Investing for First-Gen Immigrants | Maribel Francisco, Our Wealth Matters

Yo Quiero Dinero

Jannese Torres

Saving, Entrepreneurship, Business, Investing, Wealth, Personal Finance For Latinas, Personal Finance, Budgeting, Finances, Generational Wealth, Equal Pay, Financial Literacy

4.9 • 607 Ratings

🗓️ 3 July 2022

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode 157 is all about investing for first-gen immigrants, featuring Maribel Francisco of Our Wealth Matters. Listen in now!

Maribel is a first-gen daughter of Mexican indigenous immigrants. For over 10 years, she has worked with the immigrant community as a certified income tax preparer.

For the last 4 years, she has worked in LA's entertainment industry, most recently, managing a multimillion-dollar international business unit. Maribel has worked with studios such as MGM and NBCUniversal to build and preserve their wealth.

Now, as a bilingual money coach, Maribel is combining her knowledge in taxes, with her international business degree, her background in corporate finance, her research in personal finance, and tying it all together with her first-gen experience, to serve the immigrant community in the United States through her company named OurWealthMatters.

You can follow Maribel on Instagram, Twitter and TikTok.

For full episode show notes, visit here.

Loving this episode? Leave us a review on Apple Podcasts. Follow us on Instagram, Twitter, TikTok, LinkedIn, and YouTube, and join our Patreon community!

Until next time, stay empowered, stay inspired & #StayPoderosa ✨

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Transcript

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0:00.0	And I feel especially as first gen, right? We are the damn first generation here. We have no other
0:05.1	generations in front of us to ask for help. Other people or other families have had generations in the
0:11.9	United States to try to understand this. And we're like, no, it's just me. Right? So that's where it's like,
0:18.3	okay, nobody's going to help us but us. Nobody's going to care about your money as much as you do. And we as the community are the only ones that are going to be able to help ourselves. So if I got the knowledge, heck yeah, I'm going to go out and share it because I'm trying to get all my community going forward, right? Not just me and our future generations, but also pulling our previous generations, so our Padres, probably with ITINs, push them forward and be like,
0:41.3	you too can participate in the USA financial system and gain more benefit out of it and gain
0:46.5	more money out of it than just the paycheck from your 9 to 5.
0:52.2	You're listening to Yo Quiero Dinero, a personal finance podcast for the modern Latina.
0:58.2	I'm your host, Janice Torres, award-winning Latina personal finance expert.
1:02.9	I didn't always have my financial shit together, but when I started looking for POC-friendly personal finance podcasts, I couldn't find any.
1:10.5	And so Yo Quiero Dino was born.
1:12.4	On this show, I'll show you how to make dinero, how to keep your Dino, and most importantly,
1:17.4	how to make it grow. Each week, I'm connecting you with the most brilliant minds in the world
1:21.8	of money and business. So you can learn about investing, entrepreneurship, and building wealth.
1:26.9	The best part, I'm dishing up all this knowledge with a sassy side of sason.
1:32.1	So if you're ready to be Poderosa with your dinero, you've come to the right place.
1:36.8	Let's dive in.
1:40.2	Before we hop into today's conversation, I want to remind you to follow us on social.
1:45.1	If you're loving this podcast and you want more community, you want to find out more about our events and all the stuff that we have going on behind the scenes.
1:52.3	You can find us on Facebook, Twitter, TikTok, YouTube, Instagram, and everywhere else you love to hang out on the internet.
2:00.3	If you're loving this podcast, please take a moment to leave us a review if you listen to us on Apple.
2:05.5	It's the easiest way to share our podcast with people that you know and love,
2:09.3	and it helps us get discovered by amazing listeners like you.
	...

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