All Episodes
Build a Better Financial Future — 102 episodes
167: Can Trump Accounts Make Your Child a Millionaire?
166: 2026 Tax Planning Tips Everyone Should Know
165: How to Create the Life that You Love
164: Financial Tune-Up - 7 Mid-Year Maintenance Tips
163: New Federal Mega Bill: 12 Key Tax Changes You Should Know About
162: Understanding Tariffs & Their Impact on Your Personal Finances
161: How The New Real Estate Compensation Rules Affect Homebuyers
160: How to Get Wealthier with Dan Solin
159: From Surviving to Thriving with Jon Wong, CFP®
158: Becoming Your Own Boss with John Prendergast
157: Ask Questions, Save Money, Make More with Special Guest Matt Schulz
156: Your Money Vehicle - How To Begin Driving to Financial Freedom! With Jedidiah Collins, CFP®
155 Your Best Financial Life - Save Smart Now for the Future You Want With Anne Lester
154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA
153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together
152: 5 Things to Know Before You File Your Taxes in 2024!
151 Improve Your Health to Increase Your Wealth! with Edward Castillo
150: 2023 Year-End Tax & Financial Planning Strategies
149: Rich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax
148: Living Life on Purpose with Daniel Crosby, Ph.D.
147: Redefining Your Riqueza (Wealth) with Lea Landaverde
146: Si Se Puede: Creating Your Own Path to Success with Carlos Hernandez
145: On My Way to Wealth, Health & Happiness with Miri Rodriguez
144: Reach Your Financial Edge with Vanessa N. Martinez, MBA
143: Is It Time to Rebalance My 401k?
142: How I Achieved a Perfect 850 Credit Score
141: Developing a CEO Mindset & Leveling Up Your Finances
140: Exploring the Intersection of Aging Health, Wealth and Longevity
139: What You Need to Know Before You Apply for a Mortgage Loan
138: What You Need to Know Before You Borrow From Your 401K
137: Strengthen Your Marriage & Level Up Your Finances
136: The Top 6 Ways To Make Your Tax Refund Work For You in 2023!
135: 4 Things Every Solopreneur Should Know!
134: Converting Funds to a Roth IRA When the Stock Market is Down
133: Why You Need an Estate Plan with Andres Mazabel
132: Top 6 Moves to Make After a Layoff
131: Creating Financial Success in 2023 & Beyond
130: Rent or Own? What Gen Z Should Know Before Living On Their Own For The First Time
129: When Opportunity Knock$ with Louis Barajas, MBA, CFP®, EA
128: 2022 Year-End Planning Opportunities
127: Growing up Latina with Arelis Correa
126: Growing up Latina with Joyce Rojas
125: Growing Up Latino with Uziel Gomez
124: Growing up Latina with Joelle L. Martinez
123: Growing up Latina with Valerie A. Rivera, CFP®
122: My Thoughts on Bank of America's No Money Down Mortgage Loan
121: Student Loan Forgiveness; What You Should Know
120: The IRS is Hiring 87,000 New Agents; Should You Be Worried About an Audit?
119: How New Changes to Medical Debt Reporting Can Boost Your Credit Score
118: How to Save Taxes by Using a Dependent Care FSA
117: Term Life vs. Whole Life Insurance: Which One is Best?
116: 7 Steps to a Bad Ass Retirement with Jose V. Sanchez, CFP®
115: 4 Things You Need to Know About Bear Markets
114: Inherited IRA Rules - What You Need To Know
113: 5 Ways You Can Build Generational Wealth
112: How to Grow Your Net Worth Like the Wealthy
111: What To Do (and not) When the Stock Market Dips
110: Should Inflation Really Concern You?
109: How to Teach Your Kids About FUNancial Literacy with Mac Gardner, CFP®
108: How Sunk Cost Fallacy is Hurting You & How to Avoid It
107: Building Your Personal Brand with Brittney Castro, CFP®
106: Paving Your Own Path to Success: Women Entrepreneurs with Suzanne Lawrence
105: Owning Your Voice & Telling Your Story with Miri Rodriguez
104: Why Women Should Invest: The Good, the Bad, The Ugly!
103: 5 Reasons Why You Need Renter's Insurance!
102: Top 6 Money Moves for Your Tax Refund!
101: The 3 Steps to Have a Successful Money Date!
100: Hiring a Nanny; What You Need to Know!
099: Why I don't Want a Huge Tax Refund and Neither Should You!
098: Tax Season 2022: What You Should Know
097: Six Habits to Make Your Resolutions Stick
096: Using Series I Bonds to Boost Your Savings and Investment Strategy
095: Demystifying the Financial Advice Industry for Everyday People with Deborah G. Nason, MA
094: Finding Freedom with George Kinder, CFP®
093: Have Your Latte & Drink It Too
092: Achieving the American Dream with Ivan Aragon
091: Year-End Tax Planning Opportunities for 2021
090: Buy Now Pay Later – Point of Sale Loans Explained
089: 5 Spooky Money Habits to Avoid
088: Achieving Proper Pay for Outstanding Performance
087: Growing Up Latina with Lyanne Alfaro
086: Growing Up Latina with Alejandra Alanis
085: Growing Up Latino with Camilo Moreno-Salamanca
084: Growing Up Latina with Mayra Rocha, MBA
083: Growing Up Latino
082: My Thoughts on F.I.R.E. (Financial Independence Retire Early)
081: Health is Wealth
080: When a Spender and a Saver Get Together
079: How to Use a Health Savings Account to Boost Your Retirement
078: How to Gift Your Kids a Student Loan Free Education
077: Is An Investment in Solar Panels Worth It?
076: Millennials - 5 Reasons to Work with a Financial Planner Before Turning 30
075: Defining Your Own Wealth
074: Is It Smart to Buy a Home During a Hot Real Estate Market?
073 How Does the Fed Raising or Lowering Rates Impact My Finances?
072: Give Yourself a Raise Without Getting a Raise!
071: Using the Right Mix of Credit to Boost Your Credit Score
070: How Does a Rental Property Affect My Taxes?
069: Understand Your Risk Tolerance Before You Invest
068: 2021 Child Tax Credit: How Do I Qualify?
067: Think Twice Before Moving to a Lower Income Tax State
066: Understanding Your Health Insurance Policy