Episode Details

In this episode of Relatable Wisdom, I sit down with Monica Roca-Quesada, a financial professional with nearly 30 years of experience, to explore her philosophy—“Clarity creates control.” But what happens when your business is making money and you still don't know where it's going? Why do so many business owners avoid looking closely at their finances, even when they suspect something isn't right?

Monica has spent decades helping business owners navigate financial confusion, and our conversation goes beyond spreadsheets and accounting. We explore the emotional weight of money, how childhood experiences shape our financial beliefs, and why impressive revenue numbers don't always tell the full story. Monica also shares how her own understanding of business success has evolved and why even experienced professionals can feel intimidated by certain financial decisions.

Could the way you think about money be affecting the decisions you make today? Whether you're running a business, struggling to understand your finances, or simply wondering why earning more hasn't brought the financial confidence you expected, this conversation is worth hearing. Join me as we explore the uncomfortable questions behind money, success, and what it really means to feel in control.

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CONNECT WITH MONICA ROCA-QUESADA

Website: https://www.agileplanners.com

CHAPTERS

00:00 How Childhood Shapes Our Money Stories

00:18 Introduction And Welcome

00:38 Meet Monica Roca-Quesada

01:19 What Does Clarity Creates Control Really Mean?

02:56 Why Business Owners Feel Overwhelmed By Finances

04:13 From Dreams Of Practicing Law To Working With Numbers

05:52 Can Too Much Information Create More Confusion?

07:51 The Emotional Weight Of Money And Childhood Beliefs

08:59 How Monica's Definition Of Business Success Changed

10:15 The Difference Between Revenue And Profit

11:08 Why We Avoid Uncomfortable Financial Conversations

12:49 The Hidden Costs Of Running A Business

13:35 Monica's Early Fears About Business Taxes

14:38 The Risks Of Financial Advice On Social Media

16:06 Why Business Owners Must Understand Their Own Numbers

17:39 What To Do When You're Financially Overwhelmed

18:22 How To Connect With Monica And Agile Planners

18:54 Closing And Outro