Build a Better Financial Future

Build a Better Financial Future

Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the strategies and insights to build wealth, break generational cycles, and achieve financial freedom. Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you’re managing taxes, protecting your wealth, or planning for a legacy, we’ve got you covered. Subscribe now to start building the future you deserve—one episode at a time. Visit https://www.buildabetterfinancialfuture.com to learn more."

Episodes

July 16, 2025 23 mins

Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergenc...

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Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you.

Whether you're an employee, retiree, parent, or small business owner — tune in to learn what you need to know and learn about tax planning opportunities.

In this episode, Luis discussed changes or updates to...

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In this episode, Luis talks about tariffs, their mechanisms, the Federal Reserve's role in inflation control, and the overall impact on personal finances.

 

In this episode Luis discusses:

 

  • What tariffs are

  • How tariffs work

  • Read more

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In this episode, Luis speaks with Alex Vazquez. Alex is a top producing Realtor® and award-winning team leader, including three-time 40 Under 40 Top Realtors. As a real estate professional, Alex is passionate about helping clients reach their real estate objectives through buying, selling, and investing.

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Dan Solin is the New York Times bestselling author of the Smartest series of books, which include...

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In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari F...

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John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial...

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Matt Schulz is the author of "Ask Questions, Save Money, Make More: How To Take Control Of Your Financial Life" and is Chief Credit Analyst at LendingTree. A credit and personal finance expert, he has appeared on ABC World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, W...

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In this special episode for Financial Literacy Month, Luis speaks with Jedidiah Collins, CFP®. Jed is also known as the fullback of finance, having played 5 seasons in the National Football League, and then transitioning into becoming a Certified Financial Planner™ pro. He’s also the author and creator of Your Money Vehicle, which is both a book and a premier...

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In this episode, Luis speaks with Anne Lester. Anne is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. Read more

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In this episode, Luis speaks with Oliver Pursche. Oliver is a recognized thought leader with nearly 30 years of Financial Advisory Experience, currently with Wealthspire Advisors. His opinions and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger’s and Forbes Magazines as well as many other national a...

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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 smarte...

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Hey there! Just wanted to give you a heads up about some important info for tax season 2024.

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In this episode, Luis speaks with Edward Castillo. Edward is a Certified Personal Trainer and c...

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In this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang!

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In this episode, Luis speaks with Tom Corley. Tom is CPA, CFP® Pro, holds a Master’s Degree in Taxation, and is a bestselling/award-winning author. 

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Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Man...

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In this episode, Luis speaks with Lea Landaverde. Lea is also known as the Latina Wealth Activist, and is a revolutionary financial professional and creator. She is a First-Generation, Queer, Latina based out of Dallas, Texas. Lea i...

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In this episode, Luis speaks with Carlos Hernandez. Read more

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In this episode Luis speaks with Miri Rodriguez.  Miri is a globally recognized Storyteller, bestselling author of  Read more


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