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.
For those individuals waiting for the government or their organization to achieve pay parity, Rick Gillis, author of Leveling the Paying Field, offers...
In this special Hispanic Heritage Month Edition episode, Luis speaks with Lyanne Alfaro. Lyanne tells stories about what’s next in the world of techno...
In this special Hispanic Heritage Month Edition episode, Luis speaks with Alejandra Alanis (Ale). Alejandra is a Risk Consulting Manager for RSM US LL...
In this special Hispanic Heritage Month Edition episode, Luis speaks with Camilo Moreno-Salamanca. Camilo is a proud alumni of the Foster School of Bu...
In this special Hispanic Heritage Month Edition episode, Luis speaks with Mayra Rocha. Mayra is a Media executive and Emmy-Award-winning journalist. S...
In this special Hispanic Heritage Month Edition episode, Luis speaks with Diego A. Verdugo, CFP®, CRPS®. Diego is first-generation immigrant from the ...
The F.I.R.E. movement has gotten a lot of attention in recent years. Tune in to learn about this lifestyle and things to consider in order to determin...
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...
Money is one of the main reasons why couples argue. The good news is that there are ways for a saver and a spender to make it work. Tune in to learn s...
The cost of health insurance and out of pocket expenses is a great factor when it comes to retirement planning. Tune in to learn how you can use a Hea...