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 Covered

• Financial planning for everyday people
• The psychology of money
• Immigrant experiences and financial literacy
• Building financial confidence
• Trust and relationships in financial advising
• Education and long-term wealth building
• Breaking down financial barriers

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