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Sam Dogen

Sam Dogen, Financial Samurai

For Financial Samurai readers

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“Mezzi is the AI wealth management solution I've been looking for.”

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How Mezzi creates wealth

Retirement

Retirement

Mezzi offers personalized insights and strategies based on your desired retirement goals and outcomes.

 Learn more Access Retirement Funds Early Without Penalty 401(k) Fee Analyzer — Spot Costly Funds
Tax strategy

Tax strategy

Mezzi keeps you informed of tax considerations as codes continually evolve.

 Learn more AI Tax-Loss Harvesting: How It Works 7 Steps to Minimize Taxes on Retirement Withdrawals
Asset allocation

Asset allocation

Build a diverse portfolio that stays on your line of risk tolerance.

 Learn more 5 Risk Diversification Strategies for Wealth Growth 5 Multi-Asset Allocation Techniques for Risk Management
Do I have too much risk in my portfolio?
Given your early retirement plans, Mezzi recommends trimming tech exposure
Can I send my children to private school?
Funding private school will lower your projected retirement assets, but you'll still have a substantial surplus when you retire at 65.

Chat with your ever-expanding elite wealth team, whenever and wherever.

How do I save on my tax bill?
Your current opportunities include $2,430 from tax-loss harvesting. Longer-term, we recommend Roth conversions.

How Mezzi compares

To a traditional advisor

Traditional advisors spend only 2.9 hours per year on average on your investments. Many limit their advice to assets you’ve transferred to them. Mezzi eliminates these artificial boundaries.1

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To the advice of an AI chatbot

General AI tools like Claude are not qualified financial advisors. They lack the necessary real-time data, integrations, and financial advice logic. When it comes to your wealth, “hallucinations” are not an option.

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To a budgeting app or spreadsheet

Budgeting apps track your spending. Mezzi is focused on the most impactful ways to grow your wealth across all of your accounts. Ongoing insights and monitoring mean you can say goodbye to that spreadsheet tracker.

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Mike
“Mezzi gives me answers and ideas when I need them, no matter what time of day or how big or small the question.”
Mike  |  Product Manager

To Mezzi, you are the only client.

You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.

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Disclosure from Sam Dogen's write-up: StockTalk Inc., doing business as Mezzi, is an SEC-registered investment adviser. I am an investor and affiliate promoter of StockTalk Inc. All opinions and portfolio figures are my own, and I only partner with companies whose products I personally use. This post is for informational purposes only and should not be construed as personalized investment advice, a securities recommendation, or an offer of advisory services. SEC registration does not imply any level of skill or training. Past performance is not indicative of future results. Any third-party ratings, reviews, rankings, testimonials, or endorsements may be unaffiliated, subjective, not representative of all client experiences, and not a guarantee of future performance.