Épisodes

  • 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 min
  • 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 min
  • 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 min
  • How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)

    How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)
    Dec 18 2024
    When the unimaginable happens, grief and financial chaos often collide. Preparing now could spare your loved ones from unnecessary hardship. Marc Hernandez draws on decades of expertise to guide listeners through the intricate financial and legal challenges that arise after losing a spouse or partner. Packed with actionable insights and real-life examples, this conversation delivers …

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    35 min
  • Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)

    Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)
    Oct 30 2024
    Retirement is supposed to be worry-free. However, without the right Medicare strategy, your healthcare might not be. Listen in to get it right. This week on Retire Rich: Tales of Financial Freedom, Carlos Lopez is joined by Medicare professional Louis Kowalski. With 50+ years in the insurance industry, Louis breaks down the differences between Medicare …

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    24 min
  • How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)

    How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)
    Oct 9 2024
    Healthcare workers dedicate their lives to saving others — but who’s helping them plan their future, more so their financial future? This week on Retire Rich: Tales of Financial Freedom, Marc Hernandez explores this critical question with Anissa Castillo, Director of Surgical Services at Valley Regional Medical Center. Anissa reveals her powerful story, from starting …

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    32 min
  • From Mexico to Financial Freedom: Lucy Lopez’s Inspiring Journey (Ep. 5)

    From Mexico to Financial Freedom: Lucy Lopez’s Inspiring Journey (Ep. 5)
    Sep 20 2024
    Lucy Lopez’s journey from a small town in Mexico to a successful life in the United States is a testament to determination and resilience. How did she overcome the challenges of immigration, education, and financial management? What lessons can we learn from her experiences? In this episode of Retire Rich: Tales of Financial Freedom, Carlos …

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    34 min
  • Handling Market Volatility (Ep. 4)

    Handling Market Volatility (Ep. 4)
    Sep 4 2024
    Market volatility can be nerve-wracking, but it also presents unique opportunities for investors. How do you stay calm and make informed decisions during market fluctuations? How do you ensure your financial strategy aligns with your goals and risk tolerance? In this episode, Marc Hernandez dives into the importance of being prepared for market fluctuations while …

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    34 min