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Planning strategies for doing more with your money on the path to financial independence DO MORE WITH YOUR MONEY will teach you how to optimize taxes, invest strategically, and plan for financial flexibility and long-term independence. CFP® Pro T.J. van Gerven shares his expertise in the areas of equity compensation, diversification, and sustaining financial independence. To learn more about TJ's independent advisory firm, Modern Wealth Builders, head to modernwealthbuilders.com
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One day I woke up and I was 50 years old. I don't know how it happened but it was pretty depressing. Especially since I had virtually no money saved for retirement and no clue what I wanted to be when I grew up. Now, I'm on a mission to create financial independence, financial FREEdom and - since I'm too old to retire early - a long, happy, healthy life! With the help of fascinating guests who are expert investors, holistic health practitioners, coaches and speakers, we tackle the tough ques ...
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CFPs that Stack

Isaiah Douglass & Trent Dudenhoeffer

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Preparing financial advisors for the monetary revolution and how it changes financial planning. The show allows advisors of all knowledge levels to come on and learn and ask questions educating everyone in the process.
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Gen Z Green

Christopher Pratt

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Take control of your money and your life. Gen Z Green explores personal finance from the perspective of Gen Z’ers and Millennials. Listen in as we share the best strategies for getting out of debt, building wealth, and managing your personal finances all up. We also investigate plans from the likes of The Dave Ramsey Show and Planet Money. Learn more at genzgreenshow.com for all your personal finance needs. Support this podcast: https://podcasters.spotify.com/pod/show/genzgreen/support
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What do the rich know about money that the average person doesn’t? What would your financial future look like if you could get world-class investing advice? What do the wealthy know about building a passive income stream that you could learn? In today’s episode of Get Your FILL, Financial Independence & Long Life, Investor to the stars, TJ van Gerv…
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Does the mind have the power to heal?Can faith in a higher power work miracles?What are psycho-spiritual issues and how can they impact your life and health? On today’s episode of Get Your FILL-Financial Independence & Long Life, Connie Strasheim, medical researcher and writer, shares her journey and her success from down-and-out to flying high! Wa…
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In this episode I address the common tendency to repeatedly tackle familiar problems, creating a false sense of progress. I call it the problem solving loop and there are reasons for this cycle, including the comfort of familiarity, the allure of quick fixes, and the avoidance of complex challenges. Key Points: Understanding the Cycle: Exploration …
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Episode Theme: The transformative power of solo trips in a hectic world. Key Takeaways: The Importance of Solitude: Solo trips are essential amidst life’s hustle and bustle, providing a space for personal time that fuels creativity and self-reflection. Being alone helps individuals connect with their true selves and visualize future aspirations. Pe…
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Have you ever thought of buying a franchise? Do you have a business that you’ve considered franchising? Wondering how to take that next step? In today’s episode of Get Your FILL, Financial Independence & Long Life, Adam Goldman, a successful franchisee and franchisor, shares his extensive experience with buying and selling franchise businesses. Wat…
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Are you a small business owner or real estate investor whowants to save money on taxes?Do you resent having the IRS on your payroll? Do you want to pay less tax but fear getting audited? On this week’s episode of Get Your FILL – FinancialIndependence & Long Life, CPA and Tax Advisor, Tatiana Tsoir, explains how the tax law favors small business own…
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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 passion for assisting others. The discussion focuses on fin…
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Show Notes: The Power of Self-Image in Personal and Professional Growth Episode Highlights: The Influence of Self-Image: We address the pivotal role of self-image in shaping our personal and professional lives. Self-perception dictates our interactions and potential, echoing Bob Proctor’s notion that self-image sets our limits. Maintaining a Positi…
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What separates a wealthy person from the rest of us? Can you change your mindset to attract wealth?What steps can you take to find wealth early in life? In this week’s episode of Get Your FILL – Financial Independence & Long Life, Certified Financial Planner, Travis Freeman, shares his rags-to-riches story along with important lessons that he’s lea…
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Women – are you looking forward to your mid-life?Does the idea of aging fill you with excitement?It should! In this week’s episode of Get Your FILL – Financial Independence & Long Life, mood, mindfulness and mindset coach, Kathy Batista, shares strategies for making your mid-life your best life. Watch the video: https://youtu.be/rJiBf2mx4wA About K…
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Scott Rusnak on Building High-Performing Teams and Achieving Success Episode Theme: In this episode, Scott Rusnak delves into his approach to building high-performing teams and achieving success, all while maintaining a balanced life through structured living. He highlights the pivotal role of supportive relationships and the ability to lead a fulf…
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Do you believe that people have innate talents?Can you match employees with jobs to best effect?Does your attitude about money predict your success? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Hugh Massie, Executive Chairman and Founder of DNA Behavior, shares how understanding our hard-wired patterns of thought inf…
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Do you have a plan for your second chapter?What does retirement look like for you?Can you imagine life beyond your current 9-5 job? In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these c…
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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 options early to manage tax obligations and maximize gain…
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Can you think your way to wealth?Do rich people think differently?Can you learn the secret? On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself. Connect with Tim: www.planassist.co…
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Are you working in a hyrbid or fully remote environment? Perhaps you are fully in office. Today, I discuss the trends surrounding this new reality. I also provide some actionable steps you can take today if you are fully remote to sustain and thrive. Main Themes: Remote Work Evolution: Diverse Employee Experiences: Strategies for Productive Remote …
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What happens to your family when you die?What happens to your business?What will the ceremony be like? What music will you play at the celebration of life? Adam Zuckerman has created a platform to help you make these decisions and more well before you’ll need to use them. About Adam: Adam Zuckerman is the Founder of Buried in Work, a leading eComme…
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How does someone go from being a criminology major torockin’ the real estate world? How can you leverage one well-purchased condo into a real estate empire? Can a schedule make your life easier? In today’s episode of Get Your FILL – Financial Independence & Long Life, Amy Terry shares the incredible trajectory of her professional life and some tips…
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I love the saying, carry the lesson, not the guilt, it's lighter. The question isn't whether you will make a mistake in life, the question is what will you do with that mistake? Today I jump into the opportunities for growth within our personal journey. Acknowledge Your Feelings: It's essential to recognize and validate your feelings of guilt. Supp…
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Wondering how AI can help your business? Know you need help but don’t want the stress of “making payroll”? Looking for that one thing that will take your business to the next level? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Serial Entrepreneur, Helen Paas, shares growth strategies and AI hacks to give your busines…
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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 business. He emphasizes the importance of financial literac…
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Have you dreamt of becoming a real estate investor? Are you ready to embrace a life of financial independence? Wondering how to get started? In this week’s Get Your FILL, Financial Independence &Long Life, Wyatt Simon shares his amazing story and his advice may inspire you to follow his path. Watch the video: https://youtu.be/13HfBs284qU About Wyat…
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Episode Show Notes: Navigating Financial Independence for Millennials with TJ Van Gervin Host: Shaun Enders Guest: TJ Van Gervin, Founder of Modern Wealth Builders Main Theme: Financial Independence for Millennials In this enlightening episode, Shaun Enders engages in a deep dive with TJ Van Gervin, the visionary founder of Modern Wealth Builders, …
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Are you a physician or a member of the health care profession in need of solid financial advice? Did you graduate with loads of student loan debt, making retirement seem like a distant dream? Do you love your job so much that you plan to work till you drop? In this week’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Financi…
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🌿 Embrace the Bamboo Mindset for Success and Resilience! 🌿 Bamboo’s unique qualities—its resilience, adaptability, and ability to thrive in diverse environments—serve as a powerful metaphor for personal and professional growth. Here are some key takeaways:: Resilience and Flexibility: Just as bamboo bends without breaking, we too can learn to adapt…
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Would you love to ditch the 9 to 5? Does the idea of passive income appeal to you? Want to know how to get started? Tune into today’s episode of Get Your FILL, Financial Independence & Long Life, where Bronson Hill shares strategies for firing yourself and replacing your working income with passive income. Connect with Bronson: Facebook: https://ww…
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As humans, we have an intrinsic desire to see around the corner, to know what the future holds. This yearning is rooted in our need for preparedness and safety. The unknown can be intimidating, evoking feelings of anxiety and fear. We crave certainty because it provides a sense of control and comfort. However, if we look deeper into this desire, we…
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How’s your relationship with money? Do you have a clear vision of your ideal future? Could that vision use some clearer lenses? In today’s episode of Get Your FILL – Financial Independence & Long Life, Mikelann Valterra shares her excellent strategies for creating clarity – and excitement – for your optimal next chapter. Mikelann Valterra is an aut…
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Navigating Relationships with Vision and Communication Episode Theme: Today I celebrate 25 years of commitment to my wife. In fact, my anniversary got me thinking about personal and professional relationships. As I reflect on the journey of my marriage, it was abundantly clear that my wife and I have always shared our dreams. Our vision of what a f…
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Do you love your job? Want to explore other options? Do you own a business that you’d like to sell? Want to buy someone else’s successful business? Enter Greg Martin, Greg is part of the founding team at Origin Merchant Partners, a boutique investment bank focused on mergers & acquisitions and working with entrepreneurs of all kinds every day. He p…
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The Power of Perspective: Navigating Life’s Challenges with a New Lens Life is full of twists and turns, whether you’re steering a startup through turbulent waters or grappling with personal challenges that feel insurmountable. The key to navigating these tumultuous moments often lies in one crucial element: perspective. The Breakfast Epiphany: Sta…
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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 conversations. Bobbi emphasizes the importance of under…
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Moms, Think and Live Out of the Box with Alena Turley Presenter, mentor and digital storyteller empowering mothers who are ready to feel replenished and become the changemakers they dream of being. Alena is a pioneering blogger and podcaster, founder of the Soul Mama Hub and the Unboxable Podcast. Watch the video: https://youtu.be/bt2WjJ5nEnk Alena…
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Mastering Interviews with SSO Method In this episode, I highlight the SSO (Scenario, Solution, Outcome) method as a powerful tool for showcasing your skills and experiences. Companies looking for the best talent and candidates seeking a new opportunity, should utilize SSO. Key Highlights: SSO and STAR Method: We compare the SSO method with the well…
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Can money buy happiness? Is there more to life than a successful portfolio? How can you be sure that you are creating True Wealth, the kind of happiness and joy that goes beyond financial wealth? Tune in to this week's episode where Therese Nicklas shares some simple steps. Watch the video: https://youtu.be/tkFzQLmUo_UConnect with Therese https://w…
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Embracing Discipline as a Path to Growth In this episode, I explore the concept of discipline, uncovering its true essence and purpose beyond the common misconception of it being synonymous with punishment. Here are the key highlights: Origins and Meaning: Explore the Latin roots of the word “discipline,” which translates to instruction or knowledg…
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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 explains how this method can save money and increase fina…
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I had the pleasure of sitting down with Gary Arblaster to discuss the importance of financial self-awareness. Gary's perspective on personal finance is truly enlightening—he emphasizes that personal finance is exactly that: personal. According to Gary, everything begins with us. Our perceptions and views of the world significantly influence how we …
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Is it possible to make a million dollars as a real estateinvestor in today’s market? Can you really go from zero to financial freedom in just afew years? Is it really possible for busy moms to become real estate investors? In this episode of Get Your FILL, Financial independence & Long Life podcast, Lindsay Sharma shows that it is possible and you …
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In this episode, Tessa Arnold opens up about her transformative journey of self-discovery in both life and business. After the heartbreaking loss of her husband, Tessa chose to lean into and grow their business, Snapback Energy. With the mantra "Crush Today, Own Tomorrow," Snapback Energy embodies the philosophy of being fully present while continu…
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Would you recognize a million-dollar idea if you heard one? How can you lose $20 million dollars and still end up rich? What does it take to be a truly successful entrepreneur? On this episode of Get Your Fill, Financial Independence & Long Life, Damion Lupo answers these questions and more. Damon shares how he is reimagining home building and maki…
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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 the importance of understanding your actual income and…
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🎙️ Insightful Conversation with Justin Buonomo! Had an amazing discussion with Justin Buonomo about the financial lessons we learn from childhood and how they shape our relationship with money. We all have an inherent comfort level with risk, but our environment and upbringing play a significant role too. Reflecting on our past, we can ask ourselve…
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Who says money can’t buy happiness? Would you like to find out? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Kris Miller shares her wisdom and experience to help you do just that! Kris Miller is the founder & CEO of Healthy Money Happy Life, a financial literacy and wellness company. She has helped over 6,000 familie…
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Would you like to make more money with less work? Are you trying to "save up" to get rich? Are the secrets of passive income eluding you? In this week's Get Your FILL - Financial Independence & Long Life podcast, Darryl Bumpass Sr shares practical, inspired tips to get beyond the work-more-to-make-more lifestyle and embrace financial independence! …
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This episode delves into the intersection of how our personal beliefs and childhood experiences shape our financial mindset. Shaun Enders and Miriam Castilla discuss the importance of a holistic approach to money, advocating for wealth accumulation as a means to give back and fostering a mindset shift through practical and neuro-linguistic techniqu…
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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 the importance of understanding money mindsets and the…
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In this episode, I delve into the unpredictable nature of success. As we navigate our individual paths, it’s crucial to recognize that even when you’re on the right track, it may not always feel like it. Success is filled with ups and downs, much like the stock market. Some years are down, and some are up, but over the long haul, you can bet on pro…
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Here’s the thing about college planning: the problem is not lack of resources, but having too many resources, sometimes from unreliable channels. They inevitably exaggerate things, making families dread that ‘college talk’ and completely miss the opportunity to plan. College talk should not be scary. If anything, the conversation needs to happen as…
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When someone is grappling with a genuine identity crisis, it's crucial to seek appropriate help and guidance. But what about those around us—our friends, family, or even ourselves—who are simply undergoing a natural process of change and growth? The midlife crisis is a familiar concept. Parents who splurge on a two-seater Corvette once the kids mov…
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