In this episode, Alan sits down with John Rojas, CFP®, financial educator, lifestyle influencer, and 27-year veteran of Wall Street, to discuss his inspiring journey from humble beginnings to financial independence. John reflects on how his upbringing shaped his drive for success and the challenges he faced transitioning from modest means to affluence.
Together, they tackle the misconception that money alone brings happiness, sharing personal stories that highlight the value of mindset, self-investment, and personal growth. Recognized for his ability to simplify complex financial concepts, John emphasizes the importance of cash management, financial protection, and asking the right questions when working with advisors. This episode delivers powerful insights on achieving financial wisdom and building a life of purpose and fulfillment.
