Category: Podcast

How the Economic Stimulus Will Affect You (Podcast)

In this episode, Luis talks about ways to navigate during not so favorable economic times. Luis also provides a highlight of the CARES ACT and how it affects individuals and small businesses. Recent stock market volatility mainly due to the Coronavirus has caused a lot of uncertainty, however, there are things you can do to stay focused on your goals and not let the negative news affect you.

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Should I Purchase or Refinance When the Stock Market Drops? (Podcast)

The stock market has dropped significantly recently mostly due to Coronavirus fears. Lower mortgage rates often occur as an indirect result of a stock market drop. Tune in to podcast episode 011, where I sit down with my wife Alison to have a casual conversation about whether it makes sense to purchase a home or refinance an existing mortgage during a market drop.

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How Stock Compensation Fits into Your Financial Plan (Podcast)

Stock compensation has become an increasingly common way to recruit and retain employees. While it was traditionally thought of as a way to award high-ranking executives, it has become very common for employees at all levels in tech companies. It can also be a lucrative part of your compensation package that helps you achieve financial goals. To get the most out of stock compensation, it’s important to understand how it works and how it fits into your personal financial plan.

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Protecting Yourself and Your Loved Ones from Credit Scams (Podcast)

Protecting your credit from scams is an ongoing battle. If you’re feeling overwhelmed, you’re not alone. Research shows people aren’t as savvy at identifying scams as they think they are. Plus, you don’t always have control over who has access to your sensitive information.

In this episode, I speak with Marguerita Cheng, CFP®, Chief Executive Officer at Blue Ocean Global Wealth. Rita shares her insights and tips on what we can do to help protect ourselves, our children, and our parents from credit scams.

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Family Governance: Developing High Net-Worth Families with Jason Howell, CFP®

The rich get richer because the rich get help. And they have for centuries. Although we may not be ultra-wealthy, there are things that we can do to create a system for creating family harmony, preserving family history, and nurturing family values and wealth through the purposeful structure and stewardship of the founding family members. Tune in to listen to Jason Howell, CFP® talk about his new book, The Joy of Financial Planning, as well as strategies for Transforming and Reclaiming Your American Dream.

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How to Prepare Yourself Financially for Fertility Treatments (Podcast)

In this episode, Luis talks to Juany Rodriguez, BSN, a Registered Nurse with over a decade of experience in the field of fertility, currently working at Generation Next Fertility in New York City. She has extensive experience understanding all aspects of the patient’s process.  Juany has been thoroughly involved in the operations of several fertility practices including the development of Third-Party programs using sperm and egg donors, as well as gestational carriers.  She has worked with patients from all different socio-economic backgrounds both trying to start or expand a family, and those delaying parenthood for social or medical reasons

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Planning for Retirement When You’re Young

Sometimes the last thing on our minds when we’re young is planning for retirement. The retirement landscape has changed, with most jobs no longer offering a pension, which means that the responsibility to save for our future is on us. Tune in to listen to Walter Brown and I discuss the things that you can do now to start saving for your retirement. Your future self will thank you.

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Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Build a Better Financial Future, LLC. and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Luis F. Rosa, EA and Build a Better Financial Future, LLC are able to provide tax services. However, you are not obligated to work with Build a Better Financial Future, LLC and Luis F. Rosa, EA for any tax services. You are encouraged to consult your tax advisor or attorney.