In this episode of Wealth Para Todos, host Rita-Soledad Fernandez Paulino, a queer Mexican-American money and self-care coach, addresses a listener's question about choosing a partner to build wealth with.

Drawing from their personal experiences, including growing up with a financially independent single mom and her two marriages, Soledad explores the psychological and emotional facets of financial planning within a relationship.

Soledad also discusses common money-related personality types, the importance of self-awareness and emotional regulation, and the need for open communication and value alignment with a partner. They emphasize that mutual financial growth depends on nurturing a growth mindset.

The episode also includes practical advice on individual and shared financial planning, promoting the idea that while a partner shouldn't be your only financial plan, a partnership can significantly contribute to financial well-being when approached consciously.

00:00 Introduction and Mission
00:21 Listener's Question: Choosing the Right Partner for Wealth Building
01:02 Personal Story: Growing Up Valuing Financial Independence
03:30 First Marriage: Financial Lessons Learned
06:23 Understanding Money Personalities
09:09 Second Marriage: Building Financial Security Together
11:50 Key Traits for Financial Compatibility
19:46 Final Thoughts and Next Steps

Other Wealth Para Todos Podcast episodes referenced in this episode:

• #30: Why Every First-Gen Wealth Builder Needs a Loved One Emergency Fund
• #28: Breaking Free from Hyper-Independence: How Interdependence Builds Financial Security
• Episodes #12 - #18 discuss the 10 stages of financial security

10 Stages of Financial Security Handout
Book a Discovery Call to Learn More About 1:1 Coaching w/Soledad
Sign-up for Roth IRA Office Hours
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