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On My Way to Wealth

Business & Economics Podcasts

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.

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

044: Tips For Holiday Shopping

11/18/2020
In this episode, Luis shares tips regarding Holiday shopping and how you can save money, time and reduce some stress. 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...

Duration:00:13:25

043: Should I Use My Old 401K To Pay Off Debt?

11/11/2020
In this episode, Luis speaks about whether or not you should use your old 401k to pay off debt. 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...

Duration:00:13:17

042: Leveling the Paying Field with Rick Gillis

11/4/2020
In this episode, Luis speaks with Rick Gillis. Rick has been involved in the business of employment since 1997, when he was instrumental in introducing the first local employment website to the greater Houston, TX, market. Since that time, Rick has aggressively studied employment, advancement, promotion, and pay. With the publication (Summer 2021) of his sixth book, “Leveling the Paying Field, A Ground-Breaking Approach to Achieving Fair Pay”, Rick has taken on the resolution of the pay...

Duration:00:30:09

041: Do I Really Get a Tax Deduction If I Own a Home?

10/28/2020
In this episode, Luis speaks about the tax benefits of owning a home. 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 InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors...

Duration:00:13:05

040: Protecting Your Family & Assets

10/21/2020
Episode 040 Protecting Your Family & Assets In this episode, Luis speaks with Romeo R. Perez, Esq. Romeo comes from a family of small business owners in South Texas. The first in his family to graduate college, he has owned his family law office for over 22 years, helping his clients with Divorce, Child Custody, Child Support, Guardianship, Grandparents Rights, Juvenile Justice, Abuse/Neglect (CPS) and Termination of Parental Rights. He has dealt with families during some of the most...

Duration:00:33:20

039 Growing Up Latina With Elizabeth Suárez

10/14/2020
In this Hispanic Heritage Month Edition episode, Luis speaks with Elizabeth Suárez. A highly sought-after leadership and negotiation strategist, Elizabeth Suárez is committed to helping professionals and their organizations establish working environments where people are empowered to be skilled leaders and negotiators. After climbing the ranks of corporate America, she spent the last decade creating the impactful and interactive platform Negotiation Unleashed, a coaching, training and...

Duration:00:45:27

038: Growing Up Latino With Luis F. Rosa

10/9/2020
In this Hispanic Heritage Month Edition episode, Luis is interviewed once again by Emlen Miles-Mattingly, host of the Minority Money Podcast. 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...

Duration:00:43:46

037: Growing Up Latino With Carlosluis Perez

10/7/2020
In this Hispanic Heritage Month Edition episode, Luis speaks with Carlosluis Perez. Carlosluis is a first-generation college graduate. He was born in Washington Heights in NYC, grew up in the Dominican Republic and returned to New York at the age of 15. He is passionate about college access and has spent the last ten years helping students gain admissions to some of the top colleges and universities in the country. Carlosluis started off his college education at the Borough of Manhattan...

Duration:00:41:45

036: Growing Up Latina With Ana Trujillo Limon

9/30/2020
In this Hispanic Heritage Edition episode, Luis speaks with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. Her career started as a reporter at the Santa Fe New Mexican before she took a job as an editor in an outdoor industry trade magazine in Colorado. She’s currently the senior editor for the Financial Planning Association’s publications, including the APEX Award-winning Journal of Financial Planning, the FPA Next Generation Planner and...

Duration:00:31:17

035: Growing Up Latina With Crystal Sunbury

9/23/2020
In this Hispanic Heritage Edition episode, Luis talks to Crystal Sunbury. Crystal is a Certified Public Accountant and Senior Manager in the Las Vegas office of RSM US. She spent the first four years of her career at a Big Four accounting firm, where she served public and private commercial real estate companies and manufacturing clients. Crystal devotes a majority of her time serving clients in the real estate and construction industry with clients ranging in size from $10 million to over...

Duration:00:39:14

034: Growing Up Latino With Peter Guzman

9/16/2020
In this Hispanic Heritage Edition episode, Luis talks to Peter Guzman. Peter is an accomplished Small Business Owner, Real Estate Investor and Developer. He moved to Nevada 45 years ago at the age of 2. Peter has worked very hard at helping people achieve the dream of home ownership. His work has been recognized nationally by all of the major Real Estate Organizations and he has been recognized as the Top Producer for the entire company in 2002, 2003, 2004, 2005, 2006, 2007, 2008 and 2009,...

Duration:00:33:08

033: When Do I Need a Financial Planner?

9/9/2020
In this episode, Luis talks about situations when you need a financial planner, the different types of advisor compensation, and questions to ask a financial planner before you hire them. 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...

Duration:00:20:41

032: Understanding Mortgage Forbearance

9/2/2020
In this episode, Luis talks about mortgage forbearance options and the main thing you should do if you take advantage of a mortgage forbearance option. 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...

Duration:00:13:50

031: Understanding Identity Theft Protection Services

8/26/2020
In this episode, Luis talks about the different types of identity theft protection services, what they include, and what to ask in order to see which of these services is right for you. 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...

Duration:00:12:22

030: Debt Consolidation Vs. Debt Settlement

8/19/2020
In this episode, Luis talks about the key differences between debt consolidation and debt settlement, and how to understand them before you make a decision because their difference can make all the difference. 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...

Duration:00:09:46

029: Understanding The Loan Estimate Mortgage Document

8/12/2020
In this episode, Luis talks about the Loan Estimate mortgage document that you get when you apply for a loan, and how to understand it before you make a decision. 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...

Duration:00:26:46

028: What Should I Do With My Old 401K?

8/5/2020
In this episode, Luis talks about your options if you have an old 401K from a previous employer. 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 InvestmentNews 40 Under 40 in 2019 and Financial Advisor...

Duration:00:08:53

027: Should I Get a Co-Branded Credit Card?

7/29/2020
In this episode, Luis talks about co-branded retail cards and whether it’s a good idea to get one. 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 InvestmentNews 40 Under 40 in 2019 and Financial Advisor...

Duration:00:09:58

026: Holistic Financial Planning

7/22/2020
In this episode, Luis is interviewed by Dasarte Yarnway and they talk about the importance of Holistic Financial Planning. Dasarte is the host and creator of the Young Money Podcast and the founder of Berknell Financial Group. 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...

Duration:00:24:55

025: To Roth Or Not To Roth, That Is The Question!

7/15/2020
In this episode, Luis talks about the Roth IRA vs. the Traditional IRA as well as Roth 401K and Traditional 401Ks and how to decide which one is best for you. 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...

Duration:00:24:08