DO MORE WITH YOUR MONEY

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, and avoiding lifestyle inflation. Brent encourages seeking reliable financial guidance and highlights the role of personalized financial planning.

Learn more and connect with Brent: https://www.brentboden.com/

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 Stock's role in changing how companies handle equity.

Learn more about Liquid Stock Here

In this episode of "Do More With Your Money," host TJ van Gerven welcomes Steve Coughran, a renowned business strategist and founder of Coltivar and Boosting Your Financial IQ. Steve shares his journey from growing up in a financially challenged household to building a multi-million dollar business. He emphasizes the importance of financial literacy and understanding key investment principles like return on invested capital and the rule of 72. Steve discusses the dangers of speculative investments and the value of long-term strategies. He also highlights the rise of solopreneurs and the significance of investing in oneself for long-term financial success.

Learn more about Steve and his businesses, Coltivar and Boosting Your Financial IQ (BYFIQ)

https://www.coltivar.com/

https://www.stevecoughran.com/

https://www.byfiq.com/

In this podcast episode, Bobbi Rebell, a Certified Financial Planner and CEO of Financial Wellness Strategies, shares her journey and insights on financial independence. She discusses her book "Launching Financial Grown-Ups," inspired by her challenges in engaging her stepchildren in financial conversations. Bobbi emphasizes the importance of understanding the emotional side of money and setting financial boundaries. She also highlights the impact of the COVID-19 pandemic on parent-child relationships and the trend of younger generations delaying major life milestones. Bobbi advocates for open financial discussions, multigenerational conversations, and intentional financial decision-making.

Learn more about Bobbi and connect with her here:

https://www.bobbirebell.com/

https://financialwellnessstrategies.com/

Bobbi's LinkedIn

In this podcast episode, T.J. hosts financial expert Adam Carroll, who shares his journey from college debt to financial responsibility. Adam introduces the "shred method," a technique using home equity lines of credit to reduce interest expenses on debts like mortgages and student loans. He explains how this method can save money and increase financial security, even with low-interest rates. The discussion covers the benefits of 30-year fixed mortgages, conscious spending, and the potential of cash value life insurance policies. Adam also touches on infinite banking and the FIRE movement, offering practical tips for managing money and achieving financial independence.

Learn More About The Shred Method

Adam's LinkdenIn Profile

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

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

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

In this episode of "Do More With Your Money," host T.J. van Gerven interviews Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. Jay, a financial planner specializing in advising childfree individuals, discusses the lack of financial planning services tailored to the 20-25% of the U.S. population not planning to have children. He highlights the unique financial planning challenges and opportunities for childfree people, such as the flexibility to live differently from the standard life script and the potential to focus on personal joy rather than traditional retirement. Jay also introduces the concept of "Financial Independence, Live Early" (FILE), a twist on the FIRE movement, emphasizing living a fulfilling life over merely retiring early. The conversation covers the importance of planning for long-term care, decision-making in the absence of next of kin, and the societal shift towards accepting childfree choices. Jay advocates for a financial plan that allows individuals to pursue careers and lifestyles that bring happiness, even if it means earning less.

In this episode of "Do More With Your Money," host TJ and financial advisor Mike Troxell discuss the challenges and strategies involved in financial planning, particularly for individuals with complex equity situations. They explore the emotional aspects of financial decisions, the importance of life planning, and the balance between enjoying life and maintaining financial security. The conversation also covers sabbatical planning, the evolving role of financial advisors, and the benefits of outsourcing to experts like CPAs. Mike emphasizes the importance of wisdom in financial decision-making and ends with a personal note on the joys of family life.