Build a Better Financial Future

In 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 approach. Miri has earned several awards in digital marketing and customer experience and is ranked as top in-demand speaker at leading industry conferences around the world. Her social advocacy and philanthropic work include volunteering to train social enterprise leaders in Africa, coaching students at Network for Teaching Entrepreneurship in the U.S., and mentoring men and women to build their personal brand with empathy, passion and purpose. She currently works at Microsoft as Senior Storyteller for State and Local Government. Notes: In this episode Luis and Miri talk about: ● Miri's background and career path ● Building a personal brand ● The true meaning of wealth ● The second edition of Miri's book ● Using AI as a tool And more…….. Resources: ● Miri's Book: Brand Storytelling ● Miri's Website ● Be Mindful Be Happy ● Miri on IG ● Miri on Twitter ● Miri on LinkedIn ● Visit On My Way to Wealth ● Luis' LinkedIN ● Luis' Twitter ● Luis' IG ● On My Way to Wealth YouTube Channel

In 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 State 2021-2022. She is dedicated to building meaningful relationships and helping clients pass on a legacy rooted in strong values. Co-author of Family Values at Risk, Inclusive Communication to Pass on Your Family's Wealth and Legacy. Notes: In this episode Luis and Vanessa talk about: ● Vanessa's background and upbringing ● The importance of building community ● Being a mentor and a mentee simultaneously ● Building generational wealth ● SER Latino Advisor Summit And more…….. Resources: ● SER Latin@ Advisor Summit ● Vanessa's LinkedIn ● Vanessa's Instagram ● Empowered Network ● Family Values at Risk Book ● Visit On My Way to Wealth ● Luis' LinkedIN ● Luis' Twitter ● Luis' IG ● On My Way to Wealth YouTube Channel

In 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 ● The importance of rebalancing your 401k ● How often you should rebalance your 401k ● The one thing people forget when they rebalance their 401k And more…….. Resources: Download 3 Fundamental "Money Moves" to Make Before Turning 45. Visit On My Way to Wealth Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel

In 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 score impacts other parts of your finances · The different parts that make up your overall credit score · Often overlooked mistakes that lower your credit score · How to protect your credit from fraudsters Resources: Download 3 Fundamental "Money Moves" to Make Before Turning 45. Visit On My Way to Wealth AnnualCreditReport.com Freeze Your Credit with Experian Freeze Your Credit with Equifax Freeze Your Credit with TransUnion Get an IRS Identity Protection PIN Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel

In 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 from the military to the civilian world. He maintains his growth as a leader through learning the best practices of various industries as he trains government and corporate clients, non-profit organizations, and small business owners to be effective and dynamic leaders. Jason first got involved in the Las Vegas startup community as a student member of UNLV's Rebel Venture Fund. He is a strong believer in continuing to educate ourselves, and is an avid reader and practitioner of leadership, motivation, communication and human behavior. Notes: In this episode Luis & Jason talk about: · Thinking like a CEO regarding your personal finances · Leveraging your stakeholders to succeed · The importance of having a strong "why" · The power of goal setting and measuring progress · Developing discipline so that you don't have to rely on motivation · And much more… Resources: Download 3 Fundamental "Money Moves" to Make Before Turning 45. Evil Genius Leadership Schedule a meeting with Evil Genius Leadership Consultants Jason's Youtube Jason's LinkedIn Jason's Instagram Jason's Facebook Jason's Twitter Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel

In 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 financially and emotionally plan, in advance, for age-related issues was firmly rooted in her childhood after witnessing elderly neighbors face social isolation, financial & physical challenges and later, as a business insurance advisor, witnessing and helping many of her older clients through equally devastating aging issues losses. Barbara is a Phoenix, Arizona State University Gerontology Dept Adjunct Faculty Member, Aging & Money Blueprint online training program content creator, Maverick ToastmastersClub President, Gerontological Society of America Fitness, Exercise & Wellness Interest Group Convener, WIFS, FPA and ASA member, women's advocate, and a later-life Brazilian Jiu-Jitsu practitioner. She is a nationally recognized aging and financial fraud expert & speaker having presented at conferences including financial, insurance, adult protective services, healthcare, and senior housing, as well as dozens of webinars. Notes: In this episode Luis and Barbara talk about: ● What is a Gerontologist? ● The mind/body connection & how anti-aging has evolved over the years ● Your brain cells peak – how to engage our brain & promote cognitive health ● Where do you start to become healthier and age successfully? ● How to mitigate risk & look out for our aging parents ● Making the transition from the work force to retirement with a positive mindset Resources: 5 Tips for Improving Gait, Balance and Mobility As We Age Interrupting Aging Barbara's LinkedIN Barbara's Facebook Barbara's Instagram Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel

In 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 before you apply for a mortgage loan. Notes: In this episode Luis and Tom talk about: The difference between a mortgage banker and a mortgage broker The criteria that lenders look at in order to determine a loan approval How to buy an investment property with less than 20% down Alternative lending products to traditional mortgage loans And much more…… Resources: Coltrain Funding Group's Website Follow Coltrain on Instagram Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel

Sometimes 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 your 401K. Notes: In this episode Luis speaks about the following and more: The difference between a 401k withdrawal and a 401k loan The pros and cons of borrowing from your 401k Little known tax consequences of borrowing from your 401k What happens if you have a 401k loan and you lose your job or leave your employer Alternatives to borrowing from your 401k Resources: Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel On My Way to Wealth Website

In 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 relationship expert. As an ordained minister and pastoral counselor, Pastor Cal has dedicated nearly three decades to public speaking, teaching and relationship- building. He holds a BA in Theology from Oakwood University, a Masters of Divinity from Andrews University as well as a law degree from Columbus, Ohio's Capital University Law School. Pastor Cal and his wife, First Lady Wendy, operate the successful marriage coaching organization, Marriage Ain't For Punks, and he also serves the thriving Atlanta congregation, Progression Church, as the lead pastor. He and Wendy currently travel internationally conducting marriage and relationship conferences, boot camps and seminars. When he is not on the Married at First Sight set, he can often be found posting about his life on Instagram to his hundreds of thousands of followers. Notes: In this episode Luis and Pastor Cal talk about: Marital C.P.R. Why every marriage should have a goal. Establishing a set standard in your marriage and your finances. The importance of community and how it helps your marriage. And much more…… Resources: Pastor Cal's Website Marriage Ain't For Punks website Pastor Cal's Facebook Pastor Cal's Instagram Pastor Cal's Twitter Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel

'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 payment strategies Different types of investment accounts Protecting Your Family Investing in Yourself Resources: Download the 3 Fundamental "Money Moves" to Make Before Turning 45 The BLX Internship Program Learn About Series I Savings Bonds Learn About 529 Plans Luis' LinkedIN Luis' Twitter Luis' IG On My Way to Wealth YouTube Channel