On My Way to Wealth artwork

On My Way to Wealth

162 episodes - English - Latest episode: 9 days ago - ★★★★★ - 18 ratings

The On My Way to Wealth Podcast is for anyone looking to expand their financial knowledge.

Whether you're looking to start your financial wellness journey, or you've been at it for years but have found the financial industry too rigid, elitist, and exclusionary, On My Way to Wealth has something for everyone.

Increase your financial aptitude by expanding your money mindset and financial planning prowess. Wealth isn't for a select few, wealth is for you!

Subscribe wherever you listen to your favorite podcasts for weekly episodes.

Visit https://www.onmywaytowealth.com/ to learn more.

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Episodes

060: Understanding the American Rescue Plan Act of 2021

March 17, 2021 07:00 - 17 minutes - 40.5 MB

In this episode, Luis talks about the major benefits included in the American Rescue Plan Act of 2021 and how they affect individuals and families. 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 ...

059: Tax Savings Strategies for the Self-Employed

March 10, 2021 08:00 - 37 minutes - 86.4 MB

In this episode, Luis speaks with Carter Cofield, C.P.A., P.F.S. Carter is a Certified Public Accountant (CPA) who is dedicated to helping entrepreneurs save money on taxes. He's spent years learning the best tax savings strategies so that he can teach them to entrepreneurs and business owners everywhere. He’s also the owner of Cofield’s Concepts which is a financial literacy website teaching people how to make more money, pay less taxes, and be their own boss! Check out his website and podc...

058: How Successful People Use the Power of “No”

March 03, 2021 08:00 - 21 minutes - 49.6 MB

In this episode, Luis talks about the power of saying “no” and how successful people use it as a differentiator. 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...

057: Know Better & Do Better in Your Life & Finances

February 24, 2021 08:00 - 48 minutes - 111 MB

In this episode, Luis speaks with Chloe Moore, CFP® & Lauryn Williams, CFP®. Chloe & Lauryn are both financial planners who host a podcast, own their own independent wealth management firms, and are influencers in the financial planning profession.  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 w...

056: Balancing Your Life & Finances

February 17, 2021 08:00 - 46 minutes - 107 MB

In this episode, Luis talks to Dasarte Yarnway & Emlen-Miles Mattingly. Dasarte & Emlen are both financial planners who host podcasts, own their own independent wealth management firms, and are influencers in the financial planning profession.  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 h...

055: Understanding the Free Application for Federal Student Aid

February 10, 2021 08:00 - 18 minutes - 41.3 MB

In this episode, Luis talks about the Free Application for Federal Student Aid (FAFSA®) form, why you want to complete it, and how the process works. 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 and host, to speak...

054: 4 Tips for Parents to Prepare for the Arrival of a New Baby

February 03, 2021 08:00 - 13 minutes - 30.9 MB

In this episode, Luis shares four tips for expectant parents to strengthen their finances while waiting for their newest addition. 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 and host, to speaking at the CFP Boar...

053: Why More Money Doesn’t Necessarily Mean More Happiness

January 27, 2021 08:00 - 12 minutes - 29.6 MB

In this episode, Luis talks about why making more money won’t necessarily make you happier, and things you can do to increase your happiness on your way to wealth. 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 and ...

052: How To Fill Out The New IRS W-4 Tax Withholding Form

January 20, 2021 08:00 - 15 minutes - 34.5 MB

In this episode, Luis talks about the new IRS W-4 Tax Withholding Form and why you want to make sure you review yours at least once per year. 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 and host, to speaking at t...

051: Understanding Your Taxes

January 13, 2021 08:00 - 19 minutes - 44.5 MB

In this episode, Luis talks about some tax basics in order to understand how taxes work and help you minimize your taxable income. 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 and host, to speaking at the CFP Boar...

050: Set It But Don’t Forget It

January 06, 2021 08:00 - 25 minutes - 59.4 MB

In this episode, Luis talks about how to be intentional with your financial goals for the new year and how to best set yourself up in order to achieve your goals. 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 ...

049: New Year’s Resolutions – Think Big, Act Small!

December 30, 2020 08:00 - 14 minutes - 33.8 MB

In this episode, Luis talks about how to set yourself up for success when setting up your New Year’s Resolutions. 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 Investment News 40 Under 40 in 2019 and Fi...

048: The BLX Internship – The Way Forward!

December 16, 2020 08:00 - 28 minutes - 64.7 MB

In this episode, Luis introduces the BLX Internship Program. Founded by Chloe Moore, CFP®,  Shawn Tydlaska, CFP®, Emlen Miles-Mattingly, and Luis F. Rosa, CFP® EA, the BLX Internship Program’s goal is to provide opportunities for at least 100 aspiring Black and LatinX financial planners to obtain a paid internship with a fee-only financial planning firm in the summer of 2021. We believe this is the way forward for the future of the financial planning profession. Notes: In this episode, y...

047: What is the Best Place to Put My Emergency Savings?

December 09, 2020 08:00 - 16 minutes - 37.4 MB

In this episode, Luis speaks about the importance of having an emergency savings fund, and the best place to put it. 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 Investment News 40 Under 40 in 2019 and...

046 Smart Year-End Planning Strategies 2020

December 02, 2020 08:00 - 16 minutes - 37.8 MB

In this episode, Luis speaks about things to consider before the year ends in order to set yourself up for a successful New Year and beyond. 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 Investment News...

045 How To Own Your Adversity & Act On Your Biggest Dreams

November 25, 2020 08:00 - 26 minutes - 59.8 MB

In this episode, Luis speaks with Cady North, CFP®. Cady North is an author, podcast host, speaker, investment advisor and the founder of North Financial Advisors. After 5 years owning her own financial planning business, Cady realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. We easily move on to the next thing rather than...

044: Tips For Holiday Shopping

November 18, 2020 08:00 - 13 minutes - 30.7 MB

In this episode, Luis shares tips regarding Holiday shopping and how you can save money, time and reduce some stress. 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 Investment News 40 Under 40 in 2019 an...

043: Should I Use My Old 401K To Pay Off Debt?

November 11, 2020 08:00 - 13 minutes - 30.4 MB

In this episode, Luis speaks about whether or not you should use your old 401k to pay off debt. 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 Investment News 40 Under 40 in 2019 and Financial Advisor Ma...

042: Leveling the Paying Field with Rick Gillis

November 04, 2020 08:00 - 30 minutes - 69.1 MB

In this episode, Luis speaks with Rick Gillis. Rick has been involved in the business of employment since 1997, when he was instrumental in introducing the first local employment website to the greater Houston, TX, market. Since that time, Rick has aggressively studied employment, advancement, promotion, and pay. With the publication (Summer 2021) of his sixth book, “Leveling the Paying Field, A Ground-Breaking Approach to Achieving Fair Pay”, Rick has taken on the resolution of the pay disp...

041: Do I Really Get a Tax Deduction If I Own a Home?

October 28, 2020 07:00 - 13 minutes - 30 MB

In this episode, Luis speaks about the tax benefits of owning a home. 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 ...

040: Protecting Your Family & Assets

October 21, 2020 07:00 - 33 minutes - 76.3 MB

Episode 040 Protecting Your Family & Assets In this episode, Luis speaks with Romeo R. Perez, Esq. Romeo comes from a family of small business owners in South Texas. The first in his family to graduate college, he has owned his family law office for over 22 years, helping his clients with Divorce, Child Custody, Child Support, Guardianship, Grandparents Rights, Juvenile Justice, Abuse/Neglect (CPS) and Termination of Parental Rights.  He has dealt with families during some of the most di...

039 Growing Up Latina With Elizabeth Suárez

October 14, 2020 07:00 - 45 minutes - 104 MB

In this Hispanic Heritage Month Edition episode, Luis speaks with Elizabeth Suárez. A highly sought-after leadership and negotiation strategist, Elizabeth Suárez is committed to helping professionals and their organizations establish working environments where people are empowered to be skilled leaders and negotiators. After climbing the ranks of corporate America, she spent the last decade creating the impactful and interactive platform Negotiation Unleashed, a coaching, training and faci...

038: Growing Up Latino With Luis F. Rosa

October 09, 2020 07:00 - 43 minutes - 100 MB

In this Hispanic Heritage Month Edition episode, Luis is interviewed once again by Emlen Miles-Mattingly, host of the Minority Money Podcast. 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 InvestmentNe...

037: Growing Up Latino With Carlosluis Perez

October 07, 2020 07:00 - 41 minutes - 95.6 MB

In this Hispanic Heritage Month Edition episode, Luis speaks with Carlosluis Perez. Carlosluis is a first-generation college graduate. He was born in Washington Heights in NYC, grew up in the Dominican Republic and returned to New York at the age of 15. He is passionate about college access and has spent the last ten years helping students gain admissions to some of the top colleges and universities in the country. Carlosluis started off his college education at the Borough of Manhattan Comm...

036: Growing Up Latina With Ana Trujillo Limon

September 30, 2020 07:00 - 31 minutes - 71.6 MB

In this Hispanic Heritage Edition episode, Luis speaks with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. Her career started as a reporter at the Santa Fe New Mexican before she took a job as an editor in an outdoor industry trade magazine in Colorado. She’s currently the senior editor for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning, the FPA Next Generation Planner and ...

035: Growing Up Latina With Crystal Sunbury

September 23, 2020 07:00 - 39 minutes - 89.8 MB

In this Hispanic Heritage Edition episode, Luis talks to Crystal Sunbury. Crystal is a Certified Public Accountant and Senior Manager in the Las Vegas office of RSM US. She spent the first four years of her career at a Big Four accounting firm, where she served public and private commercial real estate companies and manufacturing clients. Crystal devotes a majority of her time serving clients in the real estate and construction industry with clients ranging in size from $10 million to over $...

034: Growing Up Latino

September 16, 2020 07:00 - 33 minutes - 75.8 MB

In this Hispanic Heritage Edition episode, Luis talks to Peter Guzman. Peter is an accomplished Small Business Owner, Real Estate Investor and Developer.  He moved to Nevada 45 years ago at the age of 2.  Peter has worked very hard at helping people achieve the dream of home ownership. His work has been recognized nationally by all of the major Real Estate Organizations and he has been recognized as the Top Producer for the entire company in 2002, 2003, 2004, 2005, 2006, 2007, 2008 and 2009,...

034: Growing Up Latino With Peter Guzman

September 16, 2020 07:00 - 33 minutes - 75.8 MB

In this Hispanic Heritage Edition episode, Luis talks to Peter Guzman. Peter is an accomplished Small Business Owner, Real Estate Investor and Developer.  He moved to Nevada 45 years ago at the age of 2.  Peter has worked very hard at helping people achieve the dream of home ownership. His work has been recognized nationally by all of the major Real Estate Organizations and he has been recognized as the Top Producer for the entire company in 2002, 2003, 2004, 2005, 2006, 2007, 2008 and 2009,...

033: When Do I Need a Financial Planner?

September 09, 2020 07:00 - 20 minutes - 47.4 MB

In this episode, Luis talks about situations when you need a financial planner, the different types of advisor compensation, and questions to ask a financial planner before you hire them. 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 Weal...

032: Understanding Mortgage Forbearance

September 02, 2020 07:00 - 13 minutes - 31.7 MB

In this episode, Luis talks about mortgage forbearance options and the main thing you should do if you take advantage of a mortgage forbearance option. 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 In...

031: Understanding Identity Theft Protection Services

August 26, 2020 11:00 - 12 minutes - 28.3 MB

In this episode, Luis talks about the different types of identity theft protection services, what they include, and what to ask in order to see which of these services is right for you. 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...

030: Debt Consolidation Vs. Debt Settlement

August 19, 2020 11:00 - 9 minutes - 22.4 MB

In this episode, Luis talks about the key differences between debt consolidation and debt settlement, and how to understand them before you make a decision because their difference can make all the difference. 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...

029: Understanding The Loan Estimate Mortgage Document

August 12, 2020 11:00 - 26 minutes - 61.3 MB

In this episode, Luis talks about the Loan Estimate mortgage document that you get when you apply for a loan, and how to understand it before you make a decision. 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 name...

028: What Should I Do With My Old 401K?

August 05, 2020 11:00 - 8 minutes - 20.4 MB

In this episode, Luis talks about your options if you have an old 401K from a previous employer. 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 ...

027: Should I Get a Co-Branded Credit Card?

July 29, 2020 11:00 - 9 minutes - 22.8 MB

In this episode, Luis talks about co-branded retail cards and whether it’s a good idea to get one. 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 Adviso...

026: Holistic Financial Planning

July 22, 2020 11:00 - 24 minutes - 57.1 MB

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 a...

025: To Roth Or Not To Roth, That Is The Question!

July 15, 2020 11:00 - 24 minutes - 55.3 MB

In this episode, Luis talks about the Roth IRA vs. the Traditional IRA as well as Roth 401K and Traditional 401Ks and how to decide which one is best for you. 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 on...

024: Consequences of Taking Money Out of Your 401K or IRA Because of COVID-19

July 08, 2020 11:00 - 21 minutes - 48.2 MB

In this episode, Luis talks about the consequences of taking a qualified coronavirus distribution from a retirement account and ways to navigate the taxes and other consequences. 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 podcas...

023: Should I Get Life Insurance Through My Employer or Buy My Own?

July 01, 2020 11:00 - 16 minutes - 37 MB

In this episode, Luis talks about the most common types of life insurance and discusses the pros and cons of getting life insurance through your employer vs. buying your own. 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. L...

022: The 20 Year Mortgage: A Lender’s Little-Known Secret

June 24, 2020 11:00 - 14 minutes - 32.2 MB

In this episode, Luis talks about a little-known mortgage repayment option and how you can use it to your advantage. 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 an...

021: Should I Buy or Rent?

June 17, 2020 11:00 - 18 minutes - 42.1 MB

In this episode, Luis talks about home buying versus renting, and things to consider before doing either. 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...

020: Do This Before Investing…

June 10, 2020 11:00 - 22 minutes - 51.9 MB

In this episode, Luis talks about what you should do before considering investing, and the different types of investments. 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 2...

019: Understanding Your Credit Score

June 03, 2020 11:00 - 16 minutes - 37.2 MB

In this episode, Luis talks about the five categories of credit data used to calculate credit scores and tips you can use to improve your credit. 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 Investme...

018: The Best Debt Elimination Strategies

May 27, 2020 11:00 - 20 minutes - 46 MB

In this episode, Luis talks about the best ways to eliminate consumer debt. 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 A...

017: Winning with S.M.A.R.T. Goals

May 20, 2020 11:00 - 17 minutes - 40.4 MB

In this episode, Luis talks about the S.M.A.R.T. goal-setting system and how you can use it to be more likely to achieve your intended outcomes. 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 InvestmentN...

016: Best Ways to Use Your Stimulus Payment

May 15, 2020 11:00 - 18 minutes - 43.3 MB

In this episode, Luis talks about some strategies you can use to make the best of your stimulus payment. 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 Ad...

015: How COVID-19 is Disproportionately Affecting People of Color

May 01, 2020 13:00 - 38 minutes - 88.7 MB

In this episode, Luis speaks with Emlen Miles-Mattingly. Emlen is the CEO and founder of Gen Next Wealth. Emlen is also the host and creator of the Minority Money Podcast, and his mission is to change the complexion of wealth by educating the public around finances, personal health, wealth, and fitness. 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 ha...

014: Emotional Spending During Life Under Quarantine

April 15, 2020 13:00 - 29 minutes - 66.7 MB

In this episode, Luis speaks with Arnold Gillo, LCSW, a Behavioral Therapist based in Las Vegas, NV. Originally from Kenya, Arnold moved to the U.S. and graduated from the University of Utah. He then founded Behavioral Health Consultants and is a Licensed Clinical Social Worker with expertise in treating dual diagnosis patients. 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...

013: How the Economic Stimulus Will Affect You

April 01, 2020 13:00 - 37 minutes - 84.7 MB

In this episode, Luis talks about ways to navigate during not so favorable economic times. Luis also provides a highlight of the CARES ACT and how it affects individuals and small businesses. Recent stock market volatility mainly due to the Coronavirus has caused a lot of uncertainty, however, there are things you can do to stay focused on your goals and not let the negative news affect you. Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed ...

012: 5 Ways to Prepare Yourself for an Economic Downturn

March 16, 2020 13:00 - 12 minutes - 28.5 MB

In this episode, Luis talks about ways to help prepare yourself during not so favorable economic times. Recent stock market volatility mainly due to the Coronavirus has caused a lot of uncertainty, however, there are things you can do to stay focused on your goals and not let the negative news affect you. 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 ...

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