Hispanic Wealth Matters

In this episode Jose discusses the importance of communicating the context behind the decisions and directions that leaders take.

In this episode we continue our conversation on leadership and how to allow team members to develop their individual style of leadership. Evelyn Baez Nguyen is a multi-family specialist at Lyon Stahl Investment Real Estate in El Segundo California. Evelyn studied Communications and Business marketing at California State University of Dominguez Hills. Evelyn is a specialist in investment properties...

In this episode we continue our conversation on leadership and how to allow team members to develop their individual style of leadership.

In this episode Jose speaks about the importance of getting feedback from the team in order to avoid pitfalls or learn better ways to execute. He discusses the risks in not receiving this data and how quickly it can damage an organization. 

In this episode Jose chats with Denise Serrano, a founder of  The Impact Movement and organization that collaborates and organizes home builds for families in need in Baja California. She shares where her passion for philanthropy came from and what you gain in the experience of making and impact. 

In this episode Jose talks about how to be more socratic in life.  Five steps to addressing any problem via questions is presented as a new practice. 

In this episode Jose discusses the business observations, experience and thoughts he gained as he traveled on the Disney Cruise with his family. He points out the Disney difference and how we can all learn from it.

In this episode Jose speaks about what happens when there is a systematic change in an industry and the lessons learned from the case with the National Association of Realtors. 

In this episode Jose talks about how it's easy to get excited about an idea but what matters is the toughness in the moments post that initial excitement.

In this episode Sergio Angulo discusses how he manages to operate several businesses aside from his real estate practice as well as his philosophy on how to build a team, AI adoption and what has influenced his explosive growth. 

In this episode I chat with Chef Miguel Reyes the founder of GOZO Kitchen and Lounge. Chef Miguel tells us about how he worked 7 days a week from washing dishes, refilling a salad bar to becoming an executive chef, entrepreneur and a visionary in the industry. Chef speaks to us about leadership, kitchen finances and how to become successful in an industry that has a high risk of failing.  

In this episode we discuss the difference between a plan and a strategy and how a plan is nowhere near as valuable as a strategy. 

In this episode I chat with Coach George Zedan the founder of Veritas Training Academy a unique program that focuses on Latino kids with training for Division 1 college and the NBA. We discuss what Coach looks for when recruiting a young athlete and what it takes to build the championship mentality. Veritas holds the prestigious title of being a Nike Elite School. Only 180 schools out of a total 9...

In this episode we speak with attorney Jerry Rulsky on the importance of having the appropriate home coverage. The risks involved in not having the right protections, what is umbrella coverage and why you shouldn't fear the insurance system.  Jerry Rulsky is a dedicated and passionate attorney who tirelessly strives to help his clients achieve the best possible outcomes in their legal cases....

In this episode I chat with top Financial Advisor Chris Ardoin about the importance of financial planning for the professional and student athlete. With a focus on working with both athletes and athletic coaches Chris is well versed in the complexities that come with being part of these highly competitive careers. 

In this episode, Tricia shares with us her wisdom in business and life. We discuss her difficult start and how her grit, authenticity and faith powered her to lead one of the most successful teams in Texas. We learn lessons not only for beginners but also established leaders.  Tricia Turner, Broker CEO at Tricia Turner Properties Group  Tricia is a veteran in real estate for over two dec...

In this episode I chat with Real Estate Visionaries Andres Hoyos and Diana Steel. Founders and operators of Sync Real Estate Brokerage. We discuss their story and what it takes to build a dynasty. We go deeply into the balance of talents between Andres and Diana and why it works. This is a fantastic episode for any entrepreneur looking to understand what it takes behind the scenes to build a legac...

In this episode I chat with sommelier Omar Lima. One of the few Central American background wine connoisseurs in the USA. Omar shares with us how his journey landed him from KoreaTown to the San Fernando Valley to a stock room and ultimately to being a guest at some of the most famous wineries in the world.   Omar Lima, Sommelier at Spago Beverly Hills. Omar is a certified Sommelier WSET Leve...

In This episode Michael and I discuss the unique financial planning needs of content creators and the management of long term strategy that is unique to these careers. Michael is a seasoned professional with a long history in innovative planning, financial analysis and coaching.  Michael Wallman is the Managing Director of Wallman Financial and the Primary advisor for The Only Finance Man. Th...

In this episode I share a story about my wife Mimi Tejada and how she went from being laid off twice to becoming one of the youngest SVPs at a major financial institution.  Mimi Tejada is the Senior Vice President of City National Bank.

In this episode the brilliant Duchess of Decorum Pattie Ehsaei and I chat about what it takes for commission-only entrepreneurs to survive through tough markets. What do familiar conversations need to be and how do you train your mindset to thrive! Pattie Ehsaei is a keynote speaker, content creator, and author living in Los Angeles. Creator of TikTok channel, “Duchess of Decorum”, where I teach f...

Nicole Stadick is the founder of Comrad, a marketplace that allows for a more human match between therapist and patient. In this episode Nicole and I chat about why there needs to be a better way to match patients and therapists and how her startup is looking to shorten and declutter that bridge.  Nicole Stadick, CEO at Comrad. Comrad is a mental health marketplace app ensuring better human c...

In this episode we chat with Accountant Katherine Studley who is a brilliant entrepreneur and content creator. While making breakfast one day she was inspired to help content creators, adult entertainers and others in similar fields organize their finances and accounting practices.   Katherine Studley is an Accountant and owner of The Only Consultant and Prisma Tax Group, a boutique tax firm....

In this episode Jose discusses and poses ideas on how people relate to finances and money. The emotional and practical aspects of money. 

In this episode I chat with Ryan Rubio the CEO of Private Productions Inc. a multi media marketing agency. Ryan is 19 years old and a serial entrepreneur. He shares how he leveraged bot-technology in middle school to start a sneaker flipping business and how later he used his hobby of detailing his parents car into a luxury auto detailing enterprise. Today you can see him filming on stages like Co...