The Marysol Uribe Podcast

Marysol Uribe
  • 4.1 (10)
  • Investing
  • Updated Weekly

The Marysol Uribe Podcast is for stewards of significant wealth and responsibility who want calm, clear conversations about protection, legacy, and income optionality. Hosted by Marysol Uribe, RN and licensed financial professional, this show helps high‑responsibility decision‑makers protect what they’ve built and prepare the people who depend on them. We talk about life insurance, estate liquidity, wealth transfer, and flexible income streams in plain language, so you can move from assumption to clarity. You’ll learn how to: Protect your family and estate from avoidable risk, taxes, and forced asset salesDesign tax‑efficient, values‑aligned wealth transfer and legacy plansUse life insurance and other tools as part of a long‑term stewardship strategyBuild income streams that respect your time, your calling, and your responsibilitiesYou’ll hear real stories, practical frameworks, and grounded, no‑hype guidance you can take into conversations with your advisors, your family, and your own planning. Have a life‑insurance or legacy story that could help someone else?Share it via voice note or text at our WhatsApp business line: +1 562‑900‑3200. Your story may be featured in a future episode to encourage others to protect what matters most. This podcast is for educational and entertainment purposes only. The conversations are general in nature and are not financial, tax, legal, or investment advice, and do not create a professional or client relationship. Do not act on anything here without talking to your own qualified financial professionals who understand your specific situation. For a personalized consultation, visit UribeInsurance.com.

  1. ¿Estamos alineados como comunidad? (Spanish Episode) Do we have aligned community values?

    May 14

    ¿Estamos alineados como comunidad? (Spanish Episode) Do we have aligned community values?

    Send us Fan Mail If you have a son or daughter who wants to be part of a business where you are in control of your time and your location, please recommend that they complete this form and contact me after doing so: +1 (562) 900-3200 In this episode, we explore key issues shaping our community through a values-first, solutions-oriented lens. We begin with the housing crisis, grounded in a shared belief that every family deserves a safe, stable place to live. We discuss rising rents, overcrowding, and long commutes, and outline a clear approach: removing barriers to building affordable housing, protecting current residents from displacement, and ensuring growth strengthens neighborhood safety and family life. We then turn to immigration, emphasizing dignity, the rule of law, and the reality of mixed-status families. The focus is on safe communities, predictable systems, and keeping families together through fair and efficient processes. Next, we address healthcare from a frontline perspective. Care must be usable, not just available. We focus on prevention and primary care, clear communication around benefits, and stronger support for mental health and caregivers. Finally, we discuss workforce development as a path to stability and opportunity—linking training to real jobs, supporting working parents, and creating pathways from low-wage work into skilled, sustainable careers. Across all topics, the guiding framework is simple: shared values, honest acknowledgment of challenges, and practical solutions that put families first. Español (Descripción del episodio) En este episodio abordamos temas clave que están dando forma a nuestra comunidad desde una perspectiva centrada en valores y soluciones prácticas. Comenzamos con la crisis de vivienda, partiendo de una creencia compartida: toda familia merece un hogar seguro y estable. Analizamos el aumento de rentas, el hacinamiento y los largos desplazamientos, y proponemos un enfoque claro: eliminar barreras para construir vivienda asequible, proteger a los residentes actuales del desplazamiento y asegurar que el crecimiento fortalezca la seguridad y la vida familiar en los vecindarios. Luego hablamos de inmigración, destacando la dignidad, el estado de derecho y la realidad de las familias de estatus mixto. El enfoque está en comunidades seguras, procesos claros y la importancia de mantener a las familias unidas mediante sistemas justos y eficientes. Después abordamos la salud desde una perspectiva de primera línea. La atención médica no solo debe estar disponible, sino ser accesible y comprensible. Nos centramos en la prevención y la atención primaria, la comunicación clara de beneficios y el apoyo a la salud mental y a los cuidadores. Finalmente, discutimos el desarrollo laboral como un camino hacia la estabilidad y la oportunidad—conectando la capacitación con empleos reales, apoyando a padres trabajadores y creando rutas hacia trabajos más calificados y sostenibles. En todos los temas, el enfoque es el mismo: valores compartidos, reconocimiento honesto de los retos y soluciones prácticas que ponen a las familias en el centro. Si tienes un hijo o hija que quiere ser parte de un negocio donde eres dueño de tu tiempo y de tu ubicación, recomienda que complete este formulario y que me contacten después de hacerlo: +1562-900-3200 The Marysol Uribe Podcast Support the show

    14 min

  2. May 6

    Beyond the White Coat: Reinventing Success with Dr. Kalpana Sundar

    Send us Fan Mail Recorded at Glen Ivy Hot Springs, Marysol sits down with Dr. Kalpana Sundar, an ENT surgeon turned entrepreneur, to talk about reinvention, self-education, and female entrepreneurship. They explore: - Walking away from a high-status career that no longer aligns with your values - The hidden costs of traditional paths—student debt, burnout, and delayed living - Why self-education can build a fortune while formal education often just builds a living - How to live well now while still being wise about money and the future - Using influence, communication, and intuition to open doors in business - Philanthropy, female founders, and why supporting women in business transforms families and communities Perfect for aspiring and established female founders who want to grow their impact, honor their values, and build both wealth and wellbeing. Interested in joining us in a business venture? Complete this brief form so we can learn more about you and prepare for a meaningful phone conversation: Complete the Interest Form. Once you’ve submitted the form, message us on WhatsApp Business at +1 (562) 900-3200 to let us know it’s complete so we can follow up with you promptly. Support the show

    20 min

  3. Apr 17

    Abba Father Maternity Home: A Catholic Haven for Pregnant Mothers with Sarah Seyed‑Ali

    Send us Fan Mail In this episode, Marysol sits down with Sarah Seyed‑Ali, M.A. Theology, a perpetual virgin and longtime evangelist, to talk about her new mission: founding Abba Father Maternity Home in the San Gabriel Valley. After years in religious life, studies at Franciscan University of Steubenville and the Augustine Institute, and a recent vow of perpetual virginity, Sarah shares how the Lord has drawn her into the heart of the pro‑life movement. Together, they discuss the sobering reality that the San Gabriel Valley currently has six abortion clinics, three pregnancy resource centers, and zero maternity homes, and how Abba Father Maternity Home aims to become a Catholic refuge where unhoused pregnant women can live, heal, and prepare for motherhood under the Father’s care. If you’re a Catholic professional, business owner, or parishioner wondering how to unite your faith, your work, and concrete support for mothers in crisis, this conversation will show you exactly where you fit. --- In this episode, we cover: Sarah’s healing as a teenager after Confirmation and how it ignited a lifelong love for Jesus.   Her journey through Franciscan University, religious life, and a Master’s in Theology.   Why she took a vow of perpetual virginity and how that opened a new call to spiritual motherhood.   The local reality: six abortion clinics and no maternity homes in the San Gabriel Valley.   The vision of Abba Father Maternity Home: a 9‑month stay, spiritual and practical support, and a place to encounter the love of God.   How Catholic businesses and professionals can partner with nonprofits and treat their work as ministry.   A call for founding committee members, intercessors, and donors who want to help “close the deal on the first home.”--- About Sarah Seyed‑Ali Sarah Seyed‑Ali has been an evangelist for the Lord since she was fourteen. She studied Business at Franciscan University of Steubenville and earned a Master’s in Theology from the Augustine Institute. After five years in religious life and a vow of perpetual virginity on January 1 of this year, God united her closely to His work in the pro‑life movement. Sarah recently completed a campaign as Glendora’s 40 Days for Life Coordinator and is now founding Abba Father Maternity Home to serve abortion‑vulnerable mothers, fathers, and unborn children in the San Gabriel Valley. --- Connect & Support Email: MaternityHome2026@gmail.com   Phone: 626‑771‑5111   Website: Abba Father Maternity Home  Abba Father Maternity House is a member of Heartbeat International & Maternity Housing Coalition and The Right to Life League of Southern California. Galatians 4:6–7, Luke 23:46. --- Connect with Marysol Learn more about Marysol’s work in legacy stewardship and protection: uribeinsurance.com  Call now to schedule a complimentary financial clarity / estate liquidity check: 562‑900‑3200Support the show

    22 min

  4. Jan 17

    Master Your Legacy Plan / Domina tu Plan de Legado: Estate Taxes, Special Needs & Life Insurance (w/ Atty. Victor Martinez)

    Send us Fan Mail High‑net‑worth families with large estates face a different set of legacy challenges. In this conversation, Attorney Victor Martinez with Maria Lupini and Marysol Uribe, unpack estate planning and advanced life insurance strategies to help you protect what you’ve built and care for the people you love. Las familias con patrimonios altos necesitan algo más que un testamento. En este episodio, el abogado Víctor Martínez con Maria Lupini y Marysol Uribe, explican cómo planificar tu legado, manejar impuestos y usar el seguro de vida estratégicamente. 👉 To explore your own legacy plan / Para revisar tu propio plan de legado, llama o manda mensaje a Marysol al 562‑900‑3200. Support the show

    1h 16m

  5. 11/04/2025

    Estate Liquidity Audit | Auditoría de Liquidez Patrimonial — Elimina la brecha de efectivo para el Estate Tax sin ventas forzadas

    Send us Fan Mail Estate Liquidity Audit is the podcast episode for founders, real‑estate families, and professionals with $10M+ estates who refuse to fire‑sale assets to pay estate taxes. In 10 minutes or less, you’ll learn how to quantify your true exposure, calculate your liquidity gap, and design coverage using life insurance held outside the estate—coordinated with your attorney and CPA. Expect anonymized 8–9 figure case breakdowns, simple checklists you can hand to advisors, and one clear action per episode. This is for serious families and advisors who value precision over hype. What you’ll get: Liquidity math made simple, trust/ILIT design basics, premium funding options (cash, collateralized, financing), policy design trade‑offs, governance, and the biggest mistakes to avoid.Who it’s for / not for: For UHNW/HNW families, owners nearing exit, family offices, and advisors.Not for sub‑$10M estates or DIY legal advice seekers. We keep it tight and actionable. Call to action: Book your 30‑minute Estate Liquidity Audit. In 7 days you get: Liquidity Gap Report, Funding Map, and an Implementation Checklist for your lawyer/CPA. If we don’t identify material exposure or a clearly better design, we close your file with a Peace‑of‑Mind memo. Text “AUDIT” to +1‑562-900-3200 or use the link uribeinsurance.com*Education — not legal, tax, or investment advice. Consult your own advisors. State rules and thresholds may vary. — Auditoría de Liquidez Patrimonial es el programa para familias empresarias y profesionales con patrimonios de $10M+ que no quieren vender activos clave para pagar el impuesto sucesorio. En menos de 10 minutos, aprenderás a medir tu exposición real, calcular tu “brecha de liquidez” y diseñar cobertura con seguro de vida fuera del patrimonio—coordinado con tu abogado y contador. Casos reales (anonimizados), checklists simples y una acción clara por episodio. Precisión > humo. Lo que obtendrás: Matemática de liquidez, bases de ILIT/fideicomisos, opciones de prima (efectivo, colateral, financiamiento), decisiones de diseño de póliza, gobernanza y errores críticos a evitar.Para quién es / no es: Para familias UHNW/HNW, dueños cerca de exit, family offices y asesores.No es para patrimonios $10M ni “hágalo‑usted‑mismo”. Llamado a la acción: Agenda tu Auditoría de 45 minutos. En 7 días recibes: Informe de Brecha, Mapa de Liquidez y Checklist de Implementación para tu abogado/CPA. Si no vemos exposición material o mejoras claras, cerramos tu expediente con un Memo de Tranquilidad. Escribe “AUDITORÍA” al +1‑562-900-3200 o usa el enlace uribeinsurance.com*Educación, no asesoría legal, fiscal ni de inversiones. Consulta a tus asesores. Reglas y umbrales estatales pueden variar. Support the show

    9 min

  6. 10/30/2025

    Healthcare Pros: CODE Replay — Beat Estate Tax, Align Life Insurance & Nail Your Buy-Sell Plan

    Send us Fan Mail 🎯 Book your 1:1 CODE Review (15 minutes) now: 👉 Grab your slot here: uribeinsurance.com ⏰ Limited spots — calendar closes Friday. If you’re a doctor, nurse, or practice owner, this CODE Session Replay shows you exactly how to protect your legacy and simplify wealth transfer—without the guesswork. What You’ll Learn: Estate tax basics made simple: thresholds, common pitfalls, and how to avoid costly mistakes.How to align life insurance with your estate plan (including when ILITs make sense) so dollars land where you want, when you want.For practice owners: how buy-sell agreements and proper funding tie into clean exits and family protection—no more “paper-promise” buyouts.A step-by-step checklist to go from “underinsured” to “dialed in” fast.Who This Is For: MDs, DOs, RNs, PAs, NPs, and practice owners who want clarity on estate tax, buy-sell design, and life-insurance funding—without sales fluff. Disclaimer: Educational purposes only. Not legal, tax, or financial advice. Coordinate with your attorney and CPA before implementing. 💡 One ask: If this helped, like, subscribe, and share with a colleague who needs a cleaner plan. Then book your review above so we can turn ideas into action. Support the show

    8 min
  7. Brian Samson's Guide To Wealth And Impact

    03/15/2024

    Brian Samson's Guide To Wealth And Impact

    Send us Fan Mail WELCOME Listen to the Un Billón Song on Apple Music (Spanish).Listen to Un Billón Mindset: Health on Audible (English).Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)Learn about our Entrepreneur Program HERE. About the Guest:  Brian Samson is a 3x Founder/CEO of multi-million dollar Nearshore Talent brands, including Plugg Technologies. Since 2015 he has been connecting U.S. companies with LATAM talent. Prior, Brian has had several successful exits and holds MBAs from UCLA Anderson and The National University of Singapore. He lives full-time in Oahu, Hawaii with his wife and 2 young children. Brian is also a licensed foster parent, a cause he cares deeply about. In this episode: - Mergers and Acquisitions: "I'd love to talk to you about buying your business" - America was built on Small Businesses - Work Hard, Work Smart, and be passionate enough about something to Give Back!! The more you have, the more you can give. - Attention California Business owners and breadwinners: Text "Legacy" to our WhatsApp Business line at 562-900-3200 to insure you and your family for generations.  From another state? Text "Partner" to become a referral partner. Support the show

    45 min

  8. 12/17/2023

    Marysol's Mission: Kickstart Your Wealth Mindset

    Send us Fan Mail WELCOME Listen to the Un Billón Song on Apple Music (Spanish).Listen to Un Billón Mindset: Health on Audible (English).Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)Learn about our Entrepreneur Program HERE. Marysol Uribe shares her book’s first chapter to ignite your wealth-building mindset. Marysol Uribe comparte el primer capítulo de su libro para encender tu mentalidad de riqueza. Support the show

    9 min
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4.1
out of 5
10 Ratings

About

The Marysol Uribe Podcast is for stewards of significant wealth and responsibility who want calm, clear conversations about protection, legacy, and income optionality. Hosted by Marysol Uribe, RN and licensed financial professional, this show helps high‑responsibility decision‑makers protect what they’ve built and prepare the people who depend on them. We talk about life insurance, estate liquidity, wealth transfer, and flexible income streams in plain language, so you can move from assumption to clarity. You’ll learn how to: Protect your family and estate from avoidable risk, taxes, and forced asset salesDesign tax‑efficient, values‑aligned wealth transfer and legacy plansUse life insurance and other tools as part of a long‑term stewardship strategyBuild income streams that respect your time, your calling, and your responsibilitiesYou’ll hear real stories, practical frameworks, and grounded, no‑hype guidance you can take into conversations with your advisors, your family, and your own planning. Have a life‑insurance or legacy story that could help someone else?Share it via voice note or text at our WhatsApp business line: +1 562‑900‑3200. Your story may be featured in a future episode to encourage others to protect what matters most. This podcast is for educational and entertainment purposes only. The conversations are general in nature and are not financial, tax, legal, or investment advice, and do not create a professional or client relationship. Do not act on anything here without talking to your own qualified financial professionals who understand your specific situation. For a personalized consultation, visit UribeInsurance.com.

Information

  • Creator
    Marysol Uribe
  • Years Active
    2022 - 2026
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © 2026 The Marysol Uribe Podcast
  • Show Website
    The Marysol Uribe Podcast