Build a Better Financial Future

Luis Rosa, CFP® EA

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to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice.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 and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy". For full disclosures please visit: https://www.buildabetterfinancialfuture.com/disclosures

  1. 06/26/2024

    How to Get Wealthier with Dan Solin

    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

    35 min
4.9
out of 5
18 Ratings

About

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 and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy". For full disclosures please visit: https://www.buildabetterfinancialfuture.com/disclosures