Margaritas with Marguerita Cheng, CFP® Pro

February 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, we learn from industry experts how to flex our financial muscles. Today’s guest: Personal Empowerment Coach Tandy Pryor Our Topic: Are you ready to own your power? Rita and Tandy will discuss:  What do you mean when you say your physical environment is the blueprint for your life? What thingsClick here to listen to the podcast!

Feb. 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, we learn from industry experts how to flex our financial muscles. Meet today’s guest: Shannon Baker, podcaster and business strategist Today’s Topic: Mind Your Time — How purpose-driven women with online businesses can be more intentional with their time Rita asks Shannon:  What’s something you didn’t expect when youClick here to listen to the podcast!

Jan. 27, 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 our guest: Jeannie Dougherty, money expert and mental fitness strategist Today’s Topic: When it’s time to call in a coach! Rita asks: Why did you become a money coach? What are some of the biggest money mistakesClick here to listen to the podcast!

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 — Pamela Jackson Sams, a strong voice in personal finance for women Today’s topic: The importance of providing financial advice to women Rita asks Pamela: How did you get started in financial services? What are some ofClick here to listen to the podcast!

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: Mastering the art of financial planning Rita asks: Tell me about your background in the industry. What makes you good at what you do? What are some important lessons you’ve learned over your career? In your opinion, whatClick here to listen to the podcast!

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: Sustainable investing and the rise of the activist investor featuring author John O’Connell Rita asks John:  What is an activist investor? What changes are coming together to cause a rise in activist investors? How is activist investing different fromClick here to listen to the podcast!

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: Kleo Curry, CFP®, Chartered Retirement Planning CounselorSM and vp Wealth Management at the Potomac Wealth Group, UBS Financial Services, Inc. Today’s Topic: Women on Purpose — Money talk guides to commonly avoided conversations Rita asks Kleo for insights into the following: IfClick here to listen to the podcast!

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: College funding specialist Brad Baldridge Today’s Topic: The Top 10 College Planning Mistakes — and how to avoid them! Rita asks Brad: If you are a parent and needClick here to listen to the podcast!

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. Our guest: Akeiva Ellis, co-founder of The Bemused  Today’s Topic: Helping young adults get #finlit Rita asks Akeiva: What did your financial education journey look like as a young adult? What are some common myths you hear about building wealth?Click here to listen to the podcast!