In this episode, Luis talks about the new IRS W-4 Tax Withholding Form and why you want to make sure you review yours at least once per year.

In this episode, Luis talks about some tax basics in order to understand how taxes work and help you minimize your taxable income.

In this episode, Luis talks about how to be intentional with your financial goals for the new year and how to best set yourself up in order to achieve your goals.

Tune in to episode 049 where I discuss a small little trick I learned to help achieve your goals. Sometimes we get overwhelmed by the amount of time and effort it’ll take to complete a goal, and this is where thinking big and acting small comes in!

In this episode, Luis introduces the BLX Internship Program. Founded by Chloe Moore, CFP®,  Shawn Tydlaska, CFP®, Emlen Miles-Mattingly, and Luis F. Rosa, CFP® EA, the BLX Internship Program’s goal is to provide opportunities for at least 100 aspiring Black and LatinX financial planners to obtain a paid internship with a fee-only financial planning firm in the summer of 2021. We believe this is the way forward for the future of the financial planning profession.

In this episode, Luis speaks about the importance of having an emergency savings fund, and the best place to put it.

In this episode, Luis speaks about things to consider before the year ends in order to set yourself up for a successful New Year and beyond.

In this episode, Luis speaks with Cady North, CFP®. Cady North is an author, podcast host, speaker, investment advisor and the founder of North Financial Advisors. After 5 years owning her own financial planning business, Cady realized a common theme among many clients and prospects is that we all can name big dreams we have for ourselves, but very few of us are actually living them. We often find ourselves burned out and wondering what’s next. We easily move on to the next thing rather than doing the inner work necessary to match our outer dreams. Knowing there is a limit to the number of people Cady can reach one-on-one, she wanted to write a book exploring ways which people have overcome their adversities to live their biggest dreams.

In this episode, Luis shares tips regarding Holiday shopping and how you can save money, time and reduce some stress.

In this episode, Luis speaks about whether or not you should use your old 401k to pay off debt. Luis came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of Investment News 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia’s 100 Top Financial Advisors of 2020. From participating as an FPA NexGen Ambassador & Host, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry