Shows
Truly Amazing Women Radio ShowEp6 Empowered Together show: Marguerita Cheng, CFP® Pro is this week’s guest on the Empowered Together Network show spotlight. Don’t miss our Q&A!Hello friends! Welcome to this week’s episode The Empowered Together podcast and video show on InkandescentWomen.com — as well as InkandescentRadio.com and Inkandescent.tv
Today we are thrilled to talk with one of our new members, Marguerita Cheng, CFP® Pro.
A longtime Inkandescent client who started working with us in 2012, it is amazing to see what this award-winning financial planner has accomplished in the decade since we met. You’ll learn all about it at the website we created to share all of her work and insights, www.MargueritaCheng.com and to date we have...2025-05-0223 minEmpowered Together: Calm, Cool, Compassionate, ChangemakersEp6 Empowered Together show: Marguerita Cheng, CFP® Pro is this week’s guest on the Empowered Together Network show spotlight. Don’t miss our Q&A!Hello friends! Welcome to this week’s episode The Empowered Together podcast and video show on InkandescentWomen.com — as well as InkandescentRadio.com and Inkandescent.tv
Today we are thrilled to talk with one of our new members, Marguerita Cheng, CFP® Pro.
A longtime Inkandescent client who started working with us in 2012, it is amazing to see what this award-winning financial planner has accomplished in the decade since we met. You’ll learn all about it at the website we created to share all of her work and insights, www.MargueritaCheng.com and to date we have...2025-05-0223 min
Money MinuteThe Blacklining PodcastIn this episode, Melony and Derek discuss their podcast Blacklining Forum.The Blacklining Forum reflects our awareness of redlining, the systemic and notorious practice in the home lending industry that excluded generations of Black people from the housing market, and which devalued Black and Brown communities across the United States. They answer the following questions:How did you become involved in real estate?What brought you two together?Why are you starting a podcast about RE?Why did you choose the Blackining Forum as your podcast name?What w...2025-02-0634 minMoney MinuteThe Importance of Capturing Our Lives' StoriesTitle: The Importance of Capturing Our Lives' StoriesIn this episode, Dr.Jandi Kelly discusses the importance of storytelling. She helps us learn how to strengthen interpersonal relationships and foster conversations.She answers the following questions:What does your company A Talk to Remember do?Can you walk us through the legacy film creation process? How does this all work? Why is it important to capture our life stories? How do you partner with wealth managers to preserve their clients’ life stories? Dr...2025-01-3018 minMoney MinuteHow to Incorporate Mindfulness into Personal FinancesIn this episode, Chris addresses the following questions:What inherent traits make female investors so successful?What are some blind spots that female investors should be aware of?Why is maximizing your human capital more important than your investments?What are some important considerations for 1st generation Asian American investors?How can we incorporate mindfulness into our personal finances?Chris Randall founded Axis Capital Management, LLC after spending 15 years as a bond trader in the asset management industry. The previous 10 years he was at Guggenheim Partners where he traded municipal bonds...2025-01-2313 minMoney MinuteTop Financial Concerns for RetireesIn this episode, Jennifer discusses the results of a survey and shares the top financial concerns for retirees.Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Finseca Focus Magazine, TABBForum, CNET, and Yahoo! Finance. She is a member of both the National Association for Fixed Annuities and the National Association of Insurance and Financial Advisors.annuity.org/retirement/planning/retirees-top-financial-concernsTo learn more, visit:https://www.l...2025-01-1612 minMoney MinuteWhat You Should Know About Buying an AnnuityIn this episode, Christian answers the following questions:How complex is the process of buying an annuity?What do potential customers need to do before starting the buying process?How important is it to work with an insurance professional or financial advisor?What information will people need when going through the process of buying an annuity?What happens after you have picked your annuity or product?Christian Simmons is a Certified Educator in Personal Finance and financial writer who has been with annuity.org since 2021. His areas of expertise include retirement...2025-01-0911 min
The Get Ready Money PodcastPutting the Personal Back Into Personal FinanceSend us a textOn this episode of The Get Ready Money Podcast, I was joined by Elliott Appel, Founder of Kindness Financial Planning; Faith Teope, multimedia journalist and CEO of Leverage Retirement; Laura Adams, author and host of the Money Girl Podcast and Marguerita Cheng, CEO of Blue Ocean Global Wealth. We discussed putting the personal back into personal finance. Here are some take-aways: Every woman needs to take an active role with her money.Think about goals first, what do you want?Be intentional and talk with your loved ones about money.Ge...2025-01-0741 minMoney MinuteHow to Simplify Your FinancesIn this episode, Sara answers the following questions:Where do you start when you want to simplify your personal finances?How do you find your numbers?What do I do with my numbers once I have them?How will knowing the numbers benefit me and make my life easy?How can you help me?Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based in Tennessee. Forecastle Financial fulfills the cash flow management needs of high-net-worth households, business owners & C-Suite executives, those with limited time...2024-12-2612 minMoney MinuteFrom Financial Overwhelm to Financial Peace of MindIn this episode, Adam discusses the importance of financial intimacy.He answers the following questions:What is financial intimacy?How can a saver and a spender get on the same page?What role do gender dynamics play with money in relationships? For example, with female breadwinners?Who is your book for, and what is its aim?What things do you hear your clients saying that push them further apart or closer together?Adam Kol is The Couples Financial Coach. He helps couples go from financial overwhelm...2024-12-1917 minMoney MinuteSupporting Black Women Business OwnersIn this episode, Nikki discusses the following:The biggest challenges Black women business owners face today, especially in the current economic climate.How Buy From a Black Woman supports Black women entrepreneurs and the impact in the community as a result?How the defunding of DEI programs has affected Black women-owned businesses, and how she and her organization are responding to these changes?What financial professionals should know about supporting Black women in business?The legacy she wants for Buy From a Black Woman leaves, not just for Black women entrepreneurs but for future generations of...2024-12-1211 minMoney MinuteMessages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with MoneyIn this episode, Carla tells us about her transition to the financial advice profession. She discusses the topic of insurance and caring for aging relatives. She shares her experience of serving as a full-time caregiver for her mom and the importance of planning and preparation.To learn more, visit:https://www.linkedin.com/in/margueritachengListen to more episodes on Mission Matters:https://missionmatters.com/author/Marguerita-Cheng2024-12-0517 min
The FintapeMarguerita Cheng on the Intersection of Finance and Social GoodIn this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to leave the industry better for future generations. Plus, she shares insights from her podcasting journey, blending personal finance with fun through "Margaritas with Marguerita" and the business-focused "Money Minute." Tune in for a fun mix of professional insights and personal stories!Connect with us below!2024-10-0414 min
Mission Matters Money with Adam TorresAuthor Marguerita Cheng to Launch New Book with Mission Matters and Women Connect4GoodNew book alert! In this episode, Adam Torres and Marguerita Cheng, CEO at Blue Ocean Global Wealth, explore the new book Marguerita will be launching with Woman Connect4Good and Mission Matters. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/More FREE content f...2024-05-1320 min
Mission Matters Business Podcast with Adam TorresAuthor Marguerita Cheng to Launch New Book with Mission Matters and Women Connect4GoodNew book alert! In this episode, Adam Torres and Marguerita Cheng, CEO at Blue Ocean Global Wealth, explore the new book Marguerita will be launching with Woman Connect4Good and Mission Matters. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be a guest on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/More FREE content f...2024-05-1320 min
The Exit - Presented By FlippaBalancing Wealth and Wellness: Marguerita Cheng's Financial PhilosophyThis week on The Exit: Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, a financial planning and wealth management company, discusses the importance of not going on the financial journey alone.
She’s worked with individuals of various backgrounds including business owners of recently exited businesses who are trying to understand the best way to manage newly acquired wealth.
As a mother and a business owner herself, she is particularly motivated to help other women entrepreneurs, especially when it comes to gaining access to capital for business building and growth.
Perhaps most importantly, she emphasizes that financial success do...2024-05-0626 minMoney MinuteMessages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with MoneyIn this episode, Ellen shares the following insights with us:Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses?We hear a lot about scarcity thinking and abundance thinking, what does this really mean? It's so easy to fall into fear and worry about money. Why is this a problem? How can people shift out of worry?How did you realize you could connect with the energy of Money and deliver messages for people? Can anyone be intuitive when it comes to the...2024-02-1516 minMoney MinuteFind Out What Your Yard's Worth? How this Innovative Social Company Helps HomeownersIn this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following:Tell us about Senate Bill 9, also known as the HOME Act, and how it works?How much can a homeowner make selling their yard?The origin of Yardsworth-the story about how this company came about.What determines how much someone can make, and what are the eligibility requirements?Success stories-the positive impact of helping homeowners sell their backyard.Matt Lucido is a social impact entrepreneur and investor. He is currently the Co-founder...2024-02-0812 minMoney MinuteCruising to Financial Freedom with LuciIn the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions:What are your and your team's backgrounds?What is Luci?Why did you start Luci?How is Luci different from other budgeting apps?What's the current status of the app?Passionate about simplifying financial freedom, Richard Yoon founded Luci, a gamified personal finance app that makes learning and building positive personal finance habits fun...2024-02-0107 minMoney MinuteThe Best Ways to Save for RetirementDuring this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions:What are some of the best ways to save for retirement?How much does the average person need to save to retire comfortably?What can someone do to catch up for retirement planning?Where will your money go once you are in retirement? What are the biggest expenses to be aware of?How do you handle health care and finding the best Medicare option for yourself in retirement?Christian Simmons is a...2024-01-2513 minMoney MinuteHow a Fractional CFO Advisory and Accounting Firm Can Benefit Your BusinessIn this episode, Josh Thompson, COO of Kordis answers the following questions:What's the difference between a fractional CFO and a full-time CFO?What does a CFO do that an accountant doesn't?When is the right time to hire a CFO?How do bookkeeping and accounting work? Why does a business need both?What makes Kordis different from other fractional CFO offerings?Josh Thompson served for 20 years as a military finance and healthcare leader before retiring in the summer of 2022. He's board certified as a Fellow in the American College of...2024-01-1817 minMoney MinuteThe Entrepreneurial Mindset & Doing "Business for Good"In this episode, Isabelle discusses the concept of doing "business for good" and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following questions:How to become a consultant/coach/freelancer with limited financial risks? What she has learned about entrepreneurs starting a business in her work as a consultant?How to create a business that can have impact at the same time and feel a sense of purpose?How can we create a mindset of ab...2023-12-2813 minMoney MinuteAnnuities & Retirement PlanningIn this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions:What are the different types of annuities?How might an annuity fit into a person’s overall retirement plan?Why do you think annuities have become more popular in the last few years?Why should especially women be aware of annuities and their benefits?What should women know about long-term care insurance?Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prom...2023-12-2110 minMoney MinuteYour Money Mindset on the Path to WealthDuring this episode, Lawrence answers the following questions:How Important Mindset is on the Path to Wealth?How to achieve millionaire status while making less than $70,000?How does Tax Planning play an important role in Building Wealth?Why Cash Flow is king?What strategies can help boost your retirement income today?Lawrence Delva-Gonzalez is the owner of The Neighborhood Finance Guy, sharing tips on Budgeting, Cash Flow, Investing, and Building Wealth. Along with his wife, he proved that it’s possible to go from zero assets and over $120,000 of student loan de...2023-11-2326 minMoney MinuteWho Will Take Care Of Me When I'm Old?In this episode, Joy addresses the following questions:Why longevity and why caregiving never ends.Why younger and older caregivers require different planning.How to start a dialogue with Boomer parents.What exactly is Aging in place?Why caregiving is different for solo agersJoy Loverde has a reputation for being a path carver and visionary. She is a keynote speaker, consultant, and author of the best-seller The Complete Eldercare Planner and Who Will Take Care of Me When I’m Old? She has been quoted in the Wall...2023-11-0910 minMoney MinuteLet’s Change The Way We Think About Money!In this episode, Tony shares insights from his newest book: "The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money.He address the following questions:Why is mindset important to how we think about money?Why is it important to empower people rather than telling them what to do?Why are weekly actions items helpful? How can we know what information is useful?Why should someone think about their goals before they think about a product? Tony Steuer, CLU, LA, CPFFE is...2023-10-2610 minMoney MinuteWhy Financial Services is a Great Opportunity for WomenIn this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team of advisors and clients to ensure the next generation lives better than the last. She answers the following questions:Why are women needed in this industry?Why is this a great opportunity for women?What skills are needed to succeed as a financial advisor?How does the compensation work?Do you have any tips for working in a...2023-10-0521 minMoney MinuteThe Importance of Strong Personal BrandingIn this episode, Yamilca Rodriguez, the CEO and Founder of Bespoke Branding, shares her expertise as a "Brand Therapist" and answers the following questions:1. What is the most crucial aspect of building a strong personal brand?2. How can individuals identify their unique personal brand and differentiate themselves from others in their field?3.What role do social media and online presence play in personal branding in an ever-evolving digital landscape?4. How can professionals maintain authenticity while still presenting a polished personal brand?5. Tell us about your Book Brand Therapist?6. What common mistakes or mi...2023-09-2818 min
Inkandescent RadioWealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® ProWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.Click here to listen to the podcast!2023-09-1430 minInkandescent RadioWealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® ProWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.Click here to listen to the podcast!2023-09-1430 min
Margaritas with Marguerita Cheng, CFP® ProWealth Management EDGE Podcast: Marguerita Cheng’s JourneyWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro.
In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.
Nabia and Marguerita discuss:
Building credibility before entering the financial planning profession.
The impo...2023-09-1430 minInkandescent RadioWealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® ProWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.Click here to listen to the podcast!2023-09-1430 minInkandescent RadioWealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® ProWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.Click here to listen to the podcast!2023-09-1430 minInkandescent RadioWealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® ProWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.Click here to listen to the podcast!2023-09-1430 minInkandescent RadioWealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® ProWealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.Click here to listen to the podcast!2023-09-1430 min
WealthManagement EDGEWealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial AdvisorReaching career heights and client goals on the road to success.
In this episode of WealthManagement Edge, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations.
Specifically, Nabia and Marguerita discuss:
Building credibility before entering the financial planning profession.
The importance of authenticity and Inclusivity in creating judgment-free spaces for clients to openly...2023-09-1430 minMoney MinuteNavigating the College Admissions ProcessDr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, taking a highly personalized approach that leverages her experience as a faculty member at Elon University, Middlebury College, and Harvard University. She is also an author of Stairway to College Heaven: The Most Readable College Guide on Earth, and has provided her expertise in several national media outlets, including The Atlantic, US News and World Report, and Fox News.2023-09-0716 min
Inkandescent RadioEpisode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering FinanceAugust 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey: How did youClick here to listen to the podcast!2023-08-1116 minInkandescent RadioEpisode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering FinanceAugust 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey: How did youClick here to listen to the podcast!2023-08-1116 minInkandescent RadioEpisode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering FinanceAugust 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey: How did youClick here to listen to the podcast!2023-08-1116 minInkandescent RadioEpisode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering FinanceAugust 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey: How did youClick here to listen to the podcast!2023-08-1116 minInkandescent RadioEpisode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering FinanceAugust 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey: How did youClick here to listen to the podcast!2023-08-1116 minInkandescent RadioEpisode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering FinanceAugust 11, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey: How did youClick here to listen to the podcast!2023-08-1116 min
Inkandescent RadioEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know aboutClick here to listen to the podcast!2023-08-0416 minInkandescent RadioEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know aboutClick here to listen to the podcast!2023-08-0416 minInkandescent RadioEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know aboutClick here to listen to the podcast!2023-08-0416 minInkandescent RadioEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know about money Rita asksClick here to listen to the podcast!2023-08-0416 minInkandescent RadioEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know aboutClick here to listen to the podcast!2023-08-0416 minMargaritas with Marguerita Cheng, CFP® ProEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.
Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear
Today's Topic: Top things women need to know about money
Rita asks Cary:
What is your mission and Dharma?
Why is your passion helping women?
What should women be doing to protec...2023-08-0416 minInkandescent RadioEpisode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”August 4, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know aboutClick here to listen to the podcast!2023-08-0416 min
Margaritas with Marguerita Cheng, CFP® ProEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.
Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™
Today's Topic: How couples can communicate better around money — and how they can create shared goals and meaning to create a life well lived.
About our guest: Ashley Quamme is a Licensed Marriage and Family Thera...2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minInkandescent RadioEpisode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™July 28, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™ Today’s Topic: How couples can communicate better around money — and howClick here to listen to the podcast!2023-07-2820 minMoney MinuteEmployee Retention Credit (ERC)In this episode, Allison Youngblood with Bottomline Savings addresses the following:Allison Youngblood is a highly experienced consultant and advisor with over 20 years of leadership experience. Her expertise lies in assisting businesses and individuals in improving their profitability, expanding their revenues, and identifying resources for reinvestment. With her extensive background, she can offer valuable guidance and support to those seeking to improve their business or personal endeavors. Her dedication to becoming an expert on the Employee Retention Credit(ERC) shows her commitment to staying current with relevant developments in the business landscape. When not advising business owne...2023-07-2710 min
Inkandescent RadioEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!2023-07-2119 minInkandescent RadioEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!2023-07-2119 minInkandescent RadioEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!2023-07-2119 minInkandescent RadioEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!2023-07-2119 minInkandescent RadioEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!2023-07-2119 minMargaritas with Marguerita Cheng, CFP® ProEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles.
Meet our guest: Christine Simone, co-founder of Caribou
Today's Topic: Wealth Management with a Healthcare Twist
Rita asks Christine:
What brought you into the world of wealth management, given your background is in healthcare?
How are you seeing retirees plan for future healthcare costs?
What're some tips or tricks when it comes to saving for or...2023-07-2119 minInkandescent RadioEpisode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”July 21, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles. Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine: What brought you into the world of wealth management, given your background isClick here to listen to the podcast!2023-07-2119 minMoney MinuteConnections & Your Business DNAIn this episode, we discuss John's personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your authentic selfJohn Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as an Independent OSJ Advisor at JP Morgan Financial Partners, John realized his calling:Making connections.In his own words, he loves “connecting with amazing people, connecting them to other amazing people, and connecting them al...2023-07-2015 min
Margaritas with Marguerita Cheng, CFP® ProJoin us for Episode 101 this week on Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak FinancialJune 14, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles.
Meet our guest: Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial
Today's Topic: Risk Management for clients new to being in the high-net-worth category
Rita asks Terrell:
From women receiving a large inheritance to ensuring a financial legacy continues with the next generation, tell us about your clients and the situat...2023-07-1419 minInkandescent RadioEpisode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak FinancialJune 14, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial Today’s Topic: Risk Management for clients new to being in the high-net-worth category Rita asks Terrell: FromClick here to listen to the podcast!2023-07-1419 minInkandescent RadioEpisode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak FinancialJune 14, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial Today’s Topic: Risk Management for clients new to being in the high-net-worth category Rita asks Terrell: FromClick here to listen to the podcast!2023-07-1419 minInkandescent RadioEpisode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak FinancialJune 14, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial muscles. Meet our guest: Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial Today’s Topic: Risk Management for clients new to being in the high-net-worth category Rita asks Terrell: FromClick here to listen to the podcast!2023-07-1419 minMoney MinuteAutomated Personal Finance & Debt OptimizationIn this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial freedomRohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika (2). He is currently the co-founder and co-CEO of Sora Finance, a fintech company providing liability optimization as a service to financial advisors. Previously, Rohit was the Head of Kiva USA where he was responsible for all lending across the...2023-07-1312 min
Margaritas with Marguerita Cheng, CFP® ProEpisode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”July 7, 2023: A Note from Marguerita Cheng, CFP® Pro — We are thrilled to share with you Episode 100 for Margaritas with Marguerita! This show has been an amazing opportunity to share the stories and voices of so many financial experts, entrepreneurs, and authors with our audience. I know you are going to love the star of this important episode!
Meet our guest: Sheena Yap Chen, author of "The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within"
Today's Topic: What is the Tao of Self-Confidence — and how can we all get it?
Rita asks Sheena:
What is the...2023-07-0721 minTruly Amazing Women Radio ShowEpisode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”A Note from Marguerita Cheng, CFP® Pro — We are thrilled to share with you Episode 100 for Margaritas with Marguerita! This show has been an amazing opportunity to share the stories and voices of so many financial experts, entrepreneurs, and authors with our audience. I know you are going to love the star of this important episode!
Meet our guest: Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”
Today’s Topic: What is the Tao of Self-Confidence — and how can we all get it?
...2023-07-0721 minInkandescent RadioEpisode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”A Note from Marguerita Cheng, CFP® Pro — We are thrilled to share with you Episode 100 for Margaritas with Marguerita! This show has been an amazing opportunity to share the stories and voices of so many financial experts, entrepreneurs, and authors with our audience. I know you are going to love the star of this important episode! Meet our guest: Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening theClick here to listen to the podcast!2023-07-0721 minInkandescent RadioEpisode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”A Note from Marguerita Cheng, CFP® Pro — We are thrilled to share with you Episode 100 for Margaritas with Marguerita! This show has been an amazing opportunity to share the stories and voices of so many financial experts, entrepreneurs, and authors with our audience. I know you are going to love the star of this important episode! Meet our guest: Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening theClick here to listen to the podcast!2023-07-0721 minMoney MinuteFinancial Literacy & Financial Empowerment for WomenIn this episode, we discuss Cary's dharma. She is passionate about providing women and families strategic financial planning guidance and wealth management support to help them live the lives they want. Cary will share details about her upcoming second book.ABOUT OUR GUEST:Cary Carbonaro. Cary is an award-winning Certified Financial Planner professional with over 25+ years of experience. She is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. Before joining ACM W...2023-07-0613 min
Margaritas with Marguerita Cheng, CFP® ProEpisode 99 — This week on Margaritas with Marguerita, meet Julia Taylor Brandus, 11, author of “Girl to Boss!: Advice for Girls from 50 of America’s Most Successful Women”June 30, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend off by learning from industry experts how to flex our financial and entrepreneurial muscles.
Meet our guests: Julia Taylor Brandus, 11, author of "Girl to Boss!" — and her dad, award-winning journalist and author Paul Brandus
Today's Topic: The journey from "Girl to Boss:" How this daughter-father team made a dream come true
Rita asks Julia and Paul:
Tell me about Girl to Boss!
Who should read this...2023-06-3015 min
Margaritas with Marguerita Cheng, CFP® ProJoin us for Episode 98 this week on Margaritas with Marguerita — Meet Robert Pagliarini, author, “Badass Retirement”June 23, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday, we start the weekend learning from industry experts how to flex our financial muscles.
Meet our guest: Robert Pagliarini, author, Badass Retirement
Today's Topic: What is a Badass Retirement?
Rita asks Robert:
A Badass Retirement sounds interesting. What is it?
I loved your Instagram post about retirees don't need to be bubble-wrapped. I noticed you post a lot about how the culture and the media portray older people badly...2023-06-2318 min
Margaritas with Marguerita Cheng, CFP® ProEpisode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment ManagementJune 2, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday we start the weekend off by learning from industry experts how to flex our financial muscles.
Meet our guest: Liz Simmie, Co-Founder, Honeytree Investment Management
Our Topic: Everything you need to know about ESG (Environmental, Social, and Corporate Governance)
Rita asks Liz:
What is ESG?
Why are investors interested in investing in ESG and impact-related products?
Is ESG political?
How is ESG data being standardized?
What are the options...2023-06-0217 min
Margaritas with Marguerita Cheng, CFP® ProEpisode 93 — On this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: You are going to love author and financial expert Jeff WeissMay 26, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.
Meet our guest: Jeff Weiss, CMT
Today's Topic: Relationship Investing — Stock Market Therapy for your Money
Rita asks Jeff:
Why did you write your book, Relationship Investing – Stock Market Therapy For Your Money
What are a few investment rules that you live by?
Are there any investment don’t’ s that you adher...2023-05-2617 minMoney MinuteRebuilding Organizational Cohesion & LoyaltyEnhancing company culture is becoming an ever-increasing higher priority while industries struggle to engage and retain staff. Now, more than ever, organizational leaders are looking to develop rapport and cohesion effectively with their teams…and fast. As in, yesterday. This topic will distill leadership and cultural ethics, the psychology of trust, and power dynamics in order to reconstruct an innovative, strategic approach that will generate by-in and build loyalty in an organization.CEO & Founder, Lead Trainer, Executive Coach, Keynote Speaker, and CEO/Founder of Executive Performance Institute for Coaching (E.P.I.C.), Jenna Di...2023-05-1816 min
Margaritas with Marguerita Cheng, CFP® ProEpisode 92 — Credit score expert Paul Ryan is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® ProMay 19, 2023: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.
Meet our guest: Credit score expert Paul Ryan
Today's Topic: Taking the mystery out of credit scores and credit histories
Rita asks Paul:
Can you explain what credit scores are?
Why are credit scores and credit histories important?
What are the credit score ranges, and what are some ways to establ...2023-05-1818 min
Engineer of FinanceConversation with Marguerita ChengKen Greene interviews Marguerita Cheng (Rita), CEO of Blue Ocean Global Wealth and charity marathon runner. Rita shares her multicultural background and passion for ethical financial planning. Her company focuses on education and providing competent, ethical advice to clients, regardless of their net worth. Rita regularly contributes to Kiplinger and US News and World Report and has been a spokesperson for the ARP Financial Freedom campaign. She connects her global experiences with her work in finance, adopting a unique and well-rounded approach. Rita also discusses her enjoyment of running marathons for charity causes like Afghan Aid and Girls on...2023-05-0525 minMoney MinuteThe Importance of NetworksMarsha Guerrier is a TEDx Speaker, 4x Bestselling Author, Founder and CEO of HerSuiteSpot®, a Certified MWBE and WBENC organization helping small businesses develop their business and marketing plans. Marsha has held a career in the Financial Service and Financial Technology industries spanning over 30 years working for Fortune 500 and startup firms, helping them increase revenue. Marsha is also the founder and Executive Director of the Yva Jourdan Foundation, a non-profit organization dedicated to strengthening the leadership, power, and voices of women and children through our educational programs. Marsha holds a Bachelors of Science in Business, Management and Eco...2023-04-1313 minMoney MinuteAI-Augmented Intelligence & Decision Making1. Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures)2. What are some of the frameworks you apply to life and career? (highlight two influential quotes and what I say to my kids everyday, “learn something, help someone, and have some fun!”)3. There’s a lot of talk about AI taking over financial services: what say you? (highlight my definition of AI as “Augmented Intelligence” for humans and cite a widow’s story that demonstrates financial services best done with relationships and the powe...2023-04-0620 minMoney MinuteKick off Episode of the Money Minute podcastThis is the first episode of Money Matters. I want to tell you about myself, this podcast and what you can expect from us. First, a little bit about me. I’m a Certified Financial Planner (CFP(R) pro) and investment adviser. I designed my firm — Blue Ocean Global Wealth — to take a more personal approach to financial planning & investment management. My goal is to always put you, as a person, first. I am passionate about education, it’s the foundation of everything I do from working with individuals and families on a financial plan to helping...2023-03-3004 min
Money Mountaineering with Actuary Peter NeuwirthEp6: Retirement Income Strategies — Learn how financial planners manage your money with Marguerita Cheng, CFP® ProA Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Marguerita Cheng, CFP® Pro Today’s topic: The journey to becoming a financial planner — Diary of a CFP® Pro Petes asks Marguerita: Why did you become interested in retirement income planning? Tell us about your newClick here to listen to the podcast!2023-02-2830 minInkandescent RadioMarch 2023: Episode 6 of Money Mountaineering with Peter Neuwirth features Marguerita Cheng, CFP® ProA Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Marguerita Cheng, CFP® Pro Today’s topic: The journey to becoming a financial planner — Diary of a CFP® Pro Petes asks Marguerita: Why did you become interested in retirement income planning? Tell us about your newClick here to listen to the podcast!2023-02-2830 min
MONEY WITHOUT MATHThe Heartbreaking Reality of Romance Scams with Marguerita ChengRomance or sweetheart scams occur when a criminal adopts a fake online identity to gain a victim’s affection and trust. The scammer then uses the illusion of a romantic or close relationship to manipulate and steal from the victim. These criminals appear on dating sites, but can also creep up in your social media messages, in email or other apps. Seniors tend to be the most vulnerable and those age 70 and older reported the highest median losses. Marguerita Cheng, CFP®, CEO of Blue Ocean Global Wealth, shares her personal experience with romance scams in hopes of helping others. We dis...2022-09-1934 min
We Talk CareersBuilding Your Network with Rita ChengHow do you create lasting and encouraging connections? What easy and effective steps help you build your network?Marguerita Cheng is the CEO of financial advisory firm, Blue Ocean Global Wealth. As a Certified Financial Planner® she helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita is a regular columnist for MarketWatch was recently awarded the 2021 Women in ETFs Service Award.Kristine Delano and Rita discuss how following your passion, being willing to say “yes”, and leveraging social media can all conspire to bring impactful conne...2022-06-2831 min
That Annuity Show149 Planning for Rising Inflation and Changing Emotional Needs of Clients With Marguerita ChengSome elements of financial planning for retirement will not change - market risk, health risk, and lifestyle plans. Today, we talk about some recent curveballs with returning guest, Marguerita Cheng. Those surprises include rising inflation. And we spend time talking about what you can't put in a spreadsheet - the emotional pushes and pulls that clients face in later years. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/margueritacheng/ https://t...2022-05-2741 min
Conversations for Financial ProfessionalsCFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is about how to find your own niche in the financial services industry which nobody else is talking about.
In this episode, I hope you'll be inspired also as you learn more about finding your own unique voice within this competitive field of work. You'll also learn what sets...2021-10-2035 min
Growing Your Financial Business...The Woman's WayThe Secret to Building Trust with Clients with Marguerita ChengIn 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surface of her accomplishments. Marguerita — more commonly known as Rita — is a CFP® professional and CEO of the financial advisory firm Blue Ocean Global Wealth. Among many other things, she is a regular columnist for Investopedia and Kiplinger, a 2017 InvestmentNews Woman to Watch, and a member of the Diversity Advisory Group (DAG) for the CFP Board. But most of all, Rita is passionate about helping people feel confident and in control of their finances, even in the face of life’s toughest challenges.2021-05-2041 min
Inkandescent KidsEpisode 12: Margaritas with Marguerita — Rita interviews author and Certified Financial Planner practitioner Mac GardnerA Note from Marguerita Cheng, CFP® Pro — Welcome to my weekly radio show where each Friday at 5pm EST my guests and I share insight into how women will learn how to flex their financial muscles so they can build wealth and feel more secure about their futures. On tonight’s show: You’ll meet Mac Gardner, a Certified Financial Planner practitioner who has served in the financial services industry for more than 20 years. Mac’s passion for financial literacy led him to publishClick here to listen to the podcast!2021-04-1917 min
Inkandescent KidsEpisode 9: Margaritas with Marguerita — Equal Pay for Single MomsMarch 26, 2021: A Note from Marguerita Cheng, CFP® — Welcome to my new radio show, “Diary of a CFP® Pro,” where I’ll be sharing insight into how women will learn how to improve their knowledge of financial matters so they can gain financial security. This show is a companion to my upcoming book of the same title. I’ll be doing webinars on the last Friday of the month, where I invite you to join me for “Margaritas with Marguerita” on the InkandescentClick here to listen to the podcast!2021-03-2612 min
Your Money's WorthNew Financial Challenges for Women with Marguerita ChengThe COVID-19 pandemic and accompanying recession have been particularly hard on women, who've lost millions of jobs. Financial planner Marguerita Cheng talks about how she's helping her clients cope. Also: What dad taught us about personal finance. --LINKS-- A Kiplinger Special Report: Roth Conversions: https://www.kiplinger.com/taxes/602288/your-guide-to-roth-conversions; Your Guide to Roth Conversions: https://www.kiplinger.com/retirement/retirement-plans/roth-iras/601774/your-guide-to-roth-conversions; Marguerita M. Cheng, CFP®, RICP®: https://www.blueoceanglobalwealth.com/our-team.php; C. Nicole Mason: https://iwpr.org/member/c-nicole-mason-ph-d/; Kennett Lyle Block: https://www.harperfh.net/obituary/Kennett-Block2021-03-0830 min
Women With Vision5.7 Meeting life goals through proper management of financial resources with Marguerita ChengMarguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances.
Rita is a regular columnist for Investopedia and Kiplinger, and a past spokesperson for the AAR...2021-02-1224 min