The Margaritas with Marguerita Cheng, CFP® Pro Show

Most Recent Podcast

June 21 2022

The Margaritas with Marguerita Cheng, CFP® Pro Show
The Margaritas with Marguerita Cheng, CFP® Pro Show
Episode 62 — College + Divorce: What do you need to know? Expert Vicki Vollweilder, founder of College Financial Prep, offers insights today on Margaritas with Marguerita Cheng, CFP® Pro
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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 at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook. 

Meet our guest: Vicki Vollweilder, MBA, CDC, founder of College Financial Prep

Today’s Topic: College and Divorce

Rita asks Vicki:

  • How can parents best prepare to help their children with college when facing divorce (even if they have a high net worth)?
  • If the kids are already in high school or college, is it too late?
  • What are some strategies for divorced parents to use to help save money on the cost of college?
  • If student loans are needed, how will that work in a divorce situation?
  • Remarriage, blended families, and college: What parents need to know!

About our Guest: ​College Financial Prep was founded by Vicki Vollweiler whose practice focuses on College Planning College Affordability Divorce and College and other special situations. Vicki holds her Master’s Degree in Business Administration and has focused the bulk of her career on analysis pricing return on investment and business negotiations. Vicki received her MBA degree from Syracuse University where she had been awarded a Full Merit Scholarship plus financial stipends.

Prior to creating College Financial Prep, Vicki was serving her clients as a Divorce Coach who helped parents achieve personal financial goals.  As clients started to ask how they were going to afford the cost of college for their children she knew as a divorced mom herself that we all want the absolute best for our children especially as they are preparing for college. The key is to be informed strategic and detail-oriented in order to maximize savings and minimize costs when it comes to college. To date, some clients have been able to successfully save hundreds of thousands of dollars each with College Financial Prep’s guidance.  College Financial Prep was formed to help parents navigate college planning college affordability financial aid scholarships and student loans.

Learn more at CollegeFinancialPrep.com.

Discover more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

Current Number of Episodes: 71

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
Monday, June 20th, 2022

Episode 61 — Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

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 live on Facebook.  Meet our guest: Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group Today’s Topic: Estate planning and elder care, gray divorce With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people areClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 60: Are Emerging Markets still worth an allocation? To find out, don’t miss today’s interview on Margaritas with Marguerita Cheng, CFP® Pro with Perth Tolle, founder of Life + Liberty Indexes

May 27, 2022: 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 4:30 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Perth Tolle, founder of Life + Liberty Indexes Today’s Topic: Is investing in Emerging Markets (EMs) still worth an allocation? Rita asks: EM has had a terribleClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 59: Are you ready to put your philanthropic heart to work? Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro starring Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation

May 27, 2022: 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: Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation Today’s Topic: Community foundations and collective impact Rita asks: How did you get involved in Seattle Foundation, and howClick here to listen to the podcast!

Tuesday, May 10th, 2022

Episode 58: You are going to love our interview with Meetup CEO David Siegel, author of Decide and Conquer — today on the Margaritas with Marguerita Cheng, CFP® Pro Show!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for today’s special 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.  You are going to love our guest: Meetup CEO David Siegel, author of Decide and Conquer Today’s Topic: Learn about the 44 Decisions that will Make or Break All Leaders Rita asksClick here to listen to the podcast!

Friday, April 22nd, 2022

Episode 57 — Margaritas with Marguerita Cheng, CFP® Pro: Learn about Building Generational Wealth with today’s guest — Sibyl Slade, CRPC®, VP and Financial Advisor at LifePlan

April 22, 2022: 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: Sibyl Slade, Chartered Retirement Planning Counselor, VP and Financial Advisor at LifePlan Today’s topic: Building Generational Wealth — A Family Planning Strategy Rita and Sibyl will discuss: Click here to listen to the podcast!

Friday, April 15th, 2022

Episode 56 — Margaritas with Marguerita Cheng, CFP® Pro: You’ll learn a lot from today’s guest — classroom teacher turned CFP® candidate, Melody Young

April 15, 2022: 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: Melody Young, CFP® candidate Today’s Topic: From classroom teacher to financial advice-r Rita asks Melody:  1. In the title for today’s podcast you use financial advice-r emphasizing theClick here to listen to the podcast!

Friday, April 8th, 2022

Episode 55: Margaritas with Margueritas Cheng, CFP® Pro — Cate Luzio is showing us how “We Are Luminary!”

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: Cate Luzio, founder and CEO, We are Luminary About Cate and her company: ​“I started Luminary as a way to bring women (and our male allies) together to advance each other’sClick here to listen to the podcast!

Friday, April 8th, 2022

Episode 54: Margaritas with Marguerita Cheng, CFP® Pro — Taynia Vakapuna is finding purpose

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: Taynia Vakapuna of Everspire Today’s topic: Finding purpose as a financial planner in my heritage as a Pacific Islander Rita asks Taynia:  How has your heritage as a Pacific Islander womanClick here to listen to the podcast!

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