Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
In this episode Jose chats with Attorney Daniela Hernandez Pineda about her journey into becoming a Estate Planning attorney and the value of estate planning in the Latino Community.
About the Guest
Daniela Hernandez Pineda Esq is an Estate Planning Attorney at Asher Law Group.
In this episode Jose discusses with Tristan and Jean Pierre the context, imagery and cultural significance of Bad Bunny's half time show. The conversations dives deeply into USA Latino existence and cultural dynamics.
About the Guests
In this episode Jose discusses the weight bared by the first outlier success in a Latino family. He touches on the financial gaps the journey may bring and how this can be changed generationally.
In this episode Jose talks with Jocelyn Vasquez a Navy Veteran and leader in the mortgage industry as an expert in private mortgage insurance. Jocelyn shares her story as Latina in the military and her passion for homeownership.
In this episode Jose speaks with Eddie about his entrepreneurial journey, how he came up with his signature style, why he is so philanthropic and his dream of owning a tiger like Mike Tyson.
In this episode Jose discusses with Tannia how undocumented and mixed status families can execute estate planning to protect their assets in the event of deportation.
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In this episode Jose chats with Frank about his journey as an undocumented student attending UCLA ,his path as a business consultant and how his success led to angel investing in a variety of companies.
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In this episode Jose chats with Dr. Alma Burke about her 28 year career in Police Enforcement, her work in Organizational Leadership and youth development. Dr. Burke is a trailblazer and public speaker.
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In this episode Jose speaks with Nelson Echeverria a Salvadoran American Actor, Comedian and Poet. Nelson shares about the power of manifestation, transformation and spoken word.
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In this episode Jose chats with Longevity strategist Alejandra Sol Garcia about the impact of properly taking care of our bodies to optimize health, energy and sleep. Alejandra's practice helps clients understand their unique biological make-up to optimize health.
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In this episode Jose speaks with Ramon Borunda about the state of affairs in Los Angeles and across the country as it pertains to the current administration's focus on immigration raids.
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In this episode Jose chats with the powerful Sheila Alvarez about her humble beginnings in Argentina and selling socks on the streets to her brilliant rise as a prominent real estate entrepreneur, investor and inspirational leader.
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In this episode Jose chats with Manny Vargas otherwise known as That Follow Up Guy. Manny and Jose discuss what it means to be effective at following up not as a task but as a way of being. How to present yourself in the market place and define your entrepreneur identity.
Manny is a serial entrepreneur who has coached on large stages, is a published author, content creator and sales coach.
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In this episode Jose speaks with Adam Torres Co-Founder of the Mission Matters Network about growing up in Detroit, his career as a successful CFP and the inspiration behind starting a successful media company while always staying true to his conversations with God.
Adam Torres, host of the Mission Matters series of shows, ranked in the top 5% out of 3,268,702 podcasts globally. As Co-Founder of Mission Matters, a media, PR, marketing and book publishing agency, Adam is dedicated to amplifying the voices of entrepreneurs, entertainers, executives and experts.
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In this episode Jose Speaks with Edwin Acevedo who went from being a young Engineer to successful entrepreneur, national leader and advocate. Edwin shares his story of sobriety, hurdles through the 2008 economic crash and his rise as a prominent national presence in Real Estate.
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In this episode Jose speaks with Mike Russell the Co-Founder of Hope For Hardship a non-profit aimed at helping homeowners experiencing hardship stay in their home through negotiations with their lenders. Mike's personal struggle led him to the inspiration of this organization he is so passionate about.
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In this episode Jose chats with serial entrepreneur Rudy J Rubio about his start with a newspaper route to founding multiple businesses including The Latin X Network and Joy on a Stick business aimed at giving back to the community through connectivity and intention.
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In this episode Jose chats with Erica about her evolution from being a single mom at an early age to creating and running multiple successful businesses.
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In this episode Jose chats with Tony a Co-Founder of Negozee, a platform that aims to be a "LinkedIn" for Latinos through an online network and in person educational events.
Tony is the Co-Founder and CEO of Negozee, the business social network for Latino entrepreneurs and professionals. A child of Mexican immigrant parents, Tony grew up in Salinas, California. In 2004, he received a full-ride scholarship to Berkeley Engineering and joined the Latino fraternity Gamma Zeta Alpha. Upon graduation, Tony joined Latino Tax Pro as VP of Business Development where he helped grow the organization to 10,000 members nationwide. Tony's current startup, Negozee, aims to connect, educate, and support Latino entrepreneurs and professionals across the globe.
To learn more, visit:
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In this inspiring episode of Hispanic Wealth Matters, we sit down with Gaby Gonzalez, a dynamic lender turned realtor, and passionate advocate for women’s education. Gaby shares her unique journey from working in the lending industry to building a successful real estate career, all while nurturing her love for books. Through her book club, Gaby was inspired to create the BABC Foundation along with her book club members, a nonprofit dedicated to providing scholarships to young college-age women. We dive into the origins of the foundation, the impact it’s already having on these women’s lives, and Gaby’s vision for its future. Tune in to hear how a group of women dedication to empowering others is making a lasting difference and creating opportunities for future generations
To learn more, visit:
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In this powerful episode of Hispanic Wealth Matters, we sit down with executive sales and business coach, Omar Iribe. Omar shares his incredible journey, starting as a 6-year-old immigrant who arrived in the U.S. with nothing, to becoming a top-ranked business coach and inspirational leader. From his early education at UCLA, to his determination and grit while selling books door-to-door, Omar's story is one of perseverance, resilience, and vision. He reflects on the challenges of navigating a new country, the lessons he learned along the way, and how those experiences shaped his approach to leadership and success in the business world. Tune in to hear his motivating message about how anyone can overcome obstacles and achieve greatness, no matter where they start.
To learn more, visit:
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In this episode Jose discusses with Monica her passion for helping immigrants by homes, her transition from one profession in Mexico to starting a complete new one in the USA and what her future holds for her business.
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In this episode Jose speaks with Jean Pierre Rueda a poet from San Jose Costa Rica and author of Love Between Downpours, a love story and collection of poems retelling his immigrant experience.
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In this episode Jose Tejada chats with Matthew Fernandez LMFT about the mission behind Worthwell, mental health within men and how to "stop disqualifying the positive".
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In this episode Jose Tejada chats with Matthew Fernandez LMFT about the mission behind Worthwell, mental health within men and how to "stop disqualifying the positive".
To learn more, visit:
https://www.linkedin.com/in/jose-tejada-8361568
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In this episode Jose discusses the importance of communicating the context behind the decisions and directions that leaders take.
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In this episode we continue our conversation on leadership and how to allow team members to develop their individual style of leadership.
Evelyn Baez Nguyen is a multi-family specialist at Lyon Stahl Investment Real Estate in El Segundo California. Evelyn studied Communications and Business marketing at California State University of Dominguez Hills. Evelyn is a specialist in investment properties and excels at marketing, pricing and 1031 strategy.
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In this episode we continue our conversation on leadership and how to allow team members to develop their individual style of leadership.
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In this episode Jose speaks about the importance of getting feedback from the team in order to avoid pitfalls or learn better ways to execute. He discusses the risks in not receiving this data and how quickly it can damage an organization.
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In this episode Jose chats with Denise Serrano, a founder of The Impact Movement and organization that collaborates and organizes home builds for families in need in Baja California. She shares where her passion for philanthropy came from and what you gain in the experience of making and impact.
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In this episode Jose talks about how to be more socratic in life. Five steps to addressing any problem via questions is presented as a new practice.
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In this episode Jose speaks about what happens when there is a systematic change in an industry and the lessons learned from the case with the National Association of Realtors.
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In this episode Jose talks about how it's easy to get excited about an idea but what matters is the toughness in the moments post that initial excitement.
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In this episode Sergio Angulo discusses how he manages to operate several businesses aside from his real estate practice as well as his philosophy on how to build a team, AI adoption and what has influenced his explosive growth.
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In this episode I chat with Chef Miguel Reyes the founder of GOZO Kitchen and Lounge. Chef Miguel tells us about how he worked 7 days a week from washing dishes, refilling a salad bar to becoming an executive chef, entrepreneur and a visionary in the industry. Chef speaks to us about leadership, kitchen finances and how to become successful in an industry that has a high risk of failing.
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In this episode we discuss the difference between a plan and a strategy and how a plan is nowhere near as valuable as a strategy.
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In this episode I chat with Coach George Zedan the founder of Veritas Training Academy a unique program that focuses on Latino kids with training for Division 1 college and the NBA. We discuss what Coach looks for when recruiting a young athlete and what it takes to build the championship mentality. Veritas holds the prestigious title of being a Nike Elite School. Only 180 schools out of a total 98,000 high schools in the USA get this recognition.
Coach George Zedan, Head Coach and founder of Veritas Sports Academy..As an ex athlete himself Coach George Zedan starts his career in Montebello by becoming a coach in his son's neighborhood league. Coach Zedan, fell in love with the art of coaching and leading young lives.
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In this episode we speak with attorney Jerry Rulsky on the importance of having the appropriate home coverage. The risks involved in not having the right protections, what is umbrella coverage and why you shouldn't fear the insurance system.
Jerry Rulsky is a dedicated and passionate attorney who tirelessly strives to help his clients achieve the best possible outcomes in their legal cases. With his extensive knowledge of various facets of law and unwavering commitment to justice, Jerry has established himself as a trusted advocate for individuals seeking justice and fair compensation.
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In this episode I chat with top Financial Advisor Chris Ardoin about the importance of financial planning for the professional and student athlete. With a focus on working with both athletes and athletic coaches Chris is well versed in the complexities that come with being part of these highly competitive careers.
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In this episode, Tricia shares with us her wisdom in business and life. We discuss her difficult start and how her grit, authenticity and faith powered her to lead one of the most successful teams in Texas. We learn lessons not only for beginners but also established leaders.
Tricia Turner, Broker CEO at Tricia Turner Properties Group
. Tricia is a veteran in real estate for over two decades. Her grit, authenticity and commitment to success separates her in this very competitive business. Tricia has a wealth of business and real life knowledge which she uses to lead her teams.
To learn more, visit:
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In this episode I chat with Real Estate Visionaries Andres Hoyos and Diana Steel. Founders and operators of Sync Real Estate Brokerage. We discuss their story and what it takes to build a dynasty. We go deeply into the balance of talents between Andres and Diana and why it works. This is a fantastic episode for any entrepreneur looking to understand what it takes behind the scenes to build a legacy in two of the most competitive markets in the country,
Andres Hoyos is the CEO of Sync Brokerage. Diana Steel is the COO of Sync Brokerage. Sync operates multiple offices in Los Angeles and Miami.
To learn more, visit:
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In this episode I chat with sommelier Omar Lima. One of the few Central American background wine connoisseurs in the USA. Omar shares with us how his journey landed him from KoreaTown to the San Fernando Valley to a stock room and ultimately to being a guest at some of the most famous wineries in the world.
Omar Lima, Sommelier at Spago Beverly Hills. Omar is a certified Sommelier WSET Level II. Omar is a food and wine connoisseur with over a decade of experience. He is a world traveler, adventurer and story maker.
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In This episode Michael and I discuss the unique financial planning needs of content creators and the management of long term strategy that is unique to these careers. Michael is a seasoned professional with a long history in innovative planning, financial analysis and coaching.
Michael Wallman is the Managing Director of Wallman Financial and the Primary advisor for The Only Finance Man. The firm caters to the unique financial planning needs of Content Creators, Influencers, YouTubers and OnlyFans Entertainers.
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In this episode I share a story about my wife Mimi Tejada and how she went from being laid off twice to becoming one of the youngest SVPs at a major financial institution.
Mimi Tejada is the Senior Vice President of City National Bank.
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In this episode the brilliant Duchess of Decorum Pattie Ehsaei and I chat about what it takes for commission-only entrepreneurs to survive through tough markets. What do does familiar conversations need to be and how do you train your mindset to thrive!
Pattie Ehsaei is a keynote speaker, content creator, and author living in Los Angeles. Creator of TikTok channel, “Duchess of Decorum”, where I teach financial literacy, social and workplace decorum, along with a focus on empowering women. For the last 20 years, I’ve had a multi-faceted career as a lawyer and manager in financial services, and I currently stand as Senior Vice President of Mergers and Acquisitions Lending.
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Nicole Stadick is the founder of Comrad, a marketplace that allows for a more human match between therapist and patient. In this episode Nicole and I chat about why there needs to be a better way to match patients and therapists and how her startup is looking to shorten and declutter that bridge.
Nicole Stadick, CEO at Comrad. Comrad is a mental health marketplace app ensuring better human connection. In our increasingly tech obsessed world, Comrad is more human.
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In this episode we chat with Accountant Katherine Studley who is a brilliant entrepreneur and content creator. While making breakfast one day she was inspired to help content creators, adult entertainers and others in similar fields organize their finances and accounting practices.
Katherine Studley is an Accountant and owner of The Only Consultant and Prisma Tax Group, a boutique tax firm.
The Only Consultant is unique because of our ability to address the unique problems that my clients face. There’s a ton of stigma against their jobs that prevent or discourage them from seeking financial services from a regular accountant. I have clients in several niches and many write offs require a full understanding of the “spicy” industry.
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In this episode Jose discusses and poses ideas on how people relate to finances and money. The emotional and practical aspects of money.
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In this episode I chat with Ryan Rubi the CEO of Private Productions Inc. a multi media marketing agency. Ryan is 19 years old and a serial entrepreneur. He shares how he leveraged bot-technology in middle school to start a sneaker flipping business and how later he used his hobby of detailing his parents car into a luxury auto detailing enterprise. Today you can see him filming on stages like Coachella, Stagecoach and more filming content and running his Polaris rental business. Get ready to be motivated!
Ryan is a serial entrepreneur, at the age of 19 he has built and sold 2 businesses and now operates two serving as CEO. A creative and perma student attitude allows him to see opportunity where others see challenges.
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In this episode we chat with Espie, a life coach and ray of light. Espie and I chat about her beginnings and motivation, the reverence and continuation of our parents journey, how to live in gratitude and how to be a well rounded person and creates space for all experiences of life.
Espie Munoz Quintero , Goddess Empowerment Life Coaching. Espie specializes in working with women to discover their goddess energy using gentle and approachable techniques. Her mission is to help women access their Goddess Vision and bring it to life! Her journey in supporting others started in her mid-twenties, after years of personal exploration, spiritual growth and healing.
To learn more, visit:
https://www.linkedin.com/in/jose-tejada-8361568/
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In this episode we speak to Super Lawyer Afshin Asher founder of The Asher Law Group about Estate Planning and the risks and issues of not having one. We discuss why hiring a professional is completely important now and as your life progresses.
Afshin Andrew Asher is the founder of Asher Law Group, APC. Mr. Asher limits his practice to the related areas of estate planning and administration, probate, estate and gift tax planning, and business succession planning.
Afshin is Certified as a Legal Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Afshin holds a Master of Law Degree in Taxation from Golden Gate University where he graduated with honors and attained his law degree from Southwestern University School of Law where he graduated among the top 10% of his class, was a published member of the Southwestern University Law Review, and a four-time recipient of the American Jurisprudence Award.
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In this episode Shiva unmasks some of the misconceptions about credit repair, how to rehab defaulted student loans, what happens if you have built credit through an ITIN and now have normalized your immigration status.
Shiva is an experienced and passionate entrepreneur. UCLA Law School left him with over $180,000 in student loans and other debt. He dedicated his expertise to empower consumer by showing them their legal options when it comes to credit and debt. Today he enjoys strong credit, invests in real estate- buying in hot markets like New York & Texas, and teach others to do the same.
To learn more, visit:
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In this episode we learn about how Edvin decided to become an Attorney, why the legal system isn't always fair and how a criminal accusation will impact you financial health. Edvin also shares his best advice if you get into a situation that may require criminal defense.
Our Guest:
Edvin Flores Attorney At Law Confianza Legal
At a young age Edvin realized the lack of adequate representation afforded to the Latino Community in the criminal justice system. Such a disparity in representation sparked a passion in Edvin to become a part of the solution to the problem and represent those being accused. Edvin is a relentless advocate for the protection of the constitutional rights of those facing criminal charges.
Edvin has represented clients facing charges ranging from low level felonies to serious felonies both at the State and Federal level. Edvin has litigated an extensive number of cases resulting in not guilty verdicts and dismissals, earning a reputation as a skilled trial lawyer and negotiator.
To learn more, visit:
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In this episode we chat with Fatima Djelmane Rodriguez whom is the CEO of the Ronald McDonald House Charities of Southern California. We discuss her path to choosing the right school, becoming a CEO, her philanthropic passion, how she deals with feelings of impostor syndrome and her work as CEO of a great organization.
Fatima Djelmane Rodriguez is a native Angelino raised in the San Gabriel Valley. She attended Ramona Convent Secondary School, earned her BA in Communications from USC’s Annenberg School for Communication, and her MA from the University of Texas at Austin’s Radio, Television, and Film program. Fatima was promoted to CEO and assumed the position on January 18th, 2022. She’s excited to be at the helm of RMHCSC, with a deep passion for the organization’s mission and deepening our impact throughout Southern California.
To learn more, visit:
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In this episode we chat with Anthony and Ignacio Orozco, the founders of Puzzle Pizza Woodfire Pizza. Anthony is a 28 year old with Autism. As a young adult he found that it was difficult to find employment so he decided to go the entrepreneurial route and launch his own business not only to sustain himself but also to inspire other young adults with disabilities.
Anthony and Ignacio Orozco founders of Puzzle Pizza
Back in 2016 Anthony Orozco had a vision to create a pizza parlor with unique flavor and a business model that could eventually develop jobs for the disabled community. Anthony, who was diagnosed with autism at a young age, has seen first hand the struggle someone with disabilities can have in trying to obtain accessible employment. His entrepreneurial spirit has created a dedication to serve not only pizza but his community. Puzzle Pizza is a family owned business founded by Anthony Orozco.
To learn more, visit:
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In this episode we chat with Juan Santana, a top producing realtor in the Los Angeles area. Juan talks to us about his family business in construction and how that correlates with real estate. He chats with us about how to hire a contractor, what key questions to ask and what projects will add value to your home.
Juan Santana is a Top Producing Agent who has achieved great recognition among the Real Estate community by producing over 95 Million Dollars in volume and helping over 250 families achieve their real estate goals.
Juan Santana's goal is to provide you with a level of experience that can not be duplicated by others. He's of the belief that if you make a total commitment to service and market property in the most thorough, professional, and ethical manner possible, then word would get around and his business would prosper.
To learn more, visit:
https://www.linkedin.com/in/jose-tejada-8361568/
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In this episode I discuss the basics of what happened with the Silicon Valley Bank failure. Why it happened and what I think will happen next.
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In this episode I chat with you about what it looks like to be a child in an immigrant family where you had to play the role of a 3rd parent. Reading and advising on contracts at a young age and what happens as that child grows in the family. We discuss what generational skipping behaviors look like.
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https://www.linkedin.com/in/jose-tejada-8361568/
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In this episode we discuss how a divorce can impact the sale of real estate, most often than not the family home. The complexities of the transactions and the navigation of the emotions of the parties involved.
Ivan Perez is a top Real Estate Agent in the Los Angeles area with Movoto Realty. While Ivan has a multifaceted practice he also has a very specific niche focusing on divorce real estate transactions. His background in the telecommunications and legal industries have helped design his personal style that is key in navigating what can be an emotionally charged transaction.
To learn more, visit:
https://www.linkedin.com/in/jose-tejada-8361568/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/jose-tejada/
In this episode we meet Lino Perez who as a formerly undocumented youth grew up in KoreaTown in Los Angeles, became a well known Hip Hop artist, became a college professor and is now also a practicing financial adviser. Lino shares his motivation for getting into the world of financial services, his connection to the Oaxacan community and his motivation to continue to bring financial topics to educators and the medical professional community.
Lino Perez is an Adjunct University Professor at Cal State University Northridge and Financial Adviser with Transamerica Financial Advisors Inc.
To learn more, visit:
https://www.linkedin.com/in/jose-tejada-8361568/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/jose-tejada/
Norma Dominguez, Chief Financial Officer at Excelerate Housing, is a successful Latina in the world of finance and a successful real estate investor. In this episode, we discuss her start as an investor, her philosophy as she chooses her assets, and what advice she would give younger generations in terms of investing.
Over the course of Norma's career, she has financed over $1 Billion in affordable housing across the country. Mrs. Dominguez is a board member at A Community of Friends, a non-profit focused on affordable housing for people with mental illness.
To learn more, visit:
https://www.linkedin.com/in/jose-tejada-8361568/
Listen to more episodes on Mission Matters:
https://missionmatters.com/author/jose-tejada/