On My Way to Wealth
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About

The On My Way to Wealth™ podcast provides financial tips and insights for busy Gen Xers. Your host, Luis F. Rosa, CERTIFIED FINANCIAL PLANNER™ professional, breaks down complex financial topics into simple terms. A Gen Xer himself, Luis talks about the things that we encounter on our way to wealth, such as buying our first home, getting married, paying for childcare, switching jobs, getting out of debt, saving, investing, tax planning, saving for retirement and much more! Episodes will include interviews with professionals in the fields of accounting, estate planning, real estate, mortgages, and other professionals and financial planners with a specific focus on a certain niche.

083: Growing Up Latino

In this special Hispanic Heritage Month Edition episode, Luis speaks with Diego A. Verdugo, CFP®, CRPS®. Diego is first-generation immigrant from the ...
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081: Health is Wealth

Many believe that wealth is only material. It is important to be at your best from a mental and physical standpoint in order to enjoy and share the we...
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