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Author: Brian Thompson

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  • What happens if I missed Estimated Tax Day?

    Business Planning | 01.20

    Question of the Week What happens if I missed Estimated Tax Day? Happy Friday, everyone! I hope you had a good week. Tax season is almost in full effect. The…
  • Numbers for the New Year

    Business Planning | 01.13

    Question of the Week Numbers for the New Year Happy Friday, everyone! Last week, I wrote about high-level ways to prepare for 2023. I have some nitty gritty tactical tips…
  • What’s your word for 2023?

    Fundamentals | 01.06

    Question of the Week What’s your word for 2023? Hey all! Happy first Friday of the year! I hope you had a restful and rejuvenating break. I know I did.…
  • Your Year-End Checklist

    Business Planning | 12.16

    Can you believe it’s already the end of the year? Now is the time to celebrate with friends and family, reflect on the past 12 months, and plan for the…
  • How to Make the Most Out of Charitable Giving

    Fundamentals | 12.09

    Question of the Week How to Make the Most Out of Charitable Giving Happy Friday! It’s that time of year to think about end-of-the-year charitable giving. During the holidays, we…
  • Scaling with the Right Clients

    Business Planning | 12.02

    Question of the Week Scaling with the Right Clients Happy Friday, all! We are on the second to last MDB podcast of 2022! I chat with Christopher Dale, CFP and…
  • What are you thankful for?

    Fundamentals | 11.25

    Question of the Week What are you thankful for? Happy Friday, all! And Happy Thanksgiving! I hope you have had a celebratory and connective holiday so far. I still love…
  • When Pivoting Is Hard

    Business Planning | 11.18

    Question of the Week When Pivoting Is Hard Happy Friday, all! I hope you didn’t miss me too much last week. I was traveling and didn’t get a chance to…
  • What Would You Do If You Won the Lottery?

    Fundamentals | 11.04

    Question of the Week What Would You Do If You Won the Lottery? Happy Friday, everyone! We’re revisiting an oldie-but-goodie blog post this week. You’ve likely heard that the Powerball…
  • Creating the Products You Want

    Business Planning | 10.28

    Question of the Week Creating the Products You Want Happy Friday, all! We dropped a very cool MDB episode this week. I chat with Anjali Jariwala, CPA, CFP, an experienced…
  • Five Things To Do Right After You File Your Tax Return

    Tax | 10.21

    Question of the Week Five Things To Do Right After You File Your Tax Return Happy Friday all! This week we wrapped up tax season 2022 with the passing of…
  • Charge What You’re Worth

    Business Planning | 10.14

    Question of the Week Charge What You’re Worth Happy Friday, all! We dropped an episode this week on MDB that I’m sure resonates with all entrepreneurs – charging what you’re…
  • Making The Most Out Of Business Travel

    Business Planning | 10.07

    Question of the Week Making The Most Out Of Business Travel Happy Friday, all! I’m excited and anxious about traveling for my first financial planning conference in almost three years…
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Brian Thompson Financial LLC (“BTF”), is a Registered investment Adviser in the State of Illinois. Based in Chicago, BTF focuses specifically on serving mission-driven LGBTQ entrepreneurs locally and nationwide. Brian Thompson, JD, CFP® is a proud member of NAPFA, XY Planning Network and Pride Planners.