Margaritas with Marguerita Cheng, CFP® Pro

June 11 2021

Episode 21: Baby Boomer Women everywhere need to meet Lynn Evans, founder of Women of Substance, on today’s episode of Margaritas with Marguerita Cheng, CFP® Pro

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 21: Baby Boomer Women everywhere need to meet Lynn Evans, founder of Women of Substance, on today's episode of Margaritas with Marguerita Cheng, CFP® Pro
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A Note from Marguerita Cheng, CFP® Pro— Hello friends! We had a wonderful conversation on June 11th with Lynn Evans, CFP®, founder of Women of Substance.

Our topic: The issues that Baby Boomer women face when they confront widowhood, grey divorce, and retirement.

Listen to our podcast now to learn:

  • What inspired Lynn to write her bestselling book, “Power of the Purse”?
  • What encouraged her to start her organization, Women of Substance?
  • The biggest mistakes women make with their money, and the mistakes their husbands make, too.
  • Actionable advice Lynn has for our listeners.
  • What’s next for Lynn!

About Lynn Evans: Lynn founded Women of Substance, LLC after the successful sale of her primary business to her senior financial advisor because she saw a gap in the knowledge base of women her own age.

“I acknowledged that the men in my clients’ lives had been lovingly (or not!) controlling the family purse strings, but once retirement, widowhood, or divorce hit, these women were left with nowhere to turn,” explains Lynn, who resolved to end that dependence and replace it with knowledge.

Lynn’s book, Power of the Purse: Fear Free Finances for Baby Boomer Women, has won accolades, as has her weekly podcast, Power of the Purse. Learn more at www.lynnsevans.com.

About Margaritas with Marguerita: Every Friday at 5pm EST, we invite you to start the weekend off right with 15 minutes of financial tips by Rita Cheng, CFP® Pro — a certified financial planner on a mission to help all women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” this show is also part of a webinar series that Rita will be teaching through www.InkandescentWomen.com.

Thank you! — Rita, www.MargueritaCheng.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 Kate Hauschka

MEET THE INKANDESCENT® RADIO TEAM

Hope Katz Gibbs, Founder & Executive Producer, InkandescentRadio.com

Brandi Wilsker-Merritt, Director of Podcasting

Nelson Benavides, Director of Videography

Max Kukoy, Inkandescent Website Developer

Michael Gibbs, Inkandescent Art Director

MANY THANKS TO OUR SPONSORS:

Dr. Peter Noonan, Superintendent, Falls Church City Public Schools

The Uprising of Women in Philanthropy

Dien Yuen, founder and CEO, Daylight

Women of Color Retail Alliance

Kimberly Lee Minor, Women of Color Empowered

Margaritas with Marguerita Cheng, CFP® Pro

Actuary and Author Peter Neuwirth, FSA, FCA

Neuwirth Associates Consulting

United States Distance Learning Association

Dean Hoke, Higher Education Strategist

Psychotherapist Kara Kihm, Discovering My Wings

Psychotherapist Silvia Stenitzer, Soul Action Show

Reiki Flute Fusions by Zach the Reiki Guy

Social Justice Expert Karen Hanrahan

Alina Liao, founder, ZenitJournals.com

Tracy Schott, creator, Voices4Change

Tech entrepreneur, author Angela Mitchell

Jim Morris, vp, Charles Krug Winery

Author, artist, entrepreneur Cynthia de Lorenzi

Kay Stratman, artist, founder TieTracks

Photog Hilary Schwab, the Edible Garden Girl

Previous Episodes
Friday, August 11th, 2023

Episode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering Finance

August 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!

Friday, August 4th, 2023

Episode 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!

Friday, July 28th, 2023

Episode 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!

Friday, July 21st, 2023

Episode 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!

Friday, July 14th, 2023

Episode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial

June 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!

Friday, July 7th, 2023

Episode 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!

Friday, June 30th, 2023

Episode 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 “GirlClick here to listen to the podcast!

Friday, June 23rd, 2023

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 aboutClick here to listen to the podcast!

Friday, June 2nd, 2023

Episode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

June 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? WhyClick here to listen to the podcast!

Friday, May 26th, 2023

Episode 96 — On this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: You are going to love author and financial expert Jeff Weiss

May 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 InvestingClick here to listen to the podcast!

Thursday, May 18th, 2023

Episode 95 — Credit score expert Paul Ryan is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

May 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 creditClick here to listen to the podcast!

Friday, May 12th, 2023

Episode 94 — Ben Miller, founder of ChroniFI, stars this week on Margaritas with Marguerita

May 12, 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!

Wednesday, May 3rd, 2023

Episode 93 — This week on Margaritas with Marguerita meet Liz Davidson, founder and CEO of Financial Finesse

May 5: 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 Rita asks Liz:  April was Financial Literacy Month, but at Margaritas with Marguerita, weClick here to listen to the podcast!

Friday, April 28th, 2023

Episode 92 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Learn about the impact investing equation with Dorrit Lowsen, Co-CEO of Change Finance, PBC

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 right by 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 Rita asks Dorrit: What inspired you to create your company,Click here to listen to the podcast!

Friday, April 21st, 2023

Episode 91 — This week on Margaritas with Marguerita: Meet Author Kanchan Bhaskar and learn how she set herself free from an abusive marriage

April 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 at Happy Hour, we start the weekend off right by learning from industry experts how to flex our financial muscles.  Meet our guest: Author Kanchan Bhaskar Today’s Topic: Leaving — How to set yourself free from an abusive marriage Rita asks Kanchan:  Tell us about yourClick here to listen to the podcast!

Friday, April 14th, 2023

Episode 90 — This week on Margaritas with Marguerita: “The Great American Baking Show” contestant, entrepreneur and master baker Rose Bakewell, is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

April 14, 2023: 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 by learning from industry experts how to flex our financial muscles.  Meet our guest: Rose Bakewell, founder of Mrs. Bakewell’s Cream Tea Company Today’s Topic: An entrepreneur’s journey to bring British cream tea to America Rita asks Rose: Click here to listen to the podcast!

Thursday, April 6th, 2023

Episode 89 — Margaritas with Marguerita: Meet Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners

April 7, 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 financiåal muscles. Meet our guest: Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners Today’s topic: The importance of being a client advocate Rita asks Michael: What inspired you to pursue your career or passion? What has been theClick here to listen to the podcast!

Friday, March 31st, 2023

Episode 88 — Margaritas with Marguerita: Meet HR expert Michelle Aronson and learn how to build a better workplace

March 31, 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: Michelle Aronson, founder, Physics at Work Today’s Topic: Be a better leader. Build a better workplace. Rita asks Michelle: Some listeners may be wondering whatClick here to listen to the podcast!

Thursday, March 23rd, 2023

Episode 87 — Margaritas with Marguerita Cheng: Meet Dr. Megan McCoy, a researcher who explores the psychology of financial planning

March 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 each Friday at Happy Hour, we start the weekend off right learning from industry experts how to flex our financial muscles.  Meet our guest: Dr. Megan McCoy, Ph.D., LMFT Today’s Topic: The Power of Financial Therapy Rita asks Megan: How did you end up with a focus on financialClick here to listen to the podcast!

Friday, March 17th, 2023

Episode 86 — 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!