Episode 113

full
Published on:

13th Sep 2021

Understand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning]

Hello and welcome back to the Minority Money Podcast, as promised from last week's episode, we are now starting our financial planning series and have also brought in some special guests to give you a better understanding on how each of these steps work.

For this week’s episode, I have invited Luis Rosa, my partner in the BLX program and a certified financial planner. We’ll be discussing how to deal with your finances based on your circumstance and many more so make sure not to miss out on this first part of the series!!   


Highlights

>>  Luis’s process when it comes to dealing with clients  

>> How Luis deals with the family circumstance of the client

>> What Luis does with the new information his clients haven't seen 

>> Luis’s final words of advice       

Connect with Luis 

>> Website (https://bit.ly/2Z9oT51) 

>> Twitter (https://bit.ly/393GHQs) 

>> Instagram (https://bit.ly/2VEpH00)

>> LinkedIn (https://bit.ly/2XbPUn9)

If you loved this episode, you have to listen to these episodes as well:

>> The Steps of Financial Planning (https://apple.co/3tznteZ)

>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa)

>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 


Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.