Build a Better Financial Future

081: Health is Wealth


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Many believe that wealth is only material. It is important to be at your best from a mental and physical standpoint in order to enjoy and share the wealth that you create. Tune in to listen to some tips that you can do to reduce burnout and increase your health net worth!

Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.

From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the profession.

He is the host of the "On My Way to Wealth" podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine's 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020 and 2021.

Notes:

In this episode, Luis talks about the following and more:

  • The traditional definition of wealth
  • Things you can do to reduce stress and increase health
  • Why being healthy is important to improving your personal finances
  • Taking inventory of your health net worth statement

Resources:

  • Schedule Your Complimentary Consultation with Luis!
  • Download the 3 Fundamental "Money Moves" to Make Before Turning 45
  • LatinXcellence, more than a brand, it's a movement!
  • Napoleon Hill Foundation – Think and Grow Rich
  • The Secret
  • James Clear's Summary of The Richest Man in Babylon
  • Guided Meditation
  • Luis' LinkedIn
  • Luis' Twitter
  • Luis' Instagram
  • On My Way To Wealth YouTube Channel
...more
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Build a Better Financial FutureBy Luis Rosa, CFP® EA

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