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August 7, 2024 32 mins

How to build a solid financial future even if we don’t have half a million to invest?

This week, Marc Hernandez and Carlos Lopez talk about their new initiative, ‘Serving the Underserved,’ focused on helping individuals who may not have substantial assets but are eager to learn how to achieve financial independence. 

Whether you’re just starting your career or looking to better understand your financial options, this episode is packed with insights designed to set you on a path to economic stability.

Talking points include: 

  • The importance of early financial planning and budgeting for young professionals
  • Carlos and Marc’s motivation for creating a financial program aimed at helping individuals who don’t have substantial assets to invest
  • How to utilize financial programs like 401(k)s, IRAs, and 403(b)s to build long-term wealth
  • Implementing proactive strategies to manage emotions related to market fluctuations
  • The value of staying in touch with financial advisors for ongoing support
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

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