Sonia Castelan, a tax professional shares her journey from struggling with personal finances to becoming an expert in tax planning and preparation. Sonia details her transition from a corporate job to running her own tax business, emphasizing the importance of tax planning for entrepreneurs and individuals alike. She offers insights into common tax misconceptions, particularly around tax refunds and business expenses, and stresses the importance of education in navigating the tax system. Sonia's story of leveraging social media to educate and engage with her community, especially the Latino community, highlights her innovative approach to making tax information accessible and understandable. The conversation also touches on the impact of studying sociology on her career, her experiences with prestigious programs like the Cornell Women's Entrepreneurship Program, and the importance of work-life balance. This episode is a rich resource for educators looking to integrate tax education into their curriculum, providing practical insights and strategies for understanding and teaching about taxes.
James Redelsheimer and Derek D'Angelo, Members of the Foundation for Economic Education
Cara Macksoud, the CEO of Money Habitudes, on Uncovering Financial Behavior Patterns
Crystina Cardozo, Educator and Investor on Her Journey into Real Estate
Chris Corinthian, Founder of FinLit University on Importance of Scholarships
Ted Daniels, Founder of SFEPD, on the Impacts of Financial Literacy
Chris Temple and Zach Ingrasci, Co-Directors of This Is Not Financial Advice
Author Nick Magiulli's Take on Personal Finance and Investing
Mastering Your Credit Score: Insights from Credit Guru Anthony Davenport
Julien and Kiersten Saunders, Founders of Rich & Regular, on Finding YOUR Path to Wealth
Kevin Thompson, MLB Player Turned CEO, on his journey from Baseball to Investing
Nia Adams, Creator and Founder of Perspectives, on her Entrepreneurial Journey
Amanda Volz on Back to School Tips and Tricks
Dr. Lindsay Gold and Mike Houston from Texas Instruments
Melissa Jean-Baptiste on her book So...This is Why I'm Broke!
Roman Hardgrave and Matt Hill from Marginal Revolution University
Paul Soucy, Editor at NerdWallet, on the World of Credit Cards
Anmol Mittal, Founder of Climate and Money, on Keeping GenZ Engaged
Jonathan Clements on his new book, My Money Journey
(Classic): NY Times Columnist Ron Lieber on his book, The Price You Pay for College
Joe Mahavuthivanij, Founder of Go Boldly, on Education and Technology
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