How To Find Your Financial North Star | Otto Rivera | Growing Money with Sean Trace episode artwork

EPISODE · Aug 20, 2026 · 38 MIN

How To Find Your Financial North Star | Otto Rivera | Growing Money with Sean Trace

from Growing Money with Sean Trace · host Sean Trace

I sat down with Otto Rivera, a certified financial planner who built his entire career out of loss. He lost his mother at 18 after his father's terminal diagnosis, dropped out of college, worked forklift jobs and kitchen shifts to support his 3 younger brothers, and eventually found his way back to school and into finance at General Electric, before launching his own practice, Mindful Wealth Planning. We talk about faith, isolation, and why community is the antidote to almost every hard season in life. We also get into the emotional side of money, why "financial freedom" means something different for every person, and the advice he'd give his younger self standing at rock bottom. If you could give your younger self one piece of financial advice, what would it be?

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I sat down with Otto Rivera, a certified financial planner who built his entire career out of loss. He lost his mother at 18 after his father's terminal diagnosis, dropped out of college, worked forklift jobs and kitchen shifts to support his 3 younger brothers, and eventually found his way back to school and into finance at General Electric, before launching his own practice, Mindful Wealth Planning. We talk about faith, isolation, and why community is the antidote to almost ever...

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How To Find Your Financial North Star | Otto Rivera | Growing Money with Sean Trace

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