『DO MORE WITH YOUR MONEY』のカバーアート

DO MORE WITH YOUR MONEY

DO MORE WITH YOUR MONEY

著者： T.J. van Gerven
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 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 households New episodes drop regularly with thoughtful conversations, solo deep dives, and real client case studies (shared anonymously, of course). Listen in and learn how to do more—with your money and your time. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • #142: The Future of Insurance: Bitcoin-Denominated Policies with Zac Townsend

    #142: The Future of Insurance: Bitcoin-Denominated Policies with Zac Townsend
    2025/10/01

    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 between permanent and term life insurance, the target audience for Bitcoin life insurance, and the implications of using Bitcoin as a funding source. The conversation concludes with insights into the straightforward process of obtaining such a policy and the potential future of this financial product.
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    31 分
  • #141: Unlocking the Power of Self-Directed IRAs with Adam Bergman

    #141: Unlocking the Power of Self-Directed IRAs with Adam Bergman
    2025/07/02

    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 IRAs, including compliance issues and the importance of education. They also touch on investment strategies, Roth conversions, and the flexibility of various retirement accounts, emphasizing the long-term wealth-building potential of these financial tools.

    Takeaways Self-directed IRAs allow investment in alternative assets beyond stocks and ETFs. The term 'self-directed IRA' is not defined in the tax code; it's a marketing term. Investors can use their IRAs to invest in real estate, hedge funds, and cryptocurrencies. There are only three prohibited transactions with IRAs: life insurance, collectibles, and self-dealing. Custodians play a crucial role in managing self-directed IRAs and ensuring compliance. Self-directed IRAs are not more popular due to lack of marketing from large financial institutions. Roth conversions can be a strategic way to manage tax liabilities on investments. Valuation of non-publicly traded assets is important for compliance and reporting purposes. Various types of retirement accounts can be self-directed, including HSAs and solo 401(k)s. Long-term investment strategies and starting early are key to building wealth. Chapters 00:00 Understanding Self-Directed IRAs 02:53 Exploring Alternative Assets 05:49 The Role of Custodians in Self-Directed IRAs 08:54 The Popularity and Misconceptions of Self-Directed IRAs 11:56 Working with Financial Advisors 14:45 Investment Strategies and Success Stories 17:54 Roth Conversions and Tax Strategies 20:53 Types of Retirement Accounts 23:52 Valuation and Reporting of Private Assets 26:47 Navigating Required Minimum Distributions 29:53 Encouragement for Millennials

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    37 分
  • #140: The Role of a CFO with James Vanreusel

    #140: The Role of a CFO with James Vanreusel
    2025/06/04

    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 business growth, and the behavioral aspects of finance. They discuss the significance of having an exit strategy, the necessity of understanding personal finance, and the lessons learned from tennis that apply to business resilience. James emphasizes the importance of cash flow management, investment strategies, and the balance between personal and professional life, while also addressing the social responsibilities of capitalism. The conversation concludes with advice for the next generation of entrepreneurs and the importance of prioritizing family and personal values.

    Takeaways

    CFOs are essential for financial strategy and leadership.
    Most founders do not start with an exit strategy.
    Understanding behavior around money is more important than just knowing the numbers.
    Building a cash cushion is crucial for business resilience.
    Investing in oneself is the best investment for entrepreneurs.
    Diversifying investments is key for financial security.
    Patience is vital in navigating financial markets.
    Surrounding oneself with experienced advisors can lead to better outcomes.
    Family should be prioritized over work commitments.
    Career success is a marathon, not a sprint.

    Chapters

    00:00 Understanding the Role of a CFO
    02:45 Navigating Business Growth and Exit Strategies
    05:51 The Importance of Financial Metrics
    09:43 Behavioral Finance: Understanding Money Mindsets
    12:36 Lessons from Sports: Resilience and Strategy
    14:40 Cash Flow Management for Business Owners
    17:00 Balancing Profit Extraction and Reinvestment
    19:01 The Entrepreneurial Journey: Risks and Rewards
    21:43 The Future of Business: AI and Automation
    24:46 Long-Term Thinking in Financial Planning
    27:48 The Value of Relationships in Business
    31:35 Prioritizing Family and Personal Well-Being
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    33 分
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