Retire Rich: Tales of Financial Freedom

著者： Marc Hernandez and Carlos Lopez
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  • サマリー

  • Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.
    Copyright © 2024 Retire Rich
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あらすじ・解説

Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.
Copyright © 2024 Retire Rich
個人ファイナンス 経済学
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エピソード
  • How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)

    How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)
    2024/12/18
    When the unimaginable happens, grief and financial chaos often collide. Preparing now could spare your loved ones from unnecessary hardship. Marc Hernandez draws on decades of expertise to guide listeners through the intricate financial and legal challenges that arise after losing a spouse or partner. Packed with actionable insights and real-life examples, this conversation delivers …

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    35 分
  • Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)

    Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)
    2024/10/30
    Retirement is supposed to be worry-free. However, without the right Medicare strategy, your healthcare might not be. Listen in to get it right. This week on Retire Rich: Tales of Financial Freedom, Carlos Lopez is joined by Medicare professional Louis Kowalski. With 50+ years in the insurance industry, Louis breaks down the differences between Medicare …

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    24 分
  • How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)

    How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)
    2024/10/09
    Healthcare workers dedicate their lives to saving others — but who’s helping them plan their future, more so their financial future? This week on Retire Rich: Tales of Financial Freedom, Marc Hernandez explores this critical question with Anissa Castillo, Director of Surgical Services at Valley Regional Medical Center. Anissa reveals her powerful story, from starting …

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    32 分

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