
Stuff About Money They Didn’t Teach You In School
They might not have taught you the stuff about money you needed to know to build wealth, but Xavier and Erik are ready to take you back to school. When it comes to money, it is never too late to start learning.
Hosted By
Erik Garcia, CFP®, BFA & Xavier Angel, CFP®, ChFC, CLTC
All Episodes

#GirlMath…Come On Man!
Are girls really bad at math? If something costs less than $5, it’s practically free, right? If I return something and get a store credit, I make money, correct? LOL Xavier Angel, CFP®, ChFC, CLTC,

8 Reasons Business Owners Should Diversify Their Wealth
Business owners often have the majority of their net worth tied up in their business. Does it make sense for them to diversify their wealth to protect their assets and achieve long-term financial security? Erik

The Power of Simple in Financial Planning
Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better. Xavier Angel, CFP®, ChFC, CLTC and

#GirlMath…Come On Man!
Are girls really bad at math? If something costs less than $5, it’s practically free, right? If I return something and get a store credit, I make money, correct? LOL Xavier Angel, CFP®, ChFC, CLTC,

8 Reasons Business Owners Should Diversify Their Wealth
Business owners often have the majority of their net worth tied up in their business. Does it make sense for them to diversify their wealth to protect their assets and achieve long-term financial security? Erik

The Power of Simple in Financial Planning
Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better. Xavier Angel, CFP®, ChFC, CLTC and