Month: September 2024
From Mexico to Financial Freedom: Lucy Lopez’s Inspiring Journey (Ep. 5)

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

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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 Lopez is joined by his inspiring mother, Lucia “Lucy” Lopez, who shares her journey from a small town in Mexico to becoming a successful educator and investor in the United States. 

Get ready to gain unique insights into how Lucy navigated major life transitions and financial decisions, highlighting the importance of determination, education, and careful investing.

Carlos and Lucy discuss: 

  • Lucy’s story of immigrating from Mexico and starting her education in the U.S. at age 11
  • Lucy’s time in the military and her transition into a successful teaching career
  • The financial lessons and investment strategies Lucy applied to achieve financial stability
  • How Carlos was inspired by his mother’s journey and the pivotal role it played in shaping his approach to financial advising
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

About Our Guest: 

Carlos Lopez’s mom, Lucy Lopez, originally from Mexico, has led an inspiring life marked by determination and resilience. She moved to the United States at age 11, starting first grade despite her advanced age. Overcoming numerous challenges, she graduated high school and joined the military, serving in Germany. After her service, she pursued higher education, eventually earning a master’s degree and becoming a dedicated educator for 27 years. Lucy’s financial acumen, developed through careful investments and savings, has ensured her financial stability. Her story is a testament to perseverance, hard work, and the importance of education and financial literacy.

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Handling Market Volatility (Ep. 4)

Handling Market Volatility (Ep. 4)

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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 unveiling MAH Financial’s approach to providing comprehensive client support. 

By listening, you’ll gain insights into handling market downturns, the value of proactive communication with your financial advisor, and the strategies for maintaining a balanced portfolio even in unpredictable times.

Marc discusses: 

  • How to handle client calls and concerns during market downturns
  • The importance of understanding risk tolerance and timeline in financial planning
  • Strategies for making opportunistic investments during market dips
  • Proactive measures and tools for managing 401(k) and other investment accounts
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

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