After just launching our business, moving to a new house, traveling by plane to Chiacago, and recently celebrating our son’s birthday– it’s been one crazy ride!

With a bit of a whirlwind of so many different things happening recently, Maricela and I decided that we wanted to come on here and talk about what we have planned for the next few months!


>> Our son’s birthday!

>> The conference in Chicago.

>> Quick market updates!

>> Stay tuned for Pride Month!

If you loved this episode, you have to listen to these episodes as well:

>> Episode 148: The Impact of Money with Anjali Jariwala

>> Episode 107: The Blueprint for Financial Decision Making with Meg Bartelt

>> Episode 99: What Does it take to Build a Mission-Driven Business? with Brian Thompson

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Want to chat with a fee-only financial planner? Shoot me an email at Can’t wait to meet you.