Todd chats with financial strategist Monica Garcia Duggal about her powerful and practical Financial BITES Method©. Monica breaks down how business owners can master Budgeting, Investing, Taxes, Exit Strategy, and SOPs to create scalable, sustainable growth.
Her advice is clear, no-nonsense, and immediately useful—whether you’re running a startup or planning your next big move. This episode is a must-listen for anyone looking to simplify their financial systems and make smarter, more confident decisions.
Book: The Power of Breath by Monica Duggal
Profit First by Mike Michalowicz
The Goal by Eliyahu M. Goldratt
Pillars of Wealth:
- Clarity
- Deep Work
- Curious
Monica Garcia Duggal is a renowned financial expert and billion-dollar business coach with over 30 years of experience blending Wall Street insight with entrepreneurial innovation. With a background in investment banking and a track record of scaling companies across industries, Monica is the creator of the Whole Health Wealth System™ and the Financial BITES Method©—tools that turn financial overwhelm into clarity, strategy, and sustainable growth. Known for her no-nonsense, heart-centered approach, she helps individuals and businesses alike build wealth without sacrificing health, joy, or purpose.
If you would like to connect with Monica, you can visit her website www.monicagarciaduggal.com or through LinkedIn or Instagram.
Interested in coaching? Schedule a call with Todd at www.coachwithdex.com
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