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On My Way to Wealth

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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.

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.
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Location:

United States

Description:

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.

Language:

English

Contact:

646.397.6292


Episodes

004: How to Prepare Yourself Financially for Fertility Treatments

11/15/2019
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In this episode, Luis talks to Juany Rodriguez, BSN, a Registered Nurse with over a decade of experience in the field of fertility, currently working at Generation Next Fertility in New York City. She has extensive experience understanding all aspects of the patient’s process. Juany has been thoroughly involved in the operations of several fertility practices including the development of Third-Party programs using sperm and egg donors, as well as gestational carriers. She has worked with...

Duration:00:34:01

003: Planning for Retirement When You’re Young

11/1/2019
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In this episode, Luis talks to Walter Brown, a financial advisor at WestPac Wealth Partners based out of their Las Vegas office. He was born and raised in Boston, Massachusetts, achieving success as a basketball player at an early age, and eventually securing a basketball scholarship to Boston University. His continued athletic success led him to a 13-year professional career, spanning three countries (France, Switzerland, and Japan) and four teams. Living and working in culturally diverse...

Duration:00:37:23

002: Why You Don’t Need to Be a Rockefeller to Have an Estate Plan

10/15/2019
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In this episode, Luis talks to Matthew Winters, Esq., a partner at TALG. Matthew primarily focuses on tax and estate planning and works out of the Las Vegas office. Matthew holds a B.A. in History from Nevada State College, J.D. from UNLV – Boyd School of Law and LL.M. in Taxation from The University of Alabama School of Law. Notes: In this episode, you’ll learn tips regarding the following: Why you do not need to be super rich to have an estate planThings you can do to protect your...

Duration:00:31:30

001: Car Buying Tips

10/1/2019
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In this episode, Luis talks to Eddie Egan, a car industry veteran who has worked for over 10 years in service, sales, and parts. Eddie is a national award winner as a service advisor and currently works as a Service and Parts Director at a major national luxury brand dealership in New York. Notes: On this episode, you’ll learn tips regarding the following: financing vs. leasingbenefits of a Certified Pre-Owned vehiclethings to consider when trading in your old car vs. selling it in the...

Duration:00:53:49

Episode Zero Intro

9/17/2019
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In this episode you'll learn:

Duration:00:03:34