On My Way to Wealth

By Luis Rosa, CFP® EA

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. From participating as an FPA NexGen ambassador and host, to speaking at the CFP Board Center for Financial Planning’s Diversity Summit, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the industry. He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.

  1. 1.
    073 How Does the Fed Raising or Lowering Rates Impact My Finances?
    16:59
  2. 2.
    072: Give Yourself a Raise Without Getting a Raise!
    18:03
  3. 3.
    071: Using the Right Mix of Credit to Boost Your Credit Score
    17:02
  4. 4.
    070: How Does a Rental Property Affect My Taxes?
    21:27
  5. 5.
    069: Understand Your Risk Tolerance Before You Invest
    19:30
  6. 6.
    068: 2021 Child Tax Credit: How Do I Qualify?
    21:02
  7. 7.
    067: Think Twice Before Moving to a Lower Income Tax State
    17:33
  8. 8.
    066: Understanding Your Health Insurance Policy
    19:44
  1. 9.
    065: Own Your Financial Narrative
    44:49
  2. 10.
    064: So the Economy is Reopening. Now What?
    17:19
  3. 11.
    063: Married Filing Joint or Separate on My Taxes, Which is Best?
    15:30
  4. 12.
    062: Embracing Failure to Achieve Success
    25:11
  5. 13.
    061: Financial Empowerment for Women
    14:16
  6. 14.
    060: Understanding the American Rescue Plan Act of 2021
    17:42
  7. 15.
    059: Tax Savings Strategies for the Self-Employed
    37:45
  8. 16.
    058: How Successful People Use the Power of “No”
    21:42
  9. 17.
    057: Know Better & Do Better in Your Life & Finances
    48:35
  10. 18.
    056: Balancing Your Life & Finances
    46:39
  11. 19.
    055: Understanding the Free Application for Federal Student Aid
    18:03
  12. 20.
    054: 4 Tips for Parents to Prepare for the Arrival of a New Baby
    13:30
  13. 21.
    053: Why More Money Doesn’t Necessarily Mean More Happiness
    12:56
  14. 22.
    052: How To Fill Out The New IRS W-4 Tax Withholding Form
    15:06
  15. 23.
    051: Understanding Your Taxes
    19:27
  16. 24.
    050: Set It But Don’t Forget It
    25:59
  17. 25.
    049: New Year’s Resolutions – Think Big, Act Small!
    14:45
  18. 26.
    048: The BLX Internship – The Way Forward!
    28:17
  19. 27.
    047: What is the Best Place to Put My Emergency Savings?
    16:20
  20. 28.
    046 Smart Year-End Planning Strategies 2020
    16:31
  21. 29.
    045 How To Own Your Adversity & Act On Your Biggest Dreams
    26:08
  22. 30.
    044: Tips For Holiday Shopping
    13:25
  23. 31.
    043: Should I Use My Old 401K To Pay Off Debt?
    13:17
  24. 32.
    042: Leveling the Paying Field with Rick Gillis
    30:11
  25. 33.
    041: Do I Really Get a Tax Deduction If I Own a Home?
    13:06
  26. 34.
    040: Protecting Your Family & Assets
    33:22
  27. 35.
    039 Growing Up Latina With Elizabeth Suárez
    45:28
  28. 36.
    038: Growing Up Latino With Luis F. Rosa
    43:49
  29. 37.
    037: Growing Up Latino With Carlosluis Perez
    41:47
  30. 38.
    036: Growing Up Latina With Ana Trujillo Limon
    31:18
  31. 39.
    035: Growing Up Latina With Crystal Sunbury
    39:15
  32. 40.
    034: Growing Up Latino With Peter Guzman
    33:09
  33. 41.
    033: When Do I Need a Financial Planner?
    20:42
  34. 42.
    032: Understanding Mortgage Forbearance
    13:50
  35. 43.
    031: Understanding Identity Theft Protection Services
    12:23
  36. 44.
    030: Debt Consolidation Vs. Debt Settlement
    9:46
  37. 45.
    029: Understanding The Loan Estimate Mortgage Document
    26:48
  38. 46.
    028: What Should I Do With My Old 401K?
    8:54
  39. 47.
    027: Should I Get a Co-Branded Credit Card?
    9:59
  40. 48.
    026: Holistic Financial Planning
    24:55
  41. 49.
    025: To Roth Or Not To Roth, That Is The Question!
    24:09
  42. 50.
    024: Consequences of Taking Money Out of Your 401K or IRA Because of COVID-19
    21:04

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