Retire Rich: Tales of Financial Freedom

Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.

Episodes

The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

March 6, 2025 • 41 mins

What hidden treasures might be tucked away in your closet? In this episode of Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the fascinating world of collectibles and how they might be a hidden asset in your financial portfolio. Join him as he explores the potential of collectible investments, from rare sports cards to …

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Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

March 6, 2025 • 16 mins

What makes life insurance more than just a death benefit? In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insurance. Whether you’re wondering about the differences between term and universal policies, curious about …

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Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)

February 12, 2025 • 25 mins

Turning 73 could change your financial game plan. Using what tool though? Marc Hernandez unpacks the mystery behind Required Minimum Distributions (RMDs). You’ll learn why these rules exist and how they might impact your 401(k)s, IRAs, and other retirement plans. With personal anecdotes and clear guidance, Marc helps take the anxiety out of financial planning, …

Helping Educators Gain Financial Independence with Socorro Houghtaling (Ep. 10)

January 29, 2025 • 28 mins

What hurdles do educators face when planning for retirement? Marc Hernandez chats with retired educator Socorro Houghtaling to uncover the financial challenges teachers face. They dive into the secrets of achieving financial freedom and share tips for navigating the complex world of investments and retirement planning. This conversation is packed with insights and appealing stories …

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How to Build Wealth Across Generations (Ep. 9)

January 15, 2025 • 40 mins

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 …

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How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)

December 18, 2024 • 34 mins

When the unimaginable happens, grief and financial chaos often collide. Preparing now could spare your loved ones from unnecessary hardship. Marc Hernandez draws on decades of expertise to guide listeners through the intricate financial and legal challenges that arise after losing a spouse or partner. Packed with actionable insights and real-life examples, this conversation delivers …

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Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)

October 30, 2024 • 24 mins

Retirement is supposed to be worry-free. However, without the right Medicare strategy, your healthcare might not be. Listen in to get it right. This week on Retire Rich: Tales of Financial Freedom, Carlos Lopez is joined by Medicare professional Louis Kowalski. With 50+ years in the insurance industry, Louis breaks down the differences between Medicare …

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

October 9, 2024 • 32 mins

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 …

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From Mexico to Financial Freedom: Lucy Lopez’s Inspiring Journey (Ep. 5)

September 20, 2024 • 33 mins

Lucy Lopez’s journey from a small town in Mexico to a successful life in the United States is a testament to determination and resilience. How did she overcome the challenges of immigration, education, and financial management? What lessons can we learn from her experiences? In this episode of Retire Rich: Tales of Financial Freedom, Carlos …

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Handling Market Volatility (Ep. 4)

September 4, 2024 • 33 mins

Market volatility can be nerve-wracking, but it also presents unique opportunities for investors. How do you stay calm and make informed decisions during market fluctuations? How do you ensure your financial strategy aligns with your goals and risk tolerance? In this episode, Marc Hernandez dives into the importance of being prepared for market fluctuations while …

Turning Adversity into Financial Success: Renee Armstrong’s Inspirational Journey (Ep. 3)

August 21, 2024 • 28 mins

Financial freedom often begins with overcoming personal challenges and making informed decisions. This week, Marc Hernandez sits down with special guest Renee Armstrong, an esteemed colleague from his team, to delve into her personal journey through financial planning and overcoming challenges. As Renee shares her experiences, you’ll gain insights into the importance of having a …

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How MAH Financial is Serving the Underserved (Ep. 2)

August 7, 2024 • 32 mins

How to build a solid financial future even if we don’t have half a million to invest? This week, Marc Hernandez and Carlos Lopez talk about their new initiative, ‘Serving the Underserved,’ focused on helping individuals who may not have substantial assets but are eager to learn how to achieve financial independence. Whether you’re just …

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The Journey to Financial Freedom with MAH Financial (Ep. 1)

July 24, 2024 • 27 mins

The Retire Rich: Tales of Financial Freedom Podcast is out now! Embark on a journey to financial freedom with Marc Hernandez and Carlos Lopez as they share their personal stories and insights in the financial advisory world. In this debut episode, Marc and Carlos unveil their paths to becoming financial advisors, the influence of family …

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Retire Rich: Tales of Financial Freedom Coming Soon

May 13, 2024 • 59 secs

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Transcript

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Retire Rich: Tales of Financial Freedom

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)

Helping Educators Gain Financial Independence with Socorro Houghtaling (Ep. 10)

How to Build Wealth Across Generations (Ep. 9)

How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)

Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)

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

From Mexico to Financial Freedom: Lucy Lopez’s Inspiring Journey (Ep. 5)

Handling Market Volatility (Ep. 4)

Turning Adversity into Financial Success: Renee Armstrong’s Inspirational Journey (Ep. 3)

How MAH Financial is Serving the Underserved (Ep. 2)

The Journey to Financial Freedom with MAH Financial (Ep. 1)

Retire Rich: Tales of Financial Freedom Coming Soon

Popular Podcasts

The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)