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Jun 12, 2024

How does your upbringing shape your financial destiny? Can understanding the emotional aspects of finance empower you to achieve financial independence? T.J. Van Gerven, a certified financial planner and founder of Modern Wealth Builders, joins Dr. Felecia to explore these intriguing questions. Their discussion spans the impact of family financial conversations on one's financial mindset, strategies for transitioning from a scarcity to an abundance mindset, and practical approaches to using money as a tool for building flexibility and independence. The conversation also touches on specialized financial planning for millennials, with a focus on equity compensation and effective tax planning. Tune into 'Money with Mission' to uncover insights into leveraging your personal financial history towards success and discover actionable tips for aligning your financial planning with personal values and long-term goals.


00:00 - Introduction to T.J. van Gerven and Financial Planning

06:21 - The Emotional Dynamics of Finance

11:03 - Why Seek a Financial Planner?

19:34 - The Strategic Importance of Tax Planning

26:58 - Concluding Insights and Listener Engagement


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Key Quotes:

"Understanding your numbers and developing good habits is the first step towards financial freedom." - T.J. van Gerven


"It's not about how much money you make; it's about how much you can do with the money you have." - T.J. van Gerven