Real Stories Ep 56: Juan’s Second Act
- October 15, 2024
Podcast: Download (Duration: 51:39 — 41.4MB)
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Meet Juan: a resilient first-generation immigrant from Honduras whose early relationship with finance might sound familiar to some. Growing up in a family that feared spending money, he learned early on to avoid financial products, including credit cards.
Juan yearned for a career in acting, but when he graduated college, his dreams were abruptly halted by the pandemic. As a result, he found himself at a crossroads.
Although his income was limited and his cost of living was high, Juan became a dedicated learner, soaking up valuable money concepts. His newfound wisdom empowered him to take control of his finances and pivot toward a career as a financial coach. You can learn more about Juan at www.linkedin.com/in/juan-valeriano.
Our episode spotlights Juan’s story and the applicable money tips he’s gathered along the way.
Key Moments
2:48 Juan shares how his family’s immigration experience shaped his beliefs around money.
7:39 As a graduate in the pandemic, he uses this opportunity to educate himself about money.
11:51 Juan shares what he has learned about high-yield savings accounts.
15:01 He outlines the basics of Roth IRAs.
21:26 He encourages listeners to approach a credit card as an upgraded debit card.
25:05 He is inspired to share his financial wisdom with friends and family.
26:48 Juan receives a formal education on financial coaching through his work at the Financial Gym.
27:56 He launches his own financial coaching business, the Wealth Wellness Studio.
35:19 Juan offers insights from his journey as an entrepreneur.
37:47 He shares tips on investing and financial habits and how to budget for your desired lifestyle.
44:27 Juan gives advice for his younger self and encourages listeners to take risks and get comfortable with being uncomfortable.
48:38 Our co-hosts reflect on Juan’s theme around fear and money.
Chris Dlugozima
Chris is a Learning Experience Designer at GreenPath Financial Wellness, where he’s been since the beginning of the millennium. Using creativity and a sense of humor, he provides people with the tools and knowledge to navigate their lives when it comes to their money.
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Music by Hir-O
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