roth IRA.

75% of Americans regret not investing earlier. 
 
Here is the power of starting early (and the cost of waiting):
 
What you see in the illustration are 4 people: 
 
- 20 year old 
- 30 year old 
- 40 year old 
- 50 year old 
 
Now, as you get older, your income increases. 
 
Therefore, each generation can contribute more. 
 
So I ran a quick calculation. 
 
For ever 10 years, double the contributions. 
 
You can contribute more, but have less time to invest. 
 
Assuming an average return of 7%? 
 
The results are simply remarkable. 
 
A 20-year-old who is dedicated to starting early can outperform those with higher contributions. 
 
That doesn't mean high contributions don't matter. 
 
They absolutely do! 
Especially early on your journey. 
The difference, though, is returns helped. 
 
Over time, those returns made a difference thanks to time. 
 
It's really simple, but holds a huge lesson. 
 
There is power getting off to a good start. 

You should have started sooner. 

But you aren't too late.
 
Don't wait any longer!

Most don't realize they could put up to $72,000 in a Roth. 

Here's the "Mega Backdoor Roth" explained:

Compared to the IRA, the 401 k) has a couple of advantages, including: 
 
- Larger contribution limitations 
- Matching contributions 
- No income limitation 
 
In addition, it still offers a Roth component. 
 
But the part people overlook? 
 
The total contribution limit. 
 
On the employee side, it's $24,500 (2026).
 
Combined with the employer side it's $72,000. 
 
But there is another secret in it. 
 
If your employer allows it, they may permit additional after-tax contributions. 
 
This is taking additional income that has already been taxed and contributing it to a 401(k). 
 
For example: 
 
If the employee contributes $24,500 and the match is $7,500, that's $32,000. 
 
$72,000-$32,000 = $40,000
 
The employee can contribute an extra amount into there. 
 
But that's not where the magic happens. 
 
The magic is what you can do after. 
 
These contributions can be converted to a Roth account. 
 
This can happen in two ways: 
 
1) In-Service Distribution: Make an after-tax contribution + transfer it to an outside Roth IRA 
 
Or 
 
2) In-Plan Roth Conversion: Make after-tax contribution + transfer funds to the Roth 401k of plan 
 
Once again, your employer must allow both after-tax contributions and this type of transfer so check with them first. 
 
This strategy make large contributions to a tax-free account of this size is well known as a "Mega BackDoor Roth". 
 
It's a complicated process so always be sure to coordinate this with a financial professional. 
 
If you're looking to make great strides towards building your future, this is an option you shouldn't overlook. 
 
It's a great vehicle for financial independence.

Note: This is purely educational and should not be considered financial or tax advice. Consult with a professional on your situation before implementing this.

A $300,000+ earner with less than $15,000.

As a financial planner, I've seen more of these inquiries over the last year.

I can't stress this simple message to you all enough:

High income will take you to the next stage of your life. 

Zero planning around it will reverse that.

So when you get a bump in income…

What’s your game plan?

Let’s hear it.

Them: The 401(k) is a scam! 
 
Me: Why do you think that?
 
Them: It's locked until you are 60! 
 
Me: You can get it out early with strategies like 72(t), Rule of 55, Roth Conversion Ladder, and many other reasons. 
 
Them: Well it has high fees! 
 
Me: New 401k providers offer low-cost plans + low-cost funds and you can roll it out later if you really don't like it when you leave. 
 
Them: Well it has limitations! 
 
Me: Yeah but you're talking about $24,500 (2026) for a year, not including the match you get. 
 
Them: Well, the match has a vesting period! 
 
Me: So does equity. It's an incentive and still FREE money in the end. 
 
Them: Well, it was created to supplement your retirement, not fully fund it. 
 
Me: I agree. That's why you don't put all your wealth into a single vehicle and utilize multiple to your advantage.
 
Them: Yeah, well, it's taxed as income at retirement! 
 
Me: Yeah, that's precisely why you get a deduction upfront, and your funds grow tax-deferred, which helps retain wealth over time rather than tax sales and income each year. 
 
Them: Yeah well.... it still sucks! 
 
 
 
Not as many as the excuses made against the 401(k). 
 
It ain't all that bad as people make it to be. 
 
No one claims it will solve all your problems. 
 
But it's not a scam.

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pashman-financial-llc

schooloffinances

Cutting your Netflix subscription will make you a millionaire.

Here's how you can do it in a year:

- Cut the $18
- Take the $18 and invest it
- Get a return of 5,555,456%

Boom. You've got $1 million

Why aren't more Millennials doing this?

Make too much income for a Roth IRA? 
 
Here's how to get around it legally (Updated for 2026!)
 
First, what's the problem? 
 
The Roth IRA is a great vehicle for tax-free growth. 
 
But there are income limitations. 
 
For 2026, those limitations are as follows: 
 
- $153,000 for single filers 
- $242,000 for married filing jointly 
- $0 married filing separately
 
Make above these amounts? 
 
They get phased out or entirely ineligible. 
 
So what to do? 
 
Instead, you could contribute to the Traditional IRA. 
 
But are you contributing to a 401k? 
 
Those deductions might also phase out! 
 
This seems like a lose-lose scenario. 
 
But it opens for an opportunity. 
 
The good news is that you can use the IRA to fund a Roth IRA. 
 
This is known as a Backdoor Roth IRA. 
 
Here's what you could do: 

FIRST: Move all existing IRA money into an employer plan like a 401k. 
 
1) Open a Traditional IRA & Roth IRA 
2) Fund the Traditional IRA 
3) Do NOT invest the funds 
4) Initiate a Roth Conversion into the New Roth IRA 
5) Elect not to withhold taxes 
6) Invest in the Roth IRA 
7) File Form 8606 to show non-deduction in Traditional IRA 
 
This process is why having a Roth 401k is pretty handy: you can make any contribution with no income limitations. 

Remember, this is purely educational and is shown here for simplicity.
 
This is not financial or tax advice, so please consult with a financial and tax professional first.
 
But the door is open for tax-free money!

You've gotta find the right key.

Note: This is purely educational and not financial or tax advice. Seek a professional before acting on any of the information.

80% of their thoughts are on things they can’t control.

Here's why it's a losing choice:

If you spend all your time focusing on the things you can't control, you're investing in a losing strategy.

We see it all the time with money:

You can't control return rates.
But you can control savings rates.

You can't control tax laws.
But you can control tax planning.

You can't control interest rates.
But you can control your credit score.

You can't control contribution limits.
But you can control diversifying accounts.

You can't control risk of an asset.
But you can control your asset allocation.

You can't control when an emergency will happen.
But you can control the management of your short-term reserves.

You can't control tuition prices.
But you can control which vehicles to choose.

You can't control social security reserves.
But you can control your retirement vehicles.

You can't control inflation.
But you can control where your cash gets parked.

You can't control your death.
But you can control your estate plan.



Want to know why we do financial planning?

Because life is usually out of our control.

Your plan gives you the steering wheel.

Up to you how you steer with it.

Don't sleep on the wheel.

Let's normalize not having everything figured out by your 30s.

Purchasing a home without running the numbers is a coin flip. 

Yet, this is exactly how 99% of people do it.

They'll just look at what the bank will allow them to get.

But they don't look at your numbers:

- Your goals
- Your expenses
- Your future maintenance
- Your potential new furniture
- Your phantom costs not disclosed

And no, going with the notion that "it will pay off later" is not a good strategy. 

Please run the numbers before executing on a home purchase. 

You'd be surprised how unprepared some are for it.

It's not like you can change your mind very easily.

After all, it's only 30 years you are stuck with it...

If your business goes to zero, you close your doors.

If the stock you own goes to zero, they close their doors. 

If the index fund you own goes to zero, money is no longer a problem. 

Now take a look at these three and answer one question:

Which of the downsides is more likely to occur?

High reward comes with high risk. 

It's not about not taking risk. 

It's about managing it.

Welcome to Risk 101.

You can make 7 figures of income. 
 
But it's all useless without this: 
 
"The art is not in making money, but keeping it" 
 
This is especially true with HENRY's. 
 
What is a HENRY? 
 
→ H-igh 
→ E-arner 
→ N-ot 
→ R-ich 
→ Y-et 
 
I've seen this with many cases of successful business owners and tech executives. 
 
Lots of talented people making fantastic revenue and income. 
 
But not many of them without a game plan to keep it. 
 
The culprit is usually simple: 
 
Lack of financial planning. 
 
Without clarity, you don't know what to do with what you earn. 
 
You worked hard to earn your income. 
 
Now make it work harder for you to grow. 
 
But you don't have to struggle at it alone. 
 
If you do, you might need help at it.

"My commissions are taxed at a higher rate"

Not true always. Why is it wrong?

Let's look at an example here.

Selling Sally works hard at her job.

She typically gets half in salary and half in commissions.

She’s hit her quota and is excited for those commissions to kick in.

But when she checks her paycheck, she notices something…

Her commissions were "taxed" at a lower rate than her salary.

At first, this seems great, more money in her bank account!

But then, tax season arrives.

After filing her taxes, her accountant lets her know she owes a massive tax bill!

Now she's frustrated that she has to write a big check and wonders:

Did something go wrong with her return?
Did she get taxed more than expected?
Did she get hit with some penalty?
Nope.

She owes more because her employer withheld less than she actually owed.

And that's the key word here: withheld.

Whenever you have monthly income like a salary, it’s considered “regular,” which gets taxed progressively like usual.

But whenever you have irregular income like:

Awards
Bonuses
Commissions
Equity Compensation
Or anything that doesn’t pay monthly
…it’s considered “supplemental.”

And these irregular forms of income are withheld at different flat rates by default.

For commissions, the default withholding is 22% for the first $1 million and 37% for any amount beyond that (Federal rate for 2025).

This is just withholding, not the actual tax owed.

Since Sally makes $500,000, her actual marginal tax rate is 35%.

But her commissions were only withheld at 22%, which wasn’t enough.

So instead of getting a refund, she ended up owing the difference at tax time.

She didn’t pay more for her commissions.

She just had less withheld than owed.

Big difference!

(Sally is a hypothetical example, but you get the point)

- - - - - - - - - - - - - - - - - - - - - - - - - - -

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I don't know who needs to hear this, but just because you can afford the down payment for a home doesn't mean you can afford the mortgage payments. 

☝ Read that again

For the love of g*d, stop using absolutes with your finances:

You don't need to max your 401(k).
But don't leave your match behind.

You don't always need life insurance.
But you should get coverage for your family.

You don't need live on the edge.
But you should know your limits.

You don't need to invest everything.
But you should understand your timeline.

You don't need to open a 529 for your kid.
But you should prepare to support them eventually.

You don't need to have a strict budget.
But you don't have to live a Ramsey life either.

You don't have to pay off all your debt now.
But you don't have to completely avoid it either.

You don’t need to own a home.
But you should have a housing plan.

You don’t need to pick individual stocks.
But you should understand what you own.

You don’t need to retire and quit work all together.
But you should build the option to choose your path.

You don’t need multiple income streams.
But you should protect against a single point of failure.

Read what you want and take advice from whoever. 

But your situation is not black-and-white. 

Stop thinking like it too.

Your child can borrow to pay their tuition costs. 

But you cannot borrow to pay your retirement costs. 

Remember this as you prioritize where your wealth goes.

Friendly Reminder: Robinhood is not meant for you to create a strategic means of creating wealth. 

It's a place to mess around with your "F*** You" money.

Big difference.

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