Tag: Retire Rich: Tales of Financial Freedom

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

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

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:

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

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

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: