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 things have you seen on this subject/how has it helped your clients? What is one tip that you can share with our listeners to help them in their life and business? You talk a lot about boundaries, why is that so important? What are 3 things I can do today that can positively impact my life and business right away? Meet our guest: For over a decade, Tandy Pryor has helped her clients and audiences transform their lives, live more joyfully, and make more money. She empowers them to use their home or office space to radically shift their lives, increasing wealth, productivity, and peace of mind. Her intuitive advice and insights on how to set clearer boundaries, rediscover personal power, and heal past experiences and fears that have stopped you have been called "raw, transformative, hilarious, honest, refreshing, spot-on, and spookily accurate." Learn more at tandypryorcoaching.com. read more...

Click 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 you started your business? When being organized isn’t your strong suit, where do you start? What resources have you created to help business owners get organized and operate more efficiently? What type of client do you find gets the most value from working with you? What is the cost of small business owners not investing the resources required to organize and work smarter with systems? Meet our guest: Shannon is a podcaster and business strategist. She uses more than 20 years of small business management experience to help her clients get organized and create business systems so they can leave overwhelmed behind, get things done, and spend their time on what matters most. Through the Mind Your Time podcast and the MY-T Society membership, she helps purpose-driven women with online businesses be more intentional with their time, whether they have a tight schedule or an aversion to technology. She strongly believes being busy is not a badge of honor. We simply need to use our POWER to create success on our terms. Learn more at shannonbaker.com. read more...

Click 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 mistakes individuals and couples make? What is money sage power? When is a good time to hire a money coach? What’s your money coaching money boot camp about? About our Guest: ​As a determined woman ready to make a positive impact on the world, Jeannie Dougherty continues to help people from all walks of life. She is a coveted counselor, certified money coach, mental fitness coach, and speaker. Moreover, she works with businesses, individuals, and couples to help them find better ways to reach their goals. Over the years, her efforts have earned her a reputation among clients who are ever eager to vouch for her holistic services. read more...

Click 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 of the challenges you had early in your career? What keeps you going as an advisor? Tell me about your behavioral advisor designation. Share some words of wisdom for women in this industry. About Pamela Jackson Sams: For 20 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. She focuses on helping her clients secure their financial futures so they can sleep well at night. Pamela has become a strong voice in personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications. read more...

Click 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, what is the most important personality trait/strength someone would need to work in your industry/be successful in your job? What advice would you give to someone starting out in your career? Meet our guest: Carol Cho, CLU®, ChFC®, is obsessed with helping her clients unravel and demystify financial planning through education. She is driven by a passion for building relationships through compassion and generosity. She is a financial advisor with IRC Wealth, an SEC-registered investment firm based in Atlanta, Georgia. Her clients come from a variety of wealth-building and money-knowledge stages with a unifying characteristic– they are motivated and actively engaged in the pursuit of financial freedom. read more...

Click 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 from ESG or sustainable investing? What will be the effect of the Rise of The Activist Investor? Meet our guest: John O'Connell has more than 29 years of leadership experience in emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. John then transitioned from developing technology into sales and marketing while leading the financial services vertical for Sybase. John was a member of the senior leadership teams for several startups culminating in an IPO and packaging 2 other firms for their sale. He returned to Merrill for several years and until its acquisition in 2008. He held North American leadership positions at Oracle for over 8 years. He was the president of a private FinTech firm and held C-level customer-facing roles at publicly traded InsureTech and FinTech firms. read more...

Click 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: read more...

Click 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 need to plan for college, where should you begin? What are some of the top strategies you recommend for saving and paying for college? You say that one of the biggest surprises for many parents is that the price of college isn’t what they see on school websites. What price should parents actually expect to pay? Many parents worry that paying for college will wipe out or delay their retirement. How can families balance paying for college and saving for retirement? You say that many students can attend a private college for about the same price as a public university. But private colleges are really expensive, so how is that possible? About Brad Baldridge: A college funding specialist who has helped thousands of families plan and save for college with smart and proven strategies to save time, money, and stress, Brad has been sharing his college planning insights with clients, subscribers, and listeners for nearly 20 years. read more...

Click 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? What are some of the money topics young adults should learn about? Meet our guest: Akeiva Ellis is a financial planner, educator, and proud daughter of immigrants. She is the co-founder of The Bemused. She and her husband promote inclusive financial literacy for young adults through YouTube video content, an online program, and speaking on personal finance topics under the brand. Akeiva currently serves as an ambassador for the CFP Board and has been quoted in various media outlets, including The Boston Globe, Business Insider, RIA Intel, and CNBC. She has also been a featured guest on PlanStronger TV and numerous podcasts. She hosts the podcast Ballentine Broadcast: Conversations on Black Wealth. In 2021, Akeiva was recognized by ThinkAdvisor as a Luminary in Diversity & Inclusion. She was also recognized by Financial Planning magazine as an industry Rising Star and was named to Investment News’ class of 40 under 40 — the youngest person to grace this list in its 8-year history. Read all about it here: 40under40inadvice.com/winners/akeiva-ellis/ And learn more about Akeiva's new company at thebemusedtv.com. read more...

Click here to listen to the podcast!