Retire Rich: Tales of Financial Freedom

Retire Rich: Tales of Financial Freedom

Por: Marc Hernandez and Carlos Lopez
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.
26 episodios disponibles

Latest episodes of the podcast Retire Rich: Tales of Financial Freedom

Cover Your Retirement Bases 19/12/2025
How to Build a Healthier, Happier, and More Secure Retirement 11/12/2025
The $84 Trillion Wealth Transfer: Why You Still Need Your Own Retirement Plan 18/11/2025
How Sustained Inflation Filters Through Your Social Security Benefits 24/10/2025
The Triple Tax Advantage of IUL: Building Wealth and Flexibility (Ep. 21) 17/09/2025
Federal Employees: Navigating a Layoff (Ep. 20) 20/08/2025
One Big Beautiful Retirement Strategy (Ep. 19) 30/07/2025
Healthcare and Long-Term Care Insurance for Retirement (Ep. 18) 16/07/2025
Planning and Organizing a Successful Retirement (Ep.17) 27/06/2025
I Inherited an IRA. Now What!? (Ep. 16) 17/06/2025
Supercharge Your Retirement with Kai-Zen (Ep. 15) 04/06/2025
Market Volatility and Your Retirement Now (Ep. 14) 23/04/2025
Building Wealth Beyond Stocks (Ep. 13) 22/04/2025
Life Insurance Strategies (Ep. 12) 22/04/2025
Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11) 12/02/2025
Helping Educators Gain Financial Independence with Socorro Houghtaling (Ep. 10) 29/01/2025
How to Build Wealth Across Generations (Ep. 9) 15/01/2025
How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8) 18/12/2024
Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7) 30/10/2024
How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6) 09/10/2024
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