The Margaritas with Marguerita Cheng, CFP® Pro Show

November 12 2021

Episode 41: Margaritas with Marguerita Cheng, CFP® Pro — If you are thinking of becoming a CFP®, you’ll want to meet our guest Dominique J. Henderson, creator of the Jumpstart Coaching Lab

The Margaritas with Marguerita Cheng, CFP® Pro Show
The Margaritas with Marguerita Cheng, CFP® Pro Show
Episode 41: Margaritas with Marguerita Cheng, CFP® Pro — If you are thinking of becoming a CFP®, you'll want to meet our guest Dominique J. Henderson, creator of the Jumpstart Coaching Lab
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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 5pm EST, we learn from industry experts how to flex our financial muscles.

Today’s guest: Dominique J. Henderson, creator of the Jumpstart Coaching Lab

The topic for today’s show: How You Can Learn to Be a Financial Professional

Dom says: “I often get asked about the ‘why’ behind Jumpstart. If you’re reading this and interested in a career as a financial professional then you’re about to get the full story on why I do what I do and how I built the first international community for aspiring financial professionals just like you! Plainly stated, I was frustrated. I was frustrated by the number of people that didn’t have access to R(elatable) E(mpathetic) A(ttentive) L(istening) financial advice. At the time I was trying to figure out how to implement this concept in a firm that was focused on investment and asset management only. I really wanted to change the way that the financial services industry delivered financial advice to people so I wouldn’t have to keep changing the value of the financial advice I gave on investment performance.” What did Dom want? What did he decide? What happened next? Click here to read all about it!”

Scroll down for Dom’s 5 Essential Steps in Becoming a Successful Financial Professional!

And join us this week and every Friday at 5pm EST on Facebook Live for Margaritas with Marguerita Cheng, CFP® Pro: facebook.com/hopekatzgibbs

Watch all of our episodes: www.MargueritaCheng.tv


Dominique Henderson’s 5 Essential Steps in Becoming a Successful Financial Professional

Thank you for your interest in a career as a financial professional. Our profession needs more caring, genuine individuals. I’m asked all the time how any college graduate, career changer, or existing financial professional can have a successful career in
financial services. I believe there are essentially 5 things that you can do to get the ball rolling towards your success! And although I appreciate your attention, I’ll love it more if you implement these steps. Enjoy!

STEP 1. Do Your Research: Do your homework. I hate to sound like your parents, but you can’t slouch when it comes to being thorough when it comes to this career. There are a lot of nuances that can make this complicated but “measuring twice to cut once” is what you’ll want to employ. It is a skill you will use over and over again as a financial professional.

  • The Need: There is a need for good financial professionals. Many companies want to help people with their money and many financial professionals are retiring. People are becoming more conscious about their spending habits and they want to know what they should do. The demand for these services will only continue to grow as the economy does.
  • What you should next: I won’t lie to you. One of the things you should do first is to find out if you want to be a financial advisor or a financial coach. This is about how people are regulated under the Investment Advisors Act of 1940. I have created a training that will help you understand this and what each path looks like (click here for more info). Once you know which one, it will make it easier because then, you’ll know what license is necessary for your next step.
  • Tips for Implementation: Follow industry experts or thought-leaders and read their publications. Individuals like George Kinder, Bob Veres, Carl Richards, and Michael Kitces will provide industry happenings and trends you should be aware of. Publications like Financial Planning, Wealth Management are also good sources of information.
  • Keep notes and research in a productivity tool: Good options include Evernote or Notion to organize your findings and make them retrievable. This would eventually be a great source of information before you go on an interview, attend career fairs, etc. Discuss your findings with industry peers and other professionals to draw conclusions and additional perspective.
  • Purchase my training on the Financial Services Industry from A to Z (if you’re brand new to the industry) or consider my training on Logic Maps (if you’re not so new).

STEP 2. Invest in yourself: I can not over emphasize the importance of financial professionals investing in themselves through continuous learning. To develop as a professional, it is paramount to make sure you are always engaged in some type of education and training every year. Your mindset will need to shift (if it hasn’t already) from how much is this going to cost to what is my investment? Why? Because investments provide returns where as expenses don’t.

  • The Need: The world is full of information. Information is like a commodity. Your value proposition is what you do with the information, and this will be your edge in this profession. You need to invest into yourself early and often to be an expert at giving context to all the content that there is out there.
  • What you should do: Tips for Find a mentor or hire a coach that can provide you insight and perspective that it will take you a long time to acquire on your own. The ability to effectively implement what they know without the pain they endured to gain that insight is called leverage. The more you can employ leverage on your journey the faster you will be able to.
  • Implementation: Reach your goals. Never stop investing in yourself. Don’t expect anyone else to invest their time and money in you if you haven’t first done so. Doing the little things like getting up an hour earlier 5-6 days per week to read, study or expand your network will help you get ahead.
  • Write down what you’re seeking: Before you approach a mentor, coach, or sponsor. Always be direct. Being timid won’t get you anywhere. These people are busy and will appreciate you having an agenda before you call them or ask to spend time with them. Don’t let what they say go in one ear and out the other. Do it! They are successful for a reason. There’s nothing wrong with asking “why” either, just be ready for what they say.

STEP 3. Build Your Capacity by Deepening Your Skillset. Very few people want to work with a “generalist” although that is a great place to start. To really make your mark in this profession, it’s important to learn what you’re passionate about, master it and then add skills that complement your expertise.

  • The Need: There is an incredible amount of opportunity in the financial services industry with so many different industries, products and service lines that are available to provide financial guidance to clients. With all this choice there is also a lot of confusion about what it is exactly that you do.
  • What you should do: Tips for Focusing on finding your future employer’s weak areas and leveraging your skills to put them in a better position. For example, could you use your social media skills to help an older financial advisor reach his ideal audience.
  • Implementation on Facebook or Instagram: Start thinking about which licenses, designations, or certifications will be relevant to your path. Map out a path to take the exams or get sponsored if necessary. Start making a shortlist of the firms you’d want to work for by researching their FORM ADV. Need help? Join my community and learn how to do this.
  • Get a certification from one of the major financial planning software vendors: Options include RightCapital, EMoney, MoneyGuidePro, or Naviplan to show your proficiency with the software.

STEP 4. Join a Supportive Community: You need a tribe. Building a successful career in financial services is not always easy. You need community to help you stay the course, gain the insights and knowledge necessary during your journey in order to stay motivated. You can join an online group of like-minded professionals like Jumpstart (shameless plug) and others like FPA Activate (on Facebook), or the Association for Financial Counseling & Planning Education (https://www.afcpe.org/).

  • The Need: Why do you need a tribe? Because there will be tough days. There will be studying for exams, time missed with loved ones, and moments of failure. Then when you get into the industry, you may lose a client. Believe me, it all comes with the territory of this career. However, when you have a tribe who has your back, your journey becomes easier!
  • What you should do: Tips for thinking about joining or forming a study group or mastermind group. You can find them through larger professional organizations. Be sure to set some ground rules and establish a purpose for your gathering no.
  • Implementation: Understand the platform or channel you decide to use. Don’t be afraid to move around. Sometimes these relationships will end and it will be time to move on. That’s ok. If you outgrow your relationship, be brave enough to cut the cord because your time is valuable. Not all professional organizations are created equal. Find the one that will help you advance your career and serve the clients that you want to serve. The effort and amount of time you spend networking inside the organization can really pay off. Strike a balance that helps you.
  • Don’t break the bank to join multiple organizations. It’s better to join one and become active with that one than be in multiple and do nothing.

STEP 5. Prime your Online Presence. Whether you’re just beginning or already established you need to have an online presence. Clients are increasingly taking to Google and Yelp to find local professionals, thus it is imperative that financial professionals establish an online reputation. If it isn’t the case now, there will come a day (in the near future) that your legitimacy will be questioned without an online presence. Following is what I recommend you do next:

  • Pre-recorded videos and/or Vlogs: There is a well-established trend (that is growing) for pre-recorded videos and vlogs. More financial professionals are turning to video marketing to attract clients. Videos build trust faster, are more engaging, and allow prospective clients to “get to know you” before they reach out for a meeting. Videos are a signal to others of transparency.
  • Live Stream: Still video, but in a different format, live-streaming is a way to capture an audience in real time just like you had your own TV show. Not surprisingly, many individuals are taking advantage of this platform and it is still a relatively unused format by most financial professionals because of compliance and rules within their organizations. Offering “real-time” access to you for your audience is something that is in demand.
  • Create social media posts: If you have social media pages, then you’re familiar with how this works. Using social posts to break down complicated financial information is a skill that can be perfected and it is in great need. It’s also more effective than long-form text articles because it allows consumers to consume financial information in digestible pieces.
  • Blog: I don’t think blogs will ever become obsolete, but tomorrow’s blogger will just need to be savvier in his/her approach as more and more consumers shift their preference to bite-sized pieces of information.
  • Tips for Implementation: Remember social media is “SOCIAL”. By that, I mean that people post things so that they can be seen, talked about and engaged with. Make sure you do yourself a big favor by spending time engaging with the posts of your connections…not just clicking the thumbs up either! I mean taking time to respond to the posts that they make. It will pay off huge!
    As more platforms and mediums become available, it is imperative that you at least be familiar with what is trending right now and how that may impact your journey.

The 5 Essential Steps in Becoming A Successful Financial Professional

  1. Make sure you do your homework. You have to be prepared.
  2. Prioritize investing in yourself. Don’t expect someone else to invest in what you haven’t.
  3. Build your capacity by deepening your skills. Make it your mantra to always be learning.
  4. Find a tribe to support you on your journey. You will need the motivation, perspective and accountability.
  5. Develop a standout online presence. This will allow you to get an edge on your competition in your job search as well as your ability to attract clients.

Need more information? Don’t hesitate to reach out: jumpstartcoachinglab.com.

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Sarina Y Haryanto

Upcoming Podcasts

December 2, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowVegTech Invest CEO Elysabeth Alfano, host of the Plant-based Business Hour, teaches us about EATV — today on Margaritas with Marguerita Cheng, CFP® ProDecember 2, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®December 12, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowPlease join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad BaldridgeDecember 19, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, certified money and mental fitness coachDecember 19, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through educationDecember 19, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Kleo Curry, CFP®, Chartered Retirement Planning CounselorSMDecember 23, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for episode 68 of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for womenDecember 23, 2022The Margaritas with Marguerita Cheng, CFP® Pro ShowJoin us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”
Previous Episodes
Thursday, November 17th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM

Join us: Dec. 19, 2022 at 3 PM Eastern 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM and vp Wealth Management at the Potomac Wealth Group, UBS Financial Services, Inc. Today’s Topic: Women on Purpose — Money talk guides to commonly avoided conversationsClick here to listen to the podcast!

Thursday, November 17th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”

Join us: Dec. 23, 2022 at 10 AM Eastern 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, we learn from industry experts how to flex our financial muscles. Today’s Topic: Sustainable investing and the rise of the activist investor featuring author John O’Connell Rita asks John:  What is an activist investor? What changes are coming together to cause a riseClick here to listen to the podcast!

Thursday, November 17th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®

Join us: Dec. 2, 2022 at 2 PM Eastern 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, we learn from industry experts how to flex our financial muscles. Today’s Topic: Helping young adults get #finlit Rita asks: What did your financial education journey look like as a young adult? What are some common myths you hear about building wealth?Click here to listen to the podcast!

Wednesday, November 16th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through education

Join us: Friday, Dec. 19, 2022 at 2:15 PM Eastern 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, we learn from industry experts how to flex our financial muscles. Today’s topic: Mastering the art of financial planning Rita asks: Tell me about your background in the industry. What makes you good at what you do? What are some importantClick here to listen to the podcast!

Wednesday, November 16th, 2022

Join us for episode 68 of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women

Join us: Dec. 23, 2022 at 11:30 AM Eastern 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, we learn from industry experts how to flex our financial muscles. Today’s topic: The importance of providing financial advice to women Rita asks Pamela: How did you get started in financial services? What are some of the challenges you had early inClick here to listen to the podcast!

Tuesday, November 8th, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, certified money and mental fitness coach

Monday, Dec. 19, 2022, at 1:15 pm Eastern 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Jeannie Dougherty, certified money and mental fitness coach Today’s Topic: When it’s time to call in a coach! Rita asks: Why did you become a money coach? What areClick here to listen to the podcast!

Tuesday, November 1st, 2022

Episode 67 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Exit Planning expert Amy Wirtz

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, we learn from industry experts how to flex our financial muscles. Today’s topic: Exit Planning Meet our guest: Amy Wirtz is a consultant with The Family Business Consulting Group and is passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership,Click here to listen to the podcast!

Tuesday, November 1st, 2022

Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder

Join us: Nov. 21, 2022 at 3:30pm Eastern 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Jason Friedman is the Founder and CEO of AdvisorFinder. Prior to AdFi, Jason worked in the wealth management industry for UBS, Wells Fargo Advisors, and Merrill Lynch Private Wealth. DuringClick here to listen to the podcast!

Tuesday, October 18th, 2022

Learn about Zen Wealth Advisors on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro when you’ll meet our guest, personal finance expert Han Xue

Join us in 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, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Han Xue, a personal finance expert, CERTIFIED FINANCIAL PLANNER™ Professional, Military Financial Counselor, and founder of Zen Wealth Advisors Today’s Topic: Finding your financial ZEN in life Rita asks: What isClick here to listen to the podcast!

Tuesday, October 18th, 2022

Stripper Financial Planning is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Don’t miss it! 

Join us: Nov. 21, 2022 at 3pm Eastern 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 we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Lindsey Swanson, founder of Stripper Financial Planning: Personalized financial advice for sex workers Today’s Topic: Serving the underserved Rita asks: Why did you decide to create aClick here to listen to the podcast!

Tuesday, October 18th, 2022

Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad Baldridge

Join us: Friday, Dec. 12, 2022 at 10am 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 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: College funding specialist Brad Baldridge Today’s Topic: The Top 10 College Planning Mistakes — and how to avoid them! Rita willClick here to listen to the podcast!

Tuesday, October 18th, 2022

VegTech Invest CEO Elysabeth Alfano, host of the Plant-based Business Hour, teaches us about EATV — today on Margaritas with Marguerita Cheng, CFP® Pro

Join us: Friday, Dec. 2, 2022 at noon! 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, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Elysabeth Alfano, CEO, VegTech™ Invest Today’s Topic: What is EATV? Rita asks: Tell us about the world’s first plant-based innovation ETF — the only fund that is addressingClick here to listen to the podcast!

Friday, September 16th, 2022

Episode 66 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Angela Randolph, CPA, MBA BIO

Friday, Sept. 16, 2022: 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Angela Randolph, CPA, MBA BIO Today’s Topic: The Importance of Knowing Your Numbers for Entrepreneurs Rita asks: Tell us about your professional background and your experience in the industry. Tell us about StellarClick here to listen to the podcast!

Friday, September 2nd, 2022

Episode 65 — Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carina Diamond, CXO, Dakota Wealth Management

Friday, September 2, 2022, 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Carina Diamond, CXO, Dakota Wealth Management Today’s topic: Making a difference with Diversitas — New ways to expand diversity in wealth management Rita asks Carina:  Diversitas-Expanding Diversity in Wealth Management is a program foundedClick here to listen to the podcast!

Saturday, July 16th, 2022

Episode 64 — Learn about the importance of life insurance with Steve Gruber, today’s guest on Margaritas with Marguerita Cheng, CFP® Pro

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, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Steve Gruber, Director of Operations at Bluestone Life Today’s Topic: Do you really need life insurance? About our Guest: ​From the beginning of Steve’s career as an equity trader to leading a team at a private European bank in Montreal, heClick here to listen to the podcast!

Friday, July 15th, 2022

Episode 63 — Financial planning is for everyone! Tedla “Ted” Mekonnen explains how this is not only possible, but essential, today on Margaritas with Marguerita Cheng, CFP® Pro!

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, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Tedla “Ted” Mekonnen, CEO and Founder of EveryIncome™ Today’s Topic: Why financial planning is for EveryIncome! About our guest: ​”Nearly everyone is struggling financially,” says today’s guest Ted Mekonnen. “We recognize this as aClick here to listen to the podcast!

Tuesday, June 21st, 2022

Episode 62 — College + Divorce: What do you need to know? Expert Vicki Vollweilder, founder of College Financial Prep, offers insights today on Margaritas with Marguerita Cheng, CFP® Pro

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 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Vicki Vollweilder, MBA, CDC, founder of College Financial Prep Today’s Topic: College and Divorce Rita asks Vicki: How can parents best prepare to help their children with college when facingClick here to listen to the podcast!

Monday, June 20th, 2022

Episode 61 — Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

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, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group Today’s Topic: Estate planning and elder care, gray divorce With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people areClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 60: Are Emerging Markets still worth an allocation? To find out, don’t miss today’s interview on Margaritas with Marguerita Cheng, CFP® Pro with Perth Tolle, founder of Life + Liberty Indexes

May 27, 2022: 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 4:30 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Perth Tolle, founder of Life + Liberty Indexes Today’s Topic: Is investing in Emerging Markets (EMs) still worth an allocation? Rita asks: EM has had a terribleClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 59: Are you ready to put your philanthropic heart to work? Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro starring Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation

May 27, 2022: 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 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation Today’s Topic: Community foundations and collective impact Rita asks: How did you get involved in Seattle Foundation, and howClick here to listen to the podcast!