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 facing divorce (even if they have a high net worth)? If the kids are already in high school or college, is it too late? What are some strategies for divorced parents to use to help save money on the cost of college? If student loans are needed, how will that work in a divorce situation? Remarriage, blended families, and college: What parents need to know! About our Guest: ​College Financial Prep was founded by Vicki Vollweiler whose practice focuses on College Planning College Affordability Divorce and College and other special situations. Vicki holds her Master’s Degree in Business Administration and has focused the bulk of her career on analysis pricing return on investment and business negotiations. Vicki received her MBA degree from Syracuse University where she had been awarded a Full Merit Scholarship plus financial stipends. 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 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 are wondering about their own estate plans and what aging could mean for their financial plans. read more...

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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 terrible run. Why is that? Are there risks we have miscalculated? And have we treated EMs like DMs and ignored EM-specific risks? How should we think about strategic EM allocations in the future? About our Guest: ​Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index), a freedom-weighted emerging markets equity index strategy. Before forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Perth also has lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. read more...

Click here to listen to the podcast!

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 how did you become interested in philanthropy? What does the Seattle Foundation do? Are there benefits to someone opening a fund at a community foundation than just giving individually? How has COVID impacted the foundation? The community? About Elaine Chu: As Senior Philanthropic Advisor at Seattle Foundation, Elaine leads with a diversity, equity, and inclusion lens. She provides strategic consulting to 100+ impact-driven individuals and families to achieve their philanthropic goals, align their giving priorities, and develop trusted community relationships between nonprofits and donors. She also manages the Foundation’s Scholarships Program and Youth Grantmaking Board. read more...

Click here to listen to the podcast!

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 read more...

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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: read more...

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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 the word advice. Tell us about that. 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: 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’s careers, and it has quickly grown into a movement perfectly timed to push us through the current workplace crisis," explains Cate of her membership-based career and personal growth platform and collaboration hub created to address the systemic challenges impacting women across all industries and sectors. 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: 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 woman influenced, if at all, your professional journey? What are some of your cultural values and customs that have influenced your money script? What are some of the challenges you have faced in the early stages of your career, and how have your cultural values helped you overcome them? About our Guest: ​Taynia chose to work with Everspire after declining other offers for a number of reasons: primarily the company's focus on family and absolute commitment to financial planning. She distinguished herself at the University of Utah, making the honor roll and eventually receiving a TD Ameritrade scholarship while pursuing coursework in the Consumer and Community Studies track. Her educational choices show her interest in putting the client first by helping them find intelligent and cost-effective financial solutions. In fact, Taynia graduated with all of the coursework completed to receive the CFP® certification. She brings technical knowledge as well, having sharpened her sword using the eMoney system. Taynia has proven herself in technical and analytical fields throughout her career, having worked in research facilities at the Huntsman Cancer Institute going back to 2011 and later in other lab settings. In her free time, she enjoys spending time with her extended family, camping, hiking, sports, being outdoors, and going on trips with her 3 wonderful children and her husband. read more...

Click here to listen to the podcast!