DO MORE WITH YOUR MONEY  Por  arte de portada

DO MORE WITH YOUR MONEY

De: TJ van Gerven
  • Resumen

  • Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence CFP® Pro TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence To learn more about TJ's independent advisory firm Modern Wealth Builders, head to modernwealthbuilders.com
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Episodios
  • #130: How Can You Overcome Money Anxiety and Make Intentional Financial Decisions with Mandyy Thomas
    May 29 2024

    In this podcast episode, financial coach Mandyy Thomas joins us to speak about helping people with their money worries. She shares her own story and gives tips on how to manage finances better. Mandyy teaches how to plan for big and small costs and how to save money wisely. She also talks about the importance of understanding your actual income and living within it. Mandyy explains how to deal with the emotional side of money, like fear and anxiety, and how to grow your main income instead of just having side jobs. She also talks about the importance of feeling safe with your money and how to make smart choices when buying things. Mandyy invites listeners to connect with her on Instagram to continue the conversation.

    Learn more about Mandyy and her financial coaching practice at https://mandyythomas.com/

    Follow Mandyy on Instagram

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    54 m
  • #129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani
    May 15 2024

    In this episode of "Do More With Your Money," host T.J. van Gerven chats with Rocky Lalvani, a chief profitability advisor and certified profit first professional. Rocky shares his journey from a money-savvy kid to helping business owners prioritize profit and pay themselves first. They discuss the importance of understanding money mindsets and the psychology behind financial struggles. Rocky emphasizes that profitability isn't about revenue alone; it's about what's left after expenses. He also highlights the need for business owners to track investments and manage cash flow effectively. The conversation covers the significance of aligning financial planning with personal values and goals. Rocky concludes by advocating for financial automation as a key to building wealth. Throughout the episode, they explore the behavioral aspects of financial decision-making and the importance of learning from losses.

    Learn more about Rocky and his businesses at https://profitcomesfirst.com/ and https://richersoul.com/

    Connect with Rocky on LinkedIn

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    51 m
  • #128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
    May 1 2024

    In this episode of "Do More With Your Money," host TJ Van Gerven talks with financial planner Leland Gross about the unique financial planning needs of realtors and self-employed millennials. Leland shares his journey from insurance sales to comprehensive financial planning, emphasizing the importance of fee-only advice and the challenges faced by small business owners. They discuss investment diversification, the balance between enjoying life now and planning for the future, and the risks of high-return pursuits. Leland also highlights the importance of work-life balance, using tools like success shifters and time blocking to maintain a fulfilling life. The episode concludes with Leland's advice on using money as a tool to craft a good life, rather than an end goal.

    Click here to learn more about Leland and his financial planning practice

    The Self-Employment Success Podcast

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    49 m

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