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

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On My Way to Wealth

Business


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 Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia’s 100 Top Financial Advisors of 2020. From participating as an FPA NexGen Ambassador & Host, 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, Luis discusses the following and more: How acting small can help you achieve your goals How compound interest can be your friend or your enemy Analyzing previous achievements The magic of time and consistent effort   Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45 Luis’ Instagram Luis’ Facebook Luis’ LinkedIn Luis’ Twitter On My Way To Wealth YouTube Channel The Slight Edge by Jeff Olson