Hispanic Wealth Matters

In this episode Jose chats with Attorney Daniela Hernandez Pineda about her journey into becoming a Estate Planning attorney and the value of estate planning in the Latino Community. About the GuestDaniela Hernandez Pineda Esq is an Estate Planning Attorney at Asher Law Group.

In this episode Jose discusses with Tristan and Jean Pierre the context, imagery and cultural significance of Bad Bunny's half time show. The conversations dives deeply into USA Latino existence and cultural dynamics.About the GuestsTristan Valencia is the founder of Thought Process a company focused on the implementation of creative technology. Jean Pierre Rueda is a Bilingual Culture Curator Through Poetry 

In this episode Jose  discusses the weight bared by the first outlier success in a Latino family. He touches on the financial gaps the journey may bring and how this can be changed generationally. 

In this episode Jose talks with Jocelyn Vasquez a Navy Veteran and leader in the mortgage industry as an expert in private mortgage insurance. Jocelyn shares her story as Latina in the military and her passion for homeownership.

In this episode Jose speaks with Eddie about his entrepreneurial journey, how he came up with his signature style, why he is so philanthropic and his dream of owning a tiger like Mike Tyson.

In this episode Jose discusses with Tannia how undocumented and mixed status families can execute estate planning to protect their assets in the event of deportation.

In this episode Jose chats with Frank about his journey as an undocumented student attending UCLA ,his path as a business consultant and how his success led to angel investing in a variety of companies.

In this episode Jose chats with Dr. Alma Burke about her 28 year career in Police Enforcement, her work in Organizational Leadership and youth development. Dr. Burke is a trailblazer and public speaker.

In this episode Jose speaks with Nelson Echeverria a Salvadoran American Actor, Comedian and Poet. Nelson shares about the power of manifestation, transformation and spoken word.

In this episode Jose chats with Longevity strategist Alejandra Sol Garcia about the impact of properly taking care of our bodies to optimize health, energy and sleep. Alejandra's practice helps clients understand their unique biological make-up to optimize health.

In this episode Jose speaks with Ramon Borunda about the state of affairs in Los Angeles and across the country as it pertains to the current administration's focus on immigration raids.

In this episode Jose chats with the powerful Sheila Alvarez about her humble beginnings in Argentina and selling socks on the streets to her brilliant rise as a prominent real estate entrepreneur, investor and inspirational leader.

In this episode Jose chats with Manny Vargas otherwise known as That Follow Up Guy. Manny and Jose discuss what it means to be effective at following up not as a task but as a way of being. How to present yourself in the market place and define your entrepreneur identity.Manny is a serial entrepreneur who has coached on large stages, is a published author, content creator and sales coach. 

In this episode  Jose speaks with Adam Torres Co-Founder of the Mission Matters Network about growing up in Detroit, his career as a successful CFP and the inspiration behind starting a successful media company while always staying true to his conversations with God.Adam Torres, host of the Mission Matters series of shows, ranked in the top 5% out of 3,268,702 podcasts globally. As Co-Founder of Mission Matters, a media, PR, marketing and book publishing agency, Adam is dedicated to amplifying the voices of entrepreneurs, entertainers, executives and experts.

In this episode Jose Speaks with Edwin Acevedo who went from being a young Engineer to successful entrepreneur, national leader and advocate. Edwin shares his story of sobriety, hurdles through the 2008 economic crash and his rise as a prominent national presence in Real Estate.

In this episode Jose speaks with Mike Russell the Co-Founder of Hope For Hardship a non-profit aimed at helping homeowners experiencing hardship stay in their home through negotiations with their lenders. Mike's personal struggle led him to the inspiration of this organization he is so passionate about.

In this episode Jose chats with serial entrepreneur Rudy J Rubio about his start with a newspaper route to founding multiple businesses including The Latin X Network and Joy on a Stick business aimed at giving back to the community through connectivity and intention.

In this episode Jose chats with Erica about her evolution from being a single mom at an early age to creating and running multiple successful businesses.

In this episode Jose chats with Tony a Co-Founder of Negozee, a platform that aims to be a "LinkedIn" for Latinos through an online network and in person educational events.Tony is the Co-Founder and CEO of Negozee, the business social network for Latino entrepreneurs and professionals. A child of Mexican immigrant parents, Tony grew up in Salinas, California. In 2004, he received a full-ride scholarship to Berkeley Engineering and joined the Latino fraternity Gamma Zeta Alpha. Upon graduation, Tony joined Latino Tax Pro as VP of Business Development where he helped grow the organization to 10,000 members nationwide. Tony's current startup, Negozee, aims to connect, educate, and support Latino entrepreneurs and professionals across the globe.

In this inspiring episode of Hispanic Wealth Matters, we sit down with Gaby Gonzalez, a dynamic lender turned realtor, and passionate advocate for women’s education. Gaby shares her unique journey from working in the lending industry to building a successful real estate career, all while nurturing her love for books. Through her book club, Gaby was inspired to create the BABC Foundation along with her book club members, a nonprofit dedicated to providing scholarships to young college-age women. We dive into the origins of the foundation, the impact it’s already having on these women’s lives, and Gaby’s vision for its future. Tune in to hear how a group of women dedication to empowering others is making a lasting difference and creating opportunities for future generations

In this powerful episode of Hispanic Wealth Matters, we sit down with executive sales and business coach, Omar Iribe. Omar shares his incredible journey, starting as a 6-year-old immigrant who arrived in the U.S. with nothing, to becoming a top-ranked business coach and inspirational leader. From his early education at UCLA, to his determination and grit while selling books door-to-door, Omar's story is one of perseverance, resilience, and vision. He reflects on the challenges of navigating a new country, the lessons he learned along the way, and how those experiences shaped his approach to leadership and success in the business world. Tune in to hear his motivating message about how anyone can overcome obstacles and achieve greatness, no matter where they start.

In this episode Jose discusses with Monica her passion for helping immigrants by homes, her transition from one profession in Mexico to starting a complete new one in the USA and what her future holds for her business.

In this episode Jose speaks with Jean Pierre Rueda a poet from San Jose Costa Rica and author of Love Between Downpours, a love story and collection of poems retelling his immigrant experience. 

In this episode Jose Tejada chats with Matthew Fernandez LMFT about the mission behind Worthwell, mental health within men and how to "stop disqualifying the positive".

In this episode Jose Tejada chats with Matthew Fernandez LMFT about the mission behind Worthwell, mental health within men and how to "stop disqualifying the positive".

In this episode Jose discusses the importance of communicating the context behind the decisions and directions that leaders take.

In this episode we continue our conversation on leadership and how to allow team members to develop their individual style of leadership.Evelyn Baez Nguyen is a multi-family specialist at Lyon Stahl Investment Real Estate in El Segundo California. Evelyn studied Communications and Business marketing at California State University of Dominguez Hills. Evelyn is a specialist in investment properties and excels at marketing, pricing and 1031 strategy.

In this episode we continue our conversation on leadership and how to allow team members to develop their individual style of leadership.

In this episode Jose speaks about the importance of getting feedback from the team in order to avoid pitfalls or learn better ways to execute. He discusses the risks in not receiving this data and how quickly it can damage an organization. 

In this episode Jose chats with Denise Serrano, a founder of  The Impact Movement and organization that collaborates and organizes home builds for families in need in Baja California. She shares where her passion for philanthropy came from and what you gain in the experience of making and impact. 

In this episode Jose talks about how to be more socratic in life.  Five steps to addressing any problem via questions is presented as a new practice. 

In this episode Jose discusses the business observations, experience and thoughts he gained as he traveled on the Disney Cruise with his family. He points out the Disney difference and how we can all learn from it.

In this episode Jose speaks about what happens when there is a systematic change in an industry and the lessons learned from the case with the National Association of Realtors. 

In this episode Jose talks about how it's easy to get excited about an idea but what matters is the toughness in the moments post that initial excitement.

In this episode Sergio Angulo discusses how he manages to operate several businesses aside from his real estate practice as well as his philosophy on how to build a team, AI adoption and what has influenced his explosive growth. 

In this episode I chat with Chef Miguel Reyes the founder of GOZO Kitchen and Lounge. Chef Miguel tells us about how he worked 7 days a week from washing dishes, refilling a salad bar to becoming an executive chef, entrepreneur and a visionary in the industry. Chef speaks to us about leadership, kitchen finances and how to become successful in an industry that has a high risk of failing.  

In this episode we discuss the difference between a plan and a strategy and how a plan is nowhere near as valuable as a strategy. 

In this episode I chat with Coach George Zedan the founder of Veritas Training Academy a unique program that focuses on Latino kids with training for Division 1 college and the NBA. We discuss what Coach looks for when recruiting a young athlete and what it takes to build the championship mentality. Veritas holds the prestigious title of being a Nike Elite School. Only 180 schools out of a total 98,000 high schools in the USA  get this recognition. Coach George Zedan, Head Coach and founder of Veritas Sports Academy..As an ex athlete himself Coach George Zedan starts his career in Montebello by becoming a coach in his son's neighborhood league. Coach Zedan, fell in love with the art of coaching and leading young lives. 

In this episode we speak with attorney Jerry Rulsky on the importance of having the appropriate home coverage. The risks involved in not having the right protections, what is umbrella coverage and why you shouldn't fear the insurance system. Jerry Rulsky is a dedicated and passionate attorney who tirelessly strives to help his clients achieve the best possible outcomes in their legal cases. With his extensive knowledge of various facets of law and unwavering commitment to justice, Jerry has established himself as a trusted advocate for individuals seeking justice and fair compensation.

In this episode I chat with top Financial Advisor Chris Ardoin about the importance of financial planning for the professional and student athlete. With a focus on working with both athletes and athletic coaches Chris is well versed in the complexities that come with being part of these highly competitive careers. 

In this episode, Tricia shares with us her wisdom in business and life. We discuss her difficult start and how her grit, authenticity and faith powered her to lead one of the most successful teams in Texas. We learn lessons not only for beginners but also established leaders. Tricia Turner, Broker CEO at Tricia Turner Properties Group Tricia is a veteran in real estate for over two decades. Her grit, authenticity and commitment to success separates her in this very competitive business. Tricia has a wealth of business and real life knowledge which she uses to lead her teams. 

In this episode I chat with Real Estate Visionaries Andres Hoyos and Diana Steel. Founders and operators of Sync Real Estate Brokerage. We discuss their story and what it takes to build a dynasty. We go deeply into the balance of talents between Andres and Diana and why it works. This is a fantastic episode for any entrepreneur looking to understand what it takes behind the scenes to build a legacy in two of the most competitive markets in the country, Andres Hoyos is the CEO of Sync Brokerage. Diana Steel is the COO of Sync Brokerage. Sync operates multiple offices in Los Angeles and Miami.

In this episode I chat with sommelier Omar Lima. One of the few Central American background wine connoisseurs in the USA. Omar shares with us how his journey landed him from KoreaTown to the San Fernando Valley to a stock room and ultimately to being a guest at some of the most famous wineries in the world.  Omar Lima, Sommelier at Spago Beverly Hills. Omar is a certified Sommelier WSET Level II. Omar is a food and wine connoisseur with over a decade of experience. He is a world traveler, adventurer and story maker. 

In This episode Michael and I discuss the unique financial planning needs of content creators and the management of long term strategy that is unique to these careers. Michael is a seasoned professional with a long history in innovative planning, financial analysis and coaching. Michael Wallman is the Managing Director of Wallman Financial and the Primary advisor for The Only Finance Man. The firm caters to the unique financial planning needs of Content Creators, Influencers, YouTubers and OnlyFans Entertainers.

In this episode I share a story about my wife Mimi Tejada and how she went from being laid off twice to becoming one of the youngest SVPs at a major financial institution. Mimi Tejada is the Senior Vice President of City National Bank.

In this episode the brilliant Duchess of Decorum Pattie Ehsaei and I chat about what it takes for commission-only entrepreneurs to survive through tough markets. What do familiar conversations need to be and how do you train your mindset to thrive!Pattie Ehsaei is a keynote speaker, content creator, and author living in Los Angeles. Creator of TikTok channel, “Duchess of Decorum”, where I teach financial literacy, social and workplace decorum, along with a focus on empowering women. For the last 20 years, I’ve had a multi-faceted career as a lawyer and manager in financial services, and I currently stand as Senior Vice President of Mergers and Acquisitions Lending. 

Nicole Stadick is the founder of Comrad, a marketplace that allows for a more human match between therapist and patient. In this episode Nicole and I chat about why there needs to be a better way to match patients and therapists and how her startup is looking to shorten and declutter that bridge. Nicole Stadick, CEO at Comrad. Comrad is a mental health marketplace app ensuring better human connection. In our increasingly tech obsessed world, Comrad is more human.

In this episode we chat with Accountant Katherine Studley who is a brilliant entrepreneur and content creator. While making breakfast one day she was inspired to help content creators, adult entertainers and others in similar fields organize their finances and accounting practices.  Katherine Studley is an Accountant and owner of The Only Consultant and Prisma Tax Group, a boutique tax firm. The Only Consultant is unique because of our ability to address the unique problems that my clients face. There’s a ton of stigma against their jobs that prevent or discourage them from seeking financial services from a regular accountant. I have clients in several niches and many write offs require a full understanding of the “spicy” industry.

In this episode Jose discusses and poses ideas on how people relate to finances and money. The emotional and practical aspects of money. 

In this episode I chat with Ryan Rubio the CEO of Private Productions Inc. a multi media marketing agency. Ryan is 19 years old and a serial entrepreneur. He shares how he leveraged bot-technology in middle school to start a sneaker flipping business and how later he used his hobby of detailing his parents car into a luxury auto detailing enterprise. Today you can see him filming on stages like Coachella, Stagecoach and more filming content and running his Polaris rental business. Get ready to be motivated! Ryan is a serial entrepreneur, at the age of 19 he has built and sold 2 businesses and now operates two serving as CEO. A creative and perma student attitude allows him to see opportunity where others see challenges.