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Tony Sablan

@ULTIMATExWEALTH

Tony Sablan with Ultimate Wealth Strategies, LLC. I am not licensed in all jurisdictions.

 Seattle
UltimateWealthStrategies.com
Joined December 2015
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Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)Photo by Tony Sablan (@ULTIMATExWEALTH)
Check out my latest article: How Boring Old Life Insurance Could Have Saved a Famous Western Ranch linkedin.com/pulse/how-borin… via @LinkedIn
How Boring Old Life Insurance Could Have Saved a Famous Western Ranch

How Boring Old Life Insurance Could Have Saved a Famous Western Ranch

If you're a landowner with significant real estate holdings, let’s cut to the chase: estate taxes don’t care about your legacy. When a patriarch passes, his heirs don’t just inherit the land—they...

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Check out my latest article: Maximizing Wealth Transfers: Smart Gifting Strategies for the 99% linkedin.com/pulse/maximizin… via @LinkedIn
Maximizing Wealth Transfers: Smart Gifting Strategies for the 99%

Maximizing Wealth Transfers: Smart Gifting Strategies for the 99%

One of the biggest financial misconceptions is that estate planning is only for the ultra-wealthy. In reality, smart wealth transfer strategies benefit nearly everyone—especially those who want to...

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Check out my latest article: Investing Like a Championship Team: How Key Metrics Guide Your Financial Game Plan linkedin.com/pulse/investing… via @LinkedIn
Investing Like a Championship Team: How Key Metrics Guide Your Financial Game Plan

Investing Like a Championship Team: How Key Metrics Guide Your Financial Game Plan

It’s Super B@3! season—a time when teams battle for glory, and every stat, strategy, and decision matters. Watching the highs and lows of the playoffs got me thinking: the way we evaluate investments...

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Check out my latest article: Run Your Race: The Power of Focusing on YOU linkedin.com/pulse/run-your-… via @LinkedIn

Run Your Race: The Power of Focusing on YOU

We live in an age where life often feels like a perpetual scroll through other people’s highlights, it’s easy to get lost in comparison. We glimpse snapshots of success—career triumphs, picture-per...

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Check out my latest article: Looking Ahead to 2025: Reflecting, Refocusing, and Recharging for the Journey Ahead linkedin.com/pulse/looking-a… via @LinkedIn

Looking Ahead to 2025: Reflecting, Refocusing, and Recharging for the Journey Ahead

As the calendar turns and we leave 2024 in the rearview mirror, I want to take a moment to connect with you—not just as a professional, but as someone who understands the pace of life and its many...

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Check out my latest article: Beyond the Backdoor Roth IRA: The Wealthy Investor's Secret to Tax-Free Growth linkedin.com/pulse/beyond-ba… via @LinkedIn

Beyond the Backdoor Roth IRA: The Wealthy Investor's Secret to Tax-Free Growth

As a comprehensive wealth advisor, I've seen countless high-earning professionals struggle with maximizing their retirement savings. While it's true that a higher income should make it easier to save...

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Check out my latest article: Have You Heard of the Private Split Dollar Strategy that can help to Mitigate Estate Taxes? linkedin.com/pulse/have-you-… via @LinkedIn

Have You Heard of the Private Split Dollar Strategy that can help to Mitigate Estate Taxes?

By Tony Sablan As a financial advisor working with high-net-worth (HNW) clients, balancing retirement planning with estate tax minimization can be a challenge. One innovative solution that can...

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Check out my latest article: How a Secure Wealth plus Whole Life Insurance Policy Can help Secure Your Financial Future and Maximize Your Wealth linkedin.com/pulse/how-secur… via @LinkedIn
How a Secure Wealth plus Whole Life Insurance Policy Can help Secure Your Financial Future and...

How a Secure Wealth plus Whole Life Insurance Policy Can help Secure Your Financial Future and...

How a Secure Wealth plus Whole Life Insurance Policy Can help Secure Your Financial Future and Maximize Your Wealth For high-net-worth individuals, particularly business owners with significant cash...

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Check out my latest article: Questions to consider in business succession planning linkedin.com/pulse/questions… via @LinkedIn

Questions to consider in business succession planning

As a family business owner, planning for the future is crucial to ensure the continuity and prosperity of your business. Succession planning involves addressing key risks and making strategic...

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Join New York Life Global Market Strategist Julia Hermann, as she provides an economic update and insights to help you navigate the ups and downs and twists and turns of election year uncertainty. Register now at: bit.ly/4a8GgBq
Image from Tony Sablan (@ULTIMATExWEALTH)
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Check out my latest article: Exploring the World of ETFs: A Guide for Investors linkedin.com/pulse/exploring… via @LinkedIn
Exploring the World of ETFs: A Guide for Investors

Exploring the World of ETFs: A Guide for Investors

Introduction Investing your hard-earned money can be both exciting and intimidating. If you're looking for an accessible and efficient way to diversify your portfolio, Exchange-Traded Funds (ETFs)...

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Check out my latest article: Embrace the Holiday Season - Connection, Reflection, and Inspiration linkedin.com/pulse/embrace-h… via @LinkedIn
Embrace the Holiday Season - Connection, Reflection, and Inspiration

Embrace the Holiday Season - Connection, Reflection, and Inspiration

Discovering the True Essence of the Holiday Season 🎄✨ The holiday season is more than just a time for festivities and celebrations; it's a period rich with opportunities for meaningful connections,...

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Check out my latest article: Pitbull: From Humble Beginnings to Global Superstar and Philanthropist linkedin.com/pulse/pitbull-f… via @LinkedIn
Pitbull: From Humble Beginnings to Global Superstar and Philanthropist

Pitbull: From Humble Beginnings to Global Superstar and Philanthropist

Last night, I had the privilege of attending a Pitbull concert, an experience that left me both thoroughly entertained and deeply inspired. As I danced and sang along to his hit songs, I couldn't...

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Check out my latest article: Year-End Financial Planning Checklist: Essential Items to Consider linkedin.com/pulse/year-end-… via @LinkedIn
Year-End Financial Planning Checklist: Essential Items to Consider

Year-End Financial Planning Checklist: Essential Items to Consider

As we approach the end of the year, it's crucial to take a moment and focus on our financial health. Here are key items you should consider to ensure a prosperous new year: 1.

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Check out my latest article: Why Some Say 20-Somethings Shouldn't Buy Life Insurance linkedin.com/pulse/why-some-… via @LinkedIn
Why Some Say 20-Somethings Shouldn't Buy Life Insurance

Why Some Say 20-Somethings Shouldn't Buy Life Insurance

In the world of YouTube financial advice, you'll often encounter a range of opinions, some of which may advise young people in their 20s to hold off on buying life insurance. One common argument is...

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Check out my latest article: Why Millionaires Shouldn't Self-Insure Their Lives, and Why Some Make the Mistake linkedin.com/pulse/why-milli… via @LinkedIn
Why Millionaires Shouldn't Self-Insure Their Lives, and Why Some Make the Mistake

Why Millionaires Shouldn't Self-Insure Their Lives, and Why Some Make the Mistake

At a glance, a millionaire might appear immune to the financial pitfalls that beset the average individual. With substantial assets in their name, it's easy to assume they can afford to forgo...

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Check out my latest article: The Power of Consistency: Investing and Fitness Analogy linkedin.com/pulse/power-con… via @LinkedIn
The Power of Consistency: Investing and Fitness Analogy

The Power of Consistency: Investing and Fitness Analogy

In the world of investing, there's a common piece of advice: "It's not about timing the market; it's about time in the market." This phrase underscores the importance of consistency and having a...

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Check out my latest article: Understanding Restricted Stock Units (RSUs): An Overview linkedin.com/pulse/understan… via @LinkedIn

Understanding Restricted Stock Units (RSUs): An Overview

Restricted Stock Units (RSUs) are a common form of equity compensation used by companies to incentivize employees. This article explores the underlying mechanisms of RSUs, factors to consider, and...

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Check out my latest article: The Power of Proper Planning: The Joe Robbie Case and the Role of Life Insurance linkedin.com/pulse/power-pro… via @LinkedIn
The Power of Proper Planning: The Joe Robbie Case and the Role of Life Insurance

The Power of Proper Planning: The Joe Robbie Case and the Role of Life Insurance

In the world of estate planning, Joe Robbie's case stands as a sobering example of a significant shortfall. As the former owner of the Miami Dolphins and the Joe Robbie Stadium, he left an impressive...

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Check out my latest article: Over-concentrated vs Active vs Index linkedin.com/pulse/over-conc… via @LinkedIn
Over-concentrated vs Active vs Index

Over-concentrated vs Active vs Index

When it comes to investing, there are a number of different strategies to consider. Three of the most common approaches are overconcentrated positions, index investing, and active management.

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