On My Way to Wealth

Apr 24 2024 16
On My Way to Wealth Podcast artwork

The On My Way to Wealth Podcast is for anyone looking to expand their financial knowledge. Whether you're looking to start your financial wellness journey, or you've been at it for years but have found the financial industry too rigid, elitist, and exclusionary, On My Way to Wealth has something for everyone. Increase your financial aptitude by expanding your money mindset and financial planning prowess. Wealth isn't for a select few, wealth is for you! Subscribe wherever you listen to your favorite podcasts for weekly episodes. Visit https://www.onmywaytowealth.com/ to learn more.

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158: Becoming Your Own Boss with John Prendergast

Apr 24 2024 45 mins  
John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage wi

157: Ask Questions, Save Money, Make More with Special Guest Matt Schulz

Apr 10 2024 34 mins  
Matt Schulz is the author of "Ask Questions, Save Money, Make More: How To Take Control Of Your Financial Life" and is Chief Credit Analyst at LendingTree. A credit and personal finance expert, he has appeared on ABC World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, Wall Street Journal, and other publica

156: Your Money Vehicle - How To Begin Driving to Financial Freedom! With Jedidiah Collins, CFP®

Apr 03 2024 43 mins  
In this special episode for Financial Literacy Month, Luis speaks with Jedidiah Collins, CFP®. Jed is also known as the fullback of finance, having played 5 seasons in the National Football League, and then transitioning into becoming a Certified Financial Planner™ pro. He’s also the author and creator of Your Money Vehicle, which is both a book and a premier financial literac

155 Your Best Financial Life - Save Smart Now for the Future You Want With Anne Lester

Mar 06 2024 51 mins  
In this episode, Luis speaks with Anne Lester. Anne is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. She is

154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA

Feb 28 2024 49 mins  
In this episode, Luis speaks with Oliver Pursche. Oliver is a recognized thought leader with nearly 30 years of Financial Advisory Experience, currently with Wealthspire Advisors. His opinions and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world-wide news ou

153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together

Feb 21 2024 39 mins  
In this episode, Luis speaks with Ramona Ortega. Ramona is the CEO & Founder of WealthBuild, an AI-powered financial co-pilot that helps people make smarter financial decisions and build wealth. She previously founded, My Money My Future, a financial literacy and inclusion platform. She is an award-winning tech entrepreneur, public speaker, impact investor and forthcoming author.

152: 5 Things to Know Before You File Your Taxes in 2024!

Jan 24 2024 23 mins  
Hey there! Just wanted to give you a heads up about some important info for tax season 2024. Notes: In this episode Luis talks about: Important dates to know this tax season Getting organized The fastest and safest way to file your tax returns Last minute tax planning Common mistakes to avoid And much more…….. Resources: · Get an IRS Identity Prot

151 Improve Your Health to Increase Your Wealth! with Edward Castillo

Jan 17 2024 40 mins  
In this episode, Luis speaks with Edward Castillo. Edward is a Certified Personal Trainer and content creator. Have you ever thought about how going to the gym and managing your personal finances have a lot in common? Just like how going to the gym is essential for keeping your body healthy and fit, managing your personal finances is crucial for maintaining a healthy financial lif

150: 2023 Year-End Tax & Financial Planning Strategies

Nov 22 2023 18 mins  
In this episode, Luis talks about the year-end strategies that you can implement to lower your tax bill, and set up your finances to start 2024 with a bang! Notes: In this episode Luis talks about: The tax planning strategies he uses with his clients Tax Loss Harvesting How to best maximize your employee benefits Taking advantage of the current high interest rate

149: Rich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax

Oct 25 2023 51 mins  
In this episode, Luis speaks with Tom Corley. Tom is CPA, CFP® Pro, holds a Master’s Degree in Taxation, and is a bestselling/award-winning author. His books include: Rich Habits, Rich Kids, Change Your Habits Change Your Life, Rich Habits Poor Habits and Effort-Less Wealth - Smart Money Habits at Every Stage of Your Life. Tom has appeared on or in CBS Evening News, The Dave R