Financial Planning And Wealth Management For High-Earning Millennial Couples Interview with

Financial Planning And Wealth Management For High-Earning Millennial Couples Interview with

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 –

 

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!

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Places are limited, so register now below to avoid disappointment.

https://bit.ly/3QPp8IH

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