The Marysol Uribe Podcast
The Marysol Uribe Podcast is for stewards of significant wealth and responsibility who want calm, clear conversations about protection, legacy, and income optionality.
Hosted by Marysol Uribe, RN and licensed financial professional, this show helps high‑responsibility decision‑makers protect what they’ve built and prepare the people who depend on them.
We talk about life insurance, estate liquidity, wealth transfer, and flexible income streams in plain language, so you can move from assumption to clarity.
You’ll learn how to:
- Protect your family and estate from avoidable risk, taxes, and forced asset sales
- Design tax‑efficient, values‑aligned wealth transfer and legacy plans
- Use life insurance and other tools as part of a long‑term stewardship strategy
- Build income streams that respect your time, your calling, and your responsibilities
You’ll hear real stories, practical frameworks, and grounded, no‑hype guidance you can take into conversations with your advisors, your family, and your own planning.
Have a life‑insurance or legacy story that could help someone else?
Share it via voice note or text at our WhatsApp business line: +1 562‑900‑3200. Your story may be featured in a future episode to encourage others to protect what matters most.
This podcast is for educational and entertainment purposes only. The conversations are general in nature and are not financial, tax, legal, or investment advice, and do not create a professional or client relationship. Do not act on anything here without talking to your own qualified financial professionals who understand your specific situation. For a personalized consultation, visit UribeInsurance.com.
The Marysol Uribe Podcast
Latest Episodes
Beyond the White Coat: Reinventing Success with Dr. Kalpana Sundar
Recorded at Glen Ivy Hot Springs, Marysol sits down with Dr. Kalpana Sundar, an ENT surgeon turned entrepreneur, to talk about reinvention, self-education, and female entrepreneurship.They explore:- Walking away from a high-status...
Abba Father Maternity Home: A Catholic Haven for Pregnant Mothers with Sarah Seyed‑Ali
In this episode, Marysol sits down with Sarah Seyed‑Ali, M.A. Theology, a perpetual virgin and longtime evangelist, to talk about her new mission: founding Abba Father Maternity Home in the San Gabriel Valley. After years in religious life, stu...
Master Your Legacy Plan / Domina tu Plan de Legado: Estate Taxes, Special Needs & Life Insurance (w/ Atty. Victor Martinez)
High‑net‑worth families with large estates face a different set of legacy challenges. In this conversation, Attorney Victor Martinez with Maria Lupini and Marysol Uribe, unpack estate planning and advanced life insurance strategie...
Estate Liquidity Audit | Auditoría de Liquidez Patrimonial — Elimina la brecha de efectivo para el Estate Tax sin ventas forzadas
Estate Liquidity Audit is the podcast episode for founders, real‑estate families, and professionals with $10M+ estates who refuse to fire‑sale assets to pay estate taxes. In 10 minutes or less, you’ll learn how to quantify your true exposure, c...
Healthcare Pros: CODE Replay — Beat Estate Tax, Align Life Insurance & Nail Your Buy-Sell Plan
🎯 Book your 1:1 CODE Review (15 minutes) now: 👉 Grab your slot here: uribeinsurance.com ⏰ Limited spots — calendar closes Friday.If you’re a doctor, nurse, or practice owner, this CODE Session Replay shows ...