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
  • Helping Educators Gain Financial Independence with Socorro Houghtaling (Ep. 10)

    Helping Educators Gain Financial Independence with Socorro Houghtaling (Ep. 10)
    Jan 29 2025
    What hurdles do educators face when planning for retirement? Marc Hernandez chats with retired educator Socorro Houghtaling to uncover the financial challenges teachers face. They dive into the secrets of achieving financial freedom and share tips for navigating the complex world of investments and retirement planning. This conversation is packed with insights and appealing stories …

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    28 m
  • How to Build Wealth Across Generations (Ep. 9)

    How to Build Wealth Across Generations (Ep. 9)
    Jan 15 2025
    Are you saving for the future or stuck in the paycheck-to-paycheck cycle? This week on Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the evolution of saving behaviors across generations, revealing why Baby Boomers succeeded and how Millennials and Gen Z could follow suit. This conversation, brimming with valuable strategies and clear guidance, lays …

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    40 m
  • How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)

    How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)
    Dec 18 2024
    When the unimaginable happens, grief and financial chaos often collide. Preparing now could spare your loved ones from unnecessary hardship. Marc Hernandez draws on decades of expertise to guide listeners through the intricate financial and legal challenges that arise after losing a spouse or partner. Packed with actionable insights and real-life examples, this conversation delivers …

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    35 m
  • Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)

    Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)
    Oct 30 2024
    Retirement is supposed to be worry-free. However, without the right Medicare strategy, your healthcare might not be. Listen in to get it right. This week on Retire Rich: Tales of Financial Freedom, Carlos Lopez is joined by Medicare professional Louis Kowalski. With 50+ years in the insurance industry, Louis breaks down the differences between Medicare …

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    24 m
  • How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)

    How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)
    Oct 9 2024
    Healthcare workers dedicate their lives to saving others — but who’s helping them plan their future, more so their financial future? This week on Retire Rich: Tales of Financial Freedom, Marc Hernandez explores this critical question with Anissa Castillo, Director of Surgical Services at Valley Regional Medical Center. Anissa reveals her powerful story, from starting …

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    32 m