Blake Eiermann

One piece of advice for someone in their mid 20’s going into 2026: Build the habit of maxing out an IRA as early as possible. The difference between someone who started at 25 vs 30 is staggering.

Year-End Moves that Matter • RMD: age 73+ missing this can trigger penalties. • Roth conversions: Move pre-tax → Roth to fill your current tax bracket • Tax-loss harvesting: Offset gains + up to $3k of ordinary income • Charitable giving — Donate to a 501(c)(3) by 12/31

Last year, when I was still managing night operations at an FBO, I met a $TMDX team flying in for an organ transplant. That’s when I first saw their OCS tech in action. After 4 years of only seeing organs on ice, the OCS blew me away. Today I’m buying more $TMDX stock.

Just wrapped up an outstanding experience at Altruist Academy Chicago 2025. The event offered valuable insight into how AI can enhance client service and streamline operations within the RIA space. I also gained meaningful knowledge around behavioral finance and building stronger relationships with clients. The venue was beautiful, the event was exceptionally well organized, and the Altruist team was professional, welcoming, and incredibly helpful. Big thank you to @AJToce and @ToceFinancial for the opportunity and to @altruist for hosting an enriching learning experience!

Interesting how a 1.5% drop in the market today feels uneventful… Just a few weeks of heavy volatility and our perception of normal can shift.

People spend hours researching for their fantasy football draft... but barely 30 minutes planning their investments. One is just for fun. The other shapes your future. Which one are you prioritizing?