• Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP®

  • Aug 28 2024
  • Duración: 34 m
  • Podcast

Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP®

  • Resumen

  • Message us, here for you!

    Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth.

    This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story? It's not your typical "I always knew I wanted to be a financial advisor" bullshit. She stumbled into this world, realizing early on that money equals options and freedom.

    Here's the kicker: Valerie's not just another suit talking about stocks and bonds. She's on a mission to bridge the wealth gap, focusing on folks who've been traditionally ignored by the big financial firms. We're talking about you - the ones busting your ass, making real money for the first time, but feeling clueless about what to do with it.

    We tackle the hard truths: why the investment industry is rigged against you, why your emotions about money matter (despite what those old-school advisors say), and why you shouldn't trust anyone who can't write "I'm a fiduciary" in a single, jargon-free sentence.

    But it's not all doom and gloom. Valerie drops some serious knowledge on how to take control of your financial future, even if you're starting from scratch. We're talking practical advice, not pie-in-the-sky BS.

    The takeaway? Why not you? Why can't you have that Roth IRA, that brokerage account, that financial security? It's time to stop thinking this wealth-building game is for "them" and not for you. That's straight-up bullshit, and Valerie's here to prove it.

    Ready to get your financial shit together? Check out Valerie and First Gen Wealth: Website: https://1genwealth.com/ LinkedIn: https://www.linkedin.com/in/valerie-rivera-cfp/ Twitter: https://x.com/1genwealth

    Don't just listen - take action. Reach out to Valerie or another fee-only fiduciary advisor. Your future self will thank you for it. Let's break this cycle of financial confusion and build some generational wealth, shall we?

    Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!

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