Financial Futures: A Measured Wealth Podcast
Aug 13, 2026 · 17 min · 10 segments
What does it really mean to be financially flexible? In this episode, George welcomes back wealth advisor Alejandra Borge, CFP®, to discuss why a strong net worth doesn’t always mean you have…
Me being a Hispanic myself and, you know, our upbringings, we grew up hearing buy real estate buy gold save cash under the mattress or now you know the new innovative aspect is save it in cds stay away from wall street you're gonna lose everything and i think that's how wealth was preserved in latin america and kind of still it is and honestly it's worked for many families but the problem is that today's economy is totally different there's a lot more tools investment vehicles that we can we can resort to people are becoming more financially educated and more financially curious to build their own wealth.
And we've talked about this and bounced ideas off while we're in the office is a lot of families are house rich, equity rich, so fixated on net worth, right? But net worth, go ahead.
Yeah, like take your average family, not going too extreme here, but primary residence, give it 2 million bucks, rental property, 500.
And then you have your 401k, which is like I don't know, given another million bucks, you probably have a net worth of like three to four million.
I mean, that's the first investment vehicle we all hear that we should invest in, right? And many of my clients have made fortunes in real estate.
Me being a Hispanic myself and, you know, our upbringings, we grew up hearing buy real estate buy gold save cash under the mattress or now you know the new innovative aspect is save it in cds stay away from wall street you're gonna lose everything and i think that's how wealth was preserved in latin america and kind of still it is and honestly it's worked for many families but the problem is that today's economy is totally different there's a lot more tools investment vehicles that we can we can resort to people are becoming more financially educated and more financially curious to build their own wealth.
And we've talked about this and bounced ideas off while we're in the office is a lot of families are house rich, equity rich, so fixated on net worth, right? But net worth, go ahead.
Yeah, like take your average family, not going too extreme here, but primary residence, give it 2 million bucks, rental property, 500.
And then you have your 401k, which is like I don't know, given another million bucks, you probably have a net worth of like three to four million.
I mean, that's the first investment vehicle we all hear that we should invest in, right? And many of my clients have made fortunes in real estate.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.