Why Financial Planning Matters More Than You Think | With Lety Aguilar

Financial planning isn’t just about investments—it’s about understanding people.In this episode of the Costa Mesa Podcast, Holly McDonald welcomes financial planner Lety Aguilar for an honest conversation about money, mindset, and the life experiences that shape our financial decisions.Lety shares her remarkable journey from immigrating to the United States as a young child to building a career helping individuals and families gain confidence with their finances. She discusses how cultural beliefs, trust, education, and personal relationships all play an important role in financial planning.Throughout the conversation, Holly and Lety explore why many people delay financial decisions, how to overcome fear around money, and why financial literacy should be accessible to everyone.Whether you’re preparing for your financial future or simply looking to develop a healthier relationship with money, this episode offers practical insights and inspiring stories that will leave you feeling empowered.Topics CoveredFinancial planning for everyday peopleThe psychology of moneyImmigrant experiences and financial literacyBuilding financial confidenceTrust and relationships in financial advisingEducation and long-term wealth buildingBreaking down financial barriersIf you enjoyed this episode, please subscribe, leave a review, and share it with someone who could benefit from this conversation.