83 episodes

Planning strategies for doing more with your money on the path to financial independence. The DO MORE WITH YOUR MONEY podcast will teach you how to optimize taxes, invest strategically, and plan for financial independence. CFP® Pro and fiduciary Financial Planner TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and early retirement. To learn more about TJ's independent Financial Planning firm Modern Wealth Builders, head to modernwealthbuilders.com - You can also connect directly with TJ on Twitter @TJvanGerven 

DO MORE WITH YOUR MONEY TJ van Gerven

    • Business
    • 5.0 • 14 Ratings

Planning strategies for doing more with your money on the path to financial independence. The DO MORE WITH YOUR MONEY podcast will teach you how to optimize taxes, invest strategically, and plan for financial independence. CFP® Pro and fiduciary Financial Planner TJ van Gerven shares his expertise in the areas of equity compensation, diversification, and early retirement. To learn more about TJ's independent Financial Planning firm Modern Wealth Builders, head to modernwealthbuilders.com - You can also connect directly with TJ on Twitter @TJvanGerven 

    Start With A Vision - Then Iterate

    Start With A Vision - Then Iterate

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    With financial planning, start with a baseline vision of your desired lifestyle.
    From there, you can start to quantify tradeoffs depending on how aggressive your vision is.
    You can have anything but not everything.

    • 9 min
    Defining "Enough"

    Defining "Enough"

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    What is "enough"? What is the end vision for the lifestyle you're building towards?
    In this episode, I share my thoughts around what "enough" means for me and how you can define "enough" for you.

    • 7 min
    Minimize Regret With Life Changing Money Decisions

    Minimize Regret With Life Changing Money Decisions

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    Regret optimization > Tax optimization
    Focus on determining when is “enough” before focusing on tax optimization.
     

    • 11 min
    A Quick Guide To Maximizing Your Employee Benefits

    A Quick Guide To Maximizing Your Employee Benefits

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    In this episode, I share some of the most common employee benefits that you may have available and things to consider to maximize them.
    Some of the benefits discussed include:
    Health insurance Life and disability insurance FSA vs HSA Dependent care FSA 401(k) Stock purchase plans  

    • 14 min
    Early Exercise ISOs + 83(b) Election = Avoid Potential AMT

    Early Exercise ISOs + 83(b) Election = Avoid Potential AMT

    One important feature to review with employee stock options (ISOs in particular) is the ability for an early exercise.
    Especially with private shares, an early exercise before an increase in 409A valuation (combined with an 83(b) election) can decrease a potential AMT liability.
    In this episode, I breakdown the essential information you need to know to take advantage of this planning strategy.

    • 10 min
    The Problem With Taking Big Bets

    The Problem With Taking Big Bets

    So you took a big bet on an individual stock and won, but what's next?

    When do you transition from concentration to diversification?

    Will you take more bets in the future?

    In this podcast episode, I share the problem with taking big bets and the psychological dilemmas it can create.
    Winning in the short term is great, but to win consistently, you need a sustainable strategy you can maintain conviction in.
    Return on effort in the real world matters.

    • 13 min

Customer Reviews

5.0 out of 5
14 Ratings

14 Ratings

Adamcharlesburke ,

Love this guy! Super knowledgeable

Highly recommend listening to TJ and this podcast. Always an insightful listen!

Asad Gourani ,

Must Listen!

TJ shares great insights into how millennials can improve their finances. Highly recommend!

Nico Chup ,

🔥

Great podcast for your millennials! Keep doing your thing T!

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