Journey Equity Wealth Management

05/29/2026

No two financial journeys look the same.
Your goals, priorities, and vision deserve a strategy designed around you.
Discover how personalized planning can support your journey.

For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

05/27/2026

Estate planning protects families during the moments when clarity matters most.

✔ Healthcare directives
✔ Powers of attorney
✔ Clear decision-making guidance

Plan today so your family can move forward with confidence.

For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

05/11/2026

Financial planning is about more than numbers.
It is about building opportunities for the people who matter most and creating a future that reflects your values.
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La planificación financiera va más allá de los números.Se trata de construir oportunidades para las personas que más importan y crear un futuro que refleje tus valores.

05/07/2026

Financial decisions become clearer when experienced professionals work together.
At Journey Equity, advisors collaborate with attorneys, accountants, and insurance professionals to guide your journey forward.



For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

05/05/2026

Every dollar you earn represents time, dedication, and effort.
Financial planning helps ensure those resources move with intention toward the goals that matter most.



For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

05/01/2026

Documents like healthcare directives and powers of attorney ensure your voice is heard even when you cannot speak for yourself.

Estate planning protects your wishes and the people you trust most.



For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

04/29/2026

Healthcare decisions later in life bring important choices.

Understanding Medicare options can help you protect your wellbeing and move forward with confidence.

Guidance simplifies the process so you can focus on living well.



For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

04/27/2026

Turning 65 often brings new questions about healthcare and coverage.
Understanding Medicare doesn't have to feel overwhelming!

With the right guidance, you can explore your options with clarity and confidence while protecting your wellbeing.



For advisory services, please visit our website www.myjourneyequity.com
For disclosure information, please visit www.myjourneyequity.com

04/24/2026

En este episodio final de temporada de The Climb Podcast, contamos con la participación de Carlos Guaman, un experto con amplia experiencia en el mundo fiscal y empresarial, para ofrecer respuestas claras y profesionales sobre estrategias avanzadas de impuestos. Si buscas optimizar tu situación fiscal, evitar errores comunes y entender qué debes hacer para mejorar tus resultados, este episodio es imprescindible.

En este episodio hablamos sobre:
• Estrategias avanzadas para reducir la carga fiscal
• Respuestas directas a dudas frecuentes sobre impuestos
• Errores que muchas personas cometen al declarar
• Deducciones y créditos que suelen pasarse por alto
• Cómo prepararte mejor para el próximo año fiscal

Este es el episodio más completo y revelador de toda la serie, ideal para emprendedores, dueños de negocio y cualquier persona que quiera tomar decisiones fiscales más inteligentes y con mayor seguridad.

🎙️ Invitado: Carlos Guaman
📌 Podcast: The Climb Podcast
📅 Episodio: Final de Temporada – Impuestos Avanzados



Para servicios de asesoría, por favor visite nuestro sitio web www.myjourneyequity.com
Para información de divulgación, por favor visite www.myjourneyequity.com

En este episodio final de temporada, contamos con la participación de Carlos Guaman, un experto con amplia experiencia en el mundo fiscal y empresarial, para...

04/23/2026

Uncertainty can make financial decisions feel overwhelming.
A structured financial plan removes the guesswork and gives you confidence in every step forward.

✔ Clear financial goals
✔ Guidance through major decisions
✔ A strategy that evolves with life

For advisory services, please visit our website: https://www.myjourneyequity.com/