Scott, he is a real dick - just an abnormal individual….BUT - he knew Sooooo much more than all the financial advisors I’ve ever had!
He writes and structures his own IRS approved pension plans and trusts; he enabled my business partner and I to put away hundreds of thousands of $$ in a single year, when even our accountant said we could only save $15K each.
In a bizarre twist, our return was audited one year and our accountant wagged his finger and said, “See?” But the audit was for a mistake the stupid accountant made because HE didn’t understand our pension plan and put the contribution on the wrong schedule!
In fact, the IRS wrote us a letter with some tax money due ( small amount) and stated that our pension plan was bonafide and IRS approved.
This is why I tolerate Mr Spock and don’t take offense when his human side is hidden!😉