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 5pm EST, women learn from industry experts how to flex their financial muscles.

Today's guest: Attorney Lyle Solomon

The topic for today's show: How you can think differently about money — and save more!

About Attorney Lyle Solomon: A member of the State Bar of California, Lyle has extensive litigation experience and has helped over 6,000 people become debt-free. He has also contributed articles to top-notch websites on debt, credit, consumer laws, bankruptcy, and more. 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 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook.

Meet our guest: Julie Johnson, founder of XY Communication

About Julie: Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By 2007 she and her team managed over $1B in AUM. They moved their team and every client, including pensions, foundations, 401k’s, family offices, and ultra HNW individuals, to UBS in the Fall of 2007, and then came 2008. 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 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook, as a podcast show on Inkandescent Radio, and as part of a video series on MargueritaCheng.tv.

Today's guest: Alina Liao, founder, and CEO of Zenit, a radical wellness company with the mission to make wellness accessible to everyone read more...

Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to listen to this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles.

Today's guest: Esther Diaz, founder, The Piggy Box

The topic for today's show: Why it's never too late to start teaching your kids about money!

We'll see you Friday, Dec. 3 at 5 pm EST: www.Facebook.com/hopekatzgibbs read more...

Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to listen to this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook.

Meet our guest: Dana Wilson, founder, and CEO of CHIP (Changing How Individuals Prosper)

About Dana: An experienced financial professional with more than 15 years spent in the financial services industry, Dana graduated from North Carolina Central University with a Bachelor of Business Administration (BBA). She is currently an Executive MBA candidate at Penn State University, Smeal School of Business, studying Strategic Leadership and Corporate Innovation. 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 5pm EST, women learn from industry experts how to flex their financial muscles.

Today's guest: Kevin Mahoney, CFP® — Financial Advisor for Millennials

Our topic: Saving and preparing your kids for college

About Kevin Mahoney CFP®: The founder & CEO of Illumint, a Washington D.C-based company that offers online financial planning for Millennials, Kevin specializes in navigating the new financial decisions that arise during our late 20s and 30s as we try to repay student loans, buy a house and invest our savings. As a fiduciary and expert on his generation’s most pressing financial issues, Kevin also works with employers on Millennial-specific financial wellness programs. Organizations such as George Washington University, Nestle, General Assembly, WeWork, and Johns Hopkins University have partnered with Kevin to provide relevant nonjudgmental personal finance knowledge to their Millennial audiences. 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 5pm EST, we learn from industry experts how to flex our financial muscles.

Today's guest: Dominique J. Henderson, creator of the Jumpstart Coaching Lab

The topic for today's show: How You Can Learn to Be a Financial Professional

Dom says: "I often get asked about the 'why' behind Jumpstart. If you’re reading this and interested in a career as a financial professional then you’re about to get the full story on why I do what I do and how I built the first international community for aspiring financial professionals just like you! Plainly stated, I was frustrated. I was frustrated by the number of people that didn’t have access to R(elatable) E(mpathetic) A(ttentive) L(istening) financial advice. At the time I was trying to figure out how to implement this concept in a firm that was focused on investment and asset management only. I really wanted to change the way that the financial services industry delivered financial advice to people so I wouldn’t have to keep changing the value of the financial advice I gave on investment performance." What did Dom want? What did he decide? What happened next? Click here to read all about it!" read more...

Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — Be sure to listen to this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.

Today's guest: Felicia Gopaul, author, and founder of Financial Control Mastery

Our topic: Preparing for the Five Ds: Divorce, Disability, Downsizing, Disasters, and Death

About Felicia: Felicia Gopaul is the founder of Financial Control Mastery and the creator of Financial Freedom Fundamentals™ — a financial education and empowerment company. With 27 years of financial experience, this CERTIFIED FINANCIAL PLANNER™ professional is an Amazon best-selling author, and CFP Board Ambassador (one of only 50 people in the US). "I am a woman committed to strengthening the financial health of my community through the building, growing, and strengthening of their financial literacy," she says. Learn more: financialcontrolmastery.com 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 5pm EST, women learn from industry experts how to flex their financial muscles: Live on Facebook!

Today's guests: Joellen Nicholson and Daniel Blake of University Impact

Our topic: Donor Advised Funds — how donors can have more impact

Rita will be talking with Joellen and Daniel about: read more...

Click here to listen to the podcast!