Margaritas with Marguerita Cheng, CFP® Pro

Previous Episodes
Friday, May 28th, 2021

Episode 19: Margaritas with Marguerita — Gain great insights from Adam Kol, the Couples Financial Coach

A Note from Marguerita Cheng, CFP® Pro — Hello friends! I’m excited to talk tonight, May 28, at 5pm EST with Adam Kol, the Couples Financial Coach, Certified Mediator, and former tax lawyer and financial advisor: CouplesFinancialCoach.com About Adam: “I help couples make sure that the money conversation doesn’t get in the way, leading to more peace, love, and cash,” says the Financial Advisor who received his law degree from Duke and his MA in tax from NYU. “My mission is toClick here to listen to the podcast!

Monday, May 24th, 2021

Episode 18: Margaritas with Marguerita — Meet Kate Holmes, founder, Innovating Advice

A Note from Marguerita Cheng, CFP® Pro — Check out today’s special episode of my radio show, Margaritas with Marguerita, where women learn how to improve their knowledge of money matters to gain financial security. Tonight’s guest: Kate Holmes, CFP®, founder of Innovating Advice About Kate: Kate is the energetic and passionate founder of Innovating Advice, which provides coaching, consulting, and community for forward-thinking financial advisors and financial planners. She also co-hosts the Video Creation Masterclass for financial advisors. As an advocateClick here to listen to the podcast!

Friday, May 21st, 2021

Episode 17: Margaritas with Marguerita — Learn how to combat Asian Hate Crimes with Krittika Ghosh, executive director, the Asian/Pacific Islander Domestic Violence Resource Project (DVRP)

A Note from Marguerita Cheng, CFP® Pro — On tonight’s episode of my radio show, Margaritas with Marguerita, we will share insight into how more people can support Asians in America on MargueritaCheng.tv. Tonight’s guest: Krittika Ghosh, executive director, the Asian/Pacific Islander Domestic Violence Resource Project (DVRP), dvrp.org What you’ll learn: I am honored to have been selected to be on the board of DVRP, and I look forward to talking with Krittika about: Her organization, DVRP, and how it is responding toClick here to listen to the podcast!

Wednesday, May 12th, 2021

Episode 16: Margaritas with Marguerita — Discover the power of financial wellness with Bonnie Yam of Pension Maxima who will talk about investment management

A Note from Marguerita Cheng, CFP® — On the May 14th episode of my radio show, my guest Bonnie Yam and I will share insight into how women can improve their knowledge of financial matters to gain financial security. Tonight’s topic: The importance of financial wellness About Bonnie: About Bonnie: An incredibly educated financial professional with accreditations that include CFA, CFP, CLU, ChFC, RICP, EA, CVA, CEPA, Bonnie has extensive experience in investment management, investment fiduciary, and investment education. Bonnie is also aClick here to listen to the podcast!

Saturday, May 8th, 2021

Episode 36: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Priya Dhanani, Senior Program Officer on the Women’s Empowerment and Gender Equality team at The Asia Foundation

A Note from Marguerita Cheng, CFP® Pro — We invite you to tune in for this week’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. Today’s guest: Priya Dhanani, Senior Program Officer on the Women’s Empowerment and Gender Equality team at The Asia Foundation Our topic: Economic and financial abuse that Priya has witnessed, and how we can all help women and girls to have moreClick here to listen to the podcast!

Friday, May 7th, 2021

Episode 15: Margaritas with Marguerita — Meet Divorce Financial Expert Lili A. Vasileff, CFP®

A Note from Marguerita Cheng, CFP® Pro — Hello friends! What a pleasure it was to talk tonight with Lili A. Vasileff, CFP®, a master analyst in financial forensics. About Lili: A specialist in matrimonial litigation, this Certified Divorce Financial Analyst (CDFA®) is President of Wealth Protection Management based in Greenwich, CT. She is a trained mediator, collaborative financial specialist, and qualified litigation expert. She trains divorce professionals in the Collaborative process and teaches on financial topics regularly at the NewClick here to listen to the podcast!

Thursday, April 29th, 2021

Episode 14: Margaritas with Marguerita: René Nourse, CFP® — “Women and Wealth: The Next New Normal in the US”

A Note from Marguerita Cheng, CFP® Pro — Welcome to my weekly radio show where each Friday at 5 pm EST, my guests and I share insight into how women will learn how to improve their knowledge of financial matters to gain financial security. On tonight’s show: Rene Nourse, founder of Urban Wealth Management. Our topic: Women and Wealth: The Next New Normal in the US Rita and René talk about: The shift of the majority ownership of wealth management from men to womenClick here to listen to the podcast!

Friday, April 23rd, 2021

Episode 13: Margaritas with Marguerita — Discover your Financial G-Spot with author, and business growth expert Robyn Crane, CPF®

A Note from Marguerita Cheng, CFP® Pro — Welcome to my radio show where each Friday at 5pm EST, my guest and I share insight into how women will learn how to flex their financial muscles so they can plan for a prosperous and secure future. On tonight’s show: I will interview Robyn Crane, CFP®. A speaker, trainer, and business growth expert, Robyn is known for hosting the TV show, The Financial G-Spot, where her mission is to help millions ofClick here to listen to the podcast!

Monday, April 19th, 2021

Episode 12: Margaritas with Marguerita — Rita interviews author and Certified Financial Planner practitioner Mac Gardner

A Note from Marguerita Cheng, CFP® Pro — Welcome to my weekly radio show where each Friday at 5pm EST my guests and I share insight into how women will learn how to flex their financial muscles so they can build wealth and feel more secure about their futures. On tonight’s show: You’ll meet Mac Gardner, a Certified Financial Planner practitioner who has served in the financial services industry for more than 20 years. Mac’s passion for financial literacy led him to publishClick here to listen to the podcast!

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