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On My Way to Wealth

By Luis Rosa, CFP® EA

The On My Way to Wealth™ podcast provides financial tips and insights for busy Gen Xers. Your host, Luis F. Rosa, CERTIFIED FINANCIAL PLANNER™ professional, breaks down complex financial topics into simple terms. A Gen Xer himself, Luis talks about the things that we encounter on our way to wealth, such as buying our first home, getting married, paying for childcare, switching jobs, getting out of debt, saving, investing, tax planning, saving for retirement and much more! Episodes will include interviews with professionals in the fields of accounting, estate planning, real estate, mortgages, and other professionals and financial planners with a specific focus on a certain niche.

  1. 1.
    045 How To Own Your Adversity & Act On Your Biggest Dreams11/25/2020
    26:08
  2. 2.
    044: Tips For Holiday Shopping11/18/2020
    13:25
  3. 3.
    043: Should I Use My Old 401K To Pay Off Debt?11/11/2020
    13:17
  4. 4.
    042: Leveling the Paying Field with Rick Gillis11/04/2020
    30:11
  5. 5.
    041: Do I Really Get a Tax Deduction If I Own a Home?10/28/2020
    13:06
  6. 6.
    040: Protecting Your Family & Assets10/21/2020
    33:22
  7. 7.
    039 Growing Up Latina With Elizabeth Suárez10/14/2020
    45:28
  8. 8.
    038: Growing Up Latino With Luis F. Rosa10/09/2020
    43:49
  1. 9.
    037: Growing Up Latino With Carlosluis Perez10/07/2020
    41:47
  2. 10.
    036: Growing Up Latina With Ana Trujillo Limon09/30/2020
    31:18
  3. 11.
    035: Growing Up Latina With Crystal Sunbury09/23/2020
    39:15
  4. 12.
    034: Growing Up Latino With Peter Guzman09/16/2020
    33:09
  5. 13.
    033: When Do I Need a Financial Planner?09/09/2020
    20:42
  6. 14.
    032: Understanding Mortgage Forbearance09/02/2020
    13:50
  7. 15.
    031: Understanding Identity Theft Protection Services08/26/2020
    12:23
  8. 16.
    030: Debt Consolidation Vs. Debt Settlement08/19/2020
    9:46
  9. 17.
    029: Understanding The Loan Estimate Mortgage Document08/12/2020
    26:48
  10. 18.
    028: What Should I Do With My Old 401K?08/05/2020
    8:54
  11. 19.
    027: Should I Get a Co-Branded Credit Card?07/29/2020
    9:59
  12. 20.
    026: Holistic Financial Planning07/22/2020
    24:55
  13. 21.
    025: To Roth Or Not To Roth, That Is The Question!07/15/2020
    24:09
  14. 22.
    024: Consequences of Taking Money Out of Your 401K or IRA Because of COVID-1907/08/2020
    21:04
  15. 23.
    023: Should I Get Life Insurance Through My Employer or Buy My Own?07/01/2020
    16:11
  16. 24.
    022: The 20 Year Mortgage: A Lender’s Little-Known Secret06/24/2020
    14:04
  17. 25.
    021: Should I Buy or Rent?06/17/2020
    18:25
  18. 26.
    020: Do This Before Investing…06/10/2020
    22:41
  19. 27.
    019: Understanding Your Credit Score06/03/2020
    16:16
  20. 28.
    018: The Best Debt Elimination Strategies05/27/2020
    20:07
  21. 29.
    017: Winning with S.M.A.R.T. Goals05/20/2020
    17:39
  22. 30.
    016: Best Ways to Use Your Stimulus Payment05/15/2020
    18:55
  23. 31.
    015: How COVID-19 is Disproportionately Affecting People of Color05/01/2020
    38:47
  24. 32.
    014: Emotional Spending During Life Under Quarantine04/15/2020
    29:08
  25. 33.
    013: How the Economic Stimulus Will Affect You04/01/2020
    36:59
  26. 34.
    012: 5 Ways to Prepare Yourself for an Economic Downturn03/16/2020
    12:27
  27. 35.
    011: Should I purchase a home or refinance my mortgage when the stock market drops?03/02/2020
    15:10
  28. 36.
    010: Marrying Your Finances02/14/2020
    15:29
  29. 37.
    009: Strategies for Paying Off Student Loan Debt02/03/2020
    34:31
  30. 38.
    008: How Stock Compensation Fits into Your Financial Plan01/15/2020
    22:16
  31. 39.
    007: Don’t Break the Bank While Planning Your Wedding01/02/2020
    45:47
  32. 40.
    006: Protecting Yourself and Your Loved Ones from Credit Scams12/16/2019
    31:17
  33. 41.
    005: Family Governance: Developing High-Net-Worth Families12/02/2019
    50:13
  34. 42.
    004: How to Prepare Yourself Financially for Fertility Treatments11/15/2019
    34:03
  35. 43.
    003: Planning for Retirement When You’re Young11/01/2019
    37:25
  36. 44.
    002: Why You Don’t Need to Be a Rockefeller to Have an Estate Plan10/15/2019
    31:32
  37. 45.
    001: Car Buying Tips10/01/2019
    53:52
  38. 46.
    Episode Zero Intro09/17/2019
    3:34

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