How to financially plan for a sabbatical and eventual retirement properly, with guest T.J. van Gerven
Release Date: 01/23/2025
LIFESTYLE SOLOPRENEUR
Alan is an author, speaker, and a fee-based CERTIFIED FINANCIAL PLANNER™ who provides holistic financial planning services nationwide. Unlike many financial advisors who prioritize selling products, Alan takes a client-centered approach, helping individuals and families define their lifestyle goals and then reverse-engineering a tailored financial plan to achieve them. His focus on cost-effective, tax-advantaged strategies empowers clients to realize their dreams as quickly and efficiently as possible.
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Ricardo Johnson is the founder of Oases, a groundbreaking platform transforming real estate investment through blockchain technology. With over a decade of experience in real estate and finance, Ricardo has successfully built and exited companies, leveraging technology to break down traditional investment barriers.
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Christopher Long’s journey is one of grit and vision. Starting as a contractor in need of storage for “the big stuff,” he founded Longyards Storage, transforming a personal challenge into an international powerhouse for secure, large-scale storage solutions. Alongside his success in industrial storage, Christopher built a strong foundation in real estate, starting with multifamily investments and now focusing on heavy industrial acquisitions.
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Natalie Wynn is a lifestyle solopreneur who went from burnout and doing all the things to building a purpose-driven business that earns her a full-time income on part-time hours. Now she helps high-achieving women shift their mindset, simplify their strategy, and create success that actually feels good.
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Kathleen Kobel, known as the Queen of Amazon, has launched and grown over 1,000 brands on Amazon for multimillion-dollar companies. As an expert in the Amazon Influencer Program, she helps creators maximize their earnings through shoppable videos, content strategy, and offsite opportunities. Kathleen is also the author of The Unconventional Business Model and founder of Smart Business Mom, empowering entrepreneurs to create income on their own terms.
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Glenn Poulos was the EVP and GM of NWS and the co-founder of Gap Wireless Inc., where he has spent his career at the intersection of sales, marketing, and leadership. With a proven track record in driving growth in the telecom and tech distribution industries, Glenn is also the author of Never Sit in the Lobby: 57 Winning Sales Factors to Grow a Business and Build a Career. As a LinkedIn Top Voice, podcast host, and sought-after speaker, Glenn is passionate about sharing actionable insights that empower business professionals, sales teams, and entrepreneurs to succeed. His expertise spans...
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At just 25 years old, Jennifer Q. Williams took a leap of faith, leaving graduate school and financing her dream with personal credit cards and an SBA loan to open Saint Louis Closet Co. in 1991—the first locally owned, woman-owned, floor-based closet company in her community. A proud St. Louis native, entrepreneur, and mom, she turned her passion for organization into a thriving company. She is also the wife of a fellow entrepreneur and mother of 2.
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Adiel Gorel is one of the leading experts on Real Estate and Real Estate Investment in the United States, and around the world. He is the author of 5 books, including his Amazon Bestseller, "Remote Control Retirement Riches”. Adiel has lectured or conducted seminars all over the world, including at Stanford, Cisco, Meta, Intel, Microsoft, Berkeley, Amazon, and many others. He has also been featured on Fox Business, ABC, NBC, Fortune, Entrepreneur Magazine, and is regularly featured in local San Francisco Bay Area and Los Angeles Area media. Adiel even has his own Public Television real...
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Mr. Morris is the CEO of Sunset Capital. He has over twenty years of experience in various aspects of real estate and has led acquisition and disposition teams on over $550MM in multifamily transactions. Having asset managed for over $650MM in real estate assets he has experience in all aspects of the life cycle of a property. As a former corporate banker for 18 years, he was involved in over $1B of financing in real estate transactions.
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Karen King is the founder of Gold Star Pro, an all-in-one automation platform designed to empower coaches and solopreneurs by streamlining their business operations. With over a decade of experience in technology coaching and marketing, Karen specializes in helping small business owners overcome the challenges of integrating tech solutions to simplify and scale their operations. She has built a thriving community of users who benefit from Gold Star Pro's comprehensive features, including email and SMS marketing, CRM, calendar management, and course hosting. She's also the creator of The...
info_outlineT.J. is a financial planner, the founder of Modern Wealth Builders, and the host of the podcast, Do More With Your Money. After graduating from Virginia Tech, where he studied economics and actuarial science, T.J. has spent his entire career in the financial services industry as a financial planner. T.J. is passionate about helping millennials use money intentionally as a tool to build toward financial flexibility and independence. Outside of helping clients with their financial plans, T.J. enjoys practicing Muay Thai, listening to audiobooks, going to Martha’s Vineyard, and hanging with his friends and family.