Margaritas with Marguerita Cheng, CFP® Pro

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May 26 2023

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 93 — On this week's episode of Margaritas with Marguerita Cheng, CFP® Pro: You are going to love author and financial expert Jeff Weiss
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May 26, 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: Jeff Weiss, CMT

Today’s Topic: Relationship Investing — Stock Market Therapy for Your Money

Rita asks Jeff:

  • Why did you write your book, Relationship Investing – Stock Market Therapy For Your Money
  • What are a few investment rules that you live by?
  • Are there any investments don’t’ s that you adhere to?
  • What are some non-monetary factors you consider when investing?
  • Is there one key lesson you’ve learned after five decades of investing?

About this week’s guest: Ordinary has never been used to describe one of Jeff Weiss’ motivational stock market presentations. His goal is nothing less than to provide you with a stock market roadmap for the rest of your investment lifetime. Attendees to his dynamic, informative, and entertaining stock market talks have described Jeff’s presentations as charismatic, exciting, inspiring, extraordinary, unique, tremendous, funny, upbeat, and energetic. “Jeff’s enthusiasm is contagious!” remarked one.

Jeff knows of no other way to speak to and communicate with people than with his entire self. Openness and sincerity have been his trademarks and are well-known and respected in investment circles. “Genuine” is often a word used to describe an encounter with him. What really motivates Jeff is his non-stop desire to help investors learn from his investment miscues so that others can be spared those very same costly lessons with their own hard-earned dollars. That’s because, as Jeff likes to say, “In this business, by the time you become smart you can also be broke!” That’s what drives him. He really does care. He also considers what he does a payback – to the many folks who gave their time, knowledge, and encouragement to him as a kid – beginning with his dad.

Click here to read all about Jeff’s Journey at weissspeaks.com.

Learn more about our host: MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

JEFFSTREET, LLC note: All the information discussed and presented is for general information purposes only, and the content is the speaker’s intellectual property. Please consult with your financial advisor, accountant, or other competent and trusted financial professional if specific expert assistance is required based on your individual situation. Under no circumstance is the information presented considered an offer to buy or sell, or a solicitation to buy or sell, any particular security or index or employ any specific investing strategy.

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

Previous Episodes
Thursday, May 18th, 2023

Episode 92 — Credit score expert Paul Ryan is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

May 19, 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: Credit score expert Paul Ryan Today’s Topic: Taking the mystery out of credit scores and credit histories Rita asks Paul: Can you explain what creditClick here to listen to the podcast!

Friday, May 12th, 2023

Episode 91 — Ben Miller, founder of ChroniFI, stars this week on Margaritas with Marguerita

May 12, 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: Ben Miller, founder of ChroniFI Today’s Topic: Money is Time Rita asks Ben: Why should people think about their money in terms of time? WhatClick here to listen to the podcast!

Wednesday, May 3rd, 2023

Episode 90 — This week on Margaritas with Marguerita meet Liz Davidson, founder and CEO of Financial Finesse

May 5: 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: Liz Davidson, founder and CEO of Financial Finesse Today’s Topic: Becoming Money Strong Rita asks Liz:  April was Financial Literacy Month, but at Margaritas with Marguerita, weClick here to listen to the podcast!

Tuesday, May 2nd, 2023

This week on Margaritas with Marguerita: Learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

June 2, 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: Liz Simmie, Co-Founder, Honeytree Investment Management Today’s Topic: Everything you need to know about ESG (Environmental, Social, and corporate Governance) Rita asks Liz:  What isClick here to listen to the podcast!

Friday, April 28th, 2023

Episode 89 — 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 learning from industry experts how to flex our financial muscles.  Meet our guest: Dorrit Lowsen, Co-CEO of Change Finance, PBC Today’s Topic: Understanding the impact investing equation Rita asks Dorrit: What inspired you to create your company,Click here to listen to the podcast!

Friday, April 21st, 2023

Episode 88 — 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 learning from industry experts how to flex our financial muscles.  Meet our guest: Author Kanchan Bhaskar Today’s Topic: Leaving — How to set yourself free from an abusive marriage Rita asks Kanchan:  Tell us about yourClick here to listen to the podcast!

Friday, April 14th, 2023

Episode 87 — 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 learning from industry experts how to flex our financial muscles.  Meet our guest: Rose Bakewell, founder of Mrs. Bakewell’s Cream Tea Company Today’s Topic: An entrepreneur’s journey to bring British cream tea to America Rita asks Rose: Click here to listen to the podcast!

Thursday, April 6th, 2023

Episode 86 — 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 muscles. Meet our guest: Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners Today’s topic: The importance of being a client advocate Rita asks Michael: What inspired you to pursue your career or passion? What has been theClick here to listen to the podcast!

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