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On My Way to Wealth

Business & Economics Podcasts

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador and host, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador and host, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.

Location:

United States

Description:

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador and host, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.

Language:

English

Contact:

646.397.6292


Episodes

111: What To Do (and not) When the Stock Market Dips

5/18/2022
The major stock market indices are in negative territory year to date. With talks of a possible recession, inflation, and the war between Russia and Ukraine, there is a lot of uncertainty. Tune in to learn the do’s and don’ts when the stock market is down so that you protect your investments and don’t make a fear based decision. Notes: In this episode, Luis talks about the following and more: Panic sellingKnowing your risk toleranceThe importance of diversifying your investmentsHistorical...

Duration:00:18:49

110: Should Inflation Really Concern You?

5/11/2022
Prices of goods and services continue to rise as a result of inflation. Tune in to learn how this impacts your personal finances and some things you can do to help offset the effects of inflation. Notes: In this episode, Luis talks about the following and more: What inflation is and why it happensHow your money in the bank is actually losing money over timeThe second silent killer eating up your money’s purchasing powerWhat you need to become in order to outpace inflation over time...

Duration:00:22:03

109: How to Teach Your Kids About FUNancial Literacy with Mac Gardner, CFP®

5/4/2022
Financial education starts at home. Now more than ever, it is important to teach our kids about personal finance at a young age. Tune in to my conversation with Mac Gardner, CFP® where we talk about Mac’s book, The Four Money Bears as well as the game/app currently in development. Notes: In this episode, Luis & Mac talk about the following and more: The importance of teaching our kids financial literacy at an early ageThe Four Money BearsClosing the generational wealth gapHow parents can...

Duration:00:37:00

108: How Sunk Cost Fallacy is Hurting You & How to Avoid It

4/27/2022
Have you ever continued doing something that no longer serves you only because of the amount of time, energy, money & effort that you’ve invested in it? Tune in to learn how this behavior negatively impacts your future and how to avoid it! Notes: In this episode, Luis talks about the following and more: What a sunk cost isWhy we become subject to sunk cost fallacyThe negative ways that sunk cost fallacy affects us long-termHow to avoid sunk cost fallacy in order to make better decisions...

Duration:00:19:27

107: Building Your Personal Brand with Brittney Castro, CFP®

3/30/2022
In this Women’s History Month special episode, Luis speaks to Brittney Castro. Brittney is a leading speaker, host, and brand ambassador and has worked alongside top brands like Chase, Mint, ETrade, CNBC, Gemini, AirBnB, Zoom, Altruist, Refinery29, and more to promote financial literacy via media interviews, video content, celebrity, and expert interviews, TV appearances and more. ​ At the age of 22, Brittney began her career as a financial advisor and at 28 launched her own Registered...

Duration:00:40:21

106: Paving Your Own Path to Success: Women Entrepreneurs with Suzanne Lawrence

3/23/2022
Paving Your Own Path to Success: Women Entrepreneurs In this Women’s History Month special episode, Luis speaks with Suzanne Lawrence. Suzanne is CEO and founder of Advisor Business Solutions based in Long Beach, CA. She is a strategic business management specialist with over 20 years of experience providing business solutions and marketing strategies for financial services, government agencies, nonprofits, and small businesses. Suzanne’s team specializes in guiding financial services...

Duration:00:35:20

105: Owning Your Voice & Telling Your Story with Miri Rodriguez

3/16/2022
In this special Women’s History Month Episode, Luis speaks with Miri Rodriguez. Miri is a globally recognized Storyteller and author of Brand Storytelling. She is a creative journalist and content strategist, evangelizing brand narrative and showcasing how thought leaders can leverage storytelling techniques for culture activation and influence in the digital age. Miri has earned several awards in digital marketing and customer experience and is ranked as top in-demand speaker at leading...

Duration:00:46:55

104: Why Women Should Invest: The Good, the Bad, The Ugly!

3/9/2022
Less than half of the women in the U.S. are investing. Tune in to learn some of the reasons why, and how women can start taking charge and invest in their future. Notes: In this episode, Luis talks about the following and more: Reasons why women tend to not investFactors that benefit womenDisadvantages that work against womenHow women can start investing today Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45LatinXcellence, more than a brand, it’s a movement!...

Duration:00:13:12

103: 5 Reasons Why You Need Renter’s Insurance!

3/2/2022
Many people are under the misconception that their landlord’s policy will cover them in case of an incident. Tune in to learn why you may want to consider purchasing a renter’s insurance policy. Notes: In this episode, Luis talks about the following and more: You’re not covered by your landlord’s policy. Protecting your personal belongings.Liability coverage.Covering your belongings while traveling. Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning...

Duration:00:13:01

102: Top 6 Money Moves for Your Tax Refund!

2/23/2022
Got refund? Tune in to listen to the top 6 strategies you can use to make your tax refund work for you! Notes: In this episode, Luis talks about the following and more: A unique opportunity that expires at the end of tax seasonHow you can use your tax refund to create a ripple effect in your financesThe many ways you can invest in yourself Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45LatinXcellence, more than a brand, it’s a movement!Luis’ LinkedInLuis’...

Duration:00:18:43

101: The 3 Steps to Have a Successful Money Date!

2/16/2022
Money conversations with you and your partner do not have to be unpleasant. Having a money date will help you both be on the same page and help get you closer to achieving your goals. Notes: In this episode, Luis talks about the following and more: What is a Money Date?Why are Money Dates Important?How Often Should You Have a Money Date?The 3 Steps to Have a Successful Money Date Resources: Download the 3 Fundamental “Money Moves” to Make Before Turning 45LatinXcellence, more than a...

Duration:00:16:45

100: Hiring a Nanny; What You Need to Know!

2/9/2022
Finding and hiring a nanny can sometimes be a challenge. Handling the taxes does not need to be. Tune in to learn how to setup payroll, be compliant with tax laws, protect yourself, and have peace of mind. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From...

Duration:00:15:40

099: Why I don’t Want a Huge Tax Refund and Neither Should You!

1/26/2022
As we prepare to file our tax returns during tax season, most of us are anticipating receiving a refund. Tune in to learn why a huge tax refund is not always the best strategy. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen...

Duration:00:16:38

098: Tax Season 2022: What You Should Know

1/19/2022
The New Year is upon us, and with a new year comes a new tax season. Tune in to listen to the things you should know to help you get prepared for tax season and get your refund on time. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA...

Duration:00:17:30

097: Six Habits to Make Your Resolutions Stick

1/12/2022
The New Year is a time when a lot of people set new goals for themselves. Tune in to listen to 6 science backed habits to help you achieve your goals. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador/host, and being a...

Duration:00:16:52

096: Using Series I Bonds to Boost Your Savings and Investment Strategy

12/22/2021
The average savings account in the U.S. is currently paying 0.06% interest. Want to know of other places where you can learn a higher interest? Series I Bonds may be a great option. Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA...

Duration:00:16:52

095: Demystifying the Financial Advice Industry for Everyday People with Deborah G. Nason, MA

12/15/2021
Deborah Nason is a freelance business journalist who has covered the investment industry for InvestmentNews since 2005 and CNBC.com since 2013. She has been awarded the Investment Foundations™ certificate from the CFA Institute. Her writings can be seen at www.c4sb.com and www.cnbc.com/deborah-nason. Early in her career, Ms. Nason was contributing editor and lead writer for the Blue Ridge Business Journal in Roanoke, Virginia, as well as a contributor to both statewide and national...

Duration:00:40:39

094: Finding Freedom with George Kinder, CFP®

12/8/2021
George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. His books and trainings are all about Freedom. In his new book, A Golden Civilization and The Map of Mindfulness (currently available on Amazon), Kinder draws on 50 years as a mindfulness practitioner, over 30 years...

Duration:00:38:34

093: Have Your Latte & Drink It Too

12/1/2021
What do you want your tomorrow to look like? There are things you can do today to help set you up for future success. You don’t have to cut out everything that brings you joy today in order to save for tomorrow. Tune in to this episode to learn how you can have your latte and drink it too! Notes: In this episode, Luis talks about the following and more: The magic of compound interestThe power of doing small, consistent steps for a long period of timeDesigning your environment to set you...

Duration:00:21:10

092: Achieving the American Dream with Ivan Aragon

11/17/2021
In this episode, Luis speaks with Ivan Aragon. A native of Chihuahua, Mexico, Ivan moved to Phoenix, Arizona as a child. He played football at Phoenix Community College where he was selected as Male Student-Athlete of the year his second year. He later transferred to Arizona State University to continue his studies. Following his undergraduate studies he excelled in the mortgage, insurance, and food supply chain industries. A proud DACA recipient, he was admitted to the University of...

Duration:00:41:13