Margaritas with Marguerita Cheng, CFP® Pro

Most Recent Podcast

January 13 2023

Margaritas with Marguerita Cheng, CFP® Pro
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
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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.

Today’s topic: Mastering the art of financial planning

Rita asks:

  1. Tell me about your background in the industry.
  2. What makes you good at what you do?
  3. What are some important lessons you’ve learned over your career?
  4. In your opinion, what is the most important personality trait/strength someone would need to work in your industry/be successful in your job?
  5. What advice would you give to someone starting out in your career?

Meet our guest: Carol Cho, CLU®, ChFC®, is obsessed with helping her clients unravel and demystify financial planning through education. She is driven by a passion for building relationships through compassion and generosity. She is a financial advisor with IRC Wealth, an SEC-registered investment firm based in Atlanta, Georgia. Her clients come from a variety of wealth-building and money-knowledge stages with a unifying characteristic– they are motivated and actively engaged in the pursuit of financial freedom.

Carol’s extensive experience in comprehensive insurance and investment planning results from the many roles she’s held within the FinServ industry. She is especially passionate about educating women on the importance of long-term care planning and helping young women change how they think about their money and learn to advocate for their worth. In addition, she serves on the Board of Money Weave Academy, a non-profit on a mission to provide comprehensive financial planning education for women.

She was born in NJ and earned her bachelor’s degree from Rutgers University. She resides in Jersey City, NJ, with her partner, Troy, and their fur baby, Meishka. Her hobbies include gymnastics, CrossFit, and traveling. She has been to nearly 30 countries and has lived in 3! She enjoys learning new languages and planning her next adventure. Click here to connect with Carol on LinkedIn.

Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to our podcasts on www.MargueritaChengRadio.com • Watch all of our episodes: www.MargueritaCheng.tv

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
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!

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