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
Build Wealth: Financial Foundations That Last
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WELCOME
- Listen to the Un Billón Song on Apple Music (Spanish).
- Listen to Un Billón Mindset: Health on Audible (English).
- Attention California Residents: Book your 1:1 Financial Health Consultation with a Financial Professional ($500 Value, Free with this link)
- Learn about our Entrepreneur Program HERE.
🎙️ Tune in to gain insights into:
Building a solid financial foundation
Mastering the art of wealth creation
Practical steps to take control of your financial future
Whether you're an aspiring entrepreneur, a seasoned professional, or simply someone eager to enhance their financial well-being, this conversation is packed with actionable wisdom and inspiration. Prepare to shift your perspective on wealth and success!
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About the Guest: Pablo Moreno
Pablo Moreno has been in the financial industry since 2019. Pablo's passion for educating and empowering families comes from his personal experience of helping others avoid poor financial planning after what he went through from the loss of his father at 14. As a TOP producing agent to a broker/owner at a young age. Pablo's personal mantra, “Be the change you want to see in the world” has helped him accumulate close to 300 personal clients and build his team of 20+ insurance agents in just 2 full years in the business. What sets Pablo apart from other financial representatives is his needs based planning programs and personal experience that he went through in 7 years of probate. He does not believe in a one size fits all strategy. Pablo knows that designing a course of action varies contextually. He knows that a beginner's family has different needs than a senior citizen in their retirement age. His ability to customize these plans is possible because of his financial skill set developed through great mentorship experience and study. Pablo is a HUGE believer in results based financial strategies and enjoys sharing his knowledge by speaking publicly. In order to spread the word on the ever changing financial industry, he often speaks at events on programs ranging from Social Security, annuities, life insurance, college planning, business strategies, real estate, and much more.
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Questions about your next financial strategy? Reach out on WhatsApp Business: 562-900-3200 and start protecting you and your family today!
