Margaritas with Marguerita Cheng, CFP® Pro

Previous Episodes
Friday, December 9th, 2022

Episode 71 — Today on Margaritas with Marguerita Cheng, CFP® Pro: VegTech Invest CEO Elysabeth Alfano teaches us about EATV

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. Meet today’s guest: Elysabeth Alfano, CEO, VegTech™ Invest Our Topic: What is EATV? Rita asks: Tell us about the world’s first plant-based innovation ETF — the only fund that is addressing climate change and food security by disrupting the global foodClick here to listen to the podcast!

Friday, December 2nd, 2022

Episode 70 — Stripper Financial Planning is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Don’t miss it! 

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. Meet our guest: Lindsey Swanson, founder of Stripper Financial Planning: Personalized financial advice for sex workers Today’s Topic: Serving the underserved Rita asks: Why did you decide to create a business that focuses on this underserved population of women? HowClick here to listen to the podcast!

Friday, November 25th, 2022

Episode 69 — Today on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder

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 such as today’s guest, Jason Friedman. Today’s Topic: The future of finding the perfect financial advisor Rita and Jason discuss: What is your experience in the wealth management industry? How can the industry better retain young talent? How is technology shapingClick here to listen to the podcast!

Friday, November 18th, 2022

Episode 68 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Lina AbiRafeh, a global women’s rights expert, author, and speaker who creates innovative solutions to global women’s rights challenges

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. Today’s topic: How to create innovative solutions to global women’s rights challenges Rita asks Lina: How did you start? What ignited your activism for women’s rights? What does the world look like for women? What are the most pressing issues forClick here to listen to the podcast!

Tuesday, November 1st, 2022

Episode 67 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Exit Planning expert Amy Wirtz

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. Today’s topic: Exit Planning Meet our guest: Amy Wirtz is a consultant with The Family Business Consulting Group and is passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership,Click here to listen to the podcast!

Friday, September 16th, 2022

Episode 66 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Angela Randolph, CPA, MBA BIO

Friday, Sept. 16, 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Angela Randolph, CPA, MBA BIO Today’s Topic: The Importance of Knowing Your Numbers for Entrepreneurs Rita asks: Tell us about your professional background and your experience in the industry. Tell us about StellarClick here to listen to the podcast!

Friday, September 2nd, 2022

Episode 65 — Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carina Diamond, CXO, Dakota Wealth Management

Friday, September 2, 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, we learn from industry experts how to flex our financial muscles. Meet our guest: Carina Diamond, CXO, Dakota Wealth Management Today’s topic: Making a difference with Diversitas — New ways to expand diversity in wealth management Rita asks Carina:  Diversitas-Expanding Diversity in Wealth Management is a program foundedClick here to listen to the podcast!

Saturday, July 16th, 2022

Episode 64 — Learn about the importance of life insurance with Steve Gruber, today’s guest on Margaritas with Marguerita Cheng, CFP® Pro

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: Steve Gruber, Director of Operations at Bluestone Life Today’s Topic: Do you really need life insurance? About our Guest: ​From the beginning of Steve’s career as an equity trader to leading a team at a private European bank in Montreal, heClick here to listen to the podcast!

Friday, July 15th, 2022

Episode 63 — Financial planning is for everyone! Tedla “Ted” Mekonnen explains how this is not only possible, but essential, today on Margaritas with Marguerita Cheng, CFP® Pro!

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: Tedla “Ted” Mekonnen, CEO and Founder of EveryIncome™ Today’s Topic: Why financial planning is for EveryIncome! About our guest: ​”Nearly everyone is struggling financially,” says today’s guest Ted Mekonnen. “We recognize this as aClick here to listen to the podcast!

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