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In this episode of Wealth Para Todos, host Rita-Soledad Fernandez Paulino, a queer Mexican-American money and self-care coach, shares their detailed quarterly financial reflections for both personal and business finances.
Soledad emphasizes the importance of regular financial check-ins and aligns financial goals with personal values. They discuss their income, mortgage, debts, and sinking funds, highlighting both her achievements and challenges. Soledad also covers business revenue, expenses, and future planning, aiming to guide listeners in setting and achieving their financial goals effectively.
The episode underscores the significance of self-care in wealth-building and managing finances holistically.
00:00 Introduction and Mission
00:21 Quarter Three Financial Reflections: Personal and Business
01:07 Income and Earnings Breakdown
03:02 Debt and Net Worth Update
06:46 Sinking Funds and Financial Security
10:02 Systems and Adjustments
12:23 Emotional and Mindset Check-In
15:39 Business Finances and Future Goals
23:54 Conclusion and Final Thoughts
Book a Discovery Call to Learn More About 1:1 Coaching w/Soledad
Sign-up for Roth IRA Office Hours
Follow me on Instagram
Subscribe to my email list
By Rita Soledad Fernandez Paulino5
99 ratings
In this episode of Wealth Para Todos, host Rita-Soledad Fernandez Paulino, a queer Mexican-American money and self-care coach, shares their detailed quarterly financial reflections for both personal and business finances.
Soledad emphasizes the importance of regular financial check-ins and aligns financial goals with personal values. They discuss their income, mortgage, debts, and sinking funds, highlighting both her achievements and challenges. Soledad also covers business revenue, expenses, and future planning, aiming to guide listeners in setting and achieving their financial goals effectively.
The episode underscores the significance of self-care in wealth-building and managing finances holistically.
00:00 Introduction and Mission
00:21 Quarter Three Financial Reflections: Personal and Business
01:07 Income and Earnings Breakdown
03:02 Debt and Net Worth Update
06:46 Sinking Funds and Financial Security
10:02 Systems and Adjustments
12:23 Emotional and Mindset Check-In
15:39 Business Finances and Future Goals
23:54 Conclusion and Final Thoughts
Book a Discovery Call to Learn More About 1:1 Coaching w/Soledad
Sign-up for Roth IRA Office Hours
Follow me on Instagram
Subscribe to my email list

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