Episode 186: Breaking Barriers in Wealth Management with Mari Delgado
In this episode of Stress-Free SOULutions, I’m joined by Mari Delgado, CFP®—a private wealth advisor and powerhouse advocate for financial literacy, female empowerment, and mindful money management. As the daughter of immigrants, Mari grew up witnessing the real cost of financial instability. That experience shaped her mission to make wealth planning approachable for women—especially those navigating major life transitions like divorce, retirement, or managing generational wealth.
Whether you’re building from the ground up or learning how to grow what you have, this episode will help you feel more informed, less overwhelmed, and more in control of your future.
✨ What We Cover:
- How to talk about money with your partner
- What financial planning actually looks like for moms
- Why retirement strategies don’t have to feel intimidating
- Tools for tackling student loan debt
- How to shift your money mindset and manage financial stress
- Real-life advice for women in transition
Mari also opens up about balancing career and motherhood, being a Latina in the finance space, and why we need to have more honest money conversations—especially with those we love.
⏱️ Highlights:
03:11 – From Immigrant Family to Financial Empowerment
05:07 – Women & Wealth: Why Financial Literacy Matters
08:33 – Navigating Money Conversations in Relationships
12:20 – Managing Student Loan Debt with Confidence
16:01 – Career Meets Motherhood: What Balance Really Looks Like
23:53 – Financial Planning for Parents
29:45 – Retirement Planning Without the Overwhelm
37:43 – Stress & Money: The Emotional Connection Ready to feel more confident about your money story?
Hit play and let’s break down the barriers between you and your financial peace.
📝 Drop a comment with your biggest takeaway or a money topic you want us to cover next!
💖 Don’t forget to like, subscribe, and share if this episode speaks to your soul.
