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#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP®
Manage episode 415708971 series 3561886
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In this episode of "Do More With Your Money," host TJ Van Gerven talks with financial planner Leland Gross about the unique financial planning needs of realtors and self-employed millennials. Leland shares his journey from insurance sales to comprehensive financial planning, emphasizing the importance of fee-only advice and the challenges faced by small business owners. They discuss investment diversification, the balance between enjoying life now and planning for the future, and the risks of high-return pursuits. Leland also highlights the importance of work-life balance, using tools like success shifters and time blocking to maintain a fulfilling life. The episode concludes with Leland's advice on using money as a tool to craft a good life, rather than an end goal.
Click here to learn more about Leland and his financial planning practice
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