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Videos


C.M. Carrillo Financial Advising has several Video Libraries, including:
1.) The Website Video Library
2.) The Facebook Page Video Library
3.) The YouTube Channel

The Website Video Library, which is where you are now, features a handful of videos with some of our trusted Referral Partners along with some helpful links regarding the online presence of each company. Please feel free to share all of our videos with friends and family.

C.M. Carrillo Financial Advising Facebook Page Videos

C.M. Carrillo Financial Advising YouTube Channel


Talking with Jack Baumann



Talking with Matt Barbey



Talking with Jay Grosman



The Senior Journey Alliance
Our 2025 Seminar

The Journey: A Patchwork of Care

Seminar Date: 10/09/2025

Topics Discussed

1.) Long Term Care Planning
2.) Elder Law & Estate Planning
3.) Medicare
4.) Daily Money Management		5.) Joining a Senior Living Community
6.) Downsizing / Transitioning Out of Home
7.) Home Organization / Moving Assistance

Our Team Is Here To Help You and Your Family!

  • Our educational seminars are designed to help seniors as well as their adult children who may need to assist their parents through the various phases of their journey. Having a plan to navigate the various stages of your journey can make all the difference in the world and putting a plan in place now will mean that you will have options later. Fortunately, you don’t have to do it alone. We are here to help!

  • Visit The Senior Journey Alliance Page to learn more about our team!

  • If you would like to watch one particular portion from Our 2025 Seminar, shorter topic-specific videos can be found on The Senior Journey Alliance Page.

  • Disclosure: C.M. Carrillo Financial Advising, Prosperity Wealth Management, Inc., and Tucker Legal Services, LLC (DBA: Your Estate Ally®) are all separate and unrelated entities. C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. are not law firms and they do not render legal advice.



The Gateway To Freedom Real Estate Investment Group
Creative Financing Solutions Presentation (2025)

St. Louis, MO

* The lighting issue at the very beginning gets fixed.

Presentation Objectives:

  1. Understand the significance of strategically managing both sides of the Balance Sheet
  2. Develop a Philosophy on Debt
  3. Identify Tools to Attain Financial Freedom
  4. Learn to think like Corporate America & The Wealthy to meet Liquidity Needs
  5. Embrace Asset Class Diversification

Presentation Slides Download

Creative Financing Solutions Discussed:

  1. High Early Cash Value (HECV) Insurance Policy
  2. Securities-Backed Line of Credit (SBLOC)



The Cash Advantage Program Page



Talking with Daniel Hanzelka

Make Life Less Taxing Podcast



Vision To Reality



All entities listed are separate and unrelated to C.M. Carrillo Financial Advising.

All entities listed are separate and unrelated to Prosperity Wealth Management, Inc.

Prosperity Wealth Management, Inc. and C.M. Carrillo Financial Advising do not receive any compensation when individuals decide to do business with any of our trusted referral partners.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.