There's still time to make some money moves in 2022. Tune in to episode 128 to learn what you can do to end 2022 strong and start 2023 with great momentum. Notes: In this episode Luis speaks about the following: <ul> <li style="font-weight: 400;" aria-level="1">Student Loan Payments Resuming</li> <li style="font-weight: 400;" aria-level="1">Reflecting on Life Changes That Happened During the Year</li> <li style="font-weight: 400;" aria-level="1">Rebalancing Your 401K and the New Contribution Limits</li> <li style="font-weight: 400;" aria-level="1">New Contribution and Income Limits for Roth IRAs</li> <li style="font-weight: 400;" aria-level="1">Opportunities before Year-end and Starting 2023 with a Bang!</li> </ul> Resources: <a href="https://financeinsights.net/G2vjfWn1cvm57">Download the 3 Fundamental "Money Moves" to Make Before Turning 45</a> <a href="https://www.blxinternship.org/">The BLX Internship Program</a> <a href="https://www.linkedin.com/in/luisfrosa/">Luis' LinkedIn</a> <a href="https://twitter.com/luis_f_rosa">Luis' Twitter</a> <a href="https://www.instagram.com/luis_f_rosa/">Luis' IG</a> <a href= "https://www.youtube.com/channel/UCHcLSyWsJqO0kFKfNK-JGHw"> On My Way To Wealth YouTube channel</a>

There's still time to make some money moves in 2022. Tune in to episode 128 to learn what you can do to end 2022 strong and start 2023 with great momentum. Notes: In this episode Luis speaks about the following: Student Loan Payments Resuming Reflecting on Life Changes That Happened During the Year Rebalancing Your 401K and the New Contribution Limits New Contribution and Income Limits for Roth IRAs Opportunities before Year-end and Starting 2023 with a Bang! Resources: Download the 3 Fundamental "Money Moves" to Make Before Turning 45 The BLX Internship Program Luis' LinkedIn Luis' Twitter Luis' IG On My Way To Wealth YouTube channel

There's still time to make some money moves in 2022. Tune in to episode 128 to learn what you can do to end 2022 strong and start 2023 with great momentum. Notes: In this episode Luis speaks about the following: <ul> <li>Student Loan Payments Resuming</li> <li>Reflecting on Life Changes That Happened During the Year</li> <li>Rebalancing Your 401K and the New Contribution Limits</li> <li>New Contribution and Income Limits for Roth IRAs</li> <li>Opportunities before Year-end and Starting 2023 with a Bang!</li> </ul> Resources: <a href="https://financeinsights.net/G2vjfWn1cvm57" rel="noopener noreferrer">Download the 3 Fundamental "Money Moves" to Make Before Turning 45</a> <a href="https://www.blxinternship.org/" rel="noopener noreferrer">The BLX Internship Program</a> <a href="https://www.linkedin.com/in/luisfrosa/" rel="noopener noreferrer">Luis' LinkedIn</a> <a href="https://twitter.com/luis_f_rosa" rel="noopener noreferrer">Luis' Twitter</a> <a href="https://www.instagram.com/luis_f_rosa/" rel="noopener noreferrer">Luis' IG</a> <a href="https://www.youtube.com/channel/UCHcLSyWsJqO0kFKfNK-JGHw" rel="noopener noreferrer"> On My Way To Wealth YouTube channel</a>

128: 2022 Year-End Planning Opportunities

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/disclosures

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Investing

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/disclosures

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128: 2022 Year-End Planning Opportunities

128: 2022 Year-End Planning Opportunities

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