Jon C. Goodman Advisory Partners, LLC

Jon C. Goodman Advisory Partners, LLC Bridging the Gap to Where You Want to Be

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04/09/2026

💡 Think you make too much for a Roth IRA? Think again.

A client at Microsoft had a “down” income year…Still too high for a Roth.

Most people stop there.

But there’s a smarter move 👇

➡️ The Backdoor Roth strategy
➡️ Same destination, different route
➡️ Potentially tax-free growth

⚠️ One catch: if you’ve got pre-tax IRA dollars, it’s not always clean (hello, pro-rata rule).

The goal isn’t just saving…It’s positioning.

Follow for more ways to turn income into lasting wealth.

03/31/2026

If I could only do ONE thing with my money…👇

I’d build CASH RESERVES.

Not sexy.
Not flashy.
But it changes everything.

Because cash = OPTIONS:

💥 Pay off debt
💥 Invest when it counts
💥 Help family
💥 Take the trip
💥 Fund the future

Here’s the twist most people miss:

It’s not just a % of income…
It’s a % of your SPENDING too.

That’s how you turn consumption into ownership.

Not perfect. Just directionally correct.

Come hang with us inside millionaireME—where wealth builders stack wins together.

HENRY

03/26/2026

Most people don’t realize this…

A will does NOT keep your finances private.

If your estate goes through Probate → it becomes public 👀

That includes:
• Assets
• Debts
• Who gets what

BUT…

There’s a better way (at least partially 👇)

Accounts with beneficiaries or TOD instructions can skip probate:
✔ Faster
✔ Private
✔ Direct

⚠️ The catch?

Miss anything… and part of your estate can still go public.

That’s why many people eventually use a Revocable Living Trust:

🧩 Beneficiaries = patchwork
🏗️ Trust = blueprint

Both matter. But one is more complete.

If you’re building real wealth… don’t leave the back door open.

👉 Follow for more wealth + life clarity
👉 Share this with someone who needs it

HENRYs MoneyMatters

03/25/2026

Nudge of the day: Hug your kids and/or grandkids like you mean it. 🤗

03/22/2026

Today’s nudge:

Be grateful. 🙏

Not “glass half full” grateful…

But my cup overflows grateful.

The kind that isn’t trying to attract more,
earn more, or get more.

The kind that pauses…looks around…and says:

“This is already enough.”

Actually—

“It’s too much.”

Because in a world constantly whispering more…

Gratitude quietly answers:

“I’ve already been given more than I deserve.”

And somehow…

That’s where peace begins.

GoodLife FaithAndFinance Perspective

03/14/2026

Volatile markets can feel uncomfortable…

But they can also be opportunity.

Today’s Nudge of the Day: consider increasing your savings rate while others are pulling back.

Even a small bump in your 401(k) contribution today can make a big difference years from now.

If you’re interested in surrounding yourself with people who are serious about building wealth and supporting one another along the way, consider joining our millionaireME community—where wealth builders like you help one another raise the proverbial barn.

MarketVolatility WealthBuilding MoneyTips MillionaireMeAcademy FinancialFreedom RetirementPlanning SmartMoney

03/13/2026

Wealth building rarely feels exciting at first.

It’s quiet.

Slow.

Almost invisible.

But Ernest Hemingway once said big changes happen “gradually… then suddenly.”

The same thing happens with money.

Consistent saving.

Thoughtful investing.

Small daily decisions.

Over time, those tiny steps turn into momentum.

If you’re in that gradual stage right now, this video is for you.

And if you’d like some encouragement along the way, you’re always welcome in the millionaireME community. Good company makes the journey a lot more enjoyable.

MoneyTips FinancialJourney Motivation CommunitySupport LongTermWealth

03/12/2026

Where are you in your financial life cycle?

• Struggling
• Stable
• Soaring

Most people I meet aren’t drowning financially… but they’re not fully free yet either.

Today’s Nudge of the Day is a simple strategy anyone can use:

Build a smart high-yield cash reserve that protects you while quietly feeding your investments or debt payoff.

Plus a quick trick to make sure your car loan isn’t underwater.

Small moves. Big balance-sheet impact.

If you like learning about money this way, you’re invited to join us in the millionaireME community. (Link in bio)

SmartMoney AssetManagement HighYieldSavings FinancialAdvice MoneyTips

03/11/2026

Today’s Nudge of the Day:
Allow a little budgeted joy.

Discipline matters.

But so do the small rituals that make life human.

For me it’s two simple things:

✂️ Monday beard trims
☕ 4 a.m. gas-station coffee

Not because they’re luxurious.

Because of the people—farmers, tradesmen, early risers starting their day before the sun.

Watching them reminds me who we’re building wealth for in the first place.

Sometimes a “guilty pleasure” isn’t weakness.

Sometimes it’s fuel for the mission.

What’s your affordable luxury?

PeopleWatching PersonalFinance DailyNudge millionaireME

03/10/2026

Nudge of the Day: Eliminate Retail Distractions…Unsubscribe from Your Inbox 👋 😘 (Literally, just did this…)

One of the quiet enemies of financial progress isn’t a lack of knowledge—it’s distraction.

Retailers know this. That’s why your inbox is filled with promotional emails designed to capture your attention and convert it into spending.

Flash sales. Limited-time offers. “Just for you” discounts.

But every impulse purchase comes with an opportunity cost.

Every dollar spent on something unnecessary is a dollar that cannot go toward eliminating debt or building assets.

Today’s nudge is simple:

Take a few minutes and unsubscribe from retail emails that tempt you to spend—especially if you know you’re prone to retail therapy.

Reduce the noise.

Protect your margin.

Strengthen your balance sheet.

Daily Nudges = Seeds 🌱
Behavior Change = Growth 🌾
Balance Sheet = Harvest 🌾🌾🌾

DebtElimination AssetBuilding InboxCleanup Unsubscribe PersonalFinance Productivity FrictionlessRetail BalanceSheet

For educational purposes only. Not investment advice. Investing involves risk, including loss of principal. Returns are not guaranteed. Please consult your financial professional.

Address

389 S. Ferguson Avenue, Suite 219
Bozeman, MT
59718

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 8am - 12pm

Telephone

+18554524552

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