Margaritas with Marguerita Cheng, CFP® Pro

Wealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro.

In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations. read more...

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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, 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 about money read more...

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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 you get into financial planning and what has your journey been like? What inspired you to start your own financial planning practice? What do you most enjoy about your career and what do you like the least? What makes you different than others in the financial planning field? What type of people are your dream clients? About our guest: Corey Beal is the CEO and Director of Joy at Empowering Finance. After more than a decade of experience in financial planning and wealth management, she decided to take the leap to launch her own firm so she could work with the bold, the ambitious, and the badasses of the world. Empowering Finance helped her finally chase her own rainbow—the goal of using her authenticity, financial knowledge, and a dash of glitter to connect with people and enable them to pursue their own passions and goals. Corey was the recipient of Investment News' 40 Under 40 Award in 2022 and worked with clients nationwide, either on an hourly or flat-fee model. When she is not working with her amazing clients, she loves traveling, is obsessed with crystals, and always looking to try a new pop-up restaurant in sunny Portland, OR, where she currently resides. Learn more at empoweringfinance.com. read more...

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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 how they can create shared goals and meaning to create a life well lived. read more...

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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 is in healthcare? How are you seeing retirees plan for future healthcare costs? What're some tips or tricks when it comes to saving for or paying for healthcare that people need to know? What are key life events where people need to look at their healthcare costs and re-evaluate their costs and insurance options? What do you love most about the work you do? About our guest: Although she's years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She's held notable leadership positions within the healthcare industry, working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO and co-founder of Caribou, a software solution for the finance industry. She's driven by her passion for slashing hidden incentives in healthcare to support smarter financial decision-making, and she is within the small fraction of women founders who have raised venture capital. read more...

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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: read more...

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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 the Leader Within" read more...

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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 "Girl to Boss:" How this daughter-father team made a dream come true read more...

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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 about retirees don't need to be bubble-wrapped. I noticed you post a lot about how the culture and the media portray older people badly. What do you mean by that? You say retirees have one job in retirement. What is it? Sometimes I see you in posts with a shirt that says "Retirement is not the finish line." Can you talk about that more? We often hear about "safe spaces", but you recommend creating an "unsafe space" in retirement. Why? Why do you think adventure is so important for retirees? About our guest: Robert has a Ph.D. in retirement planning and is a Certified Financial Planner. He's been working with retirees for nearly 30 years. He's written five books and his most recent is Badass Retirement: Shatter the Retirement Myth & Live with More Meaning, Money, and Adventure. read more...

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