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Build a Better Financial Future

Build a Better Financial Future

De : Luis Rosa CFP® EA
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Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the insights to help you build wealth, break generational cycles, and achieve financial freedom. Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered. Subscribe now to start building the future you deserve—one episode at a time. Disclosure: Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy". For full disclosures please visit: https://www.buildabetterfinancialfuture.com/disclosures2025 Build a Better Financial Future™ Economie Finances privées
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    Épisodes
    • 165 How to Create the Life that You Love
      Aug 13 2025

      In this episode, Luis speaks with Graciela Laurent, a published, award-winning, and professionally certified portrait photographer, she weaves a tapestry of spirituality, healing and visual artistry. As an intuitive Reiki Master, Graciela infuses her photography with a profound spiritual dimension, creating more than just images—she captures the essence of a person.

      As the co-founder of Body & Soul Ministries, Graciela extends her passion for authenticity and freedom beyond photography. In the Ministry, her roles as Reiki Master, Cacao Ceremonialist, Sound Practitioner and Forest Therapy Guide take center stage, providing a transformative and sacred space for individuals on their healing journey.

      In this episode, Luis and Graciela talk about the following:

      • The importance of intentional goal setting

      • The practical side of Vision Boards and why they're not just "magical thinking"

      • Breaking the generational wealth cycle

      • The power of measuring your goals as a means to improve your success

      And much more…….

      Resources Mentioned:

      https://gracielalaurent.com/

      https://bodyandsoulministries.love/

      Cacao Conversations Podcast

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      38 min
    • 164: Financial Tune-Up - 7 Mid-Year Maintenance Tips
      Jul 16 2025

      Just like your car needs a regular check-up, so do your finances! In this mid-year money maintenance episode, we walk through 7 essential tips to help you stay on track and in control. From revisiting your financial goals and rebuilding your vacation fund to reviewing your credit report, retirement contributions, and estate plan—we cover all the bases. Whether you're optimizing your budget, checking in on your emergency savings, or adjusting your tax withholdings, this episode will help you tune up your finances for a smoother ride into the second half of the year.

      Resources Mentioned:

      • Credit Report: annualcreditreport.com

      • IRS Identity Protection PIN: irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

      • Tax Withholding Estimator: irs.gov/individuals/tax-withholding-estimator

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      23 min
    • 163: New Federal Mega Bill: 12 Key Tax Changes You Should Know About
      Jul 9 2025

      Congress just passed one of the largest tax overhauls since 2017 — and while much of the news has focused on cuts to programs, there are several tax changes that could directly affect you.

      Whether you're an employee, retiree, parent, or small business owner — tune in to learn what you need to know and learn about tax planning opportunities.

      In this episode, Luis discussed changes or updates to the following:

      • Tips & Overtime Income

      • Social Security Taxation

      • Car Loan Interest Deduction

      • State & Local Tax Deduction

      • Child Tax Credit

      • Student Loan Changes

      • And much more……….

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      18 min
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