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 showcased his expertise. A former journalist, he has run online news teams for TV stations, newspapers and websites and has written or edited for Bankrate, American Banker and USNews.com among other outlet ..read more

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 also hosts The Money Vehicle Movement Podcast. Tune in to learn how to drive the first mile in your financial journey.   In this episode Luis and Jed talk about:   How time is on your side and ..read more

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 help rising leaders retire on their time and target. A top-rated speaker, Anne addresses the under-45 crowd as well as professional audiences, including P&I, NAPA, Wharton, plus financial firms and ..read more

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 Reuters and Dow Jones. In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row (2008-2014) as part of their “Top Independent Advisor” annual ..read more

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 File Program ·         VITA and TCE IRS Program ·  ..read more

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 this episode Luis and Edward talk about:   How motivation alone won’t help you achieve your goals The importance of having specific goals and a strong why How being healthy has a direct impac ..read more

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……..   Resources:   ·         Visit On My Way to Wealth ·         Luis’ LinkedIN ·   ..read more

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 has been translated into 12 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and ..read more

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 of wealth builders.   She is also the voice of Mi Riqueza Podcast: a Podcast Redefining the Way We View Wealth. Lea earned her Masters in Finance at the University of Utah and is a certified pract ..read more

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 designed for the Spanish-speaking or Hispanic community, even though these individuals represent 20 percent of the U.S. population. By doing deeper research, he realized that across every financial pro ..read more