Podcasts

Friday, April 28th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, April 21st, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Tuesday, April 18th, 2023 Distance Learning Roundtable

May 2023: Episode 8 of the Distance Learning Roundtable stars Amrit Ahluwalia, editor-in-chief at The EvoLLLution: A Modern Campus Illumination

May 1, 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, April 14th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Thursday, April 6th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Saturday, April 1st, 2023 Retirement Income Strategies with Actuary Peter Neuwirth

Ep7: Retirement Income Strategies — Meet bestselling author Annie Duke taking about her new book, “Quit”

April 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question:…more

Friday, March 31st, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Thursday, March 23rd, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, March 17th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, March 10th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

Episode 85 — Margaritas with Marguerita Cheng, CFP® Pro: Meet Eugenie George, the author of “Our Money Stories”

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 right…more

Friday, March 3rd, 2023 Margaritas with Marguerita Cheng, CFP® Pro

Episode 84 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Thao Truong, CFP®, client manager at Morton Wealth 

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 each Friday at Happy Hour, we start the weekend off learning from…more

Wednesday, March 1st, 2023 Distance Learning Roundtable

April 2023: Episode 7 of the Distance Learning Roundtable features Jennifer Williams, Executive Director, Take Action Global and Transformational Leader in Education

April 1, 2023: A Note from USDLA executive director Pat Cassella and Edu Alliance Group exec Dean Hoke — We invite you to tune in for episode 7 of our podcast and video show, Distance Learning Roundtable, where for 30 minutes, we gain insights from…more

Wednesday, March 1st, 2023 Distance Learning Roundtable

March 2023: Join us for episode 6 of the Distance Learning Roundtable — Meet Kate Colbert and Joe Sallustio, authors of the hottest book to hit higher ed, Commencement

March 1, 2023: A Note from USDLA executive director Pat Cassella and Edu Alliance Group exec Dean Hoke — We invite you to tune in for episode 6 of our podcast and video show, Distance Learning Roundtable, where for 30 minutes, we gain insights from…more

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

Tuesday, February 28th, 2023 Retirement Income Strategies with Actuary Peter Neuwirth

Ep6: Retirement Income Strategies — Learn how financial planners manage your money with Marguerita Cheng, CFP® Pro

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your…more

Friday, February 24th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, February 17th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

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…more

Friday, February 10th, 2023 Margaritas with Marguerita Cheng, CFP® Pro

Episode 80 — Personal Empowerment Coach Tandy Pryor stars today on Margaritas with Marguerita Cheng, CFP® Pro

February 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, we learn from industry experts how to flex our financial…more

Friday, February 3rd, 2023 Margaritas with Marguerita Cheng, CFP® Pro

Episode 79 — This week on Margaritas with Marguerita Cheng, CFP® Pro meet Shannon Baker, podcaster and business strategist

Feb. 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.…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

Tuesday, January 31st, 2023 Retirement Income Strategies with Actuary Peter Neuwirth

Ep5: Retirement Income Strategies — Meet Steve Vernon, F.S.A., president of Rest-of-Life Communications

A Note from Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our…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

Tuesday, January 24th, 2023 Distance Learning Roundtable

February 2023: Dr. Peter Noonan, superintendent Falls Church City Public Schools, VA, stars in Episode 5 of the Distance Learning Roundtable

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, industry experts come…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

Sunday, January 1st, 2023 Retirement Income Strategies with Actuary Peter Neuwirth

Ep4: Retirement Income Strategies — Meet David Scharf, president-elect, Conference of Consulting Actuaries (CCA)

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this week’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your…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

Friday, December 23rd, 2022 Margaritas with Marguerita Cheng, CFP® Pro

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…more