Journey Equity Wealth Management

09/02/2026

🚀 AI capabilities are evolving faster than ever! From basic translations to executing complex, multi-step reasoning, we are entering the era of "agentic AI."

Discover how businesses and developers are already leveraging these advanced tools to transform their workflows.

📺 Watch the full episode on YouTube: "How AI Is Reshaping Modern Business | A Conversation with Venture Capitalist Ed Tsai" here: https://youtu.be/7GP0QldCak8?si=c66DLd7JeI3vWtrD

For educational purposes only. This content does not constitute personalized financial or investment advice.

09/01/2026

The AI catalyst started a step function change in how we do business. With massive leaps in capability happening every quarter, staying competitive means understanding where the technology is heading.

Hear more insights on the shifting economic landscape from venture capitalist Ed Tsai on The Climb Podcast🎙️

🎧 Full Episode: "How AI Is Reshaping Modern Business | A Conversation with Venture Capitalist Ed Tsai". Click to watch: https://youtu.be/7GP0QldCak8?si=AKkoGoqFRd2HPf-e

08/29/2026

Retirement is more than a number. It’s about having the freedom, confidence, and clarity to live the life you worked so hard to build.

In this episode of The Climb Podcast, Isai Juarez explores seven principles that can help you think differently about retirement:
→ Define the life you want before focusing on the number
→ Plan for the different chapters of retirement
→ Build flexibility into your tax strategy
→ Prepare for market volatility and sequence-of-returns risk
→ Consider Social Security timing as part of your overall plan
→ Give yourself permission to enjoy your money while you can
→ Recognize the emotional and identity-related side of retiring

The episode also explores longevity, purpose, relationships, housing, social connection, and the “one more year” trap that can keep people working even when they may be financially ready.

A retirement plan shouldn’t simply help your money last. It should help you make the most of your time.

Watch the full episode, click below.

This content is for educational purposes only and does not constitute personalized financial, tax, or legal advice.

Retirement Is More Than a Number:This episode of The Climb refram...

08/28/2026

La mayor transferencia de riqueza en la historia de Estados Unidos ya está en marcha: aproximadamente $124 billones de dólares pasarán de una generación a otra.

Una parte importante de este patrimonio se encuentra en cuentas IRA y 401(k). Sin una planificación adecuada, las reglas, los plazos y las consecuencias fiscales pueden tomar por sorpresa a muchas familias.

En este episodio de The Climb Podcast, Isai Juarez explica:

→ Cómo funciona la regla de los 10 años para las IRA heredadas
→ Cuáles son los errores más comunes al recibir una herencia
→ Qué puede ocurrir si esperas hasta el año 10 para retirar el dinero
→ Cómo iniciar esta conversación con tus padres
→ Cómo planificar cuando un familiar necesita ayuda para administrar su herencia

Heredar no es suficiente. Comprender las reglas y conversar con anticipación puede ayudarte a tomar decisiones con mayor claridad y propósito.

Mira el episodio completo en nuestro canal de YouTube o dale click al video aquí abajo.

Este contenido es exclusivamente educativo y no constituye asesoría fiscal, legal ni financiera personalizada. Consulta con tus propios profesionales antes de tomar decisiones.

La mayor transferencia de riqueza en la historia de Estados Unidos ...

08/27/2026

Taxes can feel complicated, but understanding the basics can help you plan with greater confidence.

In this episode of The Climb Podcast, Isai Juarez welcomes CPA Richard Duran to discuss what employees, self-employed professionals, and business owners should know about:
→ Business structures and tax-filing deadlines
→ What an LLC does—and doesn’t do—for your taxes
→ Self-employment taxes and business distributions
→ Tax extensions and payment obligations
→ Quarterly estimated payments
→ The value of proactive planning with a CPA

Tax laws change frequently, and waiting until filing season may limit your options. Thoughtful planning throughout the year can help you stay prepared and avoid surprises.

Watch the full episode!

This content is for educational purposes only and should not be considered individualized tax, legal, or financial advice.

Host Isaihu Juarez welcomes CPA Richard Duran to discuss tax filing...

08/26/2026

A meaningful legacy is about more than the wealth you leave behind. It’s about preparing your family through honest conversations, thoughtful planning, and the guidance they’ll need to make informed decisions.

In this episode of The Climb Podcast, Isai Juarez explains how families can help turn an inheritance into a lasting blessing, not an unexpected burden.

▶️ Watch the full episode: The Great Wealth Transfer: Navigating the Largest Wealth Transfer in Human History. https://youtu.be/MKWA1zVtyFU?si=Rc91YZGIlKXaA_L4



For educational purposes only. This content does not constitute personalized financial, tax, or legal advice.

08/25/2026

08/25/2026

A meaningful legacy is about more than the wealth you leave behind. It’s about preparing your family through honest conversations, thoughtful planning, and the guidance they’ll need to make informed decisions.

In this episode of The Climb Podcast, Isai Juarez explains how families can help turn an inheritance into a lasting blessing, not an unexpected burden.

▶️ Watch the full episode: The Great Wealth Transfer: Navigating the Largest Wealth Transfer in Human History. Link in our Bio.

For educational purposes only. This content does not constitute personalized financial, tax, or legal advice.

08/25/2026

Una herencia puede abrir oportunidades, pero también traer consecuencias fiscales inesperadas cuando no existe un plan.

En este episodio de The Climb Podcast, Isaí Juárez explica cómo las nuevas reglas para las cuentas IRA heredadas pueden afectar la transferencia de patrimonio entre generaciones y por qué es tan importante conversar y planificar con anticipación.

▶️ Mira el episodio completo: "La Gran Transferencia de Riqueza ($124T): Lo que debes saber sobre la IRA heredada. Link en nuestra Bio.

Contenido exclusivamente educativo. No constituye asesoría financiera, fiscal ni legal personalizada.

08/25/2026

Una herencia puede abrir oportunidades, pero también traer consecuencias fiscales inesperadas cuando no existe un plan.

En este episodio de The Climb Podcast, Isaí Juárez explica cómo las nuevas reglas para las cuentas IRA heredadas pueden afectar la transferencia de patrimonio entre generaciones y por qué es tan importante conversar y planificar con anticipación.

▶️ Mira el episodio completo: "
La Gran Transferencia de Riqueza ($124T): Lo Que Debes Saber Sobre las IRA Heredada" https://youtu.be/zF21ClDh25U?si=Sp-ImDYx0lAIaO2n

Contenido exclusivamente educativo. No constituye asesoría financiera, fiscal ni legal personalizada.