In this episode of Wealth Para Todos, host Rita-Soledad Fernández Paulino, a queer Mexican-American money and self-care coach, emphasizes the importance of mid-year financial check-ins for business owners, particularly for Black, Indigenous, people of color, women, and LGBTQ+ individuals.
Soledad discusses their own journey in establishing Wealth Para Todos, LLC, and shares their experiences with pride and challenges in managing finances. The episode delves into five critical reasons for mid-year check-ins, key questions for assessing business finances, and offers strategies to adjust financial plans.
Additionally, Soledad touches on the emotional aspects of financial reviews, mindset shifts, and future planning. Listeners are encouraged to stay proactive with their finances to build both business success and personal financial security.
00:00 Introduction to Wealth Para Todos
01:13 The Importance of Mid-Year Financial Check-Ins
02:53 Top Five Reasons for a Mid-Year Financial Check-In
06:22 Key Questions for Business Financial Check-Ins
16:33 Growth, Future Planning, and Emotional Check-In
22:20 Forward Planning and Revenue Targets
25:45 Conclusion and Final Thoughts
Sign-up for Roth IRA Office Hours
Book a Discovery Call to Learn More About 1:1 Coaching w/Soledad
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