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
In this episode, Luis speaks with Rick Gillis. Rick has been involved in the business of employment since 1997, when he was instrumental in introducing the first local employment website to the greater Houston, TX, market. Since that time, Rick has aggressively studied employment, advancement, promotion, and pay. With the publication (Summer 2021) of his sixth book, “Leveling the Paying Field, A Ground-Breaking Approach to Achieving Fair Pay”, Rick has taken on the resolution of the pay disparity issue from the viewpoint of the employee as well as the employer. Rick believes not only in Equal Pay for Equal Work but also in the Proper Pay for the Best Performance—an assertion that consciously eliminates discrimination of any kind from the discussion.
In this episode, Luis speaks about the tax benefits of owning a home. 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.
In this episode, Luis speaks with Romeo R. Perez, Esq. Romeo comes from a family of small business owners in South Texas. The first in his family to graduate college, he has owned his family law office for over 22 years, helping his clients with Divorce, Child Custody, Child Support, Guardianship, Grandparents Rights, Juvenile Justice, Abuse/Neglect (CPS) and Termination of Parental Rights. He has dealt with families during some of the most difficult times of their lives and is now running for Family Court Judge in Las Vegas, Department Z. Romeo believes that while knowing the law is important, understanding people is essential.
In this Hispanic Heritage Month Edition episode, Luis speaks with Elizabeth Suárez .
A highly sought-after leadership and negotiation strategist, Elizabeth Suárez is committed to helping professionals and their organizations establish working environments where people are empowered to be skilled leaders and negotiators. After climbing the ranks of corporate America, she spent the last decade creating the impactful and interactive platform Negotiation Unleashed, a coaching, training and facilitation resource for professionals. As a previous corporate executive turned negotiation influencer, she created this platform to guide leaders into thriving decision-makers and strategists.
Elizabeth holds an MBA from The University of Pennsylvania’s Wharton School of Business, and a BS in chemical engineering from Cornell University. She completed the Executive Management Program at the John F. Kennedy School of Government at Harvard University. She is a graduate of the Center for Creative Leadership, National Hispana Leadership Institute (NHLI) and Leadership Denver. She is a certified MBTI practitioner and mediator trained by the Colorado Council of Mediators and the Colorado Bar Association
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