Bullish Academy, LLCReviews of bullish-academy.com

I worked with Ryan for about a year while my business situation shifted and my retirement setup needed to change with it. He helped me move off a SEP IRA into a Safe Harbor 401(k), think through my W-2 salary in relation to the QBI deduction, get an HSA opened and funded, and handle backdoor Roth contributions. I was seriously considering pulling half our brokerage into a high yield savings account because things felt shaky. Ryan walked me through what the data actually shows about timing the market, then helped me find a middle path that let me build a cash buffer without wrecking the plan we'd built. In retrospect, that was the right choice. He's easy to talk to, explains things simply, and never pushed me toward anything complicated for the sake of looking smart.

Had a great call with Ryan. He's got sound financial advise and isn't salesy when it comes to his services.

I came across Ryan on LinkedIn and have genuinely enjoyed the clarity and value of the insights he shares. He went out of his way to help me by sending thoughtful resources and next steps right after our call, even choosing not to take my money given the limited scope of what we could do together. His honesty, kindness, professionalism, punctuality, and willingness to help left a strong impression. Truly appreciate it, and would partner with him without a doubt if/when my circumstances change!

Ryan is a sharp as a tack, whether you’re doing six figures or seven figure plus he can help you maximize to hit your goals. Very impressed how things have progressed the last few years working with him.

I came across Ryan through Linkedin and just started my business so I am sure my income is no where near some of the others he works with but Ryan still took the time to go through my scenario and help me out where he could. As someone who is just getting their business started and looking to make decisions to help with my future Ryan has been a great resource for me and I plan to continue to use his advice! Definitely recommend Ryan to ANYONE!

Ryan is an exceptional coach and mentor

I connected with Ryan through LinkedIn and decided to shoot him a DM as this year was my first year having to deal with significant tax strategy. He explained everything in such a clear manner, which is super important to me as I like to self-educate on this topic. On top of the content he publishes, which is extremely easy to understand and utilize, Ryan will take the time to have a 1 on 1 to explain things in more detail which is invaluable. I highly recommend his service to anyone looking to gain a better grip on their financial strategy / personal finances moving forward!

I started partnering with Ryan about a month ago, and I can confidently say it's one of the best financial decisions I've made just after a few meetings. He has completely reshaped both my retirement and tax strategies. His depth of knowledge, responsiveness, and strategic mindset have already made a measurable impact. I only wish I had found him sooner. If you're serious about optimizing your finances, I highly recommend working with him.