#977 - Maximizing Financial Independence: Strategies for GenZ & Millennials with T.J. van Gerven

In this episode, we're thrilled to welcome Theodore (T.J.) van Gerven, a seasoned financial planner and founder of Modern Wealth Builders. Join us as we dive deep into the strategies for maintaining financial independence and creating a sustainable income stream from investments. T.J. will share his expert insights on the F.I.R.E. movement for millennials, effective financial planning for sabbaticals, and smart financial management for newly married couples.

We'll explore the intricacies of planning for an IPO and how to make the most of equity compensation. T.J. will also provide practical advice on proactively maximizing incentive stock options, balancing debt repayment with investment, and understanding the alternative minimum tax (AMT) for pre-IPO stock option holders.

Sample questions we'll cover include:

• Who can benefit from working with a financial planner?
• Renting vs. Buying: when does one or the other make sense?
• How to determine how much house you can afford?
• What are the different forms of equity compensation, and how can millennials maximize them?

Tune in for an engaging and informative discussion that promises to equip you with the knowledge to use money intentionally and build towards financial flexibility and independence. Don't miss out on T.J. van Gerven's expert advice tailored for millennials aiming to make the most of their financial resources.

To connect with T.J. visit his website: https://modernwealthbuilders.com/

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence.

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online

Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow us on Threads: https://www.threads.net/@thereal_drchrisloo

Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1

Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd

Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠

Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233

Join our Patreon Community: https://www.patreon.com/user?u=87512799

Join our Spotify Community: ⁠https://podcasters.spotify.com/pod/show/christopher-loo/subscribe⁠

Thank you to our advertisers on Spotify.

Financial Freedom for Physicians, Copyright 2024