Retire Rich: Tales of Financial Freedom

About Retire Rich: Tales of Financial Freedom

Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.

Publisher

Marc Hernandez and Carlos Lopez

Category

business · business

Language

en

Explicit

No

First episode

13 May 2024

Latest episode

6 Mar 2025

Latest episodes

13 of 14 episodes have a transcript.

1. 

   6 Mar 2025TRANSCRIPT

   The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

   Marc Hernandez investigates the world of collectible investments, revealing how items like rare sports cards can become valuable assets for financial portfolios.

2. 

   6 Mar 2025TRANSCRIPT

   Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

   Host Carlos Lopez interviews Steve Loving about life insurance strategies, exploring the differences between term and universal policies to empower listeners' financial futures.

3. 

   12 Feb 2025TRANSCRIPT

   Required Minimum Distributions (RMDs) Strategies for a Tax-Efficient Retirement (Ep.11)

   Marc Hernandez explains Required Minimum Distributions, exploring their impact on retirement plans like 401(k)s and IRAs, to alleviate financial planning anxiety.

4. 

   29 Jan 2025

   Helping Educators Gain Financial Independence with Socorro Houghtaling (Ep. 10)

   Retired educator Socorro Houghtaling discusses with Marc Hernandez the financial challenges educators face when planning for retirement and shares strategies for achieving financial independence in this interview episode.

5. 

   15 Jan 2025TRANSCRIPT

   How to Build Wealth Across Generations (Ep. 9)

   Marc Hernandez reveals valuable strategies to break the paycheck-to-paycheck cycle and build wealth across generations, empowering Millennials and Gen Z to succeed financially like Baby Boomers.

6. 

   18 Dec 2024TRANSCRIPT

   How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)

   Marc Hernandez shares expert guidance on navigating the financial and legal complexities that arise after a partner's passing, helping listeners protect their loved ones from unnecessary hardship.

7. 

   30 Oct 2024TRANSCRIPT

   Medicare Made Simple: Navigating Healthcare in Retirement with Louis Kowalski (Ep. 7)

   Medicare professional Louis Kowalski explains Medicare options to host Carlos Lopez, simplifying healthcare navigation for a worry-free retirement in this interview.

8. 

   9 Oct 2024TRANSCRIPT

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

   Anissa Castillo, Director of Surgical Services, shares her personal journey and strategies for healthcare workers to achieve financial freedom in an interview with Marc Hernandez.

9. 

   20 Sept 2024TRANSCRIPT

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

   Lucy Lopez shares her inspiring journey from Mexico to financial freedom in the United States, highlighting the power of determination and resilience in overcoming challenges in an interview with Carlos.

10. 

    4 Sept 2024TRANSCRIPT

    Handling Market Volatility (Ep. 4)

    Marc Hernandez explores strategies for investors to navigate market volatility, emphasizing informed decision-making and aligning financial strategies with individual risk tolerance.

11. 

    21 Aug 2024TRANSCRIPT

    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 … Read More Read More

12. 

    7 Aug 2024TRANSCRIPT

    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 … Read More Read More

13. 

    24 Jul 2024TRANSCRIPT

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

    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 … Read More Read More

14. 

    13 May 2024TRANSCRIPT

    Retire Rich: Tales of Financial Freedom Coming Soon

    Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, … Read More Read More

Inside a recent episode

The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

Published 6 Mar 2025 · Transcript excerpt

[…] Now, of course, in a stock market, if you bought Nvidia last year, you more than doubled your money or tripled your money. Well, a stock that does that well, it's pretty rare. But I'm talking about a whole bunch of different memorabilia that can do very well. The next one is one that I collect a lot of, Mr. Michael Jordan in basketball. Right. And this is his third-year card. Right. This is rated a eight. And again, when you're talking about collectibles, if you know nothing about the world of collecting, if you collect Mickey Mantle, Babe Ruth, Michael Jordan, Wayne Gretzky, Tom Brady, You know, those are icons. […]

Who has been a guest on Retire Rich: Tales of Financial Freedom

Names identified in recent episode analyses. Showing up to five guests.

• Steve Loving
• Socorro Houghtaling
• Louis Kowalski
• Anissa Castillo
• Lucy Lopez

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 13 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

26

Social presence

0

YouTube

0

Engagement

0

Contact Retire Rich: Tales of Financial Freedom

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Retire Rich: Tales of Financial Freedom