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.