Retire Rich: Tales of Financial Freedom

How to Build Wealth Across Generations (Ep. 9)

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Are you saving for the future or stuck in the paycheck-to-paycheck cycle? 

This week on Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the evolution of saving behaviors across generations, revealing why Baby Boomers succeeded and how Millennials and Gen Z could follow suit.

This conversation, brimming with valuable strategies and clear guidance, lays out a clear path to financial stability and wealth creation. 

Tune in and learn how to master your budget, optimize retirement contributions, and leverage tax-saving strategies to construct your financial future—no matter where you’re starting! 

Key Highlights:

  • Generational Saving Trends: What Baby Boomers got right—and how younger generations can learn from their disciplined habits
  • Budgeting Essentials: Simplify your expenses by separating fixed and discretionary costs. Learn to track every dollar and uncover hidden savings
  • Maximizing Retirement Accounts: Unlock the power of employer 401(k) matches, Roth accounts, and catch-up contributions for tax-free retirement gains
  • Investment Alternatives: Discover smart options like IRAs, 403(b)s, and Thrift Savings Plans for those without 401(k) access
  • Tax-Saving Tips: Adjust withholdings and reposition investments to reduce tax liabilities and keep more of your hard-earned money
  • Saving Discipline: Small sacrifices today, massive rewards tomorrow—discover how to build wealth one habit at a time
  • And much more!

    • Connect with Marc Hernandez: 

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

      • Connect with Carlos Lopez: 

      • LinkedIn: Carlos Lopez
      • [email protected] 
      • MAH Financial
      • (956) 994-0407
        • ...more
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        Retire Rich: Tales of Financial FreedomBy Marc Hernandez and Carlos Lopez