Verde Capital Management

07/17/2026

Yesterday, Verde advisor Morgan hosted a wonderful client and guest gathering right here at the office! ✨ It was an incredible afternoon filled with great conversations, plenty of laughs, and the opportunity to catch up with so many of you.

At Verde, our favorite way to grow is through the people who already know and trust us. The highest compliment we can receive is when you introduce us to the families, friends, or colleagues you care about most.
If you know someone who could benefit from the same dedicated guidance, clarity, and peace of mind you experience with our team, we would love the opportunity to meet them. We are always here to help the people you love build a secure financial future.

Thank you to everyone who joined us and made yesterday so special! 🍋

This was truly a team effort! Special shout out to Chef Riley, Chef Nick, Emelia, Sheeva, and Payton for all of your hard work! 💚

07/17/2026

It’s ! 🎉 Around here, we’re a little biased toward the green section of the keyboard. 💚🐢🥑🍃 Not just because “Verde” is our name, but because green means growth! 🌱📈💸 Going green has never looked so cute 🧩🔋🦖

07/16/2026

Looking out the window in Clarkston today, the Canadian wildfire smoke has made it hard to see what’s right in front of us, let alone down the road. When visibility is this low, the smartest move is to slow down, turn on your headlights, and focus on safety.

In many ways, financial planning is a lot like navigating a foggy day. When the market gets noisy, or life throws unexpected changes your way, the “visibility” of your long-term goals can feel obscured.

During those times, you don’t need to make drastic, sudden maneuvers. You just need a clear, reliable dashboard and a trusted navigator to help you keep moving forward safely.

To our Michigan community: please stay safe, keep your windows closed, and let’s look out for each other today! 💚

07/15/2026

What if the secret to an exciting life was actually making the administrative parts of your money boring?

Most financial advice focuses on strict budgets and guilt. In our upcoming 60-minute workshop, Boring Money, Exciting Life, Verde’s own Michelle Kopp, CPA, is breaking down a real-world playbook designed specifically for recent grads and young professionals.

Attendees will walk away with:
1️⃣ Total paycheck clarity
2️⃣ A shortcut to guilt-free spending
3️⃣ A strategy to build an “Opportunity Fund” for both life’s messy expenses and big dreams

Building the independent life you want starts with the choices you make today.

🔗 Click the link in our bio to register and secure your spot!

Leaders and mentors: Pass this along to the young professionals in your network who are navigating the start of their financial journeys! 🚀

07/15/2026

What if the secret to an exciting life was actually making the administrative parts of your money boring?

Most financial advice focuses on strict budgets and guilt. In our upcoming 60-minute workshop, Boring Money, Exciting Life, Verde’s own Michelle Kopp, CPA, is breaking down a real-world playbook designed specifically for recent grads and young professionals.

Attendees will walk away with:
1️⃣ Total paycheck clarity
2️⃣ A shortcut to guilt-free spending
3️⃣ A strategy to build an "Opportunity Fund" for both life's messy expenses and big dreams

Building the independent life you want starts with the choices you make today.

🔗 Click the link below to register and secure your spot!
https://luma.com/9fxz79d7

Leaders and mentors: Pass this along to the young professionals in your network who are navigating the start of their financial journeys! 🚀

07/15/2026

The new "Trump Accounts" are here, and yes there really is a $1,000 government deposit involved. But it’s not automatic, and the rules are strict. 🛑

We just dropped a new blog breaking down how these accounts work, how they stack up against legacy options like 529s and UTMAs, and the ultimate tax hack for when your child turns 18.

Check out our latest blog post to read the full strategy!

🔗 https://verdecm.com/trump-accounts

If you found this helpful, drop a comment and share this post with a parent or grandparent who needs to get this on their radar before the deadlines hit. 📲

07/14/2026

Traditional financial advice loves to treat budgeting like a strict diet.💰 It tells you to track every single receipt on a tedious spreadsheet and makes you feel guilty for buying a morning iced coffee.🧋 But honestly? That completely misses the point. You don’t need another lecture about saving money; you need to see how your choices today can actually fund the independent life you want to live. ✨

If you are navigating the transition into a real adult income and want to optimize your personal financial setup, it is time for a new playbook.

𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗮 𝟲𝟬-𝗺𝗶𝗻𝘂𝘁𝗲 𝗶𝗻𝘁𝗲𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝘄𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗵𝗼𝘀𝘁𝗲𝗱 𝗯𝘆 𝗠𝗶𝗰𝗵𝗲𝗹𝗹𝗲 𝗞𝗼𝗽𝗽, 𝗖𝗣𝗔 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗼𝗮𝗰𝗵 𝗮𝘁 𝗩𝗲𝗿𝗱𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁.

✇ 𝗔𝘂𝘁𝗼𝗽𝗶𝗹𝗼𝘁 𝗬𝗼𝘂𝗿 𝗕𝗶𝗹𝗹𝘀: How to make the boring administrative parts of your money completely automatic so you have a massive realization.

🤔 𝗗𝗶𝘁𝗰𝗵 𝘁𝗵𝗲 𝗚𝘂𝗲𝘀𝘀𝘄𝗼𝗿𝗸: Stop guessing your balance and confidently cover your real-world responsibilities.

✈️ 𝗦𝗮𝘆 𝗬𝗘𝗦 𝘁𝗼 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗪𝗮𝗻𝘁: Realize that your dream lifestyle like moving into your own place, traveling debt-free, or just living with zero bank account anxiety, is 100% possible right now.

𝗖𝗵𝗼𝗼𝘀𝗲 𝗬𝗼𝘂𝗿 𝗦𝗲𝘁𝘂𝗽:

𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗢𝗻𝗹𝘆: Access to the live, interactive session and all DIY materials.

𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 + 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝟭:𝟭 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴: Includes the live session and materials, plus a private 1:1 call with Michelle to unlock the freedom to enjoy your new income today while building for tomorrow.

Visit the link to lock in your spot bit.ly/boringmoney

𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘊𝘰𝘯𝘵𝘦𝘯𝘵 𝘴𝘩𝘢𝘳𝘦𝘥 𝘩𝘦𝘳𝘦 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘰𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦.

07/14/2026

Most financial advisors compete on knowledge. They hand you a beautifully bound plan, call it advice, and leave the hard part to you. In reality, that’s just a glorified homework assignment.

At Verde Capital Management, we’ve always believed that the real value isn’t just in the plan, it’s in the implementation.

To prove it, we are doing something entirely unique. We have officially rebranded our YouTube channel to Open Source Millionaire, featuring our very own Carl Szasz.

Through this channel, Carl will be sharing the exact playbook of how he manages his own money without any gatekeeping or theoretical abstractions. He shares radical transparency on what it actually takes to scale and sustain wealth.

Ready to see how the books get opened? Click the link below to watch the debut video, subscribe to Open Source Millionaire, and take a look inside the financial engine.

👉 https://youtu.be/VxZX8gDpEHI?si=w9ySYpA5o9RQ3vki

⚠️ Important Disclosure: Content shared here is for informational purposes only and should not be considered personalized financial advice. Past performance of Carl Szasz’s personal portfolio is not indicative of future results, and no specific investment strategies or returns are guaranteed. For strategies tailored to your unique financial situation and investable assets, please consult directly with a qualified Verde Capital Management advisor.

I started with $5,000 at 19. Today I'm 43 — $35M net worth, 17 empl...

07/09/2026

In an era of 24/7 financial news cycles, it’s easy to mistake temporary market volatility for a structural flaw in your long-term plan. For many investors, reactive moves can dramatically alter their financial timeline.

When headlines heat up, steady portfolios rely on core fundamentals:

✅ Rebalancing Rigor: Systematically trimming winning sectors and buying undervalued assets keeps your risk profile precisely where it belongs.

✅ Tax-Loss Harvesting: Turning market downturns into tax advantages can help offset capital gains without altering your target asset allocation.

✅ Dynamic Liquidity Buckets: Maintaining a dedicated 3 to 6 months’ worth of living expenses in a high yield savings account ensures you never have to sell stocks at an inappropriate time to fund lifestyle needs.

True wealth management is about mastering your behavior just as much as mastering the markets.

👉 Is your portfolio insulated against short-term noise? Let’s review your strategy. 📲 bit.ly/callwithverde

07/08/2026

Behind every successful wealth strategy is a dedicated team that understands the intersection of business success and family legacy. 💼✨

At Verde, we know that managing your assets isn’t just about numbers. It’s about protecting what you’ve built, optimizing your business equity, and securing your family’s future across generations.

Our team brings together collaborative expertise in advanced financial planning, tax-efficient strategies, and business succession to ensure your hard work continues to work for you. We don’t just manage wealth; we partner with you to navigate the complexities of your financial world so you can focus on what matters most.

Meet the faces dedicated to your financial peace of mind. Check out our website for more details! 👉🏼verdecm.com