On My Way to Wealth Luis Rosa, CFP® EA

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 built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage with their clients to build trust and nurture long-term relationships.
In addition to his role at Blueleaf, John hosts The Augmented Advisor podcast, featuring the most successful creators in wealth management. The podcast offers valuable real-world marketing tools and strategies for RIAs, wealth managers, and B/Ds to build an audience, establish a brand, and grow their business. John holds an MBA from Northwestern University's Kellogg School of Management and a BA from Boston College.
 
In this episode Luis and John discuss:
 
·        How not to be afraid of taking risks as an entrepreneur
·        How to test your idea with little investment
·        How to be an entrepreneur while being an employee
·        The importance of mission and passion while building your business
 
And much more…..
Resources:
Connect with John on LinkedIn
Being an Entrepreneur as an Employee LinkedIn Post
Alex Hormozi Book mentioned in the show
Follow John on IG
Follow John on X
Blueleaf.com  

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 World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, Wall Street Journal, and other publications have showcased his expertise. A former journalist, he has run online news teams for TV stations, newspapers and websites and has written or edited for Bankrate, American Banker and USNews.com among other outlets. He lives in Austin, Texas, with his wife and son.
In this episode Luis and Matt discuss:
 
·        Why you have more power over your money than you think
·        Practical advice that you can do right now to start saving money
·        How to best position yourself for a salary increase
·        The power of growing your professional network
 
And much more…..
Resources:
Matt’s Website
Matt’s IG
Matt’s X
Matt’s LinkedIn
Lending Tree

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 into becoming a Certified Financial Planner™ pro. He’s also the author and creator of Your Money Vehicle, which is both a book and a premier financial literacy program, and he also hosts The Money Vehicle Movement Podcast. Tune in to learn how to drive the first mile in your financial journey.
 
In this episode Luis and Jed talk about:
 
How time is on your side and the importance of starting early Embracing mistakes and failures and using them to your advantage Why we should all operate as a business Social media’s impact on our mental health and financial insecurity Why more money does not translate into more happiness  
And much more……..
 
Resources:
 
·         Your Money Vehicle Website
·         Your Money Vehicle Book on Amazon
·         Connect with Jed on LinkedIn
·         Follow Jed on TikTok
·         Follow Jed on Instagram
·         Follow Jed on X/Twitter
·         Follow Your Money Vehicle on Facebook
 

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

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

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