Retire Rich: Tales of Financial Freedom

By: Marc Hernandez and Carlos Lopez
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  • Summary

  • 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
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Economics Personal Finance
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Episodes
  • 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 mins
  • 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 mins
  • 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 mins

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