Margaritas with Marguerita Cheng, CFP® Pro

Previous Episodes
Episode : Friday, January 7th, 2022

Episode 47: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest attorney Lyle Solomon, author, “Think Different! Save More!”

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 experienceClick here to listen to the podcast!

Episode : Friday, December 17th, 2021

Episode 46: Margaritas with Marguerita Cheng, CFP® Pro — Meet Julie Johnson, founder of XY Communication

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 teamClick here to listen to the podcast!

Episode : Friday, December 10th, 2021

Episode 45: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Alina Liao, founder of the radical wellness company, Zenit

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 toClick here to listen to the podcast!

Episode : Friday, December 3rd, 2021

Episode 44: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Esther Diaz, founder, The Piggy Box

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/hopekatzgibbsClick here to listen to the podcast!

Episode : Monday, November 29th, 2021

Episode 43: Margaritas with Marguerita Cheng, CFP® Pro — Meet Dana Wilson, the founder and CEO of CHIP (Changing How Individuals Prosper)

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,Click here to listen to the podcast!

Episode : Friday, November 19th, 2021

Episode 42: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Kevin Mahoney, CFP®, the financial advisor for millennials

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 offersClick here to listen to the podcast!

Episode : Friday, November 12th, 2021

Episode 41: Margaritas with Marguerita Cheng, CFP® Pro — If you are thinking of becoming a CFP®, you’ll want to meet our guest Dominique J. Henderson, creator of the Jumpstart Coaching Lab

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. IfClick here to listen to the podcast!

Episode : Friday, November 5th, 2021

Episode 40: Margaritas with Marguerita Cheng, CFP® Pro — Learn how to prepare for the 5Ds of life with our guest Felicia Gopaul, author and founder Financial Control Mastery

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 ofClick here to listen to the podcast!

Episode : Friday, October 22nd, 2021

Episode 39: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guests: Joellen Nicholson and Daniel Blake of University Impact

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:   WhatClick here to listen to the podcast!