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Let’s Talk Wealth, Legacy Planning & Money Mindset with Mari Delgado
In this episode, Lauren Klein is joined by Certified Financial Planner, and private wealth advisor, Mari Delgado, for a refreshing conversation about money, motherhood, legacy, and how lawyers can align their financial life with their values.
Mari shares her journey from aspiring biomedical engineer to financial advisor, inspired by her parents’ financial struggles during the 2008 crisis. Today, she serves women across the country with personalized financial strategies. Particularly women experiencing major life transitions.
[00:03:21] Why working moms need to be intentional with time and money
[00:04:35] What a CFP® really does — and why it’s crucial
[00:07:02] How Mari helps clients plan holistically (taxes, estate, insurance, investments)
[00:08:50] Real talk about burnout, being the “default parent,” and how to balance it all
[00:10:10] Understanding your financial triggers and money mindset
[00:20:45] Why lawyers need financial advisors early in their careers
[00:23:03] The power of value-aligned investing for women
[00:28:00] How to start building wealth even with student loans and high expenses
[00:32:05] Practical strategies to pay yourself first and reclaim your cash flow
Connect with Lauren:
Learn more about Lauren at: https://www.laurenalexisklein.com/
Follow Lauren on Instagram and YouTube: @lawyerlaurenklein
Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com
Connect with Mari Delgado:
Follow Mari on Instagram: @maridelgado_xo
Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com
Money is a tool, and women, especially lawyers, can use it to create meaningful, aligned, and lasting legacies. From student loans to real estate investing to legacy planning, Mari broke it down in a way that makes it all feel possible. If you’re a lawyer looking to build wealth on your own terms, this episode is your permission slip to begin.
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By Lauren Alexis KleinIn this episode, Lauren Klein is joined by Certified Financial Planner, and private wealth advisor, Mari Delgado, for a refreshing conversation about money, motherhood, legacy, and how lawyers can align their financial life with their values.
Mari shares her journey from aspiring biomedical engineer to financial advisor, inspired by her parents’ financial struggles during the 2008 crisis. Today, she serves women across the country with personalized financial strategies. Particularly women experiencing major life transitions.
[00:03:21] Why working moms need to be intentional with time and money
[00:04:35] What a CFP® really does — and why it’s crucial
[00:07:02] How Mari helps clients plan holistically (taxes, estate, insurance, investments)
[00:08:50] Real talk about burnout, being the “default parent,” and how to balance it all
[00:10:10] Understanding your financial triggers and money mindset
[00:20:45] Why lawyers need financial advisors early in their careers
[00:23:03] The power of value-aligned investing for women
[00:28:00] How to start building wealth even with student loans and high expenses
[00:32:05] Practical strategies to pay yourself first and reclaim your cash flow
Connect with Lauren:
Learn more about Lauren at: https://www.laurenalexisklein.com/
Follow Lauren on Instagram and YouTube: @lawyerlaurenklein
Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com
Connect with Mari Delgado:
Follow Mari on Instagram: @maridelgado_xo
Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com
Money is a tool, and women, especially lawyers, can use it to create meaningful, aligned, and lasting legacies. From student loans to real estate investing to legacy planning, Mari broke it down in a way that makes it all feel possible. If you’re a lawyer looking to build wealth on your own terms, this episode is your permission slip to begin.