Retire Rich: Tales of Financial Freedom

How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)

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Healthcare workers dedicate their lives to saving others — but who’s helping them plan their future, more so their financial future? 

This week on Retire Rich: Tales of Financial Freedom, Marc Hernandez explores this critical question with Anissa Castillo, Director of Surgical Services at Valley Regional Medical Center.

Anissa reveals her powerful story, from starting as a surgical technologist to becoming a leader in healthcare, and how she nearly fell victim to common financial missteps, like undervaluing her 401(k). 

But that’s not everything! She also breaks down the actionable steps healthcare professionals can take to break free from paycheck-to-paycheck living and build lasting wealth despite their demanding schedules.

Want to know how you can avoid costly mistakes and unlock the financial freedom you’ve worked so hard for? This conversation is packed with insights healthcare workers can’t afford to miss.

Key Highlights:

  • Anissa’s inspiring journey from surgical technologist to Director of Surgical Services and how her leadership role shaped her financial strategy
  • How starting her 401(k) at age 19 taught Anissa the importance of financial literacy and the common mistakes to avoid when managing retirement savings
  • Why financial education is critical for healthcare professionals but is often neglected, and how to bridge that gap
  • The role of financial advisors in helping healthcare workers maximize retirement savings and make smarter investment choices
  • How social media and flexible communication options can connect busy healthcare workers with financial professionals
  • Essential advice for new healthcare workers on how to leverage employer benefits
  • And much more!

    • Connect with Anissa Castillo:

    • LinkedIn: Anissa Castillo

      • Connect with Marc Hernandez: 

      • LinkedIn: Marc Hernandez
      • [email protected] 
      • MAH Financial
      • (956) 994-0407

        • Connect with Carlos Lopez: 

        • LinkedIn: Carlos Lopez
        • MAH Financial
        • (956) 994-0407

          • About Our Guest: 

          Anissa Castillo is the Director of Surgical Services at Valley Regional Medical Center and a seasoned healthcare professional. Starting her career as a surgical technologist, she later became a registered nurse and advanced into leadership roles. Her story underscores the importance of financial planning in the healthcare sector and the value of early investing for long-term success.

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          Retire Rich: Tales of Financial FreedomBy Marc Hernandez and Carlos Lopez