Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP®

NoBS Wealth

Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth.

This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story? It's not your typical "I always knew I wanted to be a financial advisor" bullshit. She stumbled into this world, realizing early on that money equals options and freedom.

Here's the kicker: Valerie's not just another suit talking about stocks and bonds. She's on a mission to bridge the wealth gap, focusing on folks who've been traditionally ignored by the big financial firms. We're talking about you - the ones busting your ass, making real money for the first time, but feeling clueless about what to do with it.

We tackle the hard truths: why the investment industry is rigged against you, why your emotions about money matter (despite what those old-school advisors say), and why you shouldn't trust anyone who can't write "I'm a fiduciary" in a single, jargon-free sentence.

But it's not all doom and gloom. Valerie drops some serious knowledge on how to take control of your financial future, even if you're starting from scratch. We're talking practical advice, not pie-in-the-sky BS.

The takeaway? Why not you? Why can't you have that Roth IRA, that brokerage account, that financial security? It's time to stop thinking this wealth-building game is for "them" and not for you. That's straight-up bullshit, and Valerie's here to prove it.

Ready to get your financial shit together? Check out Valerie and First Gen Wealth: Website: https://1genwealth.com/ LinkedIn: https://www.linkedin.com/in/valerie-rivera-cfp/ Twitter: https://x.com/1genwealth

Don't just listen - take action. Reach out to Valerie or another fee-only fiduciary advisor. Your future self will thank you for it. Let's break this cycle of financial confusion and build some generational wealth, shall we?

Shoot us a message, we are here for you and we listen!

As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!
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Chương

1. Ep. 96 - Why First-Gen Wealth Builders Are Changing the Game w/ Valeria Rivera, CFP® (00:00:00)

2. Discovering the Importance of Money (00:00:58)

3. Focusing on First-Generation Wealth Builders (00:05:19)

4. The Role of Financial Advisors at Different Life Stages (00:09:17)

5. The Emotional Aspect of Money (00:12:36)

6. The Need for Transparency in the Financial Industry (00:14:29)

7. Creating a Balanced Investment Strategy (00:20:03)

8. Advocating for Consumer Education (00:23:57)

9. Empowering Individuals to Take Control of Their Finances (00:33:39)