Tyler Boling of Gateway Financial Partners

06/09/2026

Being ahead doesn't mean everything is settled.

Payoffs game 3 was a reminder how fast that momentum can shift.

It can happen that fast in your financial life too.

You may be saving consistently, investing with purpose, and feeling good about the direction you’re headed.

Then life changes the pace.

A job transition.
A market pullback.
A change in benefits.
A family need.
A tax concern.
A legacy planning decision.

Those moments do not automatically mean the plan is broken.

That is where a values-based approach can make a difference.

It can help make sure your financial decisions reflect your goals, your family, your work, and the future you want to help shape.

A strong plan gives you room to regroup, make changes, and keep moving when life shifts.

05/29/2026

There is a reason Succession hit a nerve.

It showed what can happen when the future of a business is unclear, personal, and emotionally loaded.

Now, most advisory practice transitions do not look like a prestige HBO drama. Thankfully.

But the underlying questions can still feel familiar.

Who steps in next?
Who gets a voice in the decision?
What happens to the people who helped build the business?
What happens to the clients who trusted the original advisor?
And how do you move forward without making the transition feel abrupt?

Succession planning is not only a financial decision. It is a people decision, a timing decision, and a communication decision.

The earlier those conversations begin, the more time there may be to work through the moving pieces.

05/26/2026

Valuation matters.

Structure matters.

The transition plan matters.

But there is another question that deserves just as much attention:

Who will your clients trust when you step back?

That answer is not built on portfolio management alone.

It is built on listening.
Understanding family dynamics.
Knowing what matters most.
Respecting the relationship that already exists.

That is why I focus on people, not just portfolios.

Because in succession planning, the relationship is often the real handoff.

05/21/2026

The early years of retirement get less airtime than they probably deserve. A useful read on why timing matters so much in this window, and the kinds of conversations (Roth conversions, withdrawal pace, Social Security) that tend to come up first.

Your take-control toolkit involves strategies for spending, investing, Social Security, and taxes.

05/18/2026

There’s one part of succession planning that doesn’t always get enough attention.

It’s not the valuation.
It’s not the deal structure.
It’s not the timeline.

It’s the client relationship.

When an advisor transitions their practice, clients are not just being handed off to a new name on the letterhead. They are being asked to continue placing confidence in someone who understands their family, their history, their priorities, and the way they make decisions.

That kind of trust is not built at the transaction table.

Will the person taking over your client relationships care for those relationships with the same level of intention?

Check out our full convo here: https://vimeo.com/1185204962/7a38e2d755?share=copy&fl=sv&fe=ci

05/14/2026

Mark the date because tax planning doesn't start when the shares hit your account.

05/13/2026

"It is not death that a man should fear, but he should fear never beginning to live.” ― Marcus Aurelius

To live fully is to live honestly. When your daily choices reflect your core values, your life begins to feel less like something you are managing and more like something you are intentionally building.

05/12/2026

I need to understand the things that you value before I understand the value of your things.

I recently sat down for a conversation about my path into this industry: building an insurance business, walking away from a captive model, and rebuilding independently.

At the core of this business is understanding people. Once you understand what truly matters to someone, that’s when real alignment starts to happen.

Check out our full convo here: https://vimeo.com/1185204962/7a38e2d755?share=copy&fl=sv&fe=ci

05/10/2026

Wishing a wonderful Mother’s Day to the women who have helped shape who we are through their support, guidance, patience, and example.

04/29/2026

4 Tax Traps to Watch in Executive Compensation

Equity comp can be powerful, if you plan for the tax side.

1. Exercising Too Many Options at Once
Exercising everything in one year can increase your taxable income.
→ Spreading exercises across years may help manage tax impact.

2. Overlooking AMT on ISOs
Incentive Stock Options can trigger Alternative Minimum Tax.
→ Reviewing potential AMT exposure ahead of time can be helpful.

3. Missing the 83(b) Election Window
There’s a 30-day deadline after receiving certain equity grants.
→ Understanding your grant terms and timelines matters.

4. Ignoring Taxes at Vesting
RSUs are typically taxed as ordinary income when they vest.
→ Planning ahead for potential tax obligations can help avoid surprises.

Thoughtful planning can make a meaningful difference in how equity compensation works for you.