In this inspiring episode of Money & You, host Michelle Perkins welcomes Monica Garcia Duggal, a financial strategist, entrepreneur, and transformational wealth coach, for an in-depth conversation on building true wealth with clarity, focus, and self-love. Monica brings decades of experience from Wall Street to entrepreneurship and shares powerful insights from her work with high-achieving founders and her Financial Bites Method. Together, they explore how mindset, meditation, and self-awareness are the foundational tools for wealth creation—not just financially, but in every area of life. Monica's energetic, no-nonsense approach busts money myths, challenges limiting beliefs, and reminds listeners that wealth begins with knowing and honoring what you truly want. Highlights from this episode include:06:18 – Monica’s early influences and her unconventional path from investment banking to entrepreneurship13:45 – Building and selling a digital marketing business: lessons in systems and exit strategy18:40 – The importance of being able to step away from your business in order to scale or sell22:50 – Monica’s multi-pronged approach to building a family office and growing personal wealth27:30 – Why negotiation education is crucial when exiting a company34:10 – Breaking through money taboos: why taking care of yourself financially is not greedy39:45 – Redefining money as neutral: the mindset shift that can change everything44:00 – How to know what you really want—and how meditation helps clarify that51:20 – Coaching as a tool for clarity, transformation, and execution56:45 – Monica’s framework: Financial B.I.T.E.S. (Budgeting, Investing, Taxes, Exit Strategy, Systems)1:02:10 – The power of focus: how narrowing down your ideas helps you build momentum1:06:00 – Personal stories of resilience, emotional support, and investing in yourself1:12:35 – Upcoming TEDx talk: “Breathwork Makes You Wealthy” and how self-regulation drives successKey Takeaways:Your relationship with money must start from a place of unconditional self-love and self-trust.Wealth isn't one-size-fits-all—define it on your own terms, whether it's a beachfront mansion or a peaceful cabin in the woods.Mindset, breathwork, and emotional clarity are as important as strategy and planning.If you want to sell a business someday, you must build systems that let it run without you.Success isn’t about doing it alone—coaches, mentors, and community are essential.Don’t let limiting beliefs or old narratives hold you back—clarity and focus are game changers.Resources Mentioned:Free financial planning resources and Monica’s Financial Bites Method: monicagarciaduggal.comUpcoming TEDx Talk: Breathwork Makes You WealthyBook: The Promise: The Power of Breath and Self-Actualization Through MeditationFor more tools and conversations about money mindset, practical money tips, confidence, and financial empowerment… Subscribe to the Money & You Podcast: Apple PodcastsPlease rate and review & share the podcast with your friends and family members who want to better understand money, and feel more confident and in control of their financial lives. It's sooo important to us!! Join the Limit Free Life Community Blog: https://limitfreelife.com/newsletter Learn more about Michelle Perkins: https://limitfreelife.com LinkedIn: Michelle on LinkedIn Instagram: @livealimitfreelife YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446
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41 mins