161: How The New Real Estate Compensation Rules Affect Homebuyers
On My Way to Wealth
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
On My Way to Wealth
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®
On My Way to Wealth
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
On My Way to Wealth
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
On My Way to Wealth
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®
On My Way to Wealth
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
On My Way to Wealth
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...
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154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA
On My Way to Wealth
In 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...
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153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together
On My Way to Wealth
In this episode, Luis speaks with Ramona Ortega. Ramona is the CEO & Founder of WealthBuild, an AI-powered financial co-pilot that helps people make smarter financial decisions and build wealth. She previously founded, My Money My Future, a financial literacy and inclusion platform. She is an award-winning tech entrepreneur, public speaker, impact investor and forthcoming author. Ramona was named Crain’s Business Most Notable Women in Financial Advice in 2020 and 100 Most Influential Latinas by Latino Leaders Magazine. She is a Politico Impact leader and was recently featured in HBO’s...
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152: 5 Things to Know Before You File Your Taxes in 2024!
On My Way to Wealth
Hey there! Just wanted to give you a heads up about some important info for tax season 2024. Notes: In this episode Luis talks about: Important dates to know this tax season Getting organized The fastest and safest way to file your tax returns Last minute tax planning Common mistakes to avoid And much more…….. Resources: · · IRS Program · and TCE IRS Program ...
info_outlineDan 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 Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.
His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is https://wealthierbook.com.
Dan is a regular blogger for Advisor Perspectives.
Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.
He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.
He was formerly a registered investment advisor with several prominent advisory firms.
He resides in Bonita Springs, FL with his wife, Patricia.
In this episode Luis and Dan discuss:
· Why investing does not need to be complicated
· Tips for Millennials and anyone getting started in their financial journey
· How to eliminate distractions in life and get focused on your goals
· Focusing on what matters most
And much more…..
Resources:
Get the book: Wealthier – The Investing Field Guide for Millennials
Find a financial advisor on the XYPN Planning Network
Get The Little Book of Common Sense Investing by Jack Bogle on Amazon