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
  • 162: Understanding Tariffs & Their Impact on Your Personal Finances
    Jan 29 2025

    In this episode, Luis talks about tariffs, their mechanisms, the Federal Reserve's role in inflation control, and the overall impact on personal finances.

    In this episode Luis discusses:

    • What tariffs are

    • How tariffs work

    • The Federal Reserve & Inflation

    • Impact on Personal Finances

    And much more…..

    Resources:

    Luis’ LinkedIN

    Luis’ X/Twitter

    Luis’ IG

    On My Way to Wealth YouTube Channel

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    14 mins
  • 161: How The New Real Estate Compensation Rules Affect Homebuyers
    Aug 28 2024

    In this episode, Luis speaks with Alex Vazquez. Alex is a top producing Realtor® and award-winning team leader, including three-time 40 Under 40 Top Realtors. As a real estate professional, Alex is passionate about helping clients reach their real estate objectives through buying, selling, and investing.

    In this episode Luis and Alex discuss:

    · The role of a Realtor® in the homebuying and selling process

    · How the new compensation rules affect homebuyers

    · Little known benefits of purchasing new construction homes

    · The pros and cons of Homeowners Associations

    And much more…..

    Resources:

    Follow Alex on Instagram

    Follow Alex on YouTube

    Visit Alex’s Website

    Follow Luis on Instagram

    Follow Luis on X

    On My Way to Wealth Youtube Channel

    Visit Luis’ Website

    Connect with Luis on LinkedIn

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    43 mins
  • 160: How to Get Wealthier with Dan Solin
    Jun 26 2024

    Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, The Smartest Portfolio You’ll Ever Own, The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?

    In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.

    His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is https://wealthierbook.com.

    Dan is a regular blogger for Advisor Perspectives.

    Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.

    He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.

    He was formerly a registered investment advisor with several prominent advisory firms.

    He resides in Bonita Springs, FL with his wife, Patricia.

    In this episode Luis and Dan discuss:

    · Why investing does not need to be complicated

    · Tips for Millennials and anyone getting started in their financial journey

    · How to eliminate distractions in life and get focused on your goals

    · Focusing on what matters most

    And much more…..

    Resources:

    Get the book: Wealthier – The Investing Field Guide for Millennials

    Follow Dan on Facebook

    Connect with Dan on LinkedIn

    Follow Dan on Instagram

    Follow Dan on X

    Follow Dan on Tik Tok

    Get Dan’s Books on Amazon

    Find a financial advisor on the XYPN Planning Network

    Get The Little Book of Common Sense Investing by Jack Bogle on Amazon

    Get the If You Can book by William Bernstein on Amazon

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    35 mins

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