Best Yohance Harrison Podcasts (2025)

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#140: The Role of a CFO with James Vanreusel 33:07

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14h ago33:07

33:07

Connect with James: https://vanreuselventures.com/ Connect with TJ: https://mementofinancialplanning.com/links In this conversation, T.J. van Gerven interviews James Vanreusel, founder and CEO of Vanreusel Ventures, about the multifaceted role of a CFO, the importance of financial strategy in business growth, and the behavioral aspects of finance. …

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How ER Docs Can Prevent Burnout and Lifestyle Creep (Advice from Dr. Fred Kency) 48:25

13d ago48:25

48:25

Burnout is real, and lifestyle creep is sneakier than you think. In this episode of Becoming an Attending, ER physician Dr. Fred Kency Jr. joins financial advisor Yohance Harrison to talk about burnout, financial preparedness, and the hidden traps new doctors fall into after residency. With practical advice drawn from Dr. Kency's military, academic…

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AI Doesn't Know Your Client: Why Advisors Still Matter 27:45

27d ago27:45

27:45

In this episode of Only Human, host Yohance Harrison sits down with Mark Hansen—founder of Second Comma and host of The Quiet Part—to dive deep into why AI can’t truly “know your client.” They discuss real-world examples of how advisors can use AI for efficiency without outsourcing emotional intelligence, client context, and core advisory work. Mar…

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#139: Navigating the Complex World of Student Loans with Lauryn Williams, CFP® 39:26

29d ago39:26

39:26

Connect with Lauryn: https://www.lauryn-williams.com/ Student Loan Planner: https://www.studentloanplanner.com/ In this episode, T.J. van Gerven and Lauryn Williams discuss the complexities of managing student loan debt, including public service loan forgiveness, income-driven repayment plans, and the implications of recent policy changes. Lauryn s…

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Why Emotional Intelligence Beats Artificial Intelligence Every Time 39:21

2M ago39:21

39:21

Licensed therapist and financial behavior specialist Ashley Quamme joins Yohance Harrison to unpack how emotional intelligence (EI) can be an advisor’s greatest asset. In a world increasingly influenced by artificial intelligence, this episode explores how empathy, self-awareness, and social skills help financial professionals build deeper client r…

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Why Financial Advisors Win with Stories, Not Spreadsheets | Shelby Rothmant 34:56

3M ago34:56

34:56

On this episode of the Only Human podcast, behavioral financial advisor Yohance Harrison sits down with Shelby Rothman of Enjoy Financial to explore how storytelling makes financial advice stick. With 25+ years of experience, Shelby shares how personal stories and client empathy create deeper trust than any tech tool can. They talk recession fears,…

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How Financial Advisors Stay Human in an AI-Driven World with Paul Sydlansky 33:06

3M ago33:06

33:06

In this episode of Only Human, host Yohance Harrison sits down with Paul Sydlansky, founder of Lake Road Advisors, to explore how financial advisors can stay human and irreplaceable in an AI-driven world. They discuss the evolution of financial planning technology, the importance of relationships in advisory services, and the tools that genuinely a…

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From Nursing Student to Financially Savvy RN: Mastering Money & Career Growth with Lonzena Robinson 49:21

3M ago49:21

49:21

In this episode of The Money Script Podcast, host Yohance Harrison sits down with Lonzena Robinson, RN and founder of Swallow the Pill, to discuss the financial and career transitions in the medical field. From navigating student loans to leveraging high-paying opportunities in travel nursing, Lonzena shares invaluable insights on financial literac…

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The Future of Small Business Banking: Yohance Harrison & Deanna Zubrickas on Profit First and Relay 21:34

3M ago21:34

21:34

Welcome back to Only Human, brought to you by The Money Script! In this episode, Yohance Harrison sits down with Deanna Zubrickas from Relay, a leading online banking platform for small businesses. They discuss profit-first banking, automation, and financial strategies that help business owners take control of their cash flow. Learn how Relay’s fre…

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"The Soul of Wealth: Lessons on Money, Values, and Gratification for Medical Professionals" - A Conversation with Daniel Crosby 32:03

3M ago32:03

32:03

In this episode of The MoneyScript Podcast, host Yohance Harrison sits down with Dr. Daniel Crosby, renowned behavioral finance expert and author of The Soul of Wealth. They explore delayed gratification, financial psychology, and the hidden traps of wealth—critical topics for medical students, residents, and new attending physicians. Learn how to …

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Staying Human in Finance: Tech, Wealth, and the Future of Advising with Chelsea Ransom Cooper 31:05

4M ago31:05

31:05

How do financial advisors stay human in an industry dominated by tech and automation? In this episode of Only Human, host Yohance Harrison sits down with financial planner Chelsea Ransom Cooper to explore the evolving role of technology in financial advising. From her journey into wealth management to leveraging AI and data visualization, Chelsea s…

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#138: Understanding Money Trauma and Cultivating Healthy Financial Habits with Shannah Game 32:34

4M ago32:34

32:34

On this episode of 'Do More With Your Money,' T.J. van Gerven chats with Certified Financial Planner and money expert Shannah Game. Shannah, who hosts the successful podcast 'Everyone's Talking Money' and authored 'Unraveling Your Relationship With Money,' shares insights from her career on financial planning and education. The discussion delves in…

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Financial Rx: Avoiding Common Money Mistakes in Medicine A conversation with Andrew McFadden 36:32

5M ago36:32

36:32

Welcome to Season 6 of The MoneyScript Podcast with your host, Yohance Harrison! This season is dedicated to medical students, residents, and new attending physicians, offering financial planning advice tailored to the unique challenges of the medical profession. Yohance is joined by Andrew McFadden of Panoramic Financial, a financial advisor speci…

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#137: Understanding the Tax Benefits of S Corp Elections vs. LLC with John Briggs 47:48

6M ago47:48

47:48

In this episode of "Do More With Your Money," T.J. van Gerven is joined by John Briggs, CEO of Incite Tax. John shares his entrepreneurial journey and insights into tax planning, client relationships, and the importance of understanding actual profits. Key topics include the benefits of electing S Corporation status for tax savings, the Qualified B…

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#136: How Understanding Your Money Scripts Can Transform Your Financial Future with Yohance Harrison 47:40

7M ago47:40

47:40

Yohance Harrison, the founder of Money Script Wealth Management, joins T.J. van Gerven in this episode of "Do More With Your Money." Yohance shares his journey from financial hardship to becoming a chartered retirement planning counselor and behavioral financial advisor. The discussion delves into the importance of financial literacy, the concept o…

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#135: How Can Physicians Think Through Financial Planning Amidst Student Loan Debt with Brent Boden 39:11

8M ago39:11

39:11

In this episode of the "Do More With Your Money" podcast, host T.J. van Gerven speaks with Brent Boden, a seasoned financial advisor specializing in medical professionals. Brent, also the host of the "Physicians Financial Checkup" podcast, shares his journey into financial literacy and his passion for assisting others. The discussion focuses on fin…

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#134: Accessing Your Equity And The Liquid Stock Advantage with Jeff Le Sage 42:24

9M ago42:24

42:24

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 gain…

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#133: How Can Financial Literacy Impact Your Business Success with Steve Coughran 33:52

10M ago33:52

33:52

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 literac…

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#132: Empowering Financial Conversations - A Guide for Parents and Young Adults with Bobbi Rebell 43:42

11M ago43:42

43:42

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 under…

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#131: Exploring the Shred Method: Accelerating Mortgage Debt Repayment with Adam Carroll 50:54

12M ago50:54

50:54

In this podcast episode, T.J. hosts financial expert Adam Carroll, who shares his journey from college debt to financial responsibility. Adam introduces the "shred method," a technique using home equity lines of credit to reduce interest expenses on debts like mortgages and student loans. He explains how this method can save money and increase fina…

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#130: How Can You Overcome Money Anxiety and Make Intentional Financial Decisions with Mandyy Thomas 53:45

1y ago53:45

53:45

In this podcast episode, financial coach Mandyy Thomas joins us to speak about helping people with their money worries. She shares her own story and gives tips on how to manage finances better. Mandyy teaches how to plan for big and small costs and how to save money wisely. She also talks about the importance of understanding your actual income and…

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#129: How Can Business Owners Prioritize Profit and Purpose in Their Financial Planning with Rocky Lalvani 51:05

1y ago51:05

51:05

In this episode of "Do More With Your Money," host T.J. van Gerven chats with Rocky Lalvani, a chief profitability advisor and certified profit first professional. Rocky shares his journey from a money-savvy kid to helping business owners prioritize profit and pay themselves first. They discuss the importance of understanding money mindsets and the…

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#128: Financial Strategies for Self-Employed Millennials and Realtors with Leland Gross, CFP® 48:35

1y ago48:35

48:35

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 …

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#127: Unconventional Financial Planning: Navigating Life Without Kids with Jay Zigmont, PhD, CFP® 38:20

1+ y ago38:20

38:20

In this episode of "Do More With Your Money," host T.J. van Gerven interviews Jay Zigmont, PhD, CFP®, founder of Childfree Wealth. Jay, a financial planner specializing in advising childfree individuals, discusses the lack of financial planning services tailored to the 20-25% of the U.S. population not planning to have children. He highlights the u…

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#126: How Can Financial Planning Help You Achieve Life Balance and Fulfillment with Mike Troxell 49:52

1+ y ago49:52

49:52

In this episode of "Do More With Your Money," host TJ and financial advisor Mike Troxell discuss the challenges and strategies involved in financial planning, particularly for individuals with complex equity situations. They explore the emotional aspects of financial decisions, the importance of life planning, and the balance between enjoying life …

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#125: Managing money across borders for globetrotting Indian millennials with Vrishin Subramaniam 46:39

1+ y ago46:39

46:39

In this episode of "Do More with Your Money", host T.J. van Gerven interviews Vrishin Subramaniam, a financial planner who specializes in assisting Indian millennials and Gen Z living abroad. They discuss the unique financial challenges faced by this demographic, including issues related to visas, cross-border money management, immigration status, …

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#124: Helping High-Earning Gen Z and Millennials Achieve Financial Success and Time Freedom with Zechariah Schaefer 1:00:53

1+ y ago1:00:53

1:00:53

In this episode of "Do More with Your Money," host T.J. van Gerven interviews financial planner Zechariah Schaefer. They discuss Schaefer's personal journey into finance, his focus on helping high-earning Gen Z and millennial innovators, and the common financial pain points his clients face. Schaefer shares his views on cryptocurrencies, the import…

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#123: Understanding Bitcoin with Isaiah Douglass 59:21

1+ y ago59:21

59:21

In this episode of "Do More With Your Money," host TJ van Gerven chats with financial planner and bitcoin advocate Isaiah Douglass. They discuss the history and evolution of money, the creation of Bitcoin, and its potential as a store of value and investment. Douglass explains the concept of Bitcoin's self-regulation, the role of miners, and the en…

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Roth or Traditional Contributions: Which is Best for High-Income Earners? 12:27

1+ y ago12:27

12:27

In this episode of "Do More With Your Money," host TJ van Gerven discusses the differences between Roth and traditional contributions for high-income earners. He explains the tax implications of both and how one's current and future income tax bracket can influence the decision. He also touches on the potential for future tax rate increases and the…

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Understanding The Overlooked Risk Of Long-Term Disability In Financial Planning 9:45

1+ y ago9:45

9:45

In this episode of "Do More With Your Money," host TJ Van Gerven discusses the often overlooked risk of long-term disability in financial planning. He explains the importance of having coverage, especially for those in early career stages, and highlights the need for understanding one's employer-sponsored coverage. Van Gerven also discusses the dif…

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Are Target Date Funds The Best Option For Beginner Investors? 10:18

1+ y ago10:18

10:18

In this podcast episode, TJ van Gerven discusses target date funds and their practicality for investors, particularly those who are just starting out. Target date funds are mutual funds designed for retirement investing with a specific future date in mind. The fund's asset allocation is adjusted over time to align with the target date, starting wit…

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The High-Income Earner's Handbook: Navigating Withholding and Safe Harbor Rules 10:40

1+ y ago10:40

10:40

In this podcast episode, host TJ van Gerven discusses the topic of withholding for high-income earners and understanding safe harbor rules. He explains the difference between withholding on paychecks and actual tax rates, highlighting that the withholding rate on bonus income may not always be accurate. To simplify the process, TJ suggests focusing…

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Maximizing Your Retirement Savings with the Mega Backdoor Roth 401(k) 13:39

1+ y ago13:39

13:39

In this podcast episode, host TJ van Gerven discusses the concept of the Mega Backdoor Roth 401(k) and how it can be a beneficial strategy for long-term savings and tax diversification in retirement. He explains the different types of contributions available in a 401(k) plan, including pre-tax and Roth contributions. He also highlights the benefits…

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What is the Wash Sale Rule and How Does it Impact Equity Compensation? 5:54

1+ y ago5:54

5:54

In this episode of the podcast "Do More With Your Money," host TJ van Gerven discusses the wash sale rule and its implications for equity compensation. He explains what a wash sale is and how it can inadvertently be triggered with equity compensation such as restricted stock, stock purchase plans, and stock options. The consequences of triggering a…

1
How can you find the right financial advisor for your needs? 9:04

1+ y ago9:04

9:04

In this podcast episode, financial advisor TJ van Gerven shares insights on how to effectively work with a financial advisor. He highlights the importance of understanding different types of advisors and their compensation structures. van Gerven suggests seeking advisors who prioritize advice and have a comprehensive approach to financial planning.…

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From Discounted Stock to Cash in Hand: Making The Most Of Employee Stock Purchase Plans 7:27

1+ y ago7:27

7:27

In this podcast episode, TJ van Gerven discusses employee stock purchase plans (ESPPs) and their benefits and trade-offs. He explains that ESPPs offer a discount on company stock, potential savings through a lookback period, and the option to sell immediately for a profit. However, he warns about holding period requirements and concentration risk. …

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Escaping the Real Estate Rat Race: Why Renting Might Be the Smarter Choice 10:04

2y ago10:04

10:04

In this episode of the podcast "Do More With Your Money," host TJ van Gerven discusses the societal pressure to purchase real estate as a primary residence. He highlights the changing cost of ownership and interest rate environment, urging listeners to consider their goals and run the numbers before making a decision. TJ breaks down the financial i…

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The Greatest Return on Investment: Building Financial Flexibility 8:18

2y ago8:18

8:18

Peace of mind that comes with having financial resources. By building good financial habits and making strategic financial decisions, individuals can create a foundation of flexibility that opens up a world of possibilities. Whether it's taking time off to explore new opportunities or negotiating for higher income, financial flexibility provides th…

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Are You Overcomplicating Your Portfolio Construction? 15:24

2y ago15:24

15:24

In this podcast episode, TJ van Gerven discusses portfolio construction from a holistic standpoint. He emphasizes the importance of the allocation between stocks, bonds, and cash as the largest determinant of expected return. TJ advises against overcomplicating portfolio construction by focusing on individual securities and suggests diversifying as…

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The Dangers of Holding onto Vested Stock: Tax Implications and Concentration Risk 10:39

2y ago10:39

10:39

In this podcast episode, TJ van Gerven discusses the dangers of not selling restricted stock immediately when it vests. He explains that while receiving vested shares may feel like a cash bonus, they are illiquid and cannot be accessed immediately. van Gerven highlights the concentration risk of holding a significant portion of one's net worth in a…

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The cash conundrum: Balancing risk tolerance and financial security in an inflationary world. 10:37

2y ago10:37

10:37

In this podcast episode, TJ van Gerven, host of "Do More With Your Money," discusses the importance of understanding the real return on cash in an inflationary environment. He advises against holding too much cash, as it can lose value over time due to inflation. van Gerven suggests considering factors such as total cash position, net cash balance,…

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Unlocking the Potential of Incentive Stock Options: Risks and Benefits 9:43

2+ y ago9:43

9:43

In this episode of "Do More With Your Money", host TJ van Gerven discusses the topic of early exercising incentive stock options (ISOs) and the potential tax implications and trade-offs involved. He explains the concept of alternative minimum tax (AMT) and the importance of understanding the difference between the strike price and the current valua…

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To Sell or Not to Sell? Evaluating Tender Offer Considerations 11:00

3y ago11:00

11:00

In this podcast episode, TJ van Gerven discusses the considerations and trade-offs of accepting a tender offer, which is a solicitation to purchase equity in a private company. He explains that the most common reasons for accepting a tender offer are diversification purposes or personal financial reasons, but there are potential downsides to keep i…

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The Hidden Dangers of RSUs: What You Need to Know 7:46

3y ago7:46

7:46

In this podcast episode, TJ van Gerven discusses the potential pitfalls of dealing with RSUs (Restricted Stock Units), a form of equity compensation. He emphasizes the importance of tax planning, diversification, and avoiding concentration risk. TJ warns against being caught off guard by taxes when RSUs vest and advises against holding too much of …