On My Way to Wealth

On My Way to Wealth

The On My Way to Wealth™ podcast provides financial tips and insights for busy Gen Xers. Your host, Luis F. Rosa, CERTIFIED FINANCIAL PLANNER™ professional, breaks down complex financial topics into simple terms. A Gen Xer himself, Luis talks about the things that we encounter on our way to wealth, such as buying our first home, getting married, paying for childcare, switching jobs, getting out of debt, saving, investing, tax planning, saving for retirement and much more! Episodes will include interviews with professionals in the fields of accounting, estate planning, real estate, mortgages, and other professionals and financial planners with a specific focus on a certain niche.... Show More

Episodes

October 21, 2020 33 min

Episode 040

Protecting Your Family & Assets

In this episode, Luis speaks with Romeo R. Perez, Esq. Romeo comes from a family of small business owners in South Texas. The first in his family to graduate college, he has owned his family law office for over 22 years, helping his clients with Divorce, Child Custody, Child Support, Guardianship, Grandparents Rights, Juvenile Justice, Abuse/Neglect (CPS) and Termination of Parental R...

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In this Hispanic Heritage Month Edition episode, Luis speaks with Elizabeth Suárez.

A highly sought-after leadership and negotiation strategist, Elizabeth Suárez is committed to helping professionals and their organizations establish working environments where people are empowered to be skilled leaders and negotiators. After climbing the ranks of corporate America, she spent the last decade creating the impactful and interactive pl...

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In this Hispanic Heritage Month Edition episode, Luis is interviewed once again by Emlen Miles-Mattingly, host of the Minority Money Podcast.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On M...

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In this Hispanic Heritage Month Edition episode, Luis speaks with Carlosluis Perez. Carlosluis is a first-generation college graduate. He was born in Washington Heights in NYC, grew up in the Dominican Republic and returned to New York at the age of 15. He is passionate about college access and has spent the last ten years helping students gain admissions to some of the top colleges and universities in the country. Carlosluis start...

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In this Hispanic Heritage Edition episode, Luis speaks with Ana Trujillo Limon. Ana has worked in the communications and media industry for more than a decade. Her career started as a reporter at the Santa Fe New Mexican before she took a job as an editor in an outdoor industry trade magazine in Colorado. She’s currently the senior editor for the Financial Planning Association’s publications, including the APEX Award-winning Journa...

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September 23, 2020 39 min

In this Hispanic Heritage Edition episode, Luis talks to Crystal Sunbury. Crystal is a Certified Public Accountant and Senior Manager in the Las Vegas office of RSM US. She spent the first four years of her career at a Big Four accounting firm, where she served public and private commercial real estate companies and manufacturing clients. Crystal devotes a majority of her time serving clients in the real estate and construction ind...

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September 16, 2020 33 min

In this Hispanic Heritage Edition episode, Luis talks to Peter Guzman. Peter is an accomplished Small Business Owner, Real Estate Investor and Developer.  He moved to Nevada 45 years ago at the age of 2.  Peter has worked very hard at helping people achieve the dream of home ownership. His work has been recognized nationally by all of the major Real Estate Organizations and he has been recognized as the Top Producer for the entire ...

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September 9, 2020 20 min

In this episode, Luis talks about situations when you need a financial planner, the different types of advisor compensation, and questions to ask a financial planner before you hire them.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Fi...

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September 2, 2020 13 min

In this episode, Luis talks about mortgage forbearance options and the main thing you should do if you take advantage of a mortgage forbearance option.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host o...

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In this episode, Luis talks about the different types of identity theft protection services, what they include, and what to ask in order to see which of these services is right for you.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Fina...

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In this episode, Luis talks about the key differences between debt consolidation and debt settlement, and how to understand them before you make a decision because their difference can make all the difference.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He fou...

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In this episode, Luis talks about the Loan Estimate mortgage document that you get when you apply for a loan, and how to understand it before you make a decision.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is...

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In this episode, Luis talks about your options if you have an old 401K from a previous employer.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one o...

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In this episode, Luis talks about co-branded retail cards and whether it’s a good idea to get one.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one...

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July 22, 2020 24 min

In this episode, Luis is interviewed by Dasarte Yarnway and they talk about the importance of Holistic Financial Planning. Dasarte is the host and creator of the Young Money Podcast and the founder of Berknell Financial Group.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an ...

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In this episode, Luis talks about the Roth IRA vs. the Traditional IRA as well as Roth 401K and Traditional 401Ks and how to decide which one is best for you.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the...

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In this episode, Luis talks about the consequences of taking a qualified coronavirus distribution from a retirement account and ways to navigate the taxes and other consequences.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial F...

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In this episode, Luis talks about the most common types of life insurance and discusses the pros and cons of getting life insurance through your employer vs. buying your own.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Futur...

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In this episode, Luis talks about a little-known mortgage repayment option and how you can use it to your advantage.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. ...

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June 17, 2020 18 min

In this episode, Luis talks about home buying versus renting, and things to consider before doing either.

Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was na...

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