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#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
- May 1 2024
- Durata: 49 min
- Podcast
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#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
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Riassunto
Sintesi dell'editore
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