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Mario Hernandez (https://www.longevitywealthmanagement.com/) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm’s proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master’s in financial planning from Golden Gate University.

In this episode, Chris and Mario discuss:

1. The Power of Focus: Stop Doing It All and Start Growing

2. Planning Over Performance: The Real Differentiator

3. Want Loyalty? Help with More Than Just Investments

4. The Best Advice Is the Advice You Live By

LinkedIn: https://www.linkedin.com/in/mario-hernandez-cfp-1046735/ 

Website: https://www.longevitywealthmanagement.com/ Articles: https://www.kiplinger.com/author/mario-hernandez 

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Website: https://uhnwc.com 

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.