Margaritas with Marguerita Cheng, CFP® Pro

June252022

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

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 64 — Learn about the importance of life insurance with Steve Gruber, today's guest on Margaritas with Marguerita Cheng, CFP® Pro
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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, 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, he has always been “the go-to guy.”  People gravitate to him because he gets things done and he likes to understand what makes people tick and how they think.  He joined Bluestone Life because he’s attracted to systems change and is a Practical Activist.  He’s passionate about volunteering and how it has enriched his life.  He’s a Board member for Green Mountain Habitat for Humanity and previously served on the finance committee of Lake Champlain Waldorf School.

Steve holds insurance licenses in several states from Vermont to California and received his Bachelor’s in Economics from Lawrence University in Wisconsin. Steve lives on a country road in Charlotte, VT with his wife, two teenage daughters, a dog, cat, fish, and a hive of bees. An avid skier in the winter and hiker in the summer, his path often leads to a cool swimming hole. Learn more at bluestonelife.com.

Learn more about Marguerita Cheng, CFP® Pro: 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

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

Brandi Wilsker-Merritt, Director of Podcasting

Nelson Benavides, Director of Videography

Max KukoyInkandescent Website Developer

Michael GibbsInkandescent Art Director

 

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