Content
A YouTube channel with fresh video every week on finance and business strategy. Plus 191 podcast episodes that are still the best place to start if you want to strengthen your personal finances.
Every week
Financial strategy, tax planning, the business owner mindset, and everything that does not fit inside a one-on-one session. No filters, no corporate script. Just what actually works in the real world of the business owner in the United States.
Latest video
Active legacy
A Spanish-language podcast on personal finance, money mindset, and wealth building for Latinos in the United States. The full archive is free on Spotify, Apple Podcasts, and YouTube.
Listen on
The blog pulls together articles on finance, tax strategy, and building wealth. All of it free, no subscription required.
Recurring topics
Four threads that run through most of the videos. If any of them interest you, subscribe to the channel and you're in the weekly rotation.
Tax strategy
Legal structures (LLC, S-Corp), Tax Code deductions (199A, Augusta Rule, hiring your kids), retirement plans (Solo 401(k), SEP IRA, Backdoor Roth).
Wealth building
How the business owner's income turns into personal assets. Investment vehicles, smart diversification, real estate, asset protection.
Business operations
Financial KPIs for small businesses, separating personal and business finances, cash flow control, team and delegation decisions.
The business owner mindset
Biases, financial programming, money conversations with your partner, big decisions under uncertainty, the emotional side of managing success.
Where to start
191 episodes can be overwhelming. These five give you the structure of the show and deliver, in about an hour each, the most useful ideas in the archive.
Episode 1
The show's opening manifesto. This is where it all began. You get the philosophy behind every episode.
Episode 2
The most listened-to of the whole series. The foundation of personal financial order.
Episode 60
The episode where Julio explains the framework that now names his methodology. Brand identity.
Episode 145
A real case from Julio himself. Specific, actionable, aimed at the business owner.
Episode 191
The last episode in the archive. A business topic. A natural close to the series.
