
Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 3 chart positions in 3 markets.
By chart position
- 🇨🇱CL · Investing#111500 to 3K
- 🇵🇪PE · Investing#137500 to 3K
- 🇨🇴CO · Investing#186500 to 3K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
750 to 4.5K🎙 ~2x weekly·381 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
1.5K to 9K🇨🇱33%🇵🇪33%🇨🇴33% - Active Followers
Loyal subscribers who consistently listen
600 to 3.6K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 13 epsHosts
Recent guests
Recent episodes
¿Le estás apostando todo a tu negocio?
Jun 12, 2026
15m 41s
Cómo construir una empresa sostenible desde cero, con Krissia García
May 16, 2026
1h 02m 56s
Bienes raíces: Patrimonio, Ingresos... Y También Desgaste
May 8, 2026
20m 42s
¿Cuánto cuestan tus sueños?
Apr 3, 2026
12m 08s
Gestión de la Mentalidad, con Marneen Preza
Mar 29, 2026
47m 56s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/12/26 | ![]() ¿Le estás apostando todo a tu negocio?✨ | business riskwealth management+3 | — | NikeWalmart+3 | — | business investmentwealth concentration+3 | — | 15m 41s | |
| 5/16/26 | ![]() Cómo construir una empresa sostenible desde cero, con Krissia García✨ | sustainable businessentrepreneurship+4 | Krissia García | Klean | El SalvadorMaryland | sustainable businessentrepreneurship+6 | — | 1h 02m 56s | |
| 5/8/26 | ![]() Bienes raíces: Patrimonio, Ingresos... Y También Desgaste✨ | real estatefinancial stability+3 | — | Dinero Coaching, LLCSophronia Wealth Advisors | — | real estateinvestment+3 | — | 20m 42s | |
| 4/3/26 | ![]() ¿Cuánto cuestan tus sueños?✨ | businessinvesting+2 | — | Dinero CoachingSophronia Wealth Advisors+1 | Estados UnidosTexas+1 | cost of dreamsfinancial planning+3 | — | 12m 08s | |
| 3/29/26 | ![]() Gestión de la Mentalidad, con Marneen Preza✨ | businesseducation+2 | Marneen Preza | IntrospectaGestión de la Mentalidad+11 | TexasCalifornia | mentalidadneurocoach+3 | — | 47m 56s | |
| 3/7/26 | ![]() ¿Existen inversiones que reducen tus impuestos como empresario?✨ | businessinvesting+2 | — | planes de retiro corporativosDinero Coaching+2 | Estados UnidosTexas+1 | inversionesbeneficios fiscales+8 | — | 19m 40s | |
| 2/20/26 | ![]() Cómo Pagarte bien Como Empresario y Evitar Sorpresas del IRS✨ | businessinvesting+2 | — | S-CorpLLC+3 | TexasCalifornia | pagarte a ti mismoerrores comunes+7 | — | 19m 52s | |
| 1/25/26 | ![]() Tres Problemas que Mantienen a los Empresarios Estancados✨ | businessinvesting+2 | — | Dinero en EspañolDinero Coaching+2 | Estados UnidosTexas+1 | números del negocioingresos+3 | — | 15m 10s | |
| 1/17/26 | ![]() Calidad con David Maurer de Grupo Xcaret✨ | businesscustomer satisfaction+3 | David Maurer | Grupo XcaretCalidad de Grupo Xcaret+4 | TexasCalifornia | satisfaction del clienteclientes internos+5 | — | 58m 07s | |
| 1/9/26 | ![]() ¿Cómo desenredar tu caos financiero?✨ | businessinvesting+2 | — | CFPEA+4 | TexasCalifornia | caos financierocontrol de finanzas+3 | — | 13m 11s | |
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| 12/31/25 | ![]() Ideas para Arrancar el Año con el Pie Derecho✨ | businessself improvement+1 | — | Dinero en EspañolSophronia Wealth Advisors+1 | TexasCalifornia | arrancar bien el añoideas para el año+3 | — | 17m 09s | |
| 12/13/25 | ![]() Me Estafaron y Perdí Todos Mis Ahorros✨ | fraudcryptocurrency+3 | David Arellano | Dinero en EspañolSophronia Wealth Advisors+1 | TexasCalifornia | fraudeinversiones+3 | — | 31m 36s | |
| 12/4/25 | ![]() Estrategias Fiscales para Pagar Menos Impuestos en 2025✨ | businessinvesting+2 | — | Dinero en EspañolDinero Coaching+2 | Estados UnidosTexas+1 | fiscal strategiespay less taxes+3 | — | 26m 27s | |
| 11/21/25 | ![]() Pasos para la Claridad Financiera | En esta conversación, Miguel Gómez, Planeador Financiero para dueños de negocio en Estadps Unidos, aborda la importancia de la claridad financiera y cómo la falta de esta puede generar estrés y preocupación en los negocios. Miguel también comparte los pasos para alcanzarla, siguiendo su método de los Cuatro Números. ¿Te gustó el episodio? Déjame tu review en Apple Podcasts, Spotify y compártelo con quien creas que le pueda servir.Sígueme en todas mis redes: http://linktr.ee/miguelgomez____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 22m 59s | ||||||
| 11/12/25 | ![]() Emprendiendo en Tiempos de Crisis con Arturo Escalera de Century Painting | En este episodio, Miguel Gómez conversa con Arturo Escalera, un emprendedor que fundó Century Painting en medio de la crisis financiera de 2008. Arturo comparte su viaje desde ser un empleado frustrado hasta convertirse en un exitoso empresario, destacando la importancia de las relaciones, el apoyo familiar y la formación de un equipo sólido.A lo largo de la conversación, se exploran los valores fundamentales que guían su empresa y las estrategias que ha implementado para competir en el mercado actual.En esta conversación, Arturo comparte su experiencia en el mundo de los negocios, destacando la importancia de la seguridad en la fijación de precios, el apoyo familiar en el emprendimiento, y la necesidad de sacrificio y visión para alcanzar el éxito.También discuten la formación de la próxima generación en el negocio familiar, la separación entre la vida personal y profesional, y cómo diferenciarse en el mercado. Finalmente, enfatizan la ética y el trabajo duro como pilares fundamentales para lograr objetivos a largo plazo.Sobre Arturo Escalera: Arturo Escalera nació en 1973 en Los Reyes, Michoacán, México. A los 16 años emigró a los Estados Unidos con la necesidad y el deseo de encontrar una mejor oportunidad económica para apoyar a su familia. Su primer contacto con la pintura comenzó desde joven, ayudando a su abuelo en México durante vacaciones escolares. Al llegar a San Diego, continuó ese camino trabajando con sus tíos y posteriormente con un pequeño contratista, donde aprendió las bases del oficio.A los 18 años ingresó a la compañía de pintura más grande de San Diego. Durante 17 años desarrolló un profundo conocimiento en pintura comercial, ascendiendo paso a paso hasta llegar a dirigir la operación completa de la empresa.En ese recorrido construyó relaciones significativas y aprendió el valor del liderazgo, la responsabilidad y el trabajo bien hecho. Sin embargo, al no recibir una compensación acorde a su crecimiento y aportación, tomó la decisión valiente de iniciar su propio camino.En plena recesión del 2008 fundó Century Painting Corporation. Aunque fue un momento económico difícil, esa misma circunstancia permitió ofrecer precios competitivos y construir la empresa desde la humildad, el esfuerzo y la atención cercana al cliente. Con enfoque, disciplina y un compromiso claro con la calidad, Century Painting creció rápidamente.Hoy en día, Century Painting Corp. es una de las compañías de pintura más grandes y reconocidas de San Diego, brindando empleo a más de 150 personas. Nuestra misión es crear oportunidades, servir con excelencia y construir un legado que beneficie a nuestra comunidad. Nos distinguimos por nuestra calidad, seguridad y un servicio al cliente basado en respeto, integridad y valor humano.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 1h 16m 40s | ||||||
| 9/2/25 | ![]() En qué he andado y... ¡Anunciando la temporada 2! | En este breve episodio te comparto en qué he andado últimamente y anuncio... ¡La temporada #2 de Dinero en Español! Más información sobre los eventos que menciono en el episodio: Simposio de Negocios: https://simposiodenegocios.comBuilding Leaders: https://www.krissiagarcia.com/eventoSER Summit: https://www.sersummits.comMuchas gracias por tu paciencia, vienen episodios buenísimos. ____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 7m 31s | ||||||
| 3/28/25 | ![]() Entendiendo Tu Seguro de Casa | En este episodio te comparto los elementos más importantes de una póliza de seguro de casa, para que entiendas cómo funciona, qué cubre (qué no), lo que debes revisar en tu póliza, los errores típicos que la gente comete con sus seguros de casa y te ofrezco algunas ideas para asegurarte que tu póliza está trabajando de la mejor manera para ti. ¿Quieres más información sobre cómo trabajar conmigo? Visita: https://www.sophroniawealthadvisors.com/welcomeInscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 24m 51s | ||||||
| 2/25/25 | ![]() Entendiendo tu Relación con el Dinero | En este episodio exploramos algunas de las preguntas que hago para ayudarle a mis clientes a entender su relación con el dinero. Son preguntas profundas, que quizá nadie te ha hecho, por loq ue te invito que escuches este episodio con lápiz y papel en mano. ¿Quieres más información sobre cómo trabajar conmigo? Visita: https://www.sophroniawealthadvisors.com/welcomeInscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 19m 59s | ||||||
| 12/20/24 | ![]() Una Reflexión para Cerrar el 2024 y Arrancar 2025 con el Pie Derecho | En este episodio te comparto una reflexión para ayudarte a cerrar el 2024 de la mejor manera y arrancar el 2025 con el pie derecho. ¿Te gustó? ¿Te sirvió? Ayúdame a que llegue a más gente compartiendo el episodio y dejándome tu review en iTunes y Spotify. ____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 14m 51s | ||||||
| 9/27/24 | ![]() Diez Frases que Te Mantienen Lejos de la Riqueza | En este episodio te comparto diez frases que seguramente alguna vez has dicho u oído decir que, si las crees, te van a mantener lejos de la riqueza. Elíminalas de tu vida. ¿Quieres más información sobre cómo trabajar conmigo? Visita: https://www.sophroniawealthadvisors.com/welcomeInscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 15m 30s | ||||||
| 9/13/24 | ![]() ¿Cómo es trabajar con un Financial Planner? (Parte 5) | En este episodio terminamos la serie "¿Cómo es trabajar con un Financial Planner?" donde te explico cómo aplico el proceso de planeación financiera en mi trabajo con clientes. El día de hoy: La parte 5 del proceso, que en pocas palabras se resumiría en: Implementar las recomendaciones y monitorear el plan. ¿Quieres más información sobre cómo trabajar conmigo? Visita: https://www.sophroniawealthadvisors.com/welcomeInscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 7m 11s | ||||||
| 8/28/24 | ![]() ¿Cómo es trabajar con un Financial Planner? (Parte 4) | En este episodio seguimos con la serie "¿Cómo es trabajar con un Financial Planner?" donde te explico cómo aplico el proceso de planeación financiera en mi trabajo con clientes. El día de hoy: La parte 4 del proceso, que en pocas palabras se resumiría en: entender qué está haciendo el cliente, desarrollar y presentar las recomendaciones de planeación financiera. Esta es, escencialmente, la conclusión de todo el trabajo de planeación. Inscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroEncuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomezNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 13m 37s | ||||||
| 8/16/24 | ![]() ¿Cómo es trabajar con un Financial Planner? (Parte 3) | En este episodio seguimos con la serie "¿Cómo es trabajar con un Financial Planner?" donde te explico cómo aplico el proceso de planeación financiera en mi trabajo con clientes. El día de hoy: La parte 2 del proceso, que en pocas palabras se resumiría en "define y prioriza tus metas". ¿Cómo le ayudo a mis clientes a definir qué quieren lograr? ¿Cómo definimos qué metas perseguir y cuáles no? ¿Puede un financial planner juzgar las metas u objetivos de sus clientes?Inscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroEncuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomezNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 13m 28s | ||||||
| 8/9/24 | ![]() ¿Cómo es Trabajar con un Financial Planner? (Parte 2) | En este episodio seguimos con la serie "¿Cómo es trabajar con un Financial Planner?" donde te explico cómo aplico el proceso de planeación financiera en mi trabajo con clientes. El día de hoy: La parte 1 del proceso, que en pocas palabras se resumiría en "conoce a tu cliente". ¿Qué tipo de preguntas le hago a mis clientes? ¿Qué información necesito saber de ellos y porqué es importante? ¿Qué es importante decirle y no decirle a tu financial planner?Inscríbete a mi boletín en http://miguelgomez.link/correoSígueme en Facebook.com/miguelgomezconsejeroSígueme en TikTok: https://www.tiktok.com/@miguelgomezconsejeroEncuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomezNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 15m 05s | ||||||
| 8/3/24 | ![]() ¿Cómo es trabajar con un Financial Planner? (Parte 1) | Este episodio es el primero de la serie "¿Cómo es Trabajar con un Financial Planner?". La idea es ayudarte para qué sepas qué esperar y que entiendas el proceso de planeación financiera de la A a la Z. En este primer episodio de la serie, te platico sobre la primera vez que un cliente potencial se reúne con un financial planner: ¿de qué hablamos? ¿qué tipo de preguntas hago? ¿porqué es importante responderlas con transparencia y honestidad? ¿Qué sigue?Además, te comparto qué es lo que debería hacer un financial planner cuando lo que necesitas está fuera de su área de experiencia. Encuentra financial planners que no venden seguros u otros productos financieros en: NAPFAXY Planning NetworkGarrett Planning NetworkImportante: Yo soy miembro de NAPFA y de XY Planning NetworkInscríbete a mi boletín en http://miguelgomez.link/correoEncuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomezNo olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.____________________________Dinero en Español es una producción de Dinero Coaching, LLC_____________________________Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest | 17m 36s | ||||||
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3 placements across 3 markets.
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3 placements across 3 markets.
























