Next Gen Personal Finance

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, prov