Follow:

Insights

The Meta For Achieving Financial Independence

The Meta For Achieving Financial Independence

Meta According to Urban Dictionary:   1. Meta means about the thing itself. It's seeing the thing from a higher perspective instead of from within the thing, like being self-aware.   2. A term used in mmo meaning the Most Effective Tactic Available. It's...

Five Reasons To Work With A Virtual Financial Advisor

Five Reasons To Work With A Virtual Financial Advisor

If 2020 has taught us anything, it's that the future of business will continue regardless if it's conducted face to face or not. One of the *few* silver linings of this year is that businesses are accelerating their virtual accessibility to the services and solutions...

🔊 High Leverage Tasks And Avoiding Shiny Objects

🔊 High Leverage Tasks And Avoiding Shiny Objects

You have limited energy. You have limited time. If you want to achieve progression in anything, you have to give it your best effort. However, giving your best effort isn't always enough. You need to focus your limited energy on high leverage tasks and avoid shiny...

The Best Investment Accounts For Self-Employed Individuals

The Best Investment Accounts For Self-Employed Individuals

Are you self-employed or a small business owner looking to reduce taxes and invest in your financial future? In this podcast episode, I break down the different types of investment accounts you should be thinking about establishing. The primary accounts discussed are...

What is Fiduciary Advice?

What is Fiduciary Advice?

Recently, I was mentioned in an article from Financial-Planning.com about the conflicts the financial advisory industry faces. The full article can be found here: A conflicted question: What is fiduciary advice? I wanted to provide my perspective on it since it can be...

What Is Financial Planning And What’s The End Goal?

What Is Financial Planning And What’s The End Goal?

Financial planning is a relatively new profession that can take on a variety of meanings. ⁣ ⁣ The term "financial planning" is also often abused by corporations as a means to sell expensive financial products.⁣ ⁣ In this podcast episode, I discuss what financial...

Proud Member Of

FEE ONLY NETWORK T.J. van Gerven
XY Planning Network T.J. van Gerven
NAPFA T.J. van Gerven
T.J. van Gerven CERTIFIED FINANCIAL PLANNER