154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA
Build a Better Financial Future
Release Date: 02/28/2024
164: Financial Tune-Up - 7 Mid-Year Maintenance Tips
Build a Better Financial Future
Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year. Resources Mentioned: ...
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163: New Federal Mega Bill: 12 Key Tax Changes You Should Know About
Build a Better Financial Future
Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you. Whether you're an employee, retiree, parent, or small business owner — tune in to learn what you need to know and learn about tax planning opportunities. In this episode, Luis discussed changes or updates to the following: Tips & Overtime Income Social Security Taxation Car Loan Interest Deduction State & Local Tax Deduction Child Tax Credit Student Loan Changes And much...
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162: Understanding Tariffs & Their Impact on Your Personal Finances
Build a Better Financial Future
In this episode, Luis talks about tariffs, their mechanisms, the Federal Reserve's role in inflation control, and the overall impact on personal finances. In this episode Luis discusses: What tariffs are How tariffs work The Federal Reserve & Inflation Impact on Personal Finances And much more….. Resources:
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161: How The New Real Estate Compensation Rules Affect Homebuyers
Build a Better Financial Future
In this episode, Luis speaks with Alex Vazquez. Alex is a top producing Realtor® and award-winning team leader, including three-time 40 Under 40 Top Realtors. As a real estate professional, Alex is passionate about helping clients reach their real estate objectives through buying, selling, and investing. In this episode Luis and Alex discuss: · The role of a Realtor® in the homebuying and selling process · How the new compensation rules affect homebuyers ...
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160: How to Get Wealthier with Dan Solin
Build a Better Financial Future
Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money? In 2005, he testified as an investor advocate before the Subcommittee on Capital...
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159: From Surviving to Thriving with Jon Wong, CFP®
Build a Better Financial Future
In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life’s transitions. founded Layari Financial to offer a better experience. After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a...
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158: Becoming Your Own Boss with John Prendergast
Build a Better Financial Future
John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage with their clients to build trust and nurture long-term relationships. In addition to his role at Blueleaf, John hosts The Augmented Advisor podcast, featuring the most successful creators in wealth management. The...
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157: Ask Questions, Save Money, Make More with Special Guest Matt Schulz
Build a Better Financial Future
Matt Schulz is the author of "Ask Questions, Save Money, Make More: How To Take Control Of Your Financial Life" and is Chief Credit Analyst at LendingTree. A credit and personal finance expert, he has appeared on ABC World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, Wall Street Journal, and other publications have showcased his expertise. A former journalist, he has run online news teams for TV stations, newspapers and websites and has written or edited for Bankrate, American Banker and USNews.com among other...
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156: Your Money Vehicle - How To Begin Driving to Financial Freedom! With Jedidiah Collins, CFP®
Build a Better Financial Future
In this special episode for Financial Literacy Month, Luis speaks with Jedidiah Collins, CFP®. Jed is also known as the fullback of finance, having played 5 seasons in the National Football League, and then transitioning into becoming a Certified Financial Planner™ pro. He’s also the author and creator of Your Money Vehicle, which is both a book and a premier financial literacy program, and he also hosts The Money Vehicle Movement Podcast. Tune in to learn how to drive the first mile in your financial journey. In this episode Luis and Jed talk about: How time is on...
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155 Your Best Financial Life - Save Smart Now for the Future You Want With Anne Lester
Build a Better Financial Future
In this episode, Luis speaks with Anne Lester. Anne is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. She is on a mission to help rising leaders retire on their time and target. A top-rated speaker, Anne addresses the under-45 crowd as well as professional audiences, including P&I, NAPA, Wharton, plus financial firms...
info_outlineIn this episode, Luis speaks with Oliver Pursche. Oliver is a recognized thought leader with nearly 30 years of Financial Advisory Experience, currently with Wealthspire Advisors. His opinions and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world-wide news outlets such as Reuters and Dow Jones. In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row (2008-2014) as part of their “Top Independent Advisor” annual ranking. As an educator, Oliver has been a keynote speaker at both industry and private events, has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Independent Investors), Vanguard, and Fidelity. Oliver is also the author of Money Can Grow on Trees: When you Take Care of It!
Notes:
In this episode Luis and Oliver talk about:
- Saving for your future while still enjoying your latte
- How to teach your children good money habits
- The truth about social media and keeping up with the Joneses
- How to take small steps that will have a lasting positive impact on your finances
And much more……..
Resources:
· Oliver’s Wealthspire Advisors contact page
· Purchase on Amazon: Money Can Grow on Trees: When You Take Care of It!
· Connect with Oliver on LinkedIn
· Luis’ IG