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 charles@charleskelly.net
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.
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#leverage #property #investment #Homeownership #financialplanning
#moneymanagement #financialfreedom #FIRE #financialindependenceretireearly
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