About
Theodore Joseph (T.J.) is a financial planner, the founder of Modern Wealth Builders, and…
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Friday the 13th spooky post: Will AI replace your job and my job? 🤖 It's certainly possible. However, I believe those who can harness AI to…
Friday the 13th spooky post: Will AI replace your job and my job? 🤖 It's certainly possible. However, I believe those who can harness AI to…
Posted by T.J. van Gerven, CFP®
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Many professionals get a tax surprise from their vested Restricted Strock Units (RSUs). In 2 minutes, I going to show you a real example of how…
Many professionals get a tax surprise from their vested Restricted Strock Units (RSUs). In 2 minutes, I going to show you a real example of how…
Liked by T.J. van Gerven, CFP®
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Wins from Week 1 of Our Fall Meeting Season 📈 ⚖️ ~$400,000 in assets expected to be saved from the government for our clients! With the luxury of…
Wins from Week 1 of Our Fall Meeting Season 📈 ⚖️ ~$400,000 in assets expected to be saved from the government for our clients! With the luxury of…
Liked by T.J. van Gerven, CFP®
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Wonder what it is like to go shoe shopping with an emerging NFL star? 🏈 To kickoff the NFL season, Houston Texans receiver and GSE client Tank Dell…
Wonder what it is like to go shoe shopping with an emerging NFL star? 🏈 To kickoff the NFL season, Houston Texans receiver and GSE client Tank Dell…
Liked by T.J. van Gerven, CFP®
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One particular concern for financial advisors involved in their clients' estate planning needs is unintentionally engaging in the Unauthorized…
One particular concern for financial advisors involved in their clients' estate planning needs is unintentionally engaging in the Unauthorized…
Liked by T.J. van Gerven, CFP®
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Most people hope for 10%+ rate of returns Yet they don't take advantage of a program through work that allows them to get a 17.65% rate of…
Most people hope for 10%+ rate of returns Yet they don't take advantage of a program through work that allows them to get a 17.65% rate of…
Liked by T.J. van Gerven, CFP®
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We recently started working with Sara (39) and Mike (38). They live here in Santa Barbara with a 3-year-old, a golden retriever, and another little…
We recently started working with Sara (39) and Mike (38). They live here in Santa Barbara with a 3-year-old, a golden retriever, and another little…
Liked by T.J. van Gerven, CFP®
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How much "deep work" do you get done on a daily basis? For me, I strive for at least two 90-minute sessions per day where I'm working on…
How much "deep work" do you get done on a daily basis? For me, I strive for at least two 90-minute sessions per day where I'm working on…
Posted by T.J. van Gerven, CFP®
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