Tag: Investment Strategies
How Healthcare Workers Can Achieve Financial Freedom with Anissa Castillo (Ep. 6)

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

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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 as a surgical technologist to becoming a leader in healthcare, and how she nearly fell victim to common financial missteps, like undervaluing her 401(k). 

But that’s not everything! She also breaks down the actionable steps healthcare professionals can take to break free from paycheck-to-paycheck living and build lasting wealth despite their demanding schedules.

Want to know how you can avoid costly mistakes and unlock the financial freedom you’ve worked so hard for? This conversation is packed with insights healthcare workers can’t afford to miss.

Key Highlights:

  • Anissa’s inspiring journey from surgical technologist to Director of Surgical Services and how her leadership role shaped her financial strategy
  • How starting her 401(k) at age 19 taught Anissa the importance of financial literacy and the common mistakes to avoid when managing retirement savings
  • Why financial education is critical for healthcare professionals but is often neglected, and how to bridge that gap
  • The role of financial advisors in helping healthcare workers maximize retirement savings and make smarter investment choices
  • How social media and flexible communication options can connect busy healthcare workers with financial professionals
  • Essential advice for new healthcare workers on how to leverage employer benefits
  • And much more!

Connect with Anissa Castillo:

Connect with Marc Hernandez: 

Connect with Carlos Lopez: 

About Our Guest: 

Anissa Castillo is the Director of Surgical Services at Valley Regional Medical Center and a seasoned healthcare professional. Starting her career as a surgical technologist, she later became a registered nurse and advanced into leadership roles. Her story underscores the importance of financial planning in the healthcare sector and the value of early investing for long-term success.

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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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