Margaritas with Marguerita Cheng, CFP® Pro

June 21 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

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
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
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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 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 facing divorce (even if they have a high net worth)?
  • If the kids are already in high school or college, is it too late?
  • What are some strategies for divorced parents to use to help save money on the cost of college?
  • If student loans are needed, how will that work in a divorce situation?
  • Remarriage, blended families, and college: What parents need to know!

About our Guest: ​College Financial Prep was founded by Vicki Vollweiler whose practice focuses on College Planning College Affordability Divorce and College and other special situations. Vicki holds her Master’s Degree in Business Administration and has focused the bulk of her career on analysis pricing return on investment and business negotiations. Vicki received her MBA degree from Syracuse University where she had been awarded a Full Merit Scholarship plus financial stipends.

Prior to creating College Financial Prep, Vicki was serving her clients as a Divorce Coach who helped parents achieve personal financial goals.  As clients started to ask how they were going to afford the cost of college for their children she knew as a divorced mom herself that we all want the absolute best for our children especially as they are preparing for college. The key is to be informed strategic and detail-oriented in order to maximize savings and minimize costs when it comes to college. To date, some clients have been able to successfully save hundreds of thousands of dollars each with College Financial Prep’s guidance.  College Financial Prep was formed to help parents navigate college planning college affordability financial aid scholarships and student loans.

Learn more at CollegeFinancialPrep.com.

Discover 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 Sarina Y Haryanto

Upcoming Podcasts

January 27, 2023Margaritas with Marguerita Cheng, CFP® ProEpisode 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 strategistFebruary 3, 2023Margaritas with Marguerita Cheng, CFP® ProEpisode 79 — This week on Margaritas with Marguerita Cheng, CFP® Pro meet Shannon Baker, podcaster and business strategistFebruary 10, 2023Margaritas with Marguerita Cheng, CFP® ProEpisode 80 — Personal Empowerment Coach Tandy Pryor stars today on Margaritas with Marguerita Cheng, CFP® ProFebruary 17, 2023Margaritas with Marguerita Cheng, CFP® ProEpisode 81 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Claudia Porter, CFP®, Personal Economic Advisor Financial Reserve February 24, 2023Margaritas with Marguerita Cheng, CFP® ProEpisode 82 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest, Tony Steuer, a champion for financial wellness and financial inclusionMarch 3, 2023Margaritas with Marguerita Cheng, CFP® ProPlease join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial PartnersMarch 10, 2023Margaritas with Marguerita Cheng, CFP® ProPlease 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 17, 2023Margaritas with Marguerita Cheng, CFP® ProPlease join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Eugenie George is the author of “Our Money Stories”March 24, 2023Margaritas with Marguerita Cheng, CFP® ProThis week on Margaritas with Marguerita Cheng — Meet Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™
Previous Episodes
Wednesday, January 18th, 2023

Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Eugenie George is the author of “Our Money Stories”

Recording: Feb. 20, 2023 at 1 PM Eastern • Live 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.  Meet our guest: Eugenie George, author, Our Money Stories Today’s Topic: What’s your money story? Rita asks Eugenie:Click here to listen to the podcast!

Wednesday, January 18th, 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 

Recording: Feb. 27, 2023 at 4 PM Eastern • Live: 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 learning from industry experts how to flex our financial muscles.  Meet our guest: Thao Truong, CFP®, client manager at Morton Wealth  Today’s Topic: The Top 10 College PlanningClick 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!

Tuesday, January 3rd, 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 will ask Tony:  What is your origin story? How did you get started in financial wellness? Why is importantClick here to listen to the podcast!

Tuesday, January 3rd, 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!

Sunday, January 1st, 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!

Sunday, January 1st, 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, 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!

Friday, December 23rd, 2022

Episode 73 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — College funding specialist Brad Baldridge

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 asks Brad: If you are a parent and needClick here to listen to the podcast!

Friday, December 16th, 2022

Episode 72 — Check out this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Akeiva M. Ellis, CFP®, co-founder of The Bemused

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. Our guest: Akeiva Ellis, co-founder of The Bemused  Today’s Topic: Helping young adults get #finlit Rita asks Akeiva: 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!

Thursday, December 15th, 2022

Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners

We will record this podcast on Feb. 20, 2023 at 2 PM Eastern; post 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners Today’s topic: What’s new in financial technologies for securities research andClick here to listen to the podcast!

Friday, December 9th, 2022

Episode 71 — Today on Margaritas with Marguerita Cheng, CFP® Pro: VegTech Invest CEO Elysabeth Alfano teaches us about EATV

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: Elysabeth Alfano, CEO, VegTech™ Invest Our Topic: What is EATV? Rita asks: Tell us about the world’s first plant-based innovation ETF — the only fund that is addressing climate change and food security by disrupting the global foodClick here to listen to the podcast!

Friday, December 2nd, 2022

Episode 70 — Stripper Financial Planning is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Don’t miss it! 

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: 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 business that focuses on this underserved population of women? HowClick here to listen to the podcast!

Friday, November 25th, 2022

Episode 69 — Today on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder

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 such as today’s guest, Jason Friedman. Today’s Topic: The future of finding the perfect financial advisor Rita and Jason discuss: What is your experience in the wealth management industry? How can the industry better retain young talent? How is technology shapingClick here to listen to the podcast!

Friday, November 18th, 2022

Episode 68 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Lina AbiRafeh, a global women’s rights expert, author, and speaker who creates innovative solutions to global women’s rights challenges

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: How to create innovative solutions to global women’s rights challenges Rita asks Lina: How did you start? What ignited your activism for women’s rights? What does the world look like for women? What are the most pressing issues forClick 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, 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!

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!