Margaritas with Marguerita Cheng, CFP® Pro

Previous Episodes
Tuesday, June 21st, 2022

Episode 62 — College + Divorce: What do you need to know? Expert Vicki Vollweilder, founder of College Financial Prep, offers insights 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 each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Vicki Vollweilder, MBA, CDC, founder of College Financial Prep Today’s Topic: College and Divorce Rita asks Vicki: How can parents best prepare to help their children with college when facingClick here to listen to the podcast!

Monday, June 20th, 2022

Episode 61 — Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

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: Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group Today’s Topic: Estate planning and elder care, gray divorce With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people areClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 60: Are Emerging Markets still worth an allocation? To find out, don’t miss today’s interview on Margaritas with Marguerita Cheng, CFP® Pro with Perth Tolle, founder of Life + Liberty Indexes

May 27, 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 each Friday at 4:30 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Perth Tolle, founder of Life + Liberty Indexes Today’s Topic: Is investing in Emerging Markets (EMs) still worth an allocation? Rita asks: EM has had a terribleClick here to listen to the podcast!

Friday, May 27th, 2022

Episode 59: Are you ready to put your philanthropic heart to work? Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro starring Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation

May 27, 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 each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Elaine Chu, Senior Philanthropic Advisor at Seattle Foundation Today’s Topic: Community foundations and collective impact Rita asks: How did you get involved in Seattle Foundation, and howClick here to listen to the podcast!

Tuesday, May 10th, 2022

Episode 58: You are going to love our interview with Meetup CEO David Siegel, author of Decide and Conquer — today on the Margaritas with Marguerita Cheng, CFP® Pro Show!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for today’s special episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  You are going to love our guest: Meetup CEO David Siegel, author of Decide and Conquer Today’s Topic: Learn about the 44 Decisions that will Make or Break All Leaders Rita asksClick here to listen to the podcast!

Friday, April 22nd, 2022

Episode 57 — Margaritas with Marguerita Cheng, CFP® Pro: Learn about Building Generational Wealth with today’s guest — Sibyl Slade, CRPC®, VP and Financial Advisor at LifePlan

April 22, 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 each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Sibyl Slade, Chartered Retirement Planning Counselor, VP and Financial Advisor at LifePlan Today’s topic: Building Generational Wealth — A Family Planning Strategy Rita and Sibyl will discuss: Click here to listen to the podcast!

Friday, April 15th, 2022

Episode 56 — Margaritas with Marguerita Cheng, CFP® Pro: You’ll learn a lot from today’s guest — classroom teacher turned CFP® candidate, Melody Young

April 15, 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 each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Melody Young, CFP® candidate Today’s Topic: From classroom teacher to financial advice-r Rita asks Melody:  1. In the title for today’s podcast you use financial advice-r emphasizing theClick here to listen to the podcast!

Friday, April 8th, 2022

Episode 55: Margaritas with Margueritas Cheng, CFP® Pro — Cate Luzio is showing us how “We Are Luminary!”

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 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Cate Luzio, founder and CEO, We are Luminary About Cate and her company: ​“I started Luminary as a way to bring women (and our male allies) together to advance each other’sClick here to listen to the podcast!

Friday, April 8th, 2022

Episode 54: Margaritas with Marguerita Cheng, CFP® Pro — Taynia Vakapuna is finding purpose

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 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Taynia Vakapuna of Everspire Today’s topic: Finding purpose as a financial planner in my heritage as a Pacific Islander Rita asks Taynia:  How has your heritage as a Pacific Islander womanClick here to listen to the podcast!

1 2 3 4 5 10