On My Way to Wealth
162 episodes - English - Latest episode: 9 days ago - ★★★★★ - 18 ratingsThe 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
011: Should I purchase a home or refinance my mortgage when the stock market drops?
March 02, 2020 15:59 - 15 minutes - 34.7 MBIn this episode, Luis has a casual conversation with his wife, Alison, about the current state of mortgage rates, their relationship to the stock market drop, and whether or not it makes sense for someone to buy a home now or refinance their current mortgage. 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 ...
010: Marrying Your Finances
February 14, 2020 14:00 - 15 minutes - 35.4 MBIn this episode, Luis talks about things you should consider when first joining finances with a spouse or significant other. 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...
009: Strategies for Paying Off Student Loan Debt
February 03, 2020 14:00 - 34 minutes - 78.9 MBIn this episode, Luis talks with Lauryn Williams, CFP®. Lauryn is a 4-time Olympian, 3-time Olympic medalist, and the first American woman to earn a medal in both the Summer and Winter Olympic Games. While pursuing professional sports Lauryn interacted with not one but two financial advisors that didn’t provide the services she needed. She asked friends what they were doing about their finances and the answers were vague and unsettling. Constantly looking for ways to make a difference ...
008: How Stock Compensation Fits into Your Financial Plan
January 15, 2020 14:00 - 22 minutes - 51 MBIn this episode, Luis talks to Chloe Moore. Chloe is the Founder of Financial Staples, a virtual, fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. Financial Staples is dedicated to serving entrepreneurs and tech employees. As a CERTIFIED FINANCIAL PLANNER™ professional, Chloe takes a comprehensive approach that helps her clients align their finances with their values and purpose so they can live their greatest lives. In addition to promoting...
007: Don’t Break the Bank While Planning Your Wedding
January 02, 2020 11:00 - 45 minutes - 105 MBIn this episode, Luis talks to Paulina Clute. Paulina is the owner and lead planner of Paulina Clute Events, a boutique wedding and event planning company based in Las Vegas, Nevada. Growing up in New Orleans and then putting roots down in Las Vegas, Paulina believes celebrating all the things life has to offer is in her DNA. Since launching her company in 2014, Paulina has planned, coordinated and executed over 80 weddings and events. She is a member of the Las Vegas Chapter of The Wedding ...
006: Protecting Yourself and Your Loved Ones from Credit Scams
December 16, 2019 14:00 - 31 minutes - 71.6 MBIn this episode, Luis talks to Marguerita Cheng, CFP®. Rita is the Chief Executive Officer at Blue Ocean Global Wealth based in Gaithersburg, MD. She is a regular columnist for Investopedia & Kiplinger and holds multiple designations, such as the Certified Financial Planner™ certification, Chartered Retirement Planning Counselor(sm), among others. Rita is also a Certified Financial Planner Board of Standards Ambassador, and she helps educate the public, policymakers, and the media about the ...
005: Family Governance: Developing High-Net-Worth Families
December 02, 2019 14:00 - 50 minutes - 115 MBIn this episode, Luis talks to Jason Howell, CFP®. Jason is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate, and President of Jason Howell Company. Jason is also the author of Joy of Financial Planning: 7 Strategies for Transforming Your Finances and Reclaiming Your American Dream. His mission is to bring the best of ultra-high net worth family financial planning to this generation’s mass affluent. Notes: In this episode, you’ll learn tips regarding t...
004: How to Prepare Yourself Financially for Fertility Treatments
November 15, 2019 14:00 - 34 minutes - 77.9 MBIn this episode, Luis talks to Juany Rodriguez, BSN, a Registered Nurse with over a decade of experience in the field of fertility, currently working at Generation Next Fertility in New York City. She has extensive experience understanding all aspects of the patient’s process. Juany has been thoroughly involved in the operations of several fertility practices including the development of Third-Party programs using sperm and egg donors, as well as gestational carriers. She has worked with p...
003: Planning for Retirement When You’re Young
November 01, 2019 13:00 - 37 minutes - 85.6 MBIn this episode, Luis talks to Walter Brown, a financial advisor at WestPac Wealth Partners based out of their Las Vegas office. He was born and raised in Boston, Massachusetts, achieving success as a basketball player at an early age, and eventually securing a basketball scholarship to Boston University. His continued athletic success led him to a 13-year professional career, spanning three countries (France, Switzerland, and Japan) and four teams. Living and working in culturally diverse c...
002: Why You Don’t Need to Be a Rockefeller to Have an Estate Plan
October 15, 2019 16:00 - 31 minutes - 72.1 MBIn this episode, Luis talks to Matthew Winters, Esq., a partner at TALG. Matthew primarily focuses on tax and estate planning and works out of the Las Vegas office. Matthew holds a B.A. in History from Nevada State College, J.D. from UNLV – Boyd School of Law and LL.M. in Taxation from The University of Alabama School of Law. Notes: In this episode, you’ll learn tips regarding the following: Why you do not need to be super rich to have an estate plan Things you can do to protect your...
001: Car Buying Tips
October 01, 2019 16:00 - 53 minutes - 123 MBIn this episode, Luis talks to Eddie Egan, a car industry veteran who has worked for over 10 years in service, sales, and parts. Eddie is a national award winner as a service advisor and currently works as a Service and Parts Director at a major national luxury brand dealership in New York. Notes: On this episode, you’ll learn tips regarding the following: financing vs. leasing benefits of a Certified Pre-Owned vehicle things to consider when trading in your old car vs. selling...
Episode Zero Intro
September 17, 2019 12:50 - 3 minutes - 8.17 MBIn this episode you'll learn: What the podcast is about A little bit about Luis Podcast format Podcast schedule