Build a Better Financial Future

In this episode, Luis goes over the highlights of the One Big Beautiful Bill Act and how it impacts your 2026 taxes and beyond.  In this episode, Luis talks about the following: Tax preparation vs. tax planning The Big Beautiful Bill Act No Taxes on Overtime No Taxes on Tips Enhanced Senior Deduction   And much more……. Resources Mentioned: Get the Ultimate Guide to Taxes! Learn more about Trump Ac...

In this episode, Luis speaks with Graciela Laurent, a published, award-winning, and professionally certified portrait photographer, she weaves a tapestry of spirituality, healing and visual artistry. As an intuitive Reiki Master, Graciela infuses her photography with a profound spiritual dimension, creating more than just images—she captures the essence of a person. As the co-founder of Body & Sou...

Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checki...

Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you. Whether you're an employee, retiree, parent, or small business owner — tune in to learn what you need to know and learn about tax planning opportunities. In this episode, Luis discussed changes or updates to the...

In this episode, Luis talks about tariffs, their mechanisms, the Federal Reserve's role in inflation control, and the overall impact on personal finances.   In this episode Luis discusses:   What tariffs are How tariffs work The Federal Reserve & Inflation Impact on Personal Finances   And much more….. Resources: Luis' LinkedIN Luis' X/Twitter Luis' IG On My Way to Wealth YouTube Channel  

In this episode, Luis speaks with Alex Vazquez. Alex is a top producing Realtor® and award-winning team leader, including three-time 40 Under 40 Top Realtors. As a real estate professional, Alex is passionate about helping clients reach their real estate objectives through buying, selling, and investing.   In this episode Luis and Alex discuss:   ·         The role of a Realtor® in the homebuying...

Dan Solin is the  New York Times  bestselling author of the  Smartes t series of books, which include  The Smartest Investment Book You'll Ever Read, The Smartest 401(k) Book You'll Ever Read, The Smartest Retirement Book You'll Ever Read, The Smartest Portfolio You'll Ever Own,   The Smartest Sales Book You'll Ever Read  and  The Smartest Money Book You'll Ever Read . He is also the author of  As...

In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a   fee-only    comprehensive financial planning practice   helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life's transitions.   Jon  founded Layari Financial to offer...

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 with their clients...

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 publications have showc...

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 literacy program, and he als...

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 on a mission to he...

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 outlets such as Reut...

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. Ramona was named...

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 Protection PIN ·          IRS Free F...

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 life. Notes:   In th...

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 environment   And more……..  ...

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 Ramsey Radio Show, C...

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book,  Personal Benchmark: Integrating Behavioral Finance and Investment Management , was a  New York Times  bestseller. His second book,  The Laws of Wealth , was named the best investment book of 2017 by the Axiom Business Book Awards and h...

In this episode, Luis speaks with Lea Landaverde. Lea is also known as the Latina Wealth Activist, and is a revolutionary financial professional and creator. She is a First-Generation, Queer, Latina based out of Dallas, Texas. Lea is the Founder of The Riqueza [Ri-ke-sa] Collective, a holistic financial coaching practice dedicated to providing bilingual financial education to the next generation o...

In this episode, Luis speaks with Carlos Hernandez. Carlos "Charlie" Hernandez is the founder and CEO of Crediverso. A Los Angeles native, Carlos is the grandson and son of Hispanic immigrants and grew up not only listening to stories but seeing first-hand how the U.S. financial system affected the Hispanic immigrant experience.   Carlos has always been keenly aware that this system was not design...

In this episode Luis speaks with Miri Rodriguez.   Miri is a globally recognized Storyteller, bestselling author of  Brand Storytelling  and owner of  Be Mindful Be Happy . Miri brings 15+ years of expertise, valuable industry and consulting insights matched with a lighthearted and authentic delivery approach. Miri has earned several awards in digital marketing and customer experience and is ranke...

In this episode Luis speaks with Vanessa N. Martinez, MBA. Vanessa is the CEO and Founder of Em-Powered Network, bringing over fifteen years of experience in wealth assessment and guidance. Barrons Top 100 Women Advisor 2020 & 2022, Forbes Top Women Wealth Advisor 2020 & 2021, Forbes Best in State 2021-2022. She is dedicated to building meaningful relationships and helping clients pass on a legacy...

In this episode Luis talks about the importance of rebalancing your 401k. If you have a retirement plan at work and have not made any changes for a long time, tune in to learn more!   Notes:   In this episode Luis talks about:   ●        What rebalancing your 401k means ●        The importance of rebalancing your 401k ●        How often you should rebalance your 401k ●        The one thing people...

In this episode Luis shares how he obtained the highly coveted perfect credit score. If you're looking to improve your credit score, tune in to learn more about what you should be doing today!   Notes:   In this episode Luis talks about:   ·          How having a good credit score impacts other parts of your finances ·          The different parts that make up your overall credit score ·         ...