The Plan 4 It Podcast
College Planning | EP 5
Preparing for your child’s college journey starts long before senior year. It begins the moment they’re born. We break down real strategies to help you plan ahead, from 529 plans to life insurance based solutions, all through professional insight and our own experiences as parents. Every family is different let’s figure out the right game plan for you.
Wealth Building | EP 4
Building wealth doesn’t happen overnight it’s about consistency, balance, and having the right foundation. In this episode, we talk about how to stay focused on your goals, why a diverse portfolio matters, and how we can help you plan for a stronger financial future. Your foundation matters, let’s make it solid!
Financial Myths | EP 3
In this episode, Gilbert shares a personal story about his father and finances, offering valuable insight into the importance of planning ahead. We also dive into common financial myths within the Hispanic community and shed light on the truths behind them.
Life Insurance | EP 2
In this episode, we dive into the world of life insurance and explore real-life examples to help you better understand its importance. Watch the full episode now! If you have any questions, feel free to leave a comment below or reach out to us. Be sure to follow us on Facebook so you never miss an episode!
Pay Yourself First | EP 1
We are excited to launch our very first podcast! In this episode, you’ll learn what the show is all about as we dive into the importance of changing your mindset and prioritizing paying yourself first.
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