Show notes
In this discussion with Jose, we cover many topics, including:
- Jose’s story of how he came up as an immigrant to the US, which is a big part of his personal story.
- What Jose learned about money growing up. He saw many financial challenges growing up and experienced some limiting beliefs and not-good ideas regarding money.
- How Jose shifted from baseball to a career in finance to being a finance entrepreneur.
- Helping his parents because he feels capable, not obligated.
- Working hard and believing in yourself.
- Pushing through adversity and the odds stacked against him.
- Jose’s views on financial planning and financial planners.
- What drives Jose to do what he does.
- How the financial industry needs to change.
- Why he started Financial University and how it can help you today. His goal is to spread financial literacy, which is typically not taught in schools.
- The impact he’s been able to have on other people during a critical time in their financial lives.
- The importance of goals and what you’re trying to accomplish.
- Jose’s quality of life now vs. growing up.
- How he can solve problems and serve people, and also be compensated for it.
Show References:
- Financial University
- Millennial Money Mentor on Instagram
- Millennial Money Mentor on Twitter
- Millennial Money Mentor on Tik-Tok
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Other Links
Maggie’s Blog: Mostly Minimal Life
Mike’s Book: Your New Relationship with Money