#5: How We Invested $100K: Our First-Gen Wealth Building Journey

from Wealth Para Todos: Financial Security through Self-Care · host Rita Soledad Fernandez Paulino

In this episode of Wealth Para Todos, host Rita-Soledad Fernandez Paulino shares their journey to achieving a significant investment milestone. Broadcasting from downtown LA, Soledad recounts their early struggles with budgeting after a medical leave and their husband's job loss, and how these challenges catalyzed their financial planning. The episode delves into their strategic steps to reach 100K in investments, including aggressive 401k contributions and the importance of retirement calculators. Soledad emphasizes the value of starting small, planning backwards, and being persistent and curious about investing. Soledad also highlights the emotional dynamics involved in convincing a partner to invest and how they learned to approach financial goals with less chaos and more joy. Listeners are encouraged to explore their retirement accounts, use retirement calculators, and consider working one-on-one with a money and self-care coach to achieve their financial plans. 00:00 Introduction to Wealth Para Todos 00:21 Personal Background and Setting 00:56 The Magic of Investing 01:37 Our Financial Journey Begins 02:15 Discovering Hidden Investments 04:00 Maxing Out Retirement Accounts 10:29 Lessons from Financial Milestones 17:18 Planning for Early Retirement 22:05 Key Takeaways and Final Thoughts 23:43 Disclaimer and Closing Remarks

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This episode is 24 minutes long.

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This episode was published on March 9, 2025.

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