In this episode, Luis speaks with Jonathan Wong, CFP®. Jonathan Wong is the Founder and CERTIFIED FINANCIAL PLANNER™ professional of Layari Financial, a fee-only comprehensive financial planning practice helping individuals, growing families, business owners and high-level executives organize, grow and protect their assets through life’s transitions.

Jon founded Layari Financial to offer a better experience.

After 15 years working for larger financial planning practices, he decided to follow his dream of starting his own firm. His mission is to serve people like himself: a first generation minority, ambitious in taking control of his financial future.

In this episode Luis and Jon discuss:

· The entrepreneurial journey and the importance of having a strong why

· How to setup a strong financial foundation

· Changing your mindset to set yourself up for financial success

· Empowering your children via education in order to create generational wealth

And much more…..

Resources:

Connect with Jon

Monarch Money Budgeting App

John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage with their clients to build trust and nurture long-term relationships.

In addition to his role at Blueleaf, John hosts The Augmented Advisor podcast, featuring the most successful creators in wealth management. The podcast offers valuable real-world marketing tools and strategies for RIAs, wealth managers, and B/Ds to build an audience, establish a brand, and grow their business. John holds an MBA from Northwestern University's Kellogg School of Management and a BA from Boston College.

In this episode Luis and John discuss:

· How not to be afraid of taking risks as an entrepreneur

· How to test your idea with little investment

· How to be an entrepreneur while being an employee

· The importance of mission and passion while building your business

And much more…..

Resources:

Connect with John on LinkedIn

Being an Entrepreneur as an Employee LinkedIn Post

Alex Hormozi Book mentioned in the show

Follow John on IG

Follow John on X

Blueleaf.com

Matt Schulz is the author of "Ask Questions, Save Money, Make More: How To Take Control Of Your Financial Life" and is Chief Credit Analyst at LendingTree. A credit and personal finance expert, he has appeared on ABC World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, Wall Street Journal, and other publications have showcased his expertise. A former journalist, he has run online news teams for TV stations, newspapers and websites and has written or edited for Bankrate, American Banker and USNews.com among other outlets. He lives in Austin, Texas, with his wife and son.

In this episode Luis and Matt discuss:

· Why you have more power over your money than you think

· Practical advice that you can do right now to start saving money

· How to best position yourself for a salary increase

· The power of growing your professional network

And much more…..

Resources:

Matt’s Website

Matt’s IG

Matt’s X

Matt’s LinkedIn

Lending Tree