Equanimity Wealth

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Equanimity Wealth Financial planning built for families without a blueprint.

10/20/2026

Your kid might already have an investment account you never opened. Here’s how to find it.

10/02/2026

Stop making this goalkeeper mistake. Action bias explained !

10/01/2026

Does debt consolidation ruin your credit? Not necessarily. In thi...

I have a handful of clients who have not signed up for Trump Accounts because their kid isn't eligible for the $1,000 pi...
09/18/2026

I have a handful of clients who have not signed up for Trump Accounts because their kid isn't eligible for the $1,000 pilot program.

If your child was born from 2016 through 2024 and the zip code of your city has a medium family income of $150,000 or less, they will be eligible for a $250 contribution from Michael Dell and Susan Dell. Sign up if you have a kid and meet those two conditions!

09/17/2026

No money plan? Everyone with a pitch will gladly fill the gap.

None of them ask about your actual life. The right plan is the one that fits yours. Even if it’s boring.

Follow if you’re building without a head start. 🌱

09/16/2026

Plenty of plans match your contributions up to 6% of your salary. Put in less than that and you’re leaving part of your paycheck on the table.

Make that call. To HR. 📞
Open that portal. Check your match.
Spend the bread, get some more (starting with the free money).

✅ Find your plan’s match formula
✅ Contribute at least enough to get all of it
✅ Check your vesting schedule so you know when it’s fully yours

This is the only fear of missing out I’ll ever endorse.

09/16/2026

The LLC isn’t the magic part. The IRS rule is simple: you can only deduct the business use portion of a vehicle, no matter whose name is on the title.
A few things the “write it off” videos skip:
Driving from home to your regular workplace is
commuting, and commuting miles aren’t deductible
You need a mileage log kept as you go, not
reconstructed at tax time
Weekend errands and road trips are personal
use, even if the LLC owns the car
\ If you take a big upfront deduction and your business use later drops to 50% or less, part of it can be clawed back
Titling a car in an LLC can also make insurance and financing harder, all for a deduction you could have claimed anyway with a good log.
Educational content only, not individualized advice.

Go for launch. Tesla 0.00 assets under management.That’s not a typo. We don’t hold your money. We don’t manage it. We do...
09/12/2026

Go for launch. Tesla

0.00 assets under management.

That’s not a typo. We don’t hold your money. We don’t manage it. We don’t take a percentage of it every year for the privilege.
You pay one flat fee. You get a real plan. Your money stays exactly where it is, in your name, under your control.
Most firms won’t talk to you until you have a few hundred thousand sitting somewhere they can bill. That’s not a standard. That’s a sales filter.

Apple just spent years and $1,999 building a phone that lets you look at two screens side by side. We’ll save you the mo...
09/09/2026

Apple just spent years and $1,999 building a phone that lets you look at two screens side by side. We’ll save you the money, here’s what an AUM fee does to your bill as your portfolio grows, next to a flat fee that just… doesn’t move.

You don’t need the fold to see the difference. Follow if nobody ever explained advisor fees to you like this either.

09/09/2026

Every recruiting pitch I got in my early 20s

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500 North Brand
Glendale, CA
91203

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