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Build a Better Financial Future

Build a Better Financial Future

Auteur(s): Luis Rosa CFP® EA
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À propos de cet audio

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to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice.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. Want to level up your finances? You can now access my digital course, book 1:1 money strategy sessions, and download a free financial guide — all designed to help you take control of your money and start Building a Better Financial Future. Your financial goals don't have to wait for "someday." Start today. 🙌 Visit: https://stan.store/luis_f_rosa2025 Build a Better Financial Future™ Finances personnelles Économie
Épisodes
  • 165 How to Create the Life that You Love
    Aug 13 2025

    In this episode, Luis speaks with Graciela Laurent, a published, award-winning, and professionally certified portrait photographer, she weaves a tapestry of spirituality, healing and visual artistry. As an intuitive Reiki Master, Graciela infuses her photography with a profound spiritual dimension, creating more than just images—she captures the essence of a person.

    As the co-founder of Body & Soul Ministries, Graciela extends her passion for authenticity and freedom beyond photography. In the Ministry, her roles as Reiki Master, Cacao Ceremonialist, Sound Practitioner and Forest Therapy Guide take center stage, providing a transformative and sacred space for individuals on their healing journey.

    In this episode, Luis and Graciela talk about the following:

    • The importance of intentional goal setting

    • The practical side of Vision Boards and why they're not just "magical thinking"

    • Breaking the generational wealth cycle

    • The power of measuring your goals as a means to improve your success

    And much more…….

    Resources Mentioned:

    https://gracielalaurent.com/

    https://bodyandsoulministries.love/

    Cacao Conversations Podcast

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    38 min
  • 164: Financial Tune-Up - 7 Mid-Year Maintenance Tips
    Jul 16 2025

    Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year.

    Resources Mentioned:

    • Credit Report: annualcreditreport.com

    • IRS Identity Protection PIN: irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

    • Tax Withholding Estimator: irs.gov/individuals/tax-withholding-estimator

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    23 min
  • 163: New Federal Mega Bill: 12 Key Tax Changes You Should Know About
    Jul 9 2025

    Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you.

    Whether you're an employee, retiree, parent, or small business owner — tune in to learn what you need to know and learn about tax planning opportunities.

    In this episode, Luis discussed changes or updates to the following:

    • Tips & Overtime Income

    • Social Security Taxation

    • Car Loan Interest Deduction

    • State & Local Tax Deduction

    • Child Tax Credit

    • Student Loan Changes

    • And much more……….

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    18 min
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