Between Two Advisors - A Conversation with T.J. van Gerven
11/15/24 • 32 min
In this episode of The Money Script Podcast, host Yohance Harrison sits down with TJ van Gerven, CFP®, and host of The Do More With Your Money Podcast. Together, they unpack the financial implications of the recent U.S. presidential election, discuss strategies for optimizing taxes, and highlight the importance of building diversified financial "buckets." TJ shares a deeply personal memory of financial hardship that inspired his career in financial planning. Whether you’re navigating market highs or preparing for uncertain tax policies, this episode is packed with actionable insights to help you improve your financial literacy and make smarter money decisions.
modernwealthbuilders.com
Twitter
Instagram
YouTube
Want to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session.
In this episode of The Money Script Podcast, host Yohance Harrison sits down with TJ van Gerven, CFP®, and host of The Do More With Your Money Podcast. Together, they unpack the financial implications of the recent U.S. presidential election, discuss strategies for optimizing taxes, and highlight the importance of building diversified financial "buckets." TJ shares a deeply personal memory of financial hardship that inspired his career in financial planning. Whether you’re navigating market highs or preparing for uncertain tax policies, this episode is packed with actionable insights to help you improve your financial literacy and make smarter money decisions.
modernwealthbuilders.com
Twitter
Instagram
YouTube
Want to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session.
Previous Episode
Between Two Advisors - A Conversation with Ben Beck
On this episode of The Money Script Podcast, host Yohance Harrison welcomes Ben Beck, financial advisor and host of The No Bonds Podcast. Together, they explore timeless strategies for managing client behavior, the importance of financial planning as the cornerstone of investments, and lessons learned from legendary mentor Nick Murray. Ben shares his journey from professional baseball to financial advising and reveals his first memory of money. Tune in for actionable insights on building resilient client relationships, avoiding emotional investing pitfalls, and thriving as a trusted financial advisor.
Get in touch with Ben:
https://beckbode.com/
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Want to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session.
Next Episode
Navigating Storms and Strategies with Diana from Cabrices Consulting
In this engaging episode of The Money Script Podcast, host Yohance Harrison sits down with Diana Cabrices, founder of Diana Cabrices Consulting and a fractional Chief Evangelist. Diana shares her journey from surviving hurricanes in Tampa to revolutionizing WealthTech marketing through her innovative role. Learn how Diana uses AI tools to energize advisor outreach, why human connection still matters in marketing, and her first memory of money that shaped her resilience. Packed with insights on AI, financial tools, and brand evangelism, this episode is a must-listen for advisors and entrepreneurs alike.
www.dianacabrices.com
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Want to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session.
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