Podcasts

Wednesday, March 1st, 2023 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…more

Wednesday, February 1st, 2023 Authors Between the Covers: What It Takes to Write Your Heart Out

February 2023: This month on Authors Between the Covers we explore Jay Shetty’s 8 Rules of Love: How to find it, keep it, and let it go

A Note from Hope Katz Gibbs, host, Authors Between the Covers show — We begin a month of celebrating love (why reserve it for just one day?) in an interview with #1 New York Times bestselling author Jay Shetty, author of the new book: The 8 Rules of Love.…more

Friday, January 27th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, January 20th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, January 13th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, January 6th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Sunday, January 1st, 2023 Distance Learning Roundtable

Happy New Year! January 2023: In Episode 4 of the Distance Learning Roundtable meet our truly amazing guest — Lee Gambol, Distance Learning Coordinator at the Cleveland Museum of Natural History

January 2023: A Note from USDLA executive director Pat Cassella and Edu Alliance Group exec Dean Hoke — We invite you to tune in for this month’s episode of our podcast and video show, Distance Learning Roundtable, where for 30 minutes, we gain…more

Friday, December 30th, 2022 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Thursday, December 1st, 2022 Distance Learning Roundtable

December 2022: Don’t miss Episode 3 of the Distance Learning Roundtable starring Dr. Jennie Sanders, Vice President of Faculty Experience and Academic Services at Western Governors University

December 2022: A Note from USDLA executive director Pat Cassella and Edu Alliance Group exec Dean Hoke — We invite you to tune in for this month’s episode of our podcast and video show, Distance Learning Roundtable, where for 30 minutes, we gain…more

Friday, November 18th, 2022 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Tuesday, November 1st, 2022 Retirement Income Strategies with Actuary Peter Neuwirth

Ep3: Retirement Income Strategies — Join us for this month’s episode of Money Mountaineering with Actuary Peter Neuwirth — Meet our guest Barry H. Sacks, PhD, JD, Reverse Mortgage/Retirement Portfolio Longevity Expert

November 2022: A Note from Actuary Peter Neuwirth — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, we learn from experts how to plan for your best financial future.…more

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