#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
Release Date: 05/01/2024
#143: The Future of Employee Ownership with Matt Middendorp
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In this conversation, T.J. van Gerven and Matt Middendorp delve into the intricacies of Employee Stock Ownership Plans (ESOPs), exploring their role as a business transition tool, the benefits of employee ownership, and the tax advantages associated with ESOPs. They discuss the process of implementing an ESOP, the challenges that may arise, and how it compares to private equity options. The conversation emphasizes the importance of aligning employee incentives with company success and the positive impact of ESOPs on employee wealth and company growth.
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#142: The Future of Insurance: Bitcoin-Denominated Policies with Zac Townsend
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In this conversation, T.J. van Gerven and Zac Townsend explore the innovative concept of Bitcoin-denominated life insurance policies. Zac explains how these policies can serve as a hedge against inflation and currency risk, while also providing tax benefits. The discussion covers the differences between permanent and term life insurance, the target audience for Bitcoin life insurance, and the implications of using Bitcoin as a funding source. The conversation concludes with insights into the straightforward process of obtaining such a policy and the potential future of this financial product.
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#141: Unlocking the Power of Self-Directed IRAs with Adam Bergman
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In this conversation, T.J. van Gerven and Adam discuss the concept of self-directed IRAs, exploring their differences from traditional IRAs, the potential for investing in alternative assets, and the role of custodians. Adam shares insights on the benefits and risks associated with self-directed IRAs, including compliance issues and the importance of education. They also touch on investment strategies, Roth conversions, and the flexibility of various retirement accounts, emphasizing the long-term wealth-building potential of these financial tools. Takeaways Self-directed IRAs allow...
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#140: The Role of a CFO with James Vanreusel
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Connect with James: Connect with TJ: https://mementofinancialplanning.com/links In this conversation, T.J. van Gerven interviews James Vanreusel, founder and CEO of Vanreusel Ventures, about the multifaceted role of a CFO, the importance of financial strategy in business growth, and the behavioral aspects of finance. They discuss the significance of having an exit strategy, the necessity of understanding personal finance, and the lessons learned from tennis that apply to business resilience. James emphasizes the importance of cash flow management, investment strategies, and the balance...
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#139: Navigating the Complex World of Student Loans with Lauryn Williams, CFP®
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Connect with Lauryn: Student Loan Planner: https://www.studentloanplanner.com/ In this episode, T.J. van Gerven and Lauryn Williams discuss the complexities of managing student loan debt, including public service loan forgiveness, income-driven repayment plans, and the implications of recent policy changes. Lauryn shares her personal journey from being an Olympian to becoming a financial planner, emphasizing the importance of understanding one's unique financial situation. The conversation covers various strategies for managing student loans, the risks of refinancing, and the impact of...
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#138: Understanding Money Trauma and Cultivating Healthy Financial Habits with Shannah Game
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On this episode of 'Do More With Your Money,' T.J. van Gerven chats with Certified Financial Planner and money expert Shannah Game. Shannah, who hosts the successful podcast 'Everyone's Talking Money' and authored 'Unraveling Your Relationship With Money,' shares insights from her career on financial planning and education. The discussion delves into Shannah's personal journey in the financial industry, the concept of money trauma, and common financial behaviors, including scarcity and spendthrift mindsets. They also cover the importance of financial literacy, managing joint finances in...
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#137: Understanding the Tax Benefits of S Corp Elections vs. LLC with John Briggs
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In this episode of "Do More With Your Money," T.J. van Gerven is joined by John Briggs, CEO of Incite Tax. John shares his entrepreneurial journey and insights into tax planning, client relationships, and the importance of understanding actual profits. Key topics include the benefits of electing S Corporation status for tax savings, the Qualified Business Income deduction, and the importance of proactive tax planning. John also discusses the value of boredom for creativity, effective breaks for productivity, and practical financial tips like setting up a tax savings account and prioritizing...
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#136: How Understanding Your Money Scripts Can Transform Your Financial Future with Yohance Harrison
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Yohance Harrison, the founder of Money Script Wealth Management, joins T.J. van Gerven in this episode of "Do More With Your Money." Yohance shares his journey from financial hardship to becoming a chartered retirement planning counselor and behavioral financial advisor. The discussion delves into the importance of financial literacy, the concept of "money scripts," and how personal beliefs shape financial behaviors. Yohance emphasizes the distinction between self-worth and net worth, the role of political climates in financial planning, and the necessity of focusing on controllable factors....
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#135: How Can Physicians Think Through Financial Planning Amidst Student Loan Debt with Brent Boden
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In this episode of the "Do More With Your Money" podcast, host T.J. van Gerven speaks with Brent Boden, a seasoned financial advisor specializing in medical professionals. Brent, also the host of the "Physicians Financial Checkup" podcast, shares his journey into financial literacy and his passion for assisting others. The discussion focuses on financial planning for new physicians, emphasizing the importance of financial literacy, managing student loan debt, and strategic investment choices. Key takeaways include the significance of building emergency savings, understanding income changes,...
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#134: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage
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In this podcast episode, T.J. van Gerven talks with Jeff Le Sage, the founding partner of Liquid Stock. They discuss how Liquid Stock helps employees and shareholders of late-stage private companies access liquidity without selling their shares. Jeff explains the benefits of exercising stock options early to manage tax obligations and maximize gains. He highlights Liquid Stock's unique structure, which uses shares as collateral for advances, providing a tax-efficient solution. They also cover the importance of timing and planning for equity compensation, and Jeff shares his vision for Liquid...
info_outlineIn 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