Rx Wealth™

Send us a text High‑net‑worth families with large estates face a different set of legacy challenges. In this conversation, Attorney Victor Martinez with Maria Lupini and Marysol Uribe, unpack estate planning and advanced life insurance strategies to help you protect what you’ve built and care for the people you love. Las familias con patrimonios altos necesitan algo más que un testamento. En este episodio, el abogado Víctor Martínez con Maria Lupini y Marysol Uribe, explican cómo planificar tu legado, manejar impuestos y usar el seguro de vida estratégicamente. 👉 To explore your own legacy plan / Para revisar tu propio plan de legado, llama o manda mensaje a Marysol al 562‑900‑3200. Support the show

Send us a text Estate Liquidity Audit is the podcast episode for founders, real‑estate families, and professionals with $10M+ estates who refuse to fire‑sale assets to pay estate taxes. In 10 minutes or less, you’ll learn how to quantify your true exposure, calculate your liquidity gap, and design coverage using life insurance held outside the estate—coordinated with your attorney and CPA. Expect anonymized 8–9 figure case breakdowns, simple checklists you can hand to advisors, and one clear action per episode. This is for serious families and advisors who value precision over hype. What you’ll get: Who it’s for / not for: Call to action: uribeinsurance.com*Education — not legal, tax, or investment advice. Consult your own advisors. State rules and thresholds may vary. — Auditoría de Liquidez Patrimonial es el programa para familias empresarias y profesionales con patrimonios de $10M+ que no quieren vender activos clave para pagar el impuesto sucesorio. En menos de 10 minutos, aprenderás a medir tu exposición real, calcular tu “brecha de liquidez” y diseñar cobertura con seguro de vida fuera del patrimonio—coordinado con tu abogado y contador. Casos reales (anonimizados), checklists simples y una acción clara por episodio. Precisión > humo. Lo que obtendrás: Para quién es / no es: Llamado a la acción: *Educación, no asesoría legal, fiscal ni de inversiones. Consulta a tus asesores. Reglas y umbrales estatales pueden variar. Support the show

Send us a text 🎯 Book your 1:1 CODE Review (15 minutes) now: 👉 Grab your slot here: uribeinsurance.com ⏰ Limited spots — calendar closes Friday. If you’re a doctor, nurse, or practice owner, this CODE Session Replay shows you exactly how to protect your legacy and simplify wealth transfer—without the guesswork. What You’ll Learn: Estate tax basics made simple:How to align life insurance with your estate planwhere you want, when you want.For practice owners:A step-by-step checklistWho This Is For: MDs, DOs, RNs, PAs, NPs, and practice owners who want clarity on estate tax, buy-sell design, and life-insurance funding—without sales fluff. Disclaimer: Educational purposes only. Not legal, tax, or financial advice. Coordinate with your attorney and CPA before implementing. 💡 One ask: If this helped, like, subscribe, and share with a colleague who needs a cleaner plan. Then book your review above so we can turn ideas into action. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREAbout the Guest: Brian Samson is a 3x Founder/CEO of multi-million dollar Nearshore Talent brands, including Plugg Technologies. Since 2015 he has been connecting U.S. companies with LATAM talent. Prior, Brian has had several successful exits and holds MBAs from UCLA Anderson and The National University of Singapore. He lives full-time in Oahu, Hawaii with his wife and 2 young children. Brian is also a licensed foster parent, a cause he cares deeply about. In this episode: - Mergers and Acquisitions: "I'd love to talk to you about buying your business" - America was built on Small Businesses - Work Hard, Work Smart, and be passionate enough about something to Give Back!! <3 Resources: https://www.linkedin.com/in/briansamson/ Email: brian@plugg.tech DISC/BIRD Test: https://takeflightlearning.com/store/taking-flight-profile/ Learn about yourself to accomplish more because -> The more you have, the more you can give. - Attention California Business owners and breadwinners: Text "Legacy" to our WhatsApp Business line at 562-900-3200 to insure you and your family for generations. From another state? Text "Partner" to become a referral partner. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREMarysol Uribe shares her book’s first chapter to ignite your wealth-building mindset. Marysol Uribe comparte el primer capítulo de su libro para encender tu mentalidad de riqueza. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREMarysol Uribe’s near-death ocean tale unlocks the brain’s wealth-building power. La experiencia de casi muerte de Marysol Uribe desata el poder cerebral para crear riqueza. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREEmbark on a transformative journey with Marysol Uribe, RN in this episode as we explore the profound insights of Maslow's Pyramid. Delve into the layers of human motivation, self-discovery, and the pursuit of holistic well-being. Join Marysol as she unravels the facets of Maslow's Hierarchy of Needs, guiding you through the foundational elements of life satisfaction. From basic needs to self-actualization, each step of the pyramid reveals the intricate balance required for a thriving mind, body, and spirit. Tune in to discover how Maslow's Pyramid serves as a roadmap for understanding your unique journey towards fulfillment. Next, visit the resources below for an illuminating exploration into the essence of human motivation and the keys to unlocking your highest potential. Resources: Un Billón Mindset: Health (Audible) Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREEmbark on a rhythmic journey with Marysol Uribe in this episode of the Un Billón Mindset Podcast. As your guide to holistic health, Marysol explores the fascinating interplay between life's rhythm and Erikson's psychosocial stages. Each beat of life, from infancy to wisdom, contributes to the symphony of our well-being. Discover how understanding these beats can harmonize your health on a mind, body, and spirit level. Join us as we delve into the transformative power of life's rhythm and its resonance with Erikson's psychosocial theory. Tune in to explore the cadence of your own life and gain insights into creating a harmonious balance. Next, visit the resources below for a rhythmic exploration that transcends time and leads to a healthier, more harmonized you. Resources: Un Billón Mindset: Health (Audible) Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERERepiensa el aprendizaje y nutre tu mente con sabiduría renacentista y perspectivas modernas. Capítulos: La Mentalidad y la Nutrición de tu Mente Redescubriendo los Fundamentos Científicos del Aprendizaje La Filosofía Educativa entre la Edad Media y el Renacimiento Erasmo y la Tradición Teológica Progresista Rabelais y la Parodia de la Educación Medieval Translation: Rethink learning and nourish your mind with Renaissance wisdom and modern insights. Chapters: The Mindset and Nourishing Your Mind Rediscovering the Scientific Foundations of Learning The Teaching Philosophy Between the Middle Ages and the Renaissance Erasmus and the Progressive Theologian Tradition Rabelais and the Parody of Medieval Education Reference Sitges-Serra, Antonio. Si puede, no vaya al médico: Las advertencias de un médico sobre la dramática medicalización de nuestra hipocondríaca sociedad. Debate, 2012. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERERecreate Yourself to Live Your True Purpose ✨Highlights✨ In this enriching session, you'll discover: - The profound impact of childhood experiences on your adult life. - Strategies to identify and address inner childhood traumas. - The liberating practice of self-forgiveness. - How healing can pave the way for lasting health and wellness. 🌱Why Tune In?🌱 Your emotional well-being is essential, and this replay offers you the tools to nurture it. By understanding and forgiving the past, you can unlock a brighter, healthier future. 🌟Who Should Listen?🌟 This replay is open to anyone seeking personal growth, emotional healing, and enhanced well-being. Whether you've just begun your journey or are well along the path to self-discovery, you'll find valuable insights here. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERE🎙️ Tune in to gain insights into: Building a solid financial foundation Mastering the art of wealth creation Practical steps to take control of your financial future Whether you're an aspiring entrepreneur, a seasoned professional, or simply someone eager to enhance their financial well-being, this conversation is packed with actionable wisdom and inspiration. Prepare to shift your perspective on wealth and success! - About the Guest: Pablo Moreno Pablo Moreno has been in the financial industry since 2019. Pablo's passion for educating and empowering families comes from his personal experience of helping others avoid poor financial planning after what he went through from the loss of his father at 14. As a TOP producing agent to a broker/owner at a young age. Pablo's personal mantra, “Be the change you want to see in the world” has helped him accumulate close to 300 personal clients and build his team of 20+ insurance agents in just 2 full years in the business. What sets Pablo apart from other financial representatives is his needs based planning programs and personal experience that he went through in 7 years of probate. He does not believe in a one size fits all strategy. Pablo knows that designing a course of action varies contextually. He knows that a beginner's family has different needs than a senior citizen in their retirement age. His ability to customize these plans is possible because of his financial skill set developed through great mentorship experience and study. Pablo is a HUGE believer in results based financial strategies and enjoys sharing his knowledge by speaking publicly. In order to spread the word on the ever changing financial industry, he often speaks at events on programs ranging from Social Security, annuities, life insurance, college planning, business strategies, real estate, and much more. - Questions about your next financial strategy? Reach out on WhatsApp Business: 562-900-3200 and start protecting you and your family today! Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREMeet the Multi-Millionaire Entrepreneur, Albert Preciado who is a Founder • Speaker • Industry Leader • Self-Made Multi-Millionaire CEO of The Mortgage Guys, Ambiance Realty, Driven Enterprises, and Conquer Escrow Timestamps: Part 1: Who’s Who: 0:55 -1:27 Part 2: The EGO is not your AMIGO (unless channeled correctly) 1:57 - 2:29 Part 3: Never Quit 2:50 -3:18 Part 4: Albert’s Early Struggles 3:45 - 4:45 Part 5: DRIVEN 4:46 - 5:36 Part 6: Ditching the Gang Life 6:38 - 7:27 Part 7: The Bullying Stage 8:09 - 9:09 Part 8: When the bullying happens to someone 15 years older than you, and you’re just a kid… 9:45 - 10:16 Part 9: Good values are always in style 11:13- 12:37 Part 10: We keep our Respect Part 11: C-VID Who? Part 12: Go Big before you’re Ready 16:58 - 18:00 Part 13: Look at the DATA to create your STRATEGY: 20:25 - 21:25 Part 14: Prospect on Social Media 22:35-23:43 Part 15: The Un Billón Mindset 27:14- 28:27 - Got Life Insurance? Text us [562-900-3200] on WhatsApp Business Today to get you and your family protected. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERESpecial Guest: LUIS GALDAMEZ Luis is a financial analyst who has earned the highest designations in the field such as the CFA, CFP, CIPM, and CMT. Listen to learn about: - How you can create your own business plan - How to set up compensation plans - How to structure a company quarterly meeting - How to communicate via email with your employees - How to structure individual and company KPIs - What you should present a CFA, CFP when reviewing the financial health of your business - Much more! Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERESpecial Guest: Brandon Bailey J. BBJ is from New Orleans, Louisiana. He grew up in a single household. He was born to lead not just his life but the lives of many. He is a highly influential powerhouse with so much love and kindness to share. He is the guy others have told him "that's not possible" and he has proved people wrong! He loves making people laugh and spreading inspiration all over the world. Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERESpecial Guest: Victor Peña Victor Pena is the Chief Executive Officer of Omniprint International, which is a multi-million dollar printer manufacturer, he’s an experienced leader of innovative teams, with product of the year awards for the last 5 consecutive years. He’s also created products from scratch, like the Cheetah Industrial DTG Printer, the Wurk online platform for print automation and workflow tracking, and the Gamut Plus Enhanced Direct to Garment Inks. Focused digital marketer with solid fundamentals and creative strategies for lead creation, development and management. "We are in the wild west of digital advertising, if you don't have a solid internet marketing and social media growth strategy you are basically saying you're ok with your business failing in 3 years" In addition to all of these accomplishments, he’s also a Commercial and Multi Family Real estate investor. Principal owner of Hugo Holdings LLC. where they buy, hold & manage apartment buildings, inspiring "Positive Living". He’s also an angel investor and Board member of Hundy Inc, which is a new app for positive short term loans for people based on trust not credit. Growing Philanthropist. Helping in causes relating to helping our troops through the Gary Senise Foundation and our youth through CHOC and other private foundations. Follow him on Instagram @victor_h_pena. Follow @omniprintinternational omniprintonline.com/blog Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERESpecial Guest: Santiago Gil Santiago is a USC graduate and the founder of Lawtino Solutions and EcommBullDogs. He makes money while he sleeps with his mastery of selling in the Amazon Marketplace. Join us as we share his story including how he got started and what he is doing now to potentially help you too achieve your financial dreams! Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERESpecial Guest: Jerome Maldonado Since 1993, Jerome Maldonado has been a self-employed Entrepreneur. Inspired by his parents’ dedicated work ethic, Jerome has always had a hunger for success and a willingness to do whatever it took to make his vision for his life a reality. Jerome began his career in direct sales, where he was first introduced to team building, sales techniques, and real estate concepts. After years of hard work with minimal return, Jerome hit success - big time. By his mid-20’s Jerome moved from making close to nothing to managing his own six-figure business. In 1997, Jerome began to explore business outside the direct sales arena. In 1998, Jerome pioneered a new construction company which he took to seven figures in less than one year. With much success came the need for expansion. Understanding the simple concepts and benefits of leasing real estate, he purchased multi-use retail and commercial property to house his business. Jerome found the traction and confidence that allowed him to do millions upon millions of dollars in residential and commercial real estate transactions and holdings. Throughout his career, Jerome has founded multiple highly successful businesses. In 2003, Jerome Maldonado founded J. Jacob Realty, LLC., which he is still currently the active Qualifying Broker. J. Jacob Realty, LLC was put into place to complement its sister company J. Jacob Enterprises, Inc, which Jerome Maldonado founded in 2000. He is still the active President and CEO of J. Jacob Enterprises, Inc. and the Qualifying Broker for J. Jacob Realty, LLC. Additionally, he is the founder of several other corporations and an investor and equity owner in several diverse companies and industries. Today, Jerome is excited to bring over 20 years of professional experience to the world’s business owners and entrepreneurs. He can’t wait to share his knowledge to help other hungry people take their lives to the next level. Follow Jerome on social media @JeromeMaldonado Website: https://jeromemaldonado.com Course where he teaches you how to have success with real estate investments: https://www.eliterealestatesociety.com/ Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHERESpecial Guest: David Meltzer David Meltzer is a legendary Sports Executive, Entrepreneur, and Investor. David Co-founded Sports 1 Marketing and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. David has been recognized by Variety Magazine as their Sports Humanitarian of the Year and awarded the Ellis Island Medal of Honor. He is also the Executive Producer of the Apple TV series 2 Minute Drill and Office Hours. His life’s mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing…VALUE. In all his content, and communication that’s exactly what you’ll receive. As part of that mission, for the past 20 years, he’s been providing free weekly trainings to empower others to empower others to be happy. Follow David on social media @DavidMeltzer Email: david@dmeltzer.com Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREBienvenidos al canal donde nutrimos una mentalidad próspera. Invitado Especial: Roberto Palacios Roberto es un emprendedor que vino de Mexico a luchar por sus suenos. Es contratista y ahora, junto con su familia, iniciaron una compania la cual construyen para dejar su legado. A Roberto le gusta inspirar a la gente y ayudar a nuestros compatriotas ensenandoles las estrategias adecuadas. Su compania se ubica en el Norte de California, approximadamente 5 horas de Los Angeles. Para alguna consulta referente a Palace Painting, llamale al 510-331-6069. Tambien lo puedes encontrar en Instagram @robertopalaciosv o a @palacepainting.inc Support the show

Send us a text WELCOME Un Billón Song on Apple MusicUn Billón Mindset: Health on Audible1:1 Financial Health ConsultationHEREMeet Special Guest: Yosmel "Joe" Gutierrez Co-Founder of EquipmentFinancings.com and previous franchise owner of Lendio Anaheim. Joe brings the experience of working with multiple start-ups and small businesses in the search for capital. He has developed an uncanny ability to problem-solve and develop solutions on the fly, which helps him offer the stellar customer service he is known for. As the owner of Lendio Anaheim, Joe found fulfillment in helping connect local business owners with the lenders that served them best so that these business owners continued to serve the customers and communities around them. As a massive supporter of the community himself, Joe has volunteered with Habitat for Humanity to build playgrounds for local children, Pathways of Hope, and CASA where he helps kids and teens in the foster system. He was a 3 time speaker for the Small Business Development Center of Orange County during the second round of PPP loans. After helping over 300 small business owners secure PPP loans, he continued to build relationships with his clients and local banks to offer them the support they needed to run their businesses. He is the founder of GeeGoals, a current shareholder, and a board member of GeeGoals. Support the show