064: So the Economy is Reopening. Now What?
On My Way to Wealth
English - April 14, 2021 07:00 - 17 minutes - 39.6 MB - ★★★★★ - 18 ratingsInvesting Business financialadvice genx retirement buildingcredit financialplanning generationx gettingoutofdebt investinginvestments money saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Luis talks about the financial lessons learned from the pandemic and how we can use those lessons to build a better financial future.
Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.
From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the profession.
He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.
Notes:
In this episode, Luis talks about the following and more:
Financial lessons learned from the pandemic. The importance of having an emergency savings fund. Upcoming deadlines to take advantage of. Modifying our behavior and creating a financial plan for the future.
Resources:
Download the 3 Fundamental “Money Moves” to Make Before Turning 45 LatinXcellence, more than a brand, it’s a movement! Build a Better Financial Future Luis’ LinkedIn Luis’ Twitter