Welcome to the Plan Wisely & Building Us Podcasts

Because how mange your money matters.

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About the Show

(Please read all the way through.  There are some important next steps for you).


On the Plan Wisely & Building Podcasts we discuss all things money and how it impacts our lives.


We cut through all the financial noise to simplify money concepts so people can make better, more informed money decisions.


That is why I am thrilled to have you as a guest because your experience will bring clarity to people's money.




Our episodes are hosted online and can be downloaded on all the major podcast services (Apple, Spotify, Google, etc).


We distribute the episodes to our clients, prospects, and anyone who's made it on our marketing list via email and social media.


Your voice will be heard around the world (we literally have a few loyal listeners in the Philippines!).


Once the episode is completed we will share with you the link to share across your networks.




The format of the show is generally guided conversation or interview style.  By the time we record you and I will have discussed in greater detail our content.  The time goal for the episode is 30 - 60 minutes.



Recording & Technical Details


Here’s how it’s done:


  • The recording will be done via Squadcast, which records us on separate tracks to optimize port-recording editing.  There is also a video feed so we can see each other.


  • We'll send you a link.  All you need is an internet connection and some sort of microphone.  It is highly recommended you use headphones as well.  Air pods work great.


  • After we record, the podcast is professionally produced and published generally within 2 weeks.


  • We will send you a link to the podcast once it’s live so you can share it with your networks!

Your Next Steps



  • If you have any questions, please get in touch at Erik@plan-wisely.com


Erik Garcia is a Financial Advisor offering financial planning and fee based investment advisory services. Since graduating from Tulane University’s A.B. Freeman School of Business in 2001, Erik has worked with a wide range of clients from entrepreneurs to individuals and couples specializing in helping them make smart financial decisions regarding savings, debt, and insurance as well as helping them make wise investment choices. Erik believes financial success is not only due to successful investing but more importantly healthy attitudes and behaviors towards money. 

© Garcia Financial Group • Privacy Policy • Website By • Securities offered through Royal Alliance Associates., Member FINRA/SIPC. Investment Advisory services offered through New Century Financial Group, LLC., a registered investment advisor. Insurance services offered through Garcia Financial Group. Entities listed are not affiliated. This communication is strictly intended for individuals residing in the states of LA, MS, FL & IL. No offers may be made or accepted from any resident outside the specific states referenced. Neither Royal Alliance nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.

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