Latest Gettingoutofdebt Podcast Episodes
160: How to Get Wealthier with Dan Solin
On My Way to Wealth - June 26, 2024 07:00 - 34 minutes ★★★★★ - 18 ratingsDan 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 ...
159: From Surviving to Thriving with Jon Wong, CFP®
On My Way to Wealth - May 29, 2024 07:00 - 45 minutes ★★★★★ - 18 ratingsIn this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize...
158: Becoming Your Own Boss with John Prendergast
On My Way to Wealth - April 24, 2024 07:00 - 45 minutes ★★★★★ - 18 ratingsJohn 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...
157: Ask Questions, Save Money, Make More with Special Guest Matt Schulz
On My Way to Wealth - April 10, 2024 07:00 - 34 minutes ★★★★★ - 18 ratingsMatt 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 na...
156: Your Money Vehicle - How To Begin Driving to Financial Freedom! With Jedidiah Collins, CFP®
On My Way to Wealth - April 03, 2024 07:00 - 43 minutes ★★★★★ - 18 ratingsIn 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 ...
155 Your Best Financial Life - Save Smart Now for the Future You Want With Anne Lester
On My Way to Wealth - March 06, 2024 08:00 - 51 minutes ★★★★★ - 18 ratingsIn 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 contribut...
154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA
On My Way to Wealth - February 28, 2024 08:00 - 49 minutes ★★★★★ - 18 ratingsIn 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, ...
153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together
On My Way to Wealth - February 21, 2024 08:00 - 39 minutes ★★★★★ - 18 ratingsIn 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 a...
152: 5 Things to Know Before You File Your Taxes in 2024!
On My Way to Wealth - January 24, 2024 08:00 - 23 minutes ★★★★★ - 18 ratingsHey 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 plann...
151 Improve Your Health to Increase Your Wealth! with Edward Castillo
On My Way to Wealth - January 17, 2024 08:00 - 40 minutes ★★★★★ - 18 ratingsIn this episode, Luis speaks with Edward Castillo. Edward is a Certified Personal Trainer and content creator. Have you ever thought about how going to the gym and managing your personal finances have a lot in common? Just like how going to the gym is essential for keeping your body healthy and...
150: 2023 Year-End Tax & Financial Planning Strategies
On My Way to Wealth - November 22, 2023 08:00 - 18 minutes ★★★★★ - 18 ratingsIn this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang! Notes: In this episode Luis talks about: The tax planning strategies he uses with his clients Tax Loss Harvest...
149: Rich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax
On My Way to Wealth - October 25, 2023 07:00 - 51 minutes ★★★★★ - 18 ratingsIn this episode, Luis speaks with Tom Corley. Tom is CPA, CFP® Pro, holds a Master’s Degree in Taxation, and is a bestselling/award-winning author. His books include: Rich Habits, Rich Kids, Change Your Habits Change Your Life, Rich Habits Poor Habits and Effort-Less Wealth - Smart Money Hab...
148: Living Life on Purpose with Daniel Crosby, Ph.D.
On My Way to Wealth - October 18, 2023 07:00 - 51 minutes ★★★★★ - 18 ratingsDr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The ...
147: Redefining Your Riqueza (Wealth) with Lea Landaverde
On My Way to Wealth - October 11, 2023 07:00 - 46 minutes ★★★★★ - 18 ratingsIn this episode, Luis speaks with Lea Landaverde. Lea is also known as the Latina Wealth Activist, and is a revolutionary financial professional and creator. She is a First-Generation, Queer, Latina based out of Dallas, Texas. Lea is the Founder of The Riqueza [Ri-ke-sa] Collective, a holistic ...
146: Si Se Puede: Creating Your Own Path to Success with Carlos Hernandez
On My Way to Wealth - October 04, 2023 07:00 - 47 minutes ★★★★★ - 18 ratingsIn this episode, Luis speaks with Carlos Hernandez. Carlos “Charlie” Hernandez is the founder and CEO of Crediverso. A Los Angeles native, Carlos is the grandson and son of Hispanic immigrants and grew up not only listening to stories but seeing first-hand how the U.S. financial system affecte...
145: On My Way to Wealth, Health & Happiness with Miri Rodriguez
On My Way to Wealth - September 20, 2023 07:00 - 46 minutes ★★★★★ - 18 ratingsIn this episode Luis speaks with Miri Rodriguez. Miri is a globally recognized Storyteller, bestselling author of Brand Storytelling and owner of Be Mindful Be Happy. Miri brings 15+ years of expertise, valuable industry and consulting insights matched with a lighthearted and authentic delivery...
144: Reach Your Financial Edge with Vanessa N. Martinez, MBA
On My Way to Wealth - September 13, 2023 07:00 - 43 minutes ★★★★★ - 18 ratingsIn this episode Luis speaks with Vanessa N. Martinez, MBA. Vanessa is the CEO and Founder of Em-Powered Network, bringing over fifteen years of experience in wealth assessment and guidance. Barrons Top 100 Women Advisor 2020 & 2022, Forbes Top Women Wealth Advisor 2020 & 2021, Forbes Best in Sta...
143: Is It Time to Rebalance My 401k?
On My Way to Wealth - September 06, 2023 07:00 - 16 minutes ★★★★★ - 18 ratingsIn this episode Luis talks about the importance of rebalancing your 401k. If you have a retirement plan at work and have not made any changes for a long time, tune in to learn more! Notes: In this episode Luis talks about: ● What rebalancing your 401k means ● ...
142: How I Achieved a Perfect 850 Credit Score
On My Way to Wealth - June 21, 2023 07:00 - 24 minutes ★★★★★ - 18 ratingsIn this episode Luis shares how he obtained the highly coveted perfect credit score. If you’re looking to improve your credit score, tune in to learn more about what you should be doing today! Notes: In this episode Luis talks about: · How having a good credit sc...
141: Developing a CEO Mindset & Leveling Up Your Finances
On My Way to Wealth - June 07, 2023 07:00 - 53 minutes ★★★★★ - 18 ratingsIn this episode Luis speaks with Jason LeDuc, CEO of Evil Genius Leadership Consultants. Jason served twenty years in the United States Air Force and retired at the rank of Lieutenant Colonel in 2015.He started Evil Genius Leadership Consultants to bring the best leadership and strategy lessons...
140: Exploring the Intersection of Aging Health, Wealth and Longevity
On My Way to Wealth - May 31, 2023 07:00 - 53 minutes ★★★★★ - 18 ratingsIn this episode Luis speaks with Barbara Micheletti, MS, Gerontologist & the CEO of Interrupting Aging LLC. Becoming a now 25-year Gerontologist for Barbara Micheletti was inevitable - finding her passion for helping financial, insurance, and seniors-focused industry leaders help their clients ...
139: What You Need to Know Before You Apply for a Mortgage Loan
On My Way to Wealth - May 24, 2023 07:00 - 50 minutes ★★★★★ - 18 ratingsIn this episode Luis speaks with Thomas Russo. Tom is the Managing Member of Coltrain Funding Group, located in NY. With over 25 years of experience in mortgages, Tom loves to help individuals and families achieve their dream of homeownership. Tune in to learn more about what you need to know be...
138: What You Need to Know Before You Borrow From Your 401K
On My Way to Wealth - April 12, 2023 07:00 - 24 minutes ★★★★★ - 18 ratingsSometimes we find ourselves in need of additional cash. Whether it’s to pay off debt, buy a house, deal with an emergency or finance a project, it can be tempting to take money out of or borrow from our retirement plans. Tune in to learn more about what you should know before you borrow from you...
137: Strengthen Your Marriage & Level Up Your Finances
On My Way to Wealth - March 08, 2023 08:00 - 54 minutes ★★★★★ - 18 ratingsIn this episode Luis speaks with TV’s #1 relationship expert! Pastor Cal from the TV show Married At First Sight. Tune in to learn how to make your marriage and your finances stronger as a power couple. Pastor Cal is a sought-after magnetic speaker, acclaimed author, marriage coach, and relat...
136: The Top 6 Ways To Make Your Tax Refund Work For You in 2023!
On My Way to Wealth - March 01, 2023 08:00 - 22 minutes ★★★★★ - 18 ratings‘Tis the season to be jolly! It’s tax refund season for most people. Want to learn my top 6 Ways to make your tax refund work for you in 2023? Then tune in to this episode! Notes: In this episode Luis talks about: Different types of accounts to make your money work for you Credit card paym...
135: 4 Things Every Solopreneur Should Know!
On My Way to Wealth - February 15, 2023 08:00 - 20 minutes ★★★★★ - 18 ratings4 Things Every Solopreneur Should Know! Whether you have a side hustle or left your job to become a business owner, there are things that you should do in order to operate your business more efficiently. Tune in to learn the 4 things every solopreneur should know! Notes: In this episode Lu...
134: Converting Funds to a Roth IRA When the Stock Market is Down
On My Way to Wealth - February 08, 2023 08:00 - 20 minutes ★★★★★ - 18 ratingsRoth IRAs are a great way to have tax free income in retirement. If you have pre-tax funds in a Traditional IRA or 401K, you may benefit from converting those funds into a Roth IRA. Tune in to learn strategies you can use and the pro’s and con’s to help you make an informed decision. Notes: ...
133: Why You Need an Estate Plan with Andres Mazabel
On My Way to Wealth - February 01, 2023 08:00 - 38 minutes ★★★★★ - 18 ratingsIn the newest episode of On My Way to Wealth, I sit down with Andres Mazabel, Head of Advisor Solutions at Trust & Will. Having spent 10+ years in private banking, he's now on a mission to help advisors implement estate planning and deliver comprehensive planning. Andres views estate planning as...
132: Top 6 Moves to Make After a Layoff
On My Way to Wealth - January 25, 2023 08:00 - 18 minutes ★★★★★ - 18 ratingsIf you have been watching the news or scrolling social media, you may have noticed some large companies have recently laid off thousands of their employees. Being laid off and not having that steady income can be scary for many people. Tune in to hear my six money moves you should make after bei...
131: Creating Financial Success in 2023 & Beyond
On My Way to Wealth - January 18, 2023 08:00 - 20 minutes ★★★★★ - 18 ratingsMany people take advantage of the new year to make new year’s resolutions. Some people decide to go on a diet, start a new fitness regime or learn a new hobby. If your new year’s resolution is to budget, then I’m going to give you a few tips on how to create financial success in 2023. The word b...
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