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Hosted by Luis Rosa, CFP® EA · 🇺🇸 US · EN · 100 episodes
Established thought leaders with verified media credentials.
Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the insights to help you build wealth, break generational cycles, and achieve financial freedom.Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered.Subscribe now to start building the future you deserve—one episode at a time.Disclosure:Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising
Luis Rosa, CFP® EA hosts Build a Better Financial Future, a business show with 100 episodes published.
In this episode, Luis goes over the highlights of the Trump Accounts and talks about whether or not these can make sense to invest in your child's future. In this episode, Luis talks about the following: How Trump Accoun
In this episode, Luis goes over the highlights of the One Big Beautiful Bill Act and how it impacts your 2026 taxes and beyond. In this episode, Luis talks about the following: Tax preparation vs. tax planning The Big Be
In this episode, Luis speaks with Graciela Laurent, a published, award-winning, and professionally certified portrait photographer, she weaves a tapestry of spirituality, healing and visual artistry. As an intuitive Reik
Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goal
Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you. Whether you're an employee, ret
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
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 helpi
Dan Solin is the New York Times bestselling author of the Smartes t 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 Yo
In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individu
John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John bu
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 Wor
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
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 y
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
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, M
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 t
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? Ju
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 strat
In this episode, Luis speaks with Tom Corley. Tom is CPA, CFP® Pro, holds a Master's Degree in Taxation, and is a bestselling/award-winning author. His books include: Rich Habits, Rich Kids, Change Your Habits Change You
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 I
Matt Schulz
Chief Consumer Financial Analyst · LendingTree
1 appearance on this show
Anne Lester
retirement expert, author of Your Best Financial Life, former Head of Retirement Solutions at JP Morgan · JP Morgan
1 appearance on this show
Dr. Daniel Crosby
psychologist, behavioural finance expert, New York Times bestselling author · Orion Advisor Solutions
1 appearance on this show
Carlos Hernandez
Founder & CEO at Helios Nexus & Hyperspace, Visionary, Dedicated Advocate For Space Exploration And Inclusivity, Founding Member Of The Inspired24 Nonprofit, Licensed Pilot · Pellas Development
1 appearance on this show
Louis Barajas
wealth and business manager, podcast host, author, advocate for underserved communities · IPW Advisors and Business Management
1 appearance on this show
Miri Rodriguez
CEO/Founder · Empressa AI
1 appearance on this show
George Kinder
father of the life planning movement, mindfulness teacher
1 appearance on this show
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Build a Better Financial Future is hosted by Luis Rosa, CFP® EA. The show is categorised under business (investing) and has published 100 episodes.
Build a Better Financial Future has published 100 episodes.
Build a Better Financial Future regularly covers business, investing. It sits in the business category, with a investing focus.
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