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Build a Better Financial Future

Build a Better Financial Future

著者： Luis Rosa CFP® EA
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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 insights to help you 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to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice.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. Disclosure: Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy". For full disclosures please visit: https://www.savvywealth.com/disclosure2026 Build a Better Financial Future™ 個人ファイナンス 経済学
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  • 166: 2026 Tax Planning Tips Everyone Should Know

    166: 2026 Tax Planning Tips Everyone Should Know
    2026/06/03

    In this episode, Luis goes over the highlights of the One Big Beautiful Bill Act and how it impacts your 2026 taxes and beyond.

    In this episode, Luis talks about the following:

    • Tax preparation vs. tax planning

    • The Big Beautiful Bill Act

    • No Taxes on Overtime

    • No Taxes on Tips

    • Enhanced Senior Deduction

    And much more…….

    Resources Mentioned:

    Get the Ultimate Guide to Taxes!

    Learn more about Trump Accounts
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    32 分
  • 165: How to Create the Life that You Love

    165: How to Create the Life that You Love
    2025/08/13

    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 分
  • 164: Financial Tune-Up - 7 Mid-Year Maintenance Tips

    164: Financial Tune-Up - 7 Mid-Year Maintenance Tips
    2025/07/16

    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 分
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