Retire Rich: Tales of Financial Freedom

De: Marc Hernandez and Carlos Lopez
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  • Resumen

  • Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.
    Copyright © 2024 Retire Rich
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Economía Finanzas Personales
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Episodios
  • The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

    The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)
    Mar 6 2025
    What hidden treasures might be tucked away in your closet? In this episode of Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the fascinating world of collectibles and how they might be a hidden asset in your financial portfolio. Join him as he explores the potential of collectible investments, from rare sports cards to …

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    42 m
  • Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

    Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)
    Mar 6 2025
    What makes life insurance more than just a death benefit? In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insurance. Whether you’re wondering about the differences between term and universal policies, curious about …

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    17 m
  • Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)

    Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)
    Feb 12 2025
    Turning 73 could change your financial game plan. Using what tool though? Marc Hernandez unpacks the mystery behind Required Minimum Distributions (RMDs). You’ll learn why these rules exist and how they might impact your 401(k)s, IRAs, and other retirement plans. With personal anecdotes and clear guidance, Marc helps take the anxiety out of financial planning, …

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    26 m

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