On My Way to Wealth  By  cover art

On My Way to Wealth

By: Luis Rosa CFP® EA
  • Summary

  • The On My Way to Wealth Podcast is for anyone looking to expand their financial knowledge. Whether you're looking to start your financial wellness journey, or you've been at it for years but have found the financial industry too rigid, elitist, and exclusionary, On My Way to Wealth has something for everyone. Increase your financial aptitude by expanding your money mindset and financial planning prowess. Wealth isn't for a select few, wealth is for you! Subscribe wherever you listen to your favorite podcasts for weekly episodes. Visit https://www.onmywaytowealth.com/ to learn more.
    2023 On My Way to Wealth™
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Episodes
  • 155 Your Best Financial Life - Save Smart Now for the Future You Want With Anne Lester
    Mar 6 2024

    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 their clients.

    Anne is also a media commentator and regular contributor on personal finance and retirement issues. She has been featured on outlets including Bloomberg TV, CNBC, Forbes, Business Insider, Wall Street Journal, The New York Times and Barron’s. She also co-founded The Aspen Leadership Forum on Retirement Savings with AARP. Her book, Your Best Financial Life: Save Smart Now for the Future You Want (William Morrow, 2024), helps younger savers find long-term savings success by overcoming their behavioral biases.

    Notes:

    In this episode Luis and Anne talk about:

    • Achieving your current goals while also prioritizing your retirement
    • Hacks and actionable items to make saving money easier
    • How to determine if a luxury item is worth the splurge
    • Three questions to ask yourself before you tap into your emergency savings

    And much more……..

    Resources:

    · Visit Anne’s website

    · Buy Anne’s Book: Your Best Financial Life; Save Smart Now for the Future You Want

    · Follow Anne on LinkedIn

    · Follow Anne on IG

    · Subscribe to Anne’s YouTube channel

    · Follow Anne on FaceBook

    · Follow Anne on TikTok

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    51 mins
  • 154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA
    Feb 28 2024

    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 ranking. As an educator, Oliver has been a keynote speaker at both industry and private events, has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Independent Investors), Vanguard, and Fidelity. Oliver is also the author of Money Can Grow on Trees: When you Take Care of It!

    Notes:

    In this episode Luis and Oliver talk about:

    • Saving for your future while still enjoying your latte
    • How to teach your children good money habits
    • The truth about social media and keeping up with the Joneses
    • How to take small steps that will have a lasting positive impact on your finances

    And much more……..

    Resources:

    · Oliver’s Wealthspire Advisors contact page

    · Oliver’s website

    · Purchase on Amazon: Money Can Grow on Trees: When You Take Care of It!

    · Connect with Oliver on LinkedIn

    · Visit On My Way to Wealth

    · Luis’ LinkedIN

    · Luis’ Twitter

    · Luis’ IG

    · On My Way to Wealth YouTube Channel

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    50 mins
  • 153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together
    Feb 21 2024

    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 Crain’s Business Most Notable Women in Financial Advice in 2020 and 100 Most Influential Latinas by Latino Leaders Magazine. She is a Politico Impact leader and was recently featured in HBO’s Gaming Wall Street.

     

    Notes:

     

    In this episode Luis and Ramona talk about:

     

    • Pre-Marital Prenups: Not just for celebrities!
    • Banking together
    • Financial Infidelity
    • Planning for joint goals with your partner
    • Financial Do’s and Don’ts for couples

     

    And much more……..

     

    Resources:

     

    ·         Connect with Ramona on LinkedIn

    ·         Follow Ramona on Twitter

    ·         Learn about Wealthbuild.ai on Instagram

    ·         Follow Ramona on IG

    ·         Visit On My Way to Wealth

    ·         Luis’ LinkedIN

    ·         Luis’ Twitter

    ·         Luis’ IG

    ·         On My Way to Wealth YouTube Channel

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    39 mins

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