In this podcast episode, T.J. van Gerven talks with Jeff Le Sage, the founding partner of Liquid Stock. They discuss how Liquid Stock helps employees and shareholders of late-stage private companies access liquidity without selling their shares. Jeff explains the benefits of exercising stock options early to manage tax obligations and maximize gains. He highlights Liquid Stock's unique structure, which uses shares as collateral for advances, providing a tax-efficient solution. They also cover the importance of timing and planning for equity compensation, and Jeff shares his vision for Liquid Stock's role in changing how companies handle equity.

Learn more about Liquid Stock Here

In this episode of "Do More With Your Money," host TJ van Gerven welcomes Steve Coughran, a renowned business strategist and founder of Coltivar and Boosting Your Financial IQ. Steve shares his journey from growing up in a financially challenged household to building a multi-million dollar business. He emphasizes the importance of financial literacy and understanding key investment principles like return on invested capital and the rule of 72. Steve discusses the dangers of speculative investments and the value of long-term strategies. He also highlights the rise of solopreneurs and the significance of investing in oneself for long-term financial success.

Learn more about Steve and his businesses, Coltivar and Boosting Your Financial IQ (BYFIQ)

https://www.coltivar.com/

https://www.stevecoughran.com/

https://www.byfiq.com/

In this podcast episode, Bobbi Rebell, a Certified Financial Planner and CEO of Financial Wellness Strategies, shares her journey and insights on financial independence. She discusses her book "Launching Financial Grown-Ups," inspired by her challenges in engaging her stepchildren in financial conversations. Bobbi emphasizes the importance of understanding the emotional side of money and setting financial boundaries. She also highlights the impact of the COVID-19 pandemic on parent-child relationships and the trend of younger generations delaying major life milestones. Bobbi advocates for open financial discussions, multigenerational conversations, and intentional financial decision-making.

Learn more about Bobbi and connect with her here:

https://www.bobbirebell.com/

https://financialwellnessstrategies.com/

Bobbi's LinkedIn