Margaritas with Marguerita Cheng, CFP® Pro

March 31, 2023: 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 Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles. Meet our guest: Michelle Aronson, founder, Physics at Work Today’s Topic: Be a better leader. Build a better workplace. Rita asks Michelle: Some listeners may be wondering whatClick here to listen to the podcast!

March 24, 2023: 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 Happy Hour, we start the weekend off right learning from industry experts how to flex our financial muscles.  Meet our guest: Dr. Megan McCoy, Ph.D., LMFT Today’s Topic: The Power of Financial Therapy Rita asks Megan: How did you end up with a focus on financialClick here to listen to the podcast!

March 17, 2023: 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 Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Today’s guest: Financial Coach Linda Lingo, CPA Today’s Topic: The Secrets of Financial Freedom Rita asks Linda:  What is money EQ? How does this differ from money IQ?Click here to listen to the podcast!

March 10, 2023: 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 Happy Hour, we start the weekend off right learning from industry experts how to flex our financial muscles.  Meet our guest: Eugenie George, author, Our Money Stories Today’s Topic: What’s your money story? Rita asks Eugenie: How did you become a financial writer? What wasClick here to listen to the podcast!

March 3, 2023: 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 Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Thao Truong, CFP®, client manager at Morton Wealth  Today’s Topic: Herself by Morton, an initiative that provides women with free networking opportunities and financial educationClick here to listen to the podcast!

March 1, 2023: 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 Happy Hour, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Fiona Simon Today’s Topic: The entrepreneurial path Rita asks Fiona: What was your inspiration for wanting to write this book? What made you decide thatClick here to listen to the podcast!

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month’s episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What’s your future worth? Meet our guest: Marguerita Cheng, CFP® Pro Today’s topic: The journey to becoming a financial planner — Diary of a CFP® Pro Petes asks Marguerita: Why did you become interested in retirement income planning? Tell us about your newClick here to listen to the podcast!

Feb. 24, 2023: 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: Tony Steuer, a champion for financial wellness and financial inclusion Today’s Topic: Championing financial wellness and financial inclusion Rita asks Tony:  What is your origin story? How did you get started in financial wellness? Why is important toClick here to listen to the podcast!

Feb. 17, 2023: 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: Claudia Porter, CFP®, Personal Economic Advisor, Financial Reserve  Today’s Topic: What is the value of an economic advisor? Rita asks Claudia: When did you first know you wanted to enter the financial services industry? You pursued anClick here to listen to the podcast!