What if your money could work as hard as you do? 💼💡
In this episode of Legacy Leaders, Katie Beth Hand sits down with TJ Van Gerven, founder of Modern Wealth Builders and host of the Do More with Your Money podcast. Together, they explore how Millennials can navigate complex financial decisions, especially when dealing with equity compensation, income growth, and long-term wealth planning. TJ draws from both personal experience and years of financial planning to share practical strategies that go beyond just saving and investing.
This episode is a must-listen for high-earning Millennials and young professionals looking to make smart, informed decisions about their financial future while balancing life, family, and career.

Key Takeaways:
● 💰 Live Below Your Means: Why disciplined spending and early investing are crucial for long-term success.
● 📈 Equity Compensation Strategy: How tech professionals and dual-income households can optimize stock options and RSUs.
● 🧠 Mindset Matters: How upbringing and financial psychology shape our money habits and decision-making.
● 🛠️ Delegate with Intention: The power of hiring a planner—even for smart, capable professionals—to gain peace of mind and clarity.
● 🧾 Plan for Lifetime, Not Just This Year: Why strategic tax planning over your entire life matters more than saving a few bucks today.

Quotes from TJ Van Gerven:
● "What appears safe in the short term is actually risky in the long term."
● "If I can help someone get somewhere faster and with more peace of mind, that’s success."
● "It’s about building habits, not just chasing returns."
🔗 Conclusion: Whether you're navigating equity comp or just trying to invest smarter, this episode delivers insights that will help you build a legacy with intention and clarity.
Connect with TJ:
Website:  modernwealthbuilders.comTwitterYouTube ChannelNew boost