『Retire Rich: Tales of Financial Freedom』のカバーアート

Retire Rich: Tales of Financial Freedom

Retire Rich: Tales of Financial Freedom

著者： Marc Hernandez and Carlos Lopez
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概要

 Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.Copyright © 2024 Retire Rich 個人ファイナンス 経済学
エピソード
  • The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

    The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)
    2025/03/06

    What hidden treasures might be tucked away in your closet?

    In this episode of Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the fascinating world of collectibles and how they might be a hidden asset in your financial portfolio. Join him as he explores the potential of collectible investments, from rare sports cards to autographed memorabilia.

    In this episode, Marc discusses his personal experiences with collectibles:

    • Exploring how art, coins, and sports memorabilia can be part of your wealth strategy
    • Understanding the tax advantages of investing in collectibles
    • Insights on determining the value of your collectibles
    • Tips on authenticity and finding trustworthy auction houses

    Connect with Marc Hernandez:

    • LinkedIn: Marc Hernandez
    • Marc@MAHFinancial.Biz
    • MAH Financial
    • (956) 994-0407

    Connect with Carlos Lopez:

    • LinkedIn: Carlos Lopez
    • MAH Financial
    • (956) 994-0407
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    42 分
  • Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

    Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)
    2025/03/06

    What makes life insurance more than just a death benefit?

    In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insurance. Whether you’re wondering about the differences between term and universal policies, curious about how life insurance can be a tax-free income stream, or exploring options for securing your children’s financial future, this episode is packed with insights.

    Carlos and Steve discuss:

    • The evolution of life insurance options over the years
    • How policies can supplement retirement income
    • Adding long-term care riders to existing policies
    • Strategies for ensuring children and building early wealth
    • Flexible features of Index Universal Life Insurance

    Connect with Carlos Lopez:

    • LinkedIn: Carlos Lopez
    • MAH Financial
    • (956) 994-0407

    Connect with Marc Hernandez:

    • LinkedIn: Marc Hernandez
    • Marc@MAHFinancial.Biz
    • MAH Financial
    • (956) 994-0407

    Connect with Steve Loving:

    • LinkedIn: Steve Loving
    • Insurmark
    • (713) 808-8543
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    17 分
  • Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)

    Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)
    2025/02/12

    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, ensuring you won’t be caught by surprise.

    Marc discusses:

    • RMD Basics: Understand what RMDs are and how they work
    • Age Milestones: Discover the “magic numbers” in retirement finance
    • Penalty Precautions: Avoid common mistakes that could cost you
    • Tax Considerations: Plan smart when accessing your savings
    • And more!

    Connect with Marc Hernandez:

    • LinkedIn: Marc Hernandez
    • Marc@MAHFinancial.Biz
    • MAH Financial
    • (956) 994-0407

    Connect with Carlos Lopez:

    • LinkedIn: Carlos Lopez
    • MAH Financial
    • (956) 994-0407
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    26 分
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