In this episode, Luis speaks with Ramona Ortega. Ramona is the CEO & Founder of WealthBuild, an AI-powered financial co-pilot that helps people make smarter financial decisions and build wealth. She previously founded, My Money My Future, a financial literacy and inclusion platform. She is an award-winning tech entrepreneur, public speaker, impact investor and forthcoming author. Ramona was named Crain’s Business Most Notable Women in Financial Advice in 2020 and 100 Most Influential Latinas by Latino Leaders Magazine. She is a Politico Impact leader and was recently featured in HBO’s Gaming Wall Street.
Notes:
In this episode Luis and Ramona talk about:
- Pre-Marital Prenups: Not just for celebrities!
- Banking together
- Financial Infidelity
- Planning for joint goals with your partner
- Financial Do’s and Don’ts for couples
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