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

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

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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 financial advisor and how personalized financial planning can make a significant difference in achieving long-term goals.

Marc and Renee discuss: 

  • Renee’s financial journey at the age of 28, when she sought financial advice after losing her husband
  • The importance of establishing a relationship with a financial advisor to meet future financial goals
  • Insights into the benefits and financial planning strategies for employees in government and public service roles
  • How Renee transitioned from her government job to a career in financial services, exemplifying the continuous learning and adaptability in financial planning
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

Connect with Renee Armstrong:

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

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

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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 and past experiences, and their mission to educate and empower clients toward achieving their financial goals.

Marc and Carlos discuss: 

  • Marc’s Inspiration: How his father’s entrepreneurial spirit and social interactions influenced his career choice
  • Carlos’ Unexpected Path: His transition from academia to financial advising after a serendipitous fender bender
  • Client Relationships: The importance of building long-term, caring relationships with clients
  • Educational Approach: Carlos’ use of his teaching background to simplify financial concepts for clients
  • Podcast Goals: Reaching new audiences and sharing financial wisdom through their show
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

About Your Hosts:

MARC A. HERNANDEZ  BBA, RFC, LUTCF® 

Marc Hernandez is an investment advisory representative, a registered Financial Consultant, and a life underwriter training council fellow. Marc has been servicing the public in the financial services industry since 1986. Marc has been a credit union member for over 40 years, and he has been the investment advisor at several credit unions for over 20 years. Marc helps credit union members with all types of financial planning, including investment planning, retirement planning, and various forms of insurance.

Equally important is Marc’s affiliation with Simplicity Wealth LLC. They provide access to these products as well as a technology platform that helps him be efficient in day-to-day activities. Most importantly, they also provide a support network of education and experience, which helps sharpen his skills and ultimately benefits our members. 

CARLOS O. LOPEZ BA, MA, IAR 

Carlos Lopez is an investment advisory representative presently servicing the Rio Grande Valley and beyond with various types of financial planning. These services include investment planning, 401k, TSP,  403(b) and 457 optimization, wealth management and retirement planning.

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