Real Stories Ep 56: Juan’s Second Act

Greenpath Financial Wellness

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.

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