PODCAST · business
DO MORE WITH YOUR MONEY
by T.J. van Gerven
Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence.Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking.🎯 Popular topics include: • How to use your equity comp (ISOs, RSUs, NSOs) strategically • When to invest excess cash (and when not to) • Building a plan that supports the life you actually want • Avoiding common tax traps as your wealth grows • Financial planning for dual-income householdsNew episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen
Episodes
-
#143: The Future of Employee Ownership with Matt Middendorp
In this conversation, T.J. van Gerven and Matt Middendorp delve into the intricacies of Employee Stock Ownership Plans (ESOPs), exploring their role as a business transition tool, the benefits of employee ownership, and the tax advantages associated with ESOPs. They discuss the process of...
-
#142: The Future of Insurance: Bitcoin-Denominated Policies with Zac Townsend
In this conversation, T.J. van Gerven and Zac Townsend explore the innovative concept of Bitcoin-denominated life insurance policies. Zac explains how these policies can serve as a hedge against inflation and currency risk, while also providing tax benefits. The discussion covers the differences...
-
#141: Unlocking the Power of Self-Directed IRAs with Adam Bergman
In this conversation, T.J. van Gerven and Adam discuss the concept of self-directed IRAs, exploring their differences from traditional IRAs, the potential for investing in alternative assets, and the role of custodians. Adam shares insights on the benefits and risks associated with self-directed...
-
#140: The Role of a CFO with James Vanreusel
Connect with James: https://vanreuselventures.com/ Connect with TJ: https://mementofinancialplanning.com/links In this conversation, T.J. van Gerven interviews James Vanreusel, founder and CEO of Vanreusel Ventures, about the multifaceted role of a CFO, the importance of financial strategy in...
-
#139: Navigating the Complex World of Student Loans with Lauryn Williams, CFP®
Connect with Lauryn: https://www.lauryn-williams.com/ Student Loan Planner: https://www.studentloanplanner.com/ In this episode, T.J. van Gerven and Lauryn Williams discuss the complexities of managing student loan debt, including public service loan forgiveness, income-driven repayment plans…
more -
#138: Understanding Money Trauma and Cultivating Healthy Financial Habits with Shannah Game
On this episode of 'Do More With Your Money,' T.J. van Gerven chats with Certified Financial Planner and money expert Shannah Game. Shannah, who hosts the successful podcast 'Everyone's Talking Money' and authored 'Unraveling Your Relationship With Money,' shares insights from her career on...
-
#137: Understanding the Tax Benefits of S Corp Elections vs. LLC with John Briggs
In this episode of "Do More With Your Money," T.J. van Gerven is joined by John Briggs, CEO of Incite Tax. John shares his entrepreneurial journey and insights into tax planning, client relationships, and the importance of understanding actual profits. Key topics include the benefits of electing…
more -
#136: How Understanding Your Money Scripts Can Transform Your Financial Future with Yohance Harrison
Yohance Harrison, the founder of Money Script Wealth Management, joins T.J. van Gerven in this episode of "Do More With Your Money." Yohance shares his journey from financial hardship to becoming a chartered retirement planning counselor and behavioral financial advisor. The discussion delves…
more -
#135: How Can Physicians Think Through Financial Planning Amidst Student Loan Debt with Brent Boden
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…
more -
#134: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage
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...
-
#133: How Can Financial Literacy Impact Your Business Success with Steve Coughran
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...
-
#132: Empowering Financial Conversations - A Guide for Parents and Young Adults with Bobbi Rebell
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...
-
#131: Exploring the Shred Method: Accelerating Mortgage Debt Repayment with Adam Carroll
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...
-
#130: How Can You Overcome Money Anxiety and Make Intentional Financial Decisions with Mandyy Thomas
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…
more -
#129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani
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…
more -
#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
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...
-
#127: Unconventional Financial Planning: Navigating Life Without Kids with Jay Zigmont, PhD, CFP®
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.…
more -
#126: How Can Financial Planning Help You Achieve Life Balance and Fulfillment with Mike Troxell
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...
-
#125: Managing money across borders for globetrotting Indian millennials with Vrishin Subramaniam
In this episode of "Do More with Your Money", host T.J. van Gerven interviews Vrishin Subramaniam, a financial planner who specializes in assisting Indian millennials and Gen Z living abroad. They discuss the unique financial challenges faced by this demographic, including issues related to…
more -
#124: Helping High-Earning Gen Z and Millennials Achieve Financial Success and Time Freedom with Zechariah Schaefer
In this episode of "Do More with Your Money," host T.J. van Gerven interviews financial planner Zechariah Schaefer. They discuss Schaefer's personal journey into finance, his focus on helping high-earning Gen Z and millennial innovators, and the common financial pain points his clients face....
-
#123: Understanding Bitcoin with Isaiah Douglass
In this episode of "Do More With Your Money," host TJ van Gerven chats with financial planner and bitcoin advocate Isaiah Douglass. They discuss the history and evolution of money, the creation of Bitcoin, and its potential as a store of value and investment. Douglass explains the concept of...
-
Roth or Traditional Contributions: Which is Best for High-Income Earners?
In this episode of "Do More With Your Money," host TJ van Gerven discusses the differences between Roth and traditional contributions for high-income earners. He explains the tax implications of both and how one's current and future income tax bracket can influence the decision. He also touches…
more -
Understanding The Overlooked Risk Of Long-Term Disability In Financial Planning
In this episode of "Do More With Your Money," host TJ Van Gerven discusses the often overlooked risk of long-term disability in financial planning. He explains the importance of having coverage, especially for those in early career stages, and highlights the need for understanding one's...
-
Are Target Date Funds The Best Option For Beginner Investors?
In this podcast episode, TJ van Gerven discusses target date funds and their practicality for investors, particularly those who are just starting out. Target date funds are mutual funds designed for retirement investing with a specific future date in mind. The fund's asset allocation is adjusted...
-
The High-Income Earner's Handbook: Navigating Withholding and Safe Harbor Rules
In this podcast episode, host TJ van Gerven discusses the topic of withholding for high-income earners and understanding safe harbor rules. He explains the difference between withholding on paychecks and actual tax rates, highlighting that the withholding rate on bonus income may not always be...
-
Maximizing Your Retirement Savings with the Mega Backdoor Roth 401(k)
In this podcast episode, host TJ van Gerven discusses the concept of the Mega Backdoor Roth 401(k) and how it can be a beneficial strategy for long-term savings and tax diversification in retirement. He explains the different types of contributions available in a 401(k) plan, including pre-tax…
more -
What is the Wash Sale Rule and How Does it Impact Equity Compensation?
In this episode of the podcast "Do More With Your Money," host TJ van Gerven discusses the wash sale rule and its implications for equity compensation. He explains what a wash sale is and how it can inadvertently be triggered with equity compensation such as restricted stock, stock purchase…
more -
How can you find the right financial advisor for your needs?
In this podcast episode, financial advisor TJ van Gerven shares insights on how to effectively work with a financial advisor. He highlights the importance of understanding different types of advisors and their compensation structures. van Gerven suggests seeking advisors who prioritize advice and...
-
From Discounted Stock to Cash in Hand: Making The Most Of Employee Stock Purchase Plans
In this podcast episode, TJ van Gerven discusses employee stock purchase plans (ESPPs) and their benefits and trade-offs. He explains that ESPPs offer a discount on company stock, potential savings through a lookback period, and the option to sell immediately for a profit. However, he warns about...
-
Escaping the Real Estate Rat Race: Why Renting Might Be the Smarter Choice
In this episode of the podcast "Do More With Your Money," host TJ van Gerven discusses the societal pressure to purchase real estate as a primary residence. He highlights the changing cost of ownership and interest rate environment, urging listeners to consider their goals and run the numbers...
-
The Greatest Return on Investment: Building Financial Flexibility
Peace of mind that comes with having financial resources. By building good financial habits and making strategic financial decisions, individuals can create a foundation of flexibility that opens up a world of possibilities. Whether it's taking time off to explore new opportunities or negotiating...
-
Are You Overcomplicating Your Portfolio Construction?
In this podcast episode, TJ van Gerven discusses portfolio construction from a holistic standpoint. He emphasizes the importance of the allocation between stocks, bonds, and cash as the largest determinant of expected return. TJ advises against overcomplicating portfolio construction by focusing…
more -
The Dangers of Holding onto Vested Stock: Tax Implications and Concentration Risk
In this podcast episode, TJ van Gerven discusses the dangers of not selling restricted stock immediately when it vests. He explains that while receiving vested shares may feel like a cash bonus, they are illiquid and cannot be accessed immediately. van Gerven highlights the concentration risk of...
-
The cash conundrum: Balancing risk tolerance and financial security in an inflationary world.
In this podcast episode, TJ van Gerven, host of "Do More With Your Money," discusses the importance of understanding the real return on cash in an inflationary environment. He advises against holding too much cash, as it can lose value over time due to inflation. van Gerven suggests considering...
-
Unlocking the Potential of Incentive Stock Options: Risks and Benefits
In this episode of "Do More With Your Money", host TJ van Gerven discusses the topic of early exercising incentive stock options (ISOs) and the potential tax implications and trade-offs involved. He explains the concept of alternative minimum tax (AMT) and the importance of understanding the...
-
To Sell or Not to Sell? Evaluating Tender Offer Considerations
In this podcast episode, TJ van Gerven discusses the considerations and trade-offs of accepting a tender offer, which is a solicitation to purchase equity in a private company. He explains that the most common reasons for accepting a tender offer are diversification purposes or personal financial...
-
The Hidden Dangers of RSUs: What You Need to Know
In this podcast episode, TJ van Gerven discusses the potential pitfalls of dealing with RSUs (Restricted Stock Units), a form of equity compensation. He emphasizes the importance of tax planning, diversification, and avoiding concentration risk. TJ warns against being caught off guard by taxes…
more -
It Started Off With A Dip How Did It End Up Like This
Join weekly tips for pursuing FI
-
I-Bonds: Over-Hyped Or Useful?
Join weekly tips for pursuing FI
-
Financial Planning: Art Or Science?
Join weekly tips for pursuing FI
-
Reasons Why You Owe So Much Come Tax Time
Join weekly tips for pursuing FI
-
It's OK To Do More Of The Same
Join weekly tips for pursuing FI
-
How To Execute A Backdoor Roth IRA
Join tips for pursuing FI
-
Automate Your Savings Plan
Join Weekly Tips For Pursuing FI
-
Why Benchmarks Are Crucial For Gauging Investment Effectiveness
Join weekly tips for pursuing FI
-
I Can't Afford To Exercise My ISOs
Join weekly tips for pursuing FI How should you approach exercising ISOs when you don't have the ability for a cashless exercise? Especially common in pre-IPO situations you may not have enough cash to exercise your ISOs to get the clock ticking on long-term capital gain treatment. In this…
more -
Dealing With Market Uncertainty
Join weekly tips for pursuing FI Plan conservatively so you can invest aggressively. In this podcast episode, I share how you can deal with market uncertainty by focusing on the things in your control.
-
Focus On Work Optional Not Retire Early
Join weekly tips for pursuing FI Putting too much emphasis on the "retire early" aspect of financial independence can create a scarcity mindset and limit you from obtaining what you really want sooner. In this episode, I share why "work optional" is a better mindset for most people to focus on...
-
The Problem With Target Date Funds
Join weekly tips for pursuing FI Target date funds can be a great all-in-one solution for someone early in their investing journey who's looking to get appropriate investing exposure. However, target date funds can create some problems as you continue to grow your investment assets outside of a...
-
The Major Downsides Of Paying AMT
Join weekly tips for pursuing FI What are the major downsides of paying AMT when exercising ISOs? If you're not aware of the liability come tax time, you can create a cash flow nightmare. If you're aware of the liability ahead of time, the main downside is providing an interest-free loan to the…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence.Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights rooted in both technical expertise and purpose-driven thinking.🎯 Popular topics include: • How to use your equity comp (ISOs, RSUs, NSOs) strategically • When to invest excess cash (and when not to) • Building a plan that supports the life you actually want • Avoiding common tax traps as your wealth grows • Financial planning for dual-income householdsNew episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen
HOSTED BY
T.J. van Gerven
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does DO MORE WITH YOUR MONEY have?
DO MORE WITH YOUR MONEY currently has 144 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is DO MORE WITH YOUR MONEY about?
Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to...
How often does DO MORE WITH YOUR MONEY release new episodes?
DO MORE WITH YOUR MONEY publishes regularly with 144 episodes available. Check the episode list for the typical release schedule.
Where can I listen to DO MORE WITH YOUR MONEY?
You can listen to DO MORE WITH YOUR MONEY on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts DO MORE WITH YOUR MONEY?
DO MORE WITH YOUR MONEY is created and hosted by T.J. van Gerven.
URL copied to clipboard!