Author: Luis Rosa

Growing Up Latino with Diego A. Verdugo

In this special Hispanic Heritage Month Edition episode, Luis speaks with Diego A. Verdugo, CFP®, CRPS®. Diego is first-generation immigrant from the Mexican state of Sonora. His family arrived to Arizona in 2001 with the hope of pursuing the American Dream. He is a cancer survivor and has battled a chronic immunodeficiency since birth. Tune in to learn more about Diego’s trajectory and how his Hispanic Heritage has influenced his career.

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My Thoughts on F.I.R.E. (Financial Independence Retire Early)

If you’ve ever thought of early retirement, hoping to live your best life as soon as possible, chances are, you’ve come across FIRE. FIRE, which stands for financial independence retire early, is a movement that’s been gaining traction among many. Why? Well, this movement offers anyone the possibility of getting out of a 9-5 grind far before the age of 65. How? By adopting a frugal lifestyle and manifesting a high savings rate.

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Health is Wealth!

Many believe that wealth is only material. It is important to be at your best from a mental and physical standpoint in order to enjoy and share the wealth that you create. Tune in to listen to some tips that you can do to reduce burnout and increase your health net worth!

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How to Gift Your Kids a Student Loan Free Education

It’s no secret the cost of higher education is increasing at a fast rate. And now, students are entering college with serious “sticker shock” only to graduate with immense student loan debt. But imagine giving your child the gift of graduating debt free. Well, a good financial planner is no stranger to solutions that’ll make this possible for you. Whether you think you’ve got enough time to plan for college or not, saving money now may be a lot easier than you think.

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Defining Your Own Wealth with Diana Gisel Yáñez

In this episode, Luis speaks with Diana Gisel Yáñez, CFP®. Diana is the founder of All the Colors, a financial empowerment firm dedicated to helping clients create peace and joy with their money, so they can affect their community and the world. As a money coach, meditator, and activist Diana brings a unique approach to money questions. Sign up for her bimonthly newsletter for inspirational posts on money and community, and to hear about upcoming workshops. 

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