Darlene Pedrosa, CFP

Her Financial Journey

Business EN ↓ 24 episodes

Her Financial Journey is an engaging and dynamic podcast for women facing pivotal financial moments in their lives. This show combines financial guidance with inspiring personal stories, focusing on empowering women to take control of their newly redefined financial journeys. Whether it's transitioning to retirement, navigating life after loss, or newly chartered life after marriage, each episode provides actionable insights and the encouragement needed to make bold financial moves. Join us on this journey of financial discovery and transformation, where every woman can find the courage to red...

Author

Darlene Pedrosa, CFP

Episodes

The Widow's Tax Penalty: Why Your Taxes May Go Up After Losing a Spouse 06.07.2026 5:19

How Much Should You Keep in Emergency Savings? 29.06.2026 6:24

Can You Work in Retirement Without Losing Your Social Security? 24.06.2026 7:17

Should I do a roth conversion? One of the biggest tax decisions in retirement planning 15.06.2026 7:31

Grief and Money: How to make financial decisions when your heart is broken 11.06.2026 7:26

Should You Contribute More Than Your Company Match to Your 401(k)? 01.06.2026 7:47

Life Insurance for Children: Smart Planning or Unnecessary Expense? 25.05.2026 8:03

The #1 Fear People Have Before Retirement and What to Do About It 18.05.2026 7:02

Investing for kids with earned income 11.05.2026 7:22

Caring for an aging parent/loved one 04.05.2026 6:45

Remember the Timeshare 30.04.2026 6:17

Should You Take A Lump Sum or Monthly Payments with your Pension? 23.04.2026 8:14

Should I Pay Off My Mortgage? 16.04.2026 6:41

When is the right time to claim Social Security? 09.04.2026 6:45

You chose your pension options- how long do you keep those documents? 10.02.2026 5:57

Should You Use Debt Relief Companies for Student Debt? 16.06.2025 5:33

When is a good time to use a debt relief company for your student loans? Let's weight your options and what it means to use these services.

Why You Need a Will for your 18+ Year Old Child 25.11.2024 8:42

Join me in discussing why you need a will for your young adult who is 18+ year old.

Employee Financial Wellness- Are You Sitting in Cash? 20.05.2024 6:00

What Not To Do When a Loved One Dies 16.04.2024 7:57

You Don't Know What You Don't Know- Liability Issues 22.03.2024 8:54

Joint Accounts- Should You Be Joint With an Elderly Parent? 14.03.2024 10:45

In this episode, I take a common titling of a Joint account and discuss why it may not be a great idea.

Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference? 29.02.2024 14:45

Join me on this episode where I discuss the difference between someone who sells investments and a financial planner who looks at all areas of your financial life.

Do it Yourself vs. Planning Fees- When it Makes Sense 28.02.2024 12:15

There are several ways to accomplish your financial goals including those who like to do it themselves and those who like to enlist the help of a professional. In this episode I will be discussing the fee-only approach, DIY'ers, and when it makes sense to pay for financial guidance.

Benefits of a Beneficiary Audit 07.02.2024 12:24