Christopher Clepp's Linkedin Analytics

Roth Conversions & Timing Considerations Some people explore Roth conversions as part of their long-term financial planning, and timing can be a key consideration. Since a conversion involves taxes, some may look at their income levels and tax brackets when thinking about when to convert. The process can have different implications depending on individual circumstances. Have you ever considered how timing plays a role in financial decisions? #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

We Help Business Owners Answer the Question: ‘What’s Next?’ It’s not just about selling your business. It’s about what comes after—and how you can use that money to build your version of freedom. Let's schedule a call to connect!

Preparation brings peace of mind. Uncertainty is part of life, but having a strategy in place makes it easier to navigate. Whether it’s an unexpected expense or a life transition, knowing you have a plan can reduce stress and increase confidence. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Looking Ahead With Clarity Sundays are a great time to pause and reflect on what truly matters. Financial planning isn’t just about wealth—it’s about creating a path toward freedom, security, and peace of mind. With the right strategy in place, the future becomes something to look forward to, not stress over. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

What About Financial Aid? Many high earners assume they won’t qualify for financial aid—and often, they’re right. But did you know some schools offer merit-based aid that has nothing to do with income? Planning ahead means more options—whether or not you expect traditional aid. Learn more in this post: 👉

Your financial strategy should grow with you. Life changes—so do your priorities. What worked in your 30s might look different in your 40s or 50s. Periodic check-ins help ensure your financial strategy still reflects your current goals and lifestyle. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Why Financial Planning Reviews Matter 📅🧭 Reviews can help ensure all pieces of a financial picture—from retirement savings to insurance—remain aligned. They’re especially useful when major life events or policy updates occur. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Summer, are you here yet?

Life insurance can do more than people think. While often viewed through the lens of protection, it can also play a role in business planning, estate preparation, or supporting long-term financial goals. The key is understanding the options and how they might fit your situation. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

3 Signs You’ve Outgrown Your Current Financial Strategy Your income has grown, but your savings haven’t. You own a business but haven’t thought about exit planning. You’re not sure if your insurance is still right for you.

The College Cost Reality Check The average four-year college education now runs well into six figures—and that’s just for one child. So how do families prepare for that kind of expense without compromising their own financial future? We break down some smart starting points here: 👉

Burnout is real. If you’ve lost passion for your business or feel mentally and physically drained, it might be time to reassess your role. Sometimes, stepping away is the best way forward—for both your health and your long-term financial strategy. https://lnkd.in/gPvnccK8 #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Many Gen X and Gen Y business owners reach a point where they wonder: “Is now the right time to sell my business?” Selling isn’t just a financial decision—it often reflects deeper life changes, such as burnout, shifting priorities, or a desire for more personal time. Recognizing the emotional and personal cues can be just as important as watching the markets. https://lnkd.in/gPvnccK8 #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Not all retirement accounts are created equal. Some accounts offer tax advantages now, while others offer them later. Understanding the basics of how different accounts work can help you align them with your long-term goals. It’s not about picking the “best” one—it’s about knowing how each fits into your bigger picture. #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

Many people spend decades chasing “more”—more income, more assets, more success. But have you ever stopped to define what is enough? Understanding what enough means to you personally can lead to better financial clarity and a more fulfilling life. 👉 Read the full reflection: https://lnkd.in/gptQPQuw #financialplanning #businessowner #buildingwealth #financialplanner #wealth #smallbusiness #genx #geny #buildingtowardswealth #henrys #abundantwealthprocess #stability #financialfulfillment #highearner #strategicfinancialplanning

The Real Cost of Distraction Every time we check that notification or bounce between emails and texts, we’re not just losing seconds—we’re losing focus. 📉 Distraction creates a mental tax. 📉 It erodes our ability to prioritize what matters. 📉 And over time, it pulls us further from our long-term goals. What could change if we reclaimed even a small part of that focus?

Why Consider a Trust? Many people assume trusts are only for the ultra-wealthy. But in reality, trusts can help anyone looking to: Protect assets Avoid probate Control how and when their assets are distributed It’s not just about wealth—it's about clarity and control. Learn more here: 👉

What’s Missing from Your Feed? There’s a lot of noise out there when it comes to money. We’re focused on cutting through it with useful, honest, non-salesy information. 👉 What would you like to see more of? 🟦 Behind-the-scenes 🟦 Real-world examples 🟦 Common mistakes 🟦 Visual explainers 🟦 Business owner tips 🟦 Retirement Q&A comment below!

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Getting our baseball practice in!