Retire Rich: Tales of Financial Freedom

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

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: 
LinkedIn: Marc Hernandez
Marc@MAHFinancial.Biz 
MAH Financial
(956) 994-0407
Connect with Carlos Lopez: 
LinkedIn: Carlos Lopez
MAH Financial
(956) 994-0407
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.

Handling Market Volatility (Ep. 4)

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: 
LinkedIn: Marc Hernandez
Marc@MAHFinancial.Biz 
MAH Financial
(956) 994-0407
Connect with Carlos Lopez: 
LinkedIn: Carlos Lopez
MAH Financial
(956) 994-0407

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: 
LinkedIn: Marc Hernandez
Marc@MAHFinancial.Biz 
MAH Financial
(956) 994-0407
Connect with Carlos Lopez: 
LinkedIn: Carlos Lopez
MAH Financial
(956) 994-0407
Connect with Renee Armstrong:
renee@mahfinancial.biz 

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: 
LinkedIn: Marc Hernandez
Marc@MAHFinancial.Biz 
MAH Financial
(956) 994-0407
Connect with Carlos Lopez: 
LinkedIn: Carlos Lopez
Carlos@MAHFinancial.Biz  
MAH Financial
(956) 994-0407

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

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