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.

Weddings can be very expensive and stressful to plan. I spoke with wedding planner Paulina Clute, and she shared some tips on how to budget for your wedding, and things you can do to ensure you get off on the right foot and not start your marriage in debt.

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.

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.

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

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.

In this episode, Luis talks to Matthew Winters, Esq., a partner at TALG. Matthew primarily focuses on tax and estate planning and works out of the Las Vegas office. Matthew holds a B.A. in History from Nevada State College, J.D. from UNLV – Boyd School of Law and LL.M. in Taxation from The University of Alabama School of Law.

In this episode, Luis talks to Eddie Egan, a car industry veteran who has worked for over 10 years in service, sales, and parts. Eddie is a national award winner as a service advisor and currently works as a Service and Parts Director at a major national luxury brand dealership in New York.

Luis discusses what the podcast is about, shares a little bit about himself, and shares the podcast format and schedule.