026: Holistic Financial Planning
On My Way to Wealth
English - July 22, 2020 11:00 - 24 minutes - 57.1 MB - ★★★★★ - 18 ratingsInvesting Business financialadvice genx buildingcredit financialplanning generationx gettingoutofdebt investinginvestments money retirement saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Luis is interviewed by Dasarte Yarnway and they talk about the importance of Holistic Financial Planning. Dasarte is the host and creator of the Young Money Podcast and the founder of Berknell Financial Group.
Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.
Notes:
In this episode, you’ll learn about the following:
What Holistic Financial Planning encompasses Some of the most common things that people overlook when it comes to their finances How Holistic Financial Planning can help guide people and provide peace of mind during turbulent times Three things you can do today to get a handle of your financial lifeResources:
3 Fundamental “Money Moves” to Make Before Turning 45 Bernell Financial Group’s Website On My Way to Wealth Podcast & Blog Build a Better Financial Future LLC Luis’ Twitter Luis’ LinkedIn Luis’ Instagram Luis’ Facebook