The S&P 500 is now in bear market territory. Before you make any moves, tune in to learn four things you need to know about bear markets.
Inherited IRAs can be a great way to continue to build wealth. Tune in to learn the IRS distribution rules in order to minimize taxes on your distributions and take advantage of tax deferred growth.
A solid financial foundation is key to building generational wealth. Tune in to listen to easy to implement ways that you can start on your money journey and build a better financial future for yourself and generations to come.
Knowing and keeping track of your net worth is a great tool to measure progress in your finances. Tune in to learn how to grow your net worth and build a better financial future.
The stock market indices are in negative territory year to date. With inflation and talks of a recession there’s lots of uncertainty. Tune in to learn the dos and don’ts when the stock market is down so that you protect your investments and don’t make a fear-based decision.
Prices of goods and services continue to rise as a result of inflation. Tune in to learn how this impacts your personal finances and some things you can do to help offset the effects of inflation.
Now more than ever, it is important to teach our kids about personal finance at a young age. Tune in to my conversation with Mac Gardner, CFP® where we talk about Mac’s book, The Four Money Bears as well as the game/app currently in development.
Have you ever continued doing something that no longer serves you only because of the amount of time, energy, money and effort that you’ve invested in it? Tune in to learn how this behavior negatively impacts your future and how to avoid it!
In this Women’s History Month special episode, Luis speaks Brittney Castro. Brittney is a leading speaker, host, and brand ambassador and has worked alongside top brands to promote financial literacy!
In this Women’s History Month special episode, Luis speaks with Suzanne Lawrence. Suzanne is CEO and founder of Advisor Business Solutions based in Long Beach, CA. She is a strategic business management specialist with over 20 years of experience providing business solutions and marketing strategies for financial services, government agencies, nonprofits, and small businesses.
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