Margaritas with Marguerita Cheng, CFP® Pro

March 1 2023

Episode 83 — Margaritas with Marguerita Cheng, CFP® Pro: meet Fiona Simon who went “Gambling on Granola” and found unexpected gifts on the path of entrepreneurship

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 83 — Margaritas with Marguerita Cheng, CFP® Pro: meet Fiona Simon who went "Gambling on Granola" and found unexpected gifts on the path of entrepreneurship
/

March 1, 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: Fiona Simon

Today’s Topic: The entrepreneurial path

Rita asks Fiona:

  • What was your inspiration for wanting to write this book?
  • What made you decide that you wanted to start your own granola business?
  • What was the most unexpected challenge you encountered while starting your business?
  • What started your passion for healthy food?
  • What’s one piece of advice you have for people (especially women) looking to start their own businesses?

About our Guest: “I was lured by the adventures of entrepreneurship and launched my own organic granola company. It led to success, despite having no business background and simultaneously juggling the demands of being a single mom.” So, truly amazing Fiona decided to turn her experience into a book documenting the challenges, hardships, and triumphs, both personal and professional. The result is her book, Gambling on Granola: Unexpected Gifts on the Path of Entrepreneurship. In it, Simon shares a tale that is uplifting and inspiring but also raw and honest. This is a business memoir but also a love story―the love for her daughter, a journey in uncharted waters, of the products and company she created, and the continued challenge to follow her dream. “You’ll see my growth and healing over 15 years as mistakes, weaknesses, and naiveté, evolve into resilience, resolve, and inspiration. It started as all new businesses do―with an idea. But my world quickly became more complex as I established my company, developed new product lines, forged personal relationships in a competitive environment, grew the business, and held onto my deepest values―all while raising my daughter, Natalie.” Click here for more!

Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodesMargueritaCheng.tv! Cheers!

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

Previous Episodes
Friday, March 17th, 2023

April 28: Join us for this week’s episode of Margaritas with Marguerita — featuring Liz Davidson. founder and CEO of Financial Finesse

Recording: April 17, 1pm Eastern • Live April 28 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: Liz Davidson, founder and CEO of Financial Finesse Today’s Topic: Becoming Money Strong About our guest: Liz Davidson is the founderClick here to listen to the podcast!

Friday, March 17th, 2023

Episode 84 — Margaritas with Marguerita Cheng, CFP® Pro: Learn from Financial Coach Linda Lingo, CPA, on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

March 17, 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.  Today’s guest: Financial Coach Linda Lingo, CPA Today’s Topic: The Secrets of Financial Freedom Rita asks Linda:  What is money EQ? How does this differ from money IQ?Click here to listen to the podcast!

Friday, March 10th, 2023

Join us for this week’s episode of Margaritas with Marguerita: Meet HR expert Michelle Aronson

Record date: March 27, 3pm • Live: March 31 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: Michelle Aronson Today’s Topic: Be a better leader. Build a better workplace. Rita asks Michelle: Some listeners may beClick here to listen to the podcast!

Friday, March 10th, 2023

Episode 83 — Margaritas with Marguerita Cheng, CFP® Pro: Meet Eugenie George, the author of “Our Money Stories”

March 10, 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 right learning from industry experts how to flex our financial muscles.  Meet our guest: Eugenie George, author, Our Money Stories Today’s Topic: What’s your money story? Rita asks Eugenie: How did you become a financial writer? What wasClick here to listen to the podcast!

Monday, March 6th, 2023

This week on Margaritas with Marguerita Cheng: Meet Ben Miller, founder of ChroniFI

April 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 at Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Ben Miller, founder of ChroniFI Today’s Topic: Money is Time Rita asks Ben: Why should people think about their money in terms of time? WhatClick here to listen to the podcast!

Friday, March 3rd, 2023

Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Thao Truong, CFP®, client manager at Morton Wealth 

March 3, 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: Thao Truong, CFP®, client manager at Morton Wealth  Today’s Topic: Herself by Morton, an initiative that provides women with free networking opportunities and financial educationClick here to listen to the podcast!

Wednesday, March 1st, 2023

Episode 83 — Margaritas with Marguerita Cheng, CFP® Pro: meet Fiona Simon who went “Gambling on Granola” and found unexpected gifts on the path of entrepreneurship

March 1, 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: Fiona Simon Today’s Topic: The entrepreneurial path Rita asks Fiona: What was your inspiration for wanting to write this book? What made you decide thatClick here to listen to the podcast!

Tuesday, February 28th, 2023

March 2023: Episode 6 of Money Mountaineering with Peter Neuwirth features Marguerita Cheng, CFP® Pro

A 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!

Friday, February 24th, 2023

Episode 82 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest, Tony Steuer, a champion for financial wellness and financial inclusion

Feb. 24, 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. Meet today’s guest: Tony Steuer, a champion for financial wellness and financial inclusion Today’s Topic: Championing financial wellness and financial inclusion Rita asks Tony:  What is your origin story? How did you get started in financial wellness? Why is important toClick here to listen to the podcast!

Monday, February 20th, 2023

Credit score expert Paul Ryan is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

Recording: April 3, 2023 at 1:30 PM Eastern * Live: May 12 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 creditClick here to listen to the podcast!

Friday, February 17th, 2023

May 5, 2023: Learn about the impact investing equation with Dorrit Lowsen, Co-CEO of Change Finance, PBC — this week on Margaritas with Marguerita Cheng, CFP® Pro

Recording: April 10, 2023 at 4 PM Eastern • Live April 21 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: Dorrit Lowsen, Co-CEO of Change Finance, PBC Today’s Topic: Understanding the impact investing equation About our guest:Click here to listen to the podcast!

Friday, February 17th, 2023

Episode 81 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Claudia Porter, CFP®, Personal Economic Advisor Financial Reserve 

Feb. 17, 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. Meet today’s guest: Claudia Porter, CFP®, Personal Economic Advisor, Financial Reserve  Today’s Topic: What is the value of an economic advisor? Rita asks Claudia: When did you first know you wanted to enter the financial services industry? You pursued anClick here to listen to the podcast!

Tuesday, February 14th, 2023

We look forward to featuring author Jeff Weiss on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro!

Recording: March 27, 2023 at 2 PM Eastern • Live April 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 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 RitaClick here to listen to the podcast!

Friday, February 10th, 2023

Episode 80 — Personal Empowerment Coach Tandy Pryor stars today on Margaritas with Marguerita Cheng, CFP® Pro

February 10, 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. Today’s guest: Personal Empowerment Coach Tandy Pryor Our Topic: Are you ready to own your power? Rita and Tandy will discuss:  What do you mean when you say your physical environment is the blueprint for your life? What thingsClick here to listen to the podcast!

Friday, February 3rd, 2023

Episode 79 — This week on Margaritas with Marguerita Cheng, CFP® Pro meet Shannon Baker, podcaster and business strategist

Feb. 3, 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. Meet today’s guest: Shannon Baker, podcaster and business strategist Today’s Topic: Mind Your Time — How purpose-driven women with online businesses can be more intentional with their time Rita asks Shannon:  What’s something you didn’t expect when youClick here to listen to the podcast!

Friday, January 27th, 2023

Episode 78 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, money expert and mental fitness strategist

Jan. 27, 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. Meet our guest: Jeannie Dougherty, money expert and mental fitness strategist Today’s Topic: When it’s time to call in a coach! Rita asks: Why did you become a money coach? What are some of the biggest money mistakesClick here to listen to the podcast!

Friday, January 20th, 2023

Episode 77 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women

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 — Pamela Jackson Sams, a strong voice in personal finance for women 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 ofClick here to listen to the podcast!

Friday, January 13th, 2023

Episode 76 — 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

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 important lessons you’ve learned over your career? In your opinion, whatClick here to listen to the podcast!

Friday, January 6th, 2023

Episode 75 — Please 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”

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 rise in activist investors? How is activist investing different fromClick here to listen to the podcast!

Friday, December 30th, 2022

Episode 74 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM

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 conversations Rita asks Kleo for insights into the following: IfClick here to listen to the podcast!