Margaritas with Marguerita Cheng, CFP® Pro

Previous Episodes
Friday, April 9th, 2021

Episode 11: Margaritas with Marguerita — Ask yourself: What is your Risk Tolerance, Risk Capacity, and Risk Alignment?

A Note from Marguerita Cheng, CFP® Pro — Hello friends! I’m excited to talk about the topic of risk tolerance in tonight’s episode of Margueritas with Margarita. When uncertain economic situations arise, such as the COVID-19 pandemic, it can send fear into investors’ hearts, especially those close to or in retirement. The risk of losing money stares them in the face, and they wonder what the right step to take is. Unfortunately, investors tend to make bad decisions, informed by the present uncertaintyClick here to listen to the podcast!

Friday, April 2nd, 2021

Episode 10: Margaritas with Marguerita — Rita is interviewed by Cynthia de Lorenzi, Inkandescent Women magazine

A Note from Marguerita Cheng, CFP® — I am so excited about this week’s episode of my radio show, Margaritas with Marguerita, where every Friday at 5pm EST, we help women learn how to improve their knowledge of financial matters so they can gain financial security. On today’s show: Cynthia de Lorenzi, founder of the international networking group Success in the City, and a collaborator on Inkandescent Women magazine will be interviewing me, as I have been honored to be chosen as the coverClick here to listen to the podcast!

Friday, March 26th, 2021

Episode 9: Margaritas with Marguerita — Equal Pay for Single Moms

March 26, 2021: A Note from Marguerita Cheng, CFP® — Welcome to my new radio show, “Diary of a CFP® Pro,” where I’ll be sharing insight into how women will learn how to improve their knowledge of financial matters so they can gain financial security. This show is a companion to my upcoming book of the same title. I’ll be doing webinars on the last Friday of the month, where I invite you to join me for “Margaritas with Marguerita” on the InkandescentClick here to listen to the podcast!

Friday, March 19th, 2021

Episode 8: Margaritas with Marguerita — Coping with Asian Hate Crimes

March 19, 2021: A Note from Marguerita Cheng, CFP® — Welcome to my new radio show, “Diary of a CFP® Pro,” where I’ll be sharing insight into how women will learn how to improve their knowledge of financial matters so they can gain financial security. This show is a companion to my upcoming book of the same title. I’ll be doing webinars on the last Friday of the month, where I invite you to join me for “Margaritas with Marguerita” on the InkandescentClick here to listen to the podcast!

Friday, March 5th, 2021

Episode 7: Margaritas with Marguerita — How to Protect Your Elders from Financial Fraud

A Note from Marguerita Cheng, CFP® — Welcome to my new radio show, “Diary of a CFP® Pro,” where I’ll share insight into how women will learn how to improve their knowledge of financial matters so they can gain financial security. This show is a companion to my upcoming book of the same title. I’ll be doing webinars on the last Friday of the month, where I invite you to join me for “Margaritas with Marguerita” on the Inkandescent Radio network. Pour a glassClick here to listen to the podcast!

Friday, February 26th, 2021

Episode 6: Margaritas with Marguerita — Are you looking for a side hustle?

A Note from Marguerita Cheng, CFP® — Welcome to my new radio show, “Diary of a CFP® Pro,” where I’ll be sharing insight into how women will learn how to improve their knowledge of financial matters so they can gain financial security. This show is a companion to my upcoming book of the same title. I’ll be doing webinars on the last Friday of the month, where I invite you to join me for “Margaritas with Marguerita” on the Inkandescent Radio network. Pour aClick here to listen to the podcast!

Friday, February 19th, 2021

Episode 5: Margaritas with Marguerita — Why don’t more women getting divorced consult a financial advisor?

Feb. 19, 2021: A Note from Marguerita Cheng — We all realize that financial stability is a top concern among women who divorce. Yet a new study finds that over 95% of women do not use a financial advisor when going through a divorce despite having financial goals they want to achieve. In my position on the board of directors of the Association of Divorce Financial Planners, I see firsthand the financial consequences a divorce can bring. With the effects lasting years – evenClick here to listen to the podcast!

Monday, February 15th, 2021

Episode 4: Margaritas with Marguerita — Coping with Loss, with Love — 8 financial steps to take when a loved one dies

A Note from Marguerita Cheng, CFP® Pro— Hello friends! What a pleasure it was to talk tonight about coping with love and loss: 8 financial steps to take when a loved one dies. Today: With my publicist Hope Katz Gibbs, producer of my podcast and video show on the Inkandescent Radio network, I offered a Special Edition on the heels of Valentine’s weekend: Coping with Loss, with Love. I offer 8 Financial Steps to Take When a Loved One Dies. On a personalClick here to listen to the podcast!

Friday, February 5th, 2021

Episode 3: Margaritas with Marguerita — Why women’s money decisions will shape the future + how you can harness your financial power: 5 tips in 15 minutes

A Note from Marguerita Cheng, CFP® Pro — Dear friends, we had so much fun and got such a great response after last Friday’s 15-minute podcast show — Margaritas with Marguerita — that helps women flex their financial muscles. Many women reached out and asked for more! While we thought of doing this as a monthly show, my producer at Inkandescent Radio, Hope Katz Gibbs, and I decided we’d raise our glasses for an Educational Happy Hour every Friday night to bring aClick here to listen to the podcast!

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