In this episode of Wealth Para Todos, hosted by Rita-Soledad Fernandez Paulino, learn the importance and benefits of conducting a mid-year financial check-in.

Soledad, a queer Mexican-American money and self-care coach, guides listeners through 15 compelling reasons to take stock of their finances mid-year. These reasons include reviewing income, savings, and debt payoff plans, reconnecting with financial goals set in January, updating sinking funds, and more. 

They also share personal updates on her financial journey, discussing her household income, investments, net worth, and financial goals. The episode emphasizes the importance of reflecting on financial habits and making intentional shifts to align with one's goals and wellness. Soledad concludes by inviting listeners to join Roth IRA office hours for further guidance.

00:21 The Importance of a Mid-Year Financial Check-In

00:54 Personal Financial Journey and Goals

02:58 15 Reasons to Complete a Mid-Year Financial Check-In

10:53 Soledad's Detailed Personal Mid-Year Financial Check-In

22:25 Looking Ahead: Financial Goals and Adjustments

25:36 Conclusion and Next Steps

Sign-up for Roth IRA Office Hours
Book a Discovery Call to Learn More About 1:1 Coaching w/Soledad