Margaritas with Marguerita Cheng, CFP® Pro

A Note from Marguerita Cheng, CFP® Pro — Please join us for today’s episode of my show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST women learn from industry experts how to flex their financial muscles and take control of their lives. On today’s show, we talk about a topic near and dear to my heart — eldercare. Meet our guest: Eldercare expert Claudine Halpern, CEO of Zage and co-founder MyElder Today’s topic: What myths and misconceptions persist about eldercare? We’llClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — We invite you to watch today’s episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain financial security. Today’s guest: Shaun Toomey, Senior Vice President, Capital City Nurses Our topic: The importance of planning ahead to protect the elderly. Learn more here about how to protect the elderly from financial fraud. Join us live at 5: Facebook.com/hopekatzgibbs About Shaun: In his role of Regional ViceClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro— Hello friends! I invite you to listen to our interview with Rachel Sanborn Lawrence, CFP®, lead financial planner at Ellevest, a company built by women on a mission to get more money into our hands. Our topic: The products and services that Ellevest has developed to help women everywhere gain control of their finances and lives. About Rachel: “I love helping women and allies tackle their money goals, and I am thrilled to share easy-to-understand,Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — We invite you to watch the July 9 episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain control of their money and their lives Our guest: Kimberly Wasney, Director of Sales and Business Development at Packed with Purpose Today’s topic: Learn about Packed with Purpose — a purpose-driven business that makes it easy for individuals and companies to create change through the simple actClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — Check out today’s episode of my radio show, Margaritas with Marguerita, where women learn how to improve their knowledge of financial matters to gain security. Our guest: Dan Carreno, Executive VP of Business Development for Change Finance PBC The theme for the show: Discover the power of “Change Finance” About Dan: With 17 years of experience in the asset management industry, Dan specializes in sustainable investing. At Change Finance, he manages the firm’s business development effortsClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — Don’t miss our June 25th episode of Margaritas with Marguerita, where women learn how to improve their knowledge of financial matters to gain financial security. Tonight’s guest: Jennifer Rutley, Principal of the Hidden Insights Group We’ll talk with Jennifer about:  Her research focused on increasing the number of successful female financial advisors and why she decided to take it on. Some of the common challenges female advisors face throughout their careers How financial institutions andClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — Hello friends! Don’t miss my conversation from June 18 with wealth psychology expert, author, and coach Kathleen Burns Kingsbury.  Our topic: Wealth and women, and how to negotiate at work and in life. Click here to watch our interview on MargueritaCheng.tv About Kathleen Burns Kingsbury — Wealth psychology expert and host of the Breaking Money Silence® podcast, Kathleen is an internationally published author and speaker.  Breaking Money Silence®: How to Shatter Money Taboos, TalkClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro— Hello friends! We had a wonderful conversation on June 11th with Lynn Evans, CFP®, founder of Women of Substance. Our topic: The issues that Baby Boomer women face when they confront widowhood, grey divorce, and retirement. Listen to our podcast now to learn: What inspired Lynn to write her bestselling book, “Power of the Purse”? What encouraged her to start her organization, Women of Substance? The biggest mistakes women make with their money, and theClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — Hello friends! What fun it was to talk on Friday, June 4 with my fellow CFP Board colleague, Dan Limbago. Our topic: The importance of leadership, the power of networking, and the future of the CFP profession through letsmakeaplan.org. We talk with Dan about:  His background and what led him to his current position The CFP Board Center for Financial Planning and new programs at the Center that he is involved with What he isClick here to listen to the podcast!