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Licensed social worker and certified financial social worker Bas Moreno joins John to unpack the real-life money pressures of the sandwich generation—caring for kids and aging parents—while building toward financial freedom. Bas shares how loss, single income stretches, and debt shaped his mindset, why he now teaches life insurance, estate planning, and Social Security survivor benefits as non-negotiables, and how to “play the game without losing your integrity.” We also hit on credit rebuilding, first-gen homeownership, starting a business, and the power of networking to create opportunities. Stick around for Bas’s rapid-fire on legacy, integrity, and the #1 first step to your walk to wealth: start.

Guest: Bas Moreno, LMSW, CFSW — Certified Financial Social Worker; host of The Social Work Rants Podcast; author of Trying Through Pain. His work centers people of color navigating caregiving, mental health, and money.

Highlights: defining wealth as time with family and residual income, not hustle for hustle’s sake; discovering survivor benefits for his kids after tragedy and using life insurance to cover costs; rebuilding credit post-divorce and diving into financial literacy circa 2020; pivoting into financial social work and normalizing conversations about wills, trusts, and avoiding GoFundMe funerals.

Connect with Bas: IG/Threads @BasMorenoConsulting; Social Work Rants Podcast on YouTube & all platforms; book Trying Through Pain on Amazon/Spotify/Libro.fm; site: BasMorenoConsulting.net (in progress).

Disclaimer: Educational only; not financial advice.

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In this episode of the Walk 2 Wealth podcast, host John Mendez welcomes Jenny Berger, a heart-centered marketer and wellness advocate. They discuss the true meaning of wealth, which Jenny defines as health, especially after her personal health transformation during the pandemic. Jenny shares her journey of losing 110 pounds and emphasizes the importance of holistic wellness, mobility, and the cultural influences on food. They also explore the concept of Ikigai, the significance of personal branding in real estate, and the evolving landscape of marketing in the age of AI. The conversation wraps up with Jenny's insights on creating impactful content and the importance of alignment in life and work.

Takeaways

• Wealth is defined as health and well-being.
• Personal health transformations can lead to greater clarity and purpose.
• Holistic wellness encompasses physical, spiritual, and emotional health.
• Mobility is crucial as we age and face physical challenges.
• Cultural backgrounds influence our relationship with food and health.
• The concept of Ikigai helps in finding one's purpose.
• Attention spans may not be shorter, but competition for attention has increased.
• Personal branding is essential in today's marketing landscape.
• AI is changing the marketing game, but authenticity remains key.
• Alignment in mind, body, and spirit is necessary for true abundance.

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HOW TO SUPPORT THE WALK 2 WEALTH PODCAST:

1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform.

2. Share Episodes with your family, friends, and co-workers.

3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI

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In this episode of the Walk 2 Wealth Podcast, host John Mendez engages in a deep conversation with Jon King, a veteran and entrepreneur. They explore the evolving definition of wealth, emphasizing experiences over material possessions. Jon shares his upbringing, the importance of work ethic, and how his military background shaped his entrepreneurial journey. The discussion also highlights the significance of creative outlets, the impact of reality TV on business growth, and the joy of helping others achieve their dreams. Throughout the conversation, they touch on personal development, community support, and the unique paths to success.

Takeaways

• Wealth is defined by experiences, not just money.
• Work ethic is crucial and can be learned from a young age.
• Transitioning from military to entrepreneurship requires strategic thinking.
• Creative outlets are essential for personal fulfillment.
• Reality TV can provide unique opportunities for business growth.
• Helping others achieve their dreams brings personal joy.
• Success is subjective and varies for each individual.
• Community support is vital for small businesses.
• Patience is a key lesson in life and business.
• Integrity is an admirable trait that fosters trust.

Support the show

HOW TO SUPPORT THE WALK 2 WEALTH PODCAST:

1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform.

2. Share Episodes with your family, friends, and co-workers.

3. Whether you're just starting your business or your business is established, ChatGPT can help you take your business to the next level. Get Instant Access To My List of Top 10 ChatGPT Prompts To Save You Time, Energy, & Money: HTTPS://WWW.STOPANDSTARE.MEDIA/AI