Subscribe: iTunes / Spotify In this episode I chat with you about what it looks like to be a child in an immigrant family where you had to play the role of a 3rd parent. Reading and advising on contracts at a young age and what happens as that child grows in the family. We discuss what generational skipping behaviors look like. To learn more, visit:https://www.linkedin.com/in/jose-tejada-8361568/ Listen to more episodes on Mission Matters:https://missionmatters.com/author/jose-tejada/
Author: Jose Tejada
Subscribe: iTunes / Spotify In this episode we discuss how a divorce can impact the sale of real estate, most often than not the family home. The complexities of the transactions and the navigation of the emotions of the parties involved. Ivan Perez is a top Real Estate Agent in the Los Angeles area with Movoto Realty. While Ivan has a multifaceted practice he also has a very specific niche focusing on divorce real estate transactions. His background in the telecommunications and legal industries have helped design his personal style that is key in navigating what can be an emotionally charged transaction.…
Subscribe: iTunes / Spotify In this episode we meet Lino Perez who as a formerly undocumented youth grew up in KoreaTown in Los Angeles, became a well known Hip Hop artist, became a college professor and is now also a practicing financial adviser. Lino shares his motivation for getting into the world of financial services, his connection to the Oaxacan community and his motivation to continue to bring financial topics to educators and the medical professional community. Lino Perez is an Adjunct University Professor at Cal State University Northridge and Financial Adviser with Transamerica Financial Advisors Inc. To learn more, visit:https://www.linkedin.com/in/jose-tejada-8361568/ Listen…
Subscribe: iTunes / Spotify Norma Dominguez, Chief Financial Officer at Excelerate Housing, is a successful Latina in the world of finance and a successful real estate investor. In this episode, we discuss her start as an investor, her philosophy as she chooses her assets, and what advice she would give younger generations in terms of investing. Over the course of Norma’s career, she has financed over $1 Billion in affordable housing across the country. Mrs. Dominguez is a board member at A Community of Friends, a non-profit focused on affordable housing for people with mental illness. To learn more, visit:https://www.linkedin.com/in/jose-tejada-8361568/ Listen to…
Subscribe: iTunes / Spotify Welcome to Hispanic Wealth Matters with Jose Tejada! In this episode, Jose tells us about his background, his journey from working at a Blockbuster to becoming a mortgage banker and financial advisor, and his passion for helping others to understand the rules of the financial game. He also explains the topics that this podcast will explore, such as estate planning, insurance planning, blended family planning, real estate, and more. Finally, Jose shares his goal of creating a community around this podcast, and encourages everyone to participate by joining the conversation. To learn more, visit:https://www.linkedin.com/in/jose-tejada-8361568/ Listen to more episodes…