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Financial Planning And Wealth Management For High-Earning Millennial Couples

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Manage episode 425382090 series 2112440
Content provided by Charles Kelly Business Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Kelly Business Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Interview with Theodore (T.J.) van Gerven CFP, as Boston-based Certified Financial Planner and podcaster covering the subject of “How to maintain financial independence and create growth and income streams from investments”.

In this episode we discuss:

· Money Talks But Wealth Whispers

Watch full video at Charles Kelly Money Tips Podcast - https://youtu.be/VzpfEsAUwkw

Theodore Joseph (T.J.) is the founder of Modern Wealth Builders, that aims to help maximize your resources and he is passionate about helping millennials to use money intentionally as a tool to build toward financial flexibility while accomplishing various goals on the path to independence.

Website: https://modernwealthbuilders.com

YouTube: https://www.youtube.com/channel/UCxejrzu3vF5dc9V3tb9uOoQ

Nectarine.com: https://hellonectarine.com/r/moneytips

Section 24 Landlord Tax Hike

Interview with Chartered Accountant and property tax specialist who reveals options and solutions to move your properties from your own name into a limited company or LLP whilst mitigating the potential HMRC pitfalls.

Email charles@charleskelly.net for a free consultation on how to deal with Section 24.

Watch video now: https://youtu.be/aMuGs_ek17s

3 Steps To Unlocking Financial Freedom!

Could you do more with your money and finances?

I want to take you to the next level, help you get control of your money, learn how to invest and become financially free.

Join me online on my free live money management training Wednesday at 7.00PM.

Places are limited, so register now below to avoid disappointment.

https://bit.ly/3QPp8IH

#finance #moneytraining #moneymanagement #wealth #money #marketing #sales #debt #leverage #property #investment #Homeownership #financialplanning #moneymanagement #financialfreedom #FIRE #financialindependenceretireearly

  continue reading

907 episodes

Artwork
iconShare
 
Manage episode 425382090 series 2112440
Content provided by Charles Kelly Business Coach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Kelly Business Coach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Interview with Theodore (T.J.) van Gerven CFP, as Boston-based Certified Financial Planner and podcaster covering the subject of “How to maintain financial independence and create growth and income streams from investments”.

In this episode we discuss:

· Money Talks But Wealth Whispers

Watch full video at Charles Kelly Money Tips Podcast - https://youtu.be/VzpfEsAUwkw

Theodore Joseph (T.J.) is the founder of Modern Wealth Builders, that aims to help maximize your resources and he is passionate about helping millennials to use money intentionally as a tool to build toward financial flexibility while accomplishing various goals on the path to independence.

Website: https://modernwealthbuilders.com

YouTube: https://www.youtube.com/channel/UCxejrzu3vF5dc9V3tb9uOoQ

Nectarine.com: https://hellonectarine.com/r/moneytips

Section 24 Landlord Tax Hike

Interview with Chartered Accountant and property tax specialist who reveals options and solutions to move your properties from your own name into a limited company or LLP whilst mitigating the potential HMRC pitfalls.

Email charles@charleskelly.net for a free consultation on how to deal with Section 24.

Watch video now: https://youtu.be/aMuGs_ek17s

3 Steps To Unlocking Financial Freedom!

Could you do more with your money and finances?

I want to take you to the next level, help you get control of your money, learn how to invest and become financially free.

Join me online on my free live money management training Wednesday at 7.00PM.

Places are limited, so register now below to avoid disappointment.

https://bit.ly/3QPp8IH

#finance #moneytraining #moneymanagement #wealth #money #marketing #sales #debt #leverage #property #investment #Homeownership #financialplanning #moneymanagement #financialfreedom #FIRE #financialindependenceretireearly

  continue reading

907 episodes

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