Retire Rich: Tales of Financial Freedom

By: Marc Hernandez and Carlos Lopez
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  • Summary

  • 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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Economics Personal Finance
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Episodes
  • 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 mins
  • 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 mins
  • 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 mins

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