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

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

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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 starting your career or looking to better understand your financial options, this episode is packed with insights designed to set you on a path to economic stability.

Talking points include: 

  • The importance of early financial planning and budgeting for young professionals
  • Carlos and Marc’s motivation for creating a financial program aimed at helping individuals who don’t have substantial assets to invest
  • How to utilize financial programs like 401(k)s, IRAs, and 403(b)s to build long-term wealth
  • Implementing proactive strategies to manage emotions related to market fluctuations
  • The value of staying in touch with financial advisors for ongoing support
  • And more!

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

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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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