Financial Planning And Wealth Management For High-Earning Millennial Couples

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:

• ‘F.I.R.E’ for Millennials
• Money Talks But Wealth Whispers
• How to financially plan for retirement or a sabbatical
• How to effectively manage finances for newly married couples
• Planning for an IPO: how to make the most of equity compensation

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 [email protected] 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 

Money Tips