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

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

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……….

In this episode, Luis talks about tariffs, their mechanisms, the Federal Reserve's role in inflation control, and the overall impact on personal finances.

In this episode Luis discusses:

• What tariffs are

• How tariffs work

• The Federal Reserve & Inflation

• Impact on Personal Finances

And much more…..

Resources:

Luis' LinkedIN

Luis' X/Twitter

Luis' IG

On My Way to Wealth YouTube Channel

In this episode, Luis speaks with Alex Vazquez. Alex is a top producing Realtor® and award-winning team leader, including three-time 40 Under 40 Top Realtors. As a real estate professional, Alex is passionate about helping clients reach their real estate objectives through buying, selling, and investing.

In this episode Luis and Alex discuss:

· The role of a Realtor® in the homebuying and selling process

· How the new compensation rules affect homebuyers

· Little known benefits of purchasing new construction homes

· The pros and cons of Homeowners Associations

And much more…..

Resources:

Follow Alex on Instagram

Follow Alex on YouTube

Visit Alex's Website

Follow Luis on Instagram

Follow Luis on X

On My Way to Wealth Youtube Channel

Visit Luis' Website

Connect with Luis on LinkedIn

Dan Solin is the New York Times bestselling author of the Smartest series of books, which include The Smartest Investment Book You'll Ever Read, The Smartest 401(k) Book You'll Ever Read, The Smartest Retirement Book You'll Ever Read, The Smartest Portfolio You'll Ever Own, The Smartest Sales Book You'll Ever Read and The Smartest Money Book You'll Ever Read. He is also the author of Ask: How to Relate to Anyone and Does Your Broker Owe You Money?

In 2005, he testified as an investor advocate before the Subcommittee on Capital Markets, Insurance and Government Sponsored Enterprises of the Committee on Financial Services in the U.S. House of Representatives.

His latest book is Wealthier: The Investing Field Guide for Millennials. The website for Wealthier is https://wealthierbook.com.

Dan is a regular blogger for Advisor Perspectives.

Dan graduated from Johns Hopkins University and the University of Pennsylvania Law School.

He practiced law in New York City for many years before retiring. As an attorney, he represented many investors harmed by the misconduct of brokers.

He was formerly a registered investment advisor with several prominent advisory firms.

He resides in Bonita Springs, FL with his wife, Patricia.

In this episode Luis and Dan discuss:

· Why investing does not need to be complicated

· Tips for Millennials and anyone getting started in their financial journey

· How to eliminate distractions in life and get focused on your goals

· Focusing on what matters most

And much more…..

Resources:

Get the book: Wealthier – The Investing Field Guide for Millennials

Follow Dan on Facebook

Connect with Dan on LinkedIn

Follow Dan on Instagram

Follow Dan on X

Follow Dan on Tik Tok

Get Dan's Books on Amazon

Find a financial advisor on the XYPN Planning Network

Get The Little Book of Common Sense Investing by Jack Bogle on Amazon

Get the If You Can book by William Bernstein on Amazon

In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life's transitions.

Jon founded Layari Financial to offer a better experience.

After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a first generation minority, ambitious in taking control of his financial future.

In this episode Luis and Jon discuss:

· The entrepreneurial journey and the importance of having a strong why

· How to setup a strong financial foundation

· Changing your mindset to set yourself up for financial success

· Empowering your children via education in order to create generational wealth

And much more…..

Resources:

Connect with Jon

Monarch Money Budgeting App

John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage with their clients to build trust and nurture long-term relationships.

In addition to his role at Blueleaf, John hosts The Augmented Advisor podcast, featuring the most successful creators in wealth management. The podcast offers valuable real-world marketing tools and strategies for RIAs, wealth managers, and B/Ds to build an audience, establish a brand, and grow their business. John holds an MBA from Northwestern University's Kellogg School of Management and a BA from Boston College.

In this episode Luis and John discuss:

· How not to be afraid of taking risks as an entrepreneur

· How to test your idea with little investment

· How to be an entrepreneur while being an employee

· The importance of mission and passion while building your business

And much more…..

Resources:

Connect with John on LinkedIn

Being an Entrepreneur as an Employee LinkedIn Post

Alex Hormozi Book mentioned in the show

Follow John on IG

Follow John on X

Blueleaf.com