The Margaritas with Marguerita Cheng, CFP® Pro Show

May 7 2021

Episode 15: Margaritas with Marguerita — Meet Divorce Financial Expert Lili A. Vasileff, CFP®

The Margaritas with Marguerita Cheng, CFP® Pro Show
The Margaritas with Marguerita Cheng, CFP® Pro Show
Episode 15: Margaritas with Marguerita — Meet Divorce Financial Expert Lili A. Vasileff, CFP®
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A Note from Marguerita Cheng, CFP® Pro Hello friends! What a pleasure it was to talk tonight with Lili A. Vasileff, CFP®, a master analyst in financial forensics.

About Lili: A specialist in matrimonial litigation, this Certified Divorce Financial Analyst (CDFA®) is President of Wealth Protection Management based in Greenwich, CT. She is a trained mediator, collaborative financial specialist, and qualified litigation expert. She trains divorce professionals in the Collaborative process and teaches on financial topics regularly at the New York City Bar Association.

Lili is also a nationally recognized expert practitioner, speaker, writer, and author of four books:

A co-president of the National Association of Divorce Financial Planners (ADFP), Lili’s numerous awards include the prestigious 2013 Pioneering Award for outstanding public advocacy and leadership in the field of divorce financial planning, the Women’s Choice Award as a highly recommended Financial Advisor by Women for Women since 2017; CEO Today Business Woman of the Year Award since 2018; Five Star Wealth Manager Award for last 13 years, the Best Wealth Protection Manager 2019 – Northeast USA and Recognized Leader in Divorce Finance 2019 by Wealth & Money Management, and Marquis Who’s Who Albert Nelson Lifetime Achievement Award.

On tonight’s show, Rita will ask Lili about: 

  • What inspired her to become a divorce financial planner
  • What exactly is divorce financial planning, and why is it important
  • What is the single biggest regret most women have about their divorce?
  • Are there do-overs?
  • How divorce financial planning empowers people for a better financial future

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

Previous Episodes
Friday, July 15th, 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!

Thursday, July 14th, 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

July 29, 2022 at 5pm: Live on Facebook! 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 RitaClick here to listen to the podcast!

Saturday, June 25th, 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

July 22, 2022 at 5pm: Live on Facebook! 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, June 24th, 2022

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

July, 2022: 5pm — Live on Facebook! 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 a businessClick 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!

Tuesday, June 21st, 2022

Today at 2:30 pm Eastern — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad Baldridge

Monday, July 25 at 2:30 pm Eastern: Live on Facebook! 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!Click 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!

Wednesday, May 18th, 2022

Today at 5pm Eastern — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Financial Education Specialist Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®

Join us August 5, 2022: 5pm live on Facebook! 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: Financial Education Specialist Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC® Today’s Topic: Helping young adults get #finlit Rita asks Akeiva: What didClick here to listen to the podcast!

Tuesday, May 10th, 2022

Episode 58: You are going to love our interview with Meetup CEO David Siegel, author of Decide and Conquer — today on the Margaritas with Marguerita Cheng, CFP® Pro Show!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for today’s special 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.  You are going to love our guest: Meetup CEO David Siegel, author of Decide and Conquer Today’s Topic: Learn about the 44 Decisions that will Make or Break All Leaders Rita asksClick here to listen to the podcast!

Friday, April 22nd, 2022

Episode 57 — Margaritas with Marguerita Cheng, CFP® Pro: Learn about Building Generational Wealth with today’s guest — Sibyl Slade, CRPC®, VP and Financial Advisor at LifePlan

April 22, 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: Sibyl Slade, Chartered Retirement Planning Counselor, VP and Financial Advisor at LifePlan Today’s topic: Building Generational Wealth — A Family Planning Strategy Rita and Sibyl will discuss: Click here to listen to the podcast!

Friday, April 15th, 2022

Episode 56 — Margaritas with Marguerita Cheng, CFP® Pro: You’ll learn a lot from today’s guest — classroom teacher turned CFP® candidate, Melody Young

April 15, 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: Melody Young, CFP® candidate Today’s Topic: From classroom teacher to financial advice-r Rita asks Melody:  1. In the title for today’s podcast you use financial advice-r emphasizing theClick here to listen to the podcast!

Friday, April 8th, 2022

Episode 55: Margaritas with Margueritas Cheng, CFP® Pro — Cate Luzio is showing us how “We Are Luminary!”

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: Cate Luzio, founder and CEO, We are Luminary About Cate and her company: ​“I started Luminary as a way to bring women (and our male allies) together to advance each other’sClick here to listen to the podcast!

Friday, April 8th, 2022

Episode 54: Margaritas with Marguerita Cheng, CFP® Pro — Taynia Vakapuna is finding purpose

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: Taynia Vakapuna of Everspire Today’s topic: Finding purpose as a financial planner in my heritage as a Pacific Islander Rita asks Taynia:  How has your heritage as a Pacific Islander womanClick here to listen to the podcast!

Friday, March 25th, 2022

Episode 53: Margaritas with Marguerita Cheng, CFP® Pro — Meet our powerhouse guest Dorothy Hinchcliff, publisher and CEO of Rethinking65.com

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: Dorothy Hinchcliff of Rethinking65.com Today’s Topic: The Financial Advisor Revolution Rita asks Dorothy: Dorothy, you’ve observed the business for more than 20 years as a high-ranking executive at Financial Advisor magazineClick here to listen to the podcast!

Friday, March 11th, 2022

Celebrate International Women’s Month with Episode 54: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Julie Pinkerton

A Note from 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 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook. Meet our guest: Julie Pinkerton, CEO of ClientFirst-Evozen Today’s topic: Redefining the Collaborative Community Rita and Julie will discuss:  How did Evozen and ClientFirst come to lifeClick here to listen to the podcast!

Friday, March 4th, 2022

Celebrate International Women’s Month with Episode 53: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest, “Born Again Millennial,” Keena Pettijohn of Life Logixs

A Note from 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: Keena Pettijohn of Life Logixs, lifelogixs.com About Keena: ​At 70, this self–proclaimed “Born Again Millennial” is the CEO and founder of a company she launchedClick here to listen to the podcast!

Saturday, February 26th, 2022

Don’t miss this special episode of Margaritas with Marguerita Cheng, CFP® Pro — Rita’s first webinar — “Making the Most of Social Security”

A Note from Marguerita Cheng, CFP® Pro — I am thrilled to launch a new webinar series in 2022 on my show, Margaritas with Marguerita Cheng, CFP® Pro to help you flex your financial muscles! Webinar 1: Planning for Social Security — and Making the Most of It! What you’ll learn in this webinar: After decades spent in the workforce: You should be able to celebrate and reflect on all you’ve achieved in retirement. But this is challenging as pensions have largelyClick here to listen to the podcast!

Friday, February 25th, 2022

Episode 52: Margaritas with Marguerita Cheng, CFP® Pro — Meet Barclay Sisk, VP, 1st Atlantic Brokerage

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 pm EST, women learn from industry experts how to flex their financial muscles, live on Facebook. Meet our guest: Barclay Sisk, VP, 1st Atlantic Brokerage Today’s topic: Long-Term Care & Legacy planning Rita and Barclay will discuss:  What is long-term care? What are the levels of care, and who paysClick here to listen to the podcast!