Ep. 8: YOUR NAME

03/16/20 • 34 min

HAPPY SUNDAY FUNDAY. It is a pleasure to produce another podcast episode. This was way overdue, but I have had a lot of time to think about this podcast. In this podcast, I focus on an acronym I created, YOUR NAME. The acronym was developed after Texas Tech had its opportunities day. During the opportunity days, I noticed some things from employees and employers. I have let the dust settle down to deliver the episode. I have created eight concepts to apply as an employee and an employer. Below you can find the acronym meaning. The final goal we all should have is growth.

Y – Why are you doing financial planning?

O – Opportunities and being Open-minded

U – Understanding your worth

R – Right now, are you doing enough?

N – Networking

A – Authenticity

M – Mentorship

E – Employees & Employers

(YOUR NAME is an acronym created for Financial Planning in Our Modern World. The acronym is property of the podcast and Aaron De La Cruz)

Y – Why are you doing financial planning?

O – Opportunities and being Open-minded

U – Understanding your worth

R – Right now, are you doing enough?

N – Networking

A – Authenticity

M – Mentorship

E – Employees & Employers

(YOUR NAME is an acronym created for Financial Planning in Our Modern World. The acronym is property of the podcast and Aaron De La Cruz)

Previous Episode

Ep. 7: A Millennial's perspective w/ T.J. van Gerven

It’s Wisdom Wednesday! Today’s podcast features Theodore J. van Gerven, CFP®, or “T.J.” for short. T.J. is a Millennial financial planner from Massachusetts. He currently splits his time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area meeting with his clients both in-person and virtually. He is an entrepreneur, business owner, podcast creator, blog creator, and Virginia Tech alumnus. T.J.'s goal is to, “help [his clients] build wealth both monetarily and spiritually.” Helping people identify what truly matters to them as well helping people use their money effectively to accomplish their goals is T.J.’s “My Why.” His company’s name is Modern Wealth Builders, LLC.

In today's podcast, we discussed what it is like to be a young financial planner. We also discussed the platform that helped jump-start his career. T.J. also gave some insight on how Twitter can be used as a networking tool among financial planners. Lastly, he gave additional tips for those who are going into the field of financial planning. I always value the honest words from a millennial planner who has experience in the field.

Below you can find information about T.J. Also, you can find links to his various platforms.

Company’s Website:
https://modernwealthbuilders.com/

T.J.’s Blog:
https://modernwealthbuilders.com/blog/

XY Planning Network Link:
https://www.xyplanningnetwork.com/advisors/theodore-j-van-gerven-cfp/

LinkedIn:
https://www.linkedin.com/in/tjvangerven/

Twitter:
https://twitter.com/TJvanGerven

Instagram:
https://www.instagram.com/mwbllc/?hl=en

Next Episode

Ep. 9: Homeowners Policies and Some Rhyming Tips

Welcome back to another episode of Financial Planning in Our Modern World! In today’s episode, I talk about the six homeowners (HO) policies. I noticed that there was so much information to remember about these policies. There are even four different ‘part’ coverages that are categorized as “A – D”. While giving a brief description of what they are as a policy, I also give either a rhyme or a tip to remember the different HO policies. Enjoy the podcast and I hope to hear some feedback.