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.

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 food supply system with plant-based innovation. How many companies and what is the strategy? Is it actively managed, and if so, why? What are the ramifications of being the first and only plant-based innovation ETF? Why are Plant-based foods and Plant-based Innovation deflationary? Why are plant-based foods recession-proof? Why does Bloomberg Intelligence predict that the Plant-based Innovation Sector is going to $166B by 2031? Why GenZ and Millennials are leading the charge for a change in the global food supply system Why are governments around the world investing in Plant-based Innovation & Alternative Proteins? About our Guest: ​Elysabeth Alfano is the CEO of VegTech™ Invest, the advisor to the VegTech™ Plant-based Innovation & Climate ETF, EATV. With EATV, VegTech™ Invest has created a completely new impact asset class: plant-based innovation and alternative in the capital markets. The company has also launched the industry benchmark index, VegTech™ Plant-based Innovation & Alternative Proteins Index. A plant-based industry expert, Elysabeth speaks globally on the intersection of sustainability and our global food supply system, including recently at the U.N. Global Leaders Compact Summit. read more...

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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? How have you grown your business? What advice do you have for potential clients like yours who need a financial planner, but don't know how to go about finding one? About our Guest: ​Lindsey Swanson CFP® has worked in the financial planning industry for a decade and says she is passionate about bringing financial education and advice to every corner of society. "I noticed a severe lack of financial advice targeted towards workers in adult entertainment," she explains, noting she launched Stripper Financial Planning to offer quality advice to my clients and respect in their journey. Whether you hope to lean into your current path or step out, you deserve kindness." Learn more at stripperfinancialplanning.com. read more...

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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 shaping or changing the wealth management industry? How can financial advisors go above and beyond for clients going through a divorce? What are financial advisors doing right when it comes to prospecting, especially online? About our guest: Jason Friedman is the Founder and CEO of AdvisorFinder. Prior to AdFi, Jason worked in the wealth management industry for UBS, Wells Fargo Advisors, and Merrill Lynch Private Wealth. During his career as an advisor, Jason focused on client retention and business development initiatives. These initiatives helped Jason recognize two glaring problems many advisors and prospects suffered from. As a result, he launched AdvisorFinder in 2022 and set out on a mission to build an online marketplace where people can search for financial advisors. Follow @jasonfrieds on Twitter, where he tweets about his passions: consumer finance, digital marketing, and entrepreneurship. Learn more at: advisorfinder.io read more...

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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 for women right now? How does the US compare to other countries? What was the drive behind writing your 1st and 2nd books? What is this next book about? What are your plans going forward? What can other people do to get involved? Meet our guest: Lina AbiRafeh is committed to building a better world for women. A global women’s rights expert, author, and speaker with decades of experience, she creates innovative solutions to global women’s rights challenges. read more...

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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, and financial wealth. Amy helps families establish family offices, councils, and enterprise governance systems to support these goals. read more...

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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 Stellar Ledgers and how the business came about. What services do you offer? What industries do you serve currently? What made you decide to start a training academy for small business owners? What are the major issues you see impacting small businesses? When is the best time for small businesses to outsource their accounting to a CPA/CFO? Why is it essential for small businesses to have an accounting system? About our Guest: ​Angela Randolph, CPA, is the Founder/CEO of Stellar Ledgers LLC a boutique financial firm that serves small to medium businesses by providing financial accounting, outsourced CFO, training, and consulting services. Angela has been licensed as a CPA in Texas since 1998. She obtained her BBA in Accounting and Finance from Loyola University New Orleans and MBA in Finance and Management from Tulane University. With more than 20 years of experience, Angela has experience with accounting, finance, tax, and audit across various industries with Fortune 500 companies, Big 4 Public Accounting, and the state and federal government. read more...

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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 founded 6 years ago at The University of Akron. What exactly is Diversitas, and how and why did it get started? What are some of the unexpected findings from the Diversitas program? What resources does Diversitas offer students and employers? You’re a founding board member and a regular speaker at Diversitas – why have you chosen to devote your time and talent to this cause? What is a fun fact about the last/2021 Diversitas program? About Carina: As Chief Experience Officer for Dakota Wealth Management, Carina is responsible for the organic growth, culture, and communications of the firm. She leads and mentors the other client advisors and also advises her own clients. Before joining Dakota, Carina founded Springside Partners LLC and transitioned her brokerage business to an RIA model. She has built and sold three financial services businesses. read more...

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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, he has always been “the go-to guy.” People gravitate to him because he gets things done and he likes to understand what makes people tick and how they think. He joined Bluestone Life because he’s attracted to systems change and is a Practical Activist. He’s passionate about volunteering and how it has enriched his life. He’s a Board member for Green Mountain Habitat for Humanity and previously served on the finance committee of Lake Champlain Waldorf School. read more...

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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 a real problem and want to do our very best to bring reliable tools and education to people all around the world so they can take control of their finances and navigate life with less financial friction." Learn more at everyincome.com. read more...

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