Build a Better Financial Future
By Luis Rosa, CFP® EA
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Category: Investing
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Episodes: 100
Description
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 strategies and insights to 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to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice.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.
Visit https://www.buildabetterfinancialfuture.com to learn more."
| Episode | Date |
|---|---|
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165 How to Create the Life that You Love
|
Aug 13, 2025 |
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164: Financial Tune-Up - 7 Mid-Year Maintenance Tips
|
Jul 16, 2025 |
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163: New Federal Mega Bill: 12 Key Tax Changes You Should Know About
|
Jul 09, 2025 |
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162: Understanding Tariffs & Their Impact on Your Personal Finances
|
Jan 29, 2025 |
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161: How The New Real Estate Compensation Rules Affect Homebuyers
|
Aug 28, 2024 |
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160: How to Get Wealthier with Dan Solin
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Jun 26, 2024 |
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159: From Surviving to Thriving with Jon Wong, CFP®
|
May 29, 2024 |
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158: Becoming Your Own Boss with John Prendergast
|
Apr 24, 2024 |
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157: Ask Questions, Save Money, Make More with Special Guest Matt Schulz
|
Apr 10, 2024 |
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156: Your Money Vehicle - How To Begin Driving to Financial Freedom! With Jedidiah Collins, CFP®
|
Apr 03, 2024 |
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155 Your Best Financial Life - Save Smart Now for the Future You Want With Anne Lester
|
Mar 06, 2024 |
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154: Small Changes, Big Results! with Oliver Pursche, AAMS®, CEPA
|
Feb 28, 2024 |
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153: For the Love of Money - A Heartfelt Conversation on Navigating Your Financial Future Together
|
Feb 21, 2024 |
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152: 5 Things to Know Before You File Your Taxes in 2024!
|
Jan 24, 2024 |
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151 Improve Your Health to Increase Your Wealth! with Edward Castillo
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Jan 17, 2024 |
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150: 2023 Year-End Tax & Financial Planning Strategies
|
Nov 22, 2023 |
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149: Rich Habits with Thomas C. Corley, CPA, CFP®, M.S. Tax
|
Oct 25, 2023 |
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148: Living Life on Purpose with Daniel Crosby, Ph.D.
|
Oct 18, 2023 |
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147: Redefining Your Riqueza (Wealth) with Lea Landaverde
|
Oct 11, 2023 |
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146: Si Se Puede: Creating Your Own Path to Success with Carlos Hernandez
|
Oct 04, 2023 |
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145: On My Way to Wealth, Health & Happiness with Miri Rodriguez
|
Sep 20, 2023 |
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144: Reach Your Financial Edge with Vanessa N. Martinez, MBA
|
Sep 13, 2023 |
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143: Is It Time to Rebalance My 401k?
|
Sep 06, 2023 |
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142: How I Achieved a Perfect 850 Credit Score
|
Jun 21, 2023 |
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141: Developing a CEO Mindset & Leveling Up Your Finances
|
Jun 07, 2023 |
|
140: Exploring the Intersection of Aging Health, Wealth and Longevity
|
May 31, 2023 |
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139: What You Need to Know Before You Apply for a Mortgage Loan
|
May 24, 2023 |
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138: What You Need to Know Before You Borrow From Your 401K
|
Apr 12, 2023 |
|
137: Strengthen Your Marriage & Level Up Your Finances
|
Mar 08, 2023 |
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136: The Top 6 Ways To Make Your Tax Refund Work For You in 2023!
|
Mar 01, 2023 |
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135: 4 Things Every Solopreneur Should Know!
|
Feb 15, 2023 |
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134: Converting Funds to a Roth IRA When the Stock Market is Down
|
Feb 08, 2023 |
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133: Why You Need an Estate Plan with Andres Mazabel
|
Feb 01, 2023 |
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132: Top 6 Moves to Make After a Layoff
|
Jan 25, 2023 |
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131: Creating Financial Success in 2023 & Beyond
|
Jan 18, 2023 |
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130: Rent or Own? What Gen Z Should Know Before Living On Their Own For The First Time
|
Dec 14, 2022 |
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129: When Opportunity Knock$ with Louis Barajas, MBA, CFP®, EA
|
Nov 30, 2022 |
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128: 2022 Year-End Planning Opportunities
|
Nov 16, 2022 |
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127: Growing up Latina with Arelis Correa
|
Oct 12, 2022 |
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126: Growing up Latina with Joyce Rojas
|
Oct 05, 2022 |
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125: Growing Up Latino with Uziel Gomez
|
Sep 28, 2022 |
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124: Growing up Latina with Joelle L. Martinez
|
Sep 21, 2022 |
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123: Growing up Latina with Valerie A. Rivera, CFP®
|
Sep 14, 2022 |
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122: My Thoughts on Bank of America’s No Money Down Mortgage Loan
|
Sep 07, 2022 |
|
121: Student Loan Forgiveness; What You Should Know
|
Aug 31, 2022 |
|
120: The IRS is Hiring 87,000 New Agents; Should You Be Worried About an Audit?
|
Aug 24, 2022 |
|
119: How New Changes to Medical Debt Reporting Can Boost Your Credit Score
|
Aug 17, 2022 |
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118: How to Save Taxes by Using a Dependent Care FSA
|
Aug 10, 2022 |
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117: Term Life vs. Whole Life Insurance: Which One is Best?
|
Jul 06, 2022 |
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116: 7 Steps to a Bad Ass Retirement with Jose V. Sanchez, CFP®
|
Jun 29, 2022 |
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115: 4 Things You Need to Know About Bear Markets
|
Jun 22, 2022 |
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114: Inherited IRA Rules - What You Need To Know
|
Jun 15, 2022 |
|
113: 5 Ways You Can Build Generational Wealth
|
Jun 08, 2022 |
|
112: How to Grow Your Net Worth Like the Wealthy
|
Jun 01, 2022 |
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111: What To Do (and not) When the Stock Market Dips
|
May 18, 2022 |
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110: Should Inflation Really Concern You?
|
May 11, 2022 |
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109: How to Teach Your Kids About FUNancial Literacy with Mac Gardner, CFP®
|
May 04, 2022 |
|
108: How Sunk Cost Fallacy is Hurting You & How to Avoid It
|
Apr 27, 2022 |
|
107: Building Your Personal Brand with Brittney Castro, CFP®
|
Mar 30, 2022 |
|
106: Paving Your Own Path to Success: Women Entrepreneurs with Suzanne Lawrence
|
Mar 23, 2022 |
|
105: Owning Your Voice & Telling Your Story with Miri Rodriguez
|
Mar 16, 2022 |
|
104: Why Women Should Invest: The Good, the Bad, The Ugly!
|
Mar 09, 2022 |
|
103: 5 Reasons Why You Need Renter’s Insurance!
|
Mar 02, 2022 |
|
102: Top 6 Money Moves for Your Tax Refund!
|
Feb 23, 2022 |
|
101: The 3 Steps to Have a Successful Money Date!
|
Feb 16, 2022 |
|
100: Hiring a Nanny; What You Need to Know!
|
Feb 09, 2022 |
|
099: Why I don’t Want a Huge Tax Refund and Neither Should You!
|
Jan 26, 2022 |
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098: Tax Season 2022: What You Should Know
|
Jan 19, 2022 |
|
097: Six Habits to Make Your Resolutions Stick
|
Jan 12, 2022 |
|
096: Using Series I Bonds to Boost Your Savings and Investment Strategy
|
Dec 22, 2021 |
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095: Demystifying the Financial Advice Industry for Everyday People with Deborah G. Nason, MA
|
Dec 15, 2021 |
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094: Finding Freedom with George Kinder, CFP®
|
Dec 08, 2021 |
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093: Have Your Latte & Drink It Too
|
Dec 01, 2021 |
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092: Achieving the American Dream with Ivan Aragon
|
Nov 17, 2021 |
|
091: Year-End Tax Planning Opportunities for 2021
|
Nov 10, 2021 |
|
090: Buy Now Pay Later – Point of Sale Loans Explained
|
Nov 03, 2021 |
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089: 5 Spooky Money Habits to Avoid
|
Oct 27, 2021 |
|
088: Achieving Proper Pay for Outstanding Performance
|
Oct 20, 2021 |
|
087: Growing Up Latina with Lyanne Alfaro
|
Oct 13, 2021 |
|
086: Growing Up Latina with Alejandra Alanis
|
Oct 06, 2021 |
|
085: Growing Up Latino with Camilo Moreno-Salamanca
|
Sep 29, 2021 |
|
084: Growing Up Latina with Mayra Rocha, MBA
|
Sep 22, 2021 |
|
083: Growing Up Latino
|
Sep 15, 2021 |
|
082: My Thoughts on F.I.R.E. (Financial Independence Retire Early)
|
Sep 08, 2021 |
|
081: Health is Wealth
|
Sep 01, 2021 |
|
080: When a Spender and a Saver Get Together
|
Aug 25, 2021 |
|
079: How to Use a Health Savings Account to Boost Your Retirement
|
Aug 18, 2021 |
|
078: How to Gift Your Kids a Student Loan Free Education
|
Aug 11, 2021 |
|
077: Is An Investment in Solar Panels Worth It?
|
Jul 28, 2021 |
|
076: Millennials - 5 Reasons to Work with a Financial Planner Before Turning 30
|
Jul 21, 2021 |
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075: Defining Your Own Wealth
|
Jul 14, 2021 |
|
074: Is It Smart to Buy a Home During a Hot Real Estate Market?
|
Jun 30, 2021 |
|
073 How Does the Fed Raising or Lowering Rates Impact My Finances?
|
Jun 23, 2021 |
|
072: Give Yourself a Raise Without Getting a Raise!
|
Jun 16, 2021 |
|
071: Using the Right Mix of Credit to Boost Your Credit Score
|
Jun 09, 2021 |
|
070: How Does a Rental Property Affect My Taxes?
|
Jun 02, 2021 |
|
069: Understand Your Risk Tolerance Before You Invest
|
May 26, 2021 |
|
068: 2021 Child Tax Credit: How Do I Qualify?
|
May 19, 2021 |
|
067: Think Twice Before Moving to a Lower Income Tax State
|
May 05, 2021 |
|
066: Understanding Your Health Insurance Policy
|
Apr 28, 2021 |