• Summary

  • Welcome. My name is T.J. van Gerven, CFP®, and host of the Do More With Your Money podcast. In this podcast, I discuss the latest in financial planning and wealth management solutions. Many of the strategies discussed I regularly use with clients of my independent financial planning firm, Modern Wealth Builders, LLC (MWB). All content on this podcast is for information purposes only. Opinions expressed herein are solely those of MWB, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. To learn more, head to modernwealthbuilders.com
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Episodes
  • Should You Factor In Unvested RSUs and Stock Options In Your Asset Allocation?

    May 4 2021

    In this podcast episode, I discuss if you should factor in not yet vested employee equity compensation (whether RSUs or Stock Options) in your overall asset allocation.

    I also discuss ways to determine what percentage of your net worth you should feel comfortable owning in a single asset (in this case, your company's stock).

    If you've won the game, why are you still playing?

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    12 mins
  • Why Startup Employees Need To Consider An 83(b) Election On Restricted Stock

    Apr 28 2021

    In this podcast episode, I break down what an 83(b) election is and why employees of startups should consider filing one.

    I also explain situations when filing an 83(b) election may not make sense.

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    6 mins
  • Why RSUs Are Preferable To Stock Options As Equity Compensation

    Apr 26 2021

    In this podcast episode, I explain why Restricted Stock Units (RSUs) are preferable to stock options as equity compensation.

    I also break down a common misconception about how RSUs are taxed.

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    10 mins

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