Cody Warren, CPA, CFP®
@codyw1010.bsky.social
Director of Financial Planning and Senior Wealth Advisor at Carlson Capital Management
📍Minneapolis
🏳️🌈 👨❤️💋👨 @mmarcotte.bsky.social
Posts ≠ advice
📍Minneapolis
🏳️🌈 👨❤️💋👨 @mmarcotte.bsky.social
Posts ≠ advice
Check out Mike’s holiday lights guide!
Check out this interactive map of 125+ Christmas light shows around #Minnesota! www.google.com/maps/d/viewe...
2024 MN Holiday Lights Guide - Google My Maps
Christmas light displays around Minnesota and Wisconsin, presented by Winter Lights at Sovereign Estates in Waconia. Learn more at https://www.sovereignestatewine.com/spirit-of-winter.
Find the 2024 ...
www.google.com
November 30, 2024 at 5:02 AM
Check out Mike’s holiday lights guide!
Elmo needs you to breathe…and dance! Happy Thanksgiving!
We’re Taking Thanksgiving with Martha Stewart, David Chang, Gayle King, Gwyneth Paltrow and More
We’ve gathered some of the biggest names in cooking and culture to share warm memories, hot takes and delicious recipes.
www.nytimes.com
November 26, 2024 at 1:07 PM
Elmo needs you to breathe…and dance! Happy Thanksgiving!
An article I wrote last year that still resonates today. Focusing on what I can control now in the context of my overall financial goals and objectives.
Putting Breaking News in Perspective
When breaking news hits, focusing on what matters in the next five hours, five days, and five years can help you take the best steps forward.
carlsoncap.com
November 26, 2024 at 1:22 AM
An article I wrote last year that still resonates today. Focusing on what I can control now in the context of my overall financial goals and objectives.
Reposted by Cody Warren, CPA, CFP®
"Being a great listener" and understanding that "people are going to have unease about investments specifically" when they believe their rights are under attack can go a long way, said Lindsey Young, of Quiet Wealth.
#wealthmanagement #LGBTQ #election2024
#wealthmanagement #LGBTQ #election2024
Addressing post-election fears for LGBTQ clients
President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
www.financial-planning.com
November 25, 2024 at 4:41 PM
"Being a great listener" and understanding that "people are going to have unease about investments specifically" when they believe their rights are under attack can go a long way, said Lindsey Young, of Quiet Wealth.
#wealthmanagement #LGBTQ #election2024
#wealthmanagement #LGBTQ #election2024