Margaritas with Marguerita Cheng, CFP® Pro

Previous Episodes
Friday, October 15th, 2021

Episode 38: Margaritas with Marguerita Cheng, CFP® Pro — Meet Andrew Chanin, co-founder and CEO of Procure Holdings

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: Andrew Chanin, co-founder and CEO of Procure Holdings Our topic: LBGT and ETF About Andrew — The co-founder and CEO of Procure Holdings, a holding parent company of diversified subsidiaries specializing in assetClick here to listen to the podcast!

Tuesday, October 12th, 2021

Episode 37: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest David Ambrose, financial planner and director of MetaWork for MetaFitRx

A Note from Marguerita Cheng, CFP® Pro — If you want to learn about how to manage your finances — and your physique — don’t miss this episode of Margaritas with Marguerita Cheng, CFP® Pro, starring Richmond, VA-based financial planner David Ambrose. This financial planner is also a wellness trainer who is on a mission to get us all into shape physically and well as fiscally: www.facebook.com/hopekatzgibbs. As the director of MetaWork for MetaFitRx, founded by his amazing wife Melissa, DavidClick here to listen to the podcast!

Monday, September 27th, 2021

Episode 35: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Cameron Huddleston, an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances

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 and MargueritaCheng.tv. Today’s guest: Cameron Huddleston, an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About TheirClick here to listen to the podcast!

Friday, September 17th, 2021

Episode 34: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest Jack Halpern, CEO, MyElder.com

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 guest: Jack Halpern, CEO, MyElder.com Our topic: Working together to protect the elders we love! We will discuss:  We all want to age at home. What is the best way toClick here to listen to the podcast!

Friday, September 10th, 2021

Episode 33: Margaritas with Marguerita Cheng, CFP® Pro — Meet Vidal Peoples, Strategies for Wealth

A Note from Marguerita Cheng, CFP® Pro — We invite you to listen to today’s episode of my 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: Vidal Peoples, Strategies for Wealth Our topic: How this Black Financial Planner Helps Professionals of Color Tackle Unique Challenges to Reach Financial Freedom Vidal explains: I am a proud torchbearer of Strategies for Wealth’s 84-year tradition of excellence in engagingClick here to listen to the podcast!

Friday, August 27th, 2021

Episode 32: Margaritas with Marguerita Cheng, CFP® Pro — Meet Lisa Morales-Hellebo, co-founder of The Worldwide Supply Chain Federation and general partner of REFASHIOND Ventures

A Note from Marguerita Cheng, CFP® Pro — Be sure to listen and watch this week’s episode of my show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles. You will love today’s guest: Lisa Morales-Hellebo, co-founder of The Worldwide Supply Chain Federation and general partner of REFASHIOND Ventures — a powerhouse working to improve our global supply chains and create sustainable industries that will protect the future ofClick here to listen to the podcast!

Friday, August 20th, 2021

Episode 31: Margaritas with Marguerita Cheng CFP® Pro — Meet Dien Yuen, Assistant Professor of Philanthropy at The American College of Financial Services

A Note from Marguerita Cheng, CFP® Pro — You are invited to watch today’s episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain financial security.  Today’s guest: Dien Yuen, Assistant Professor of Philanthropy at The American College of Financial Services Our topic: The look inside the work being done at the American College of Financial Services We will discuss:  Dien’s role with the American College How she became interested in philanthropy TheClick here to listen to the podcast!

Friday, August 13th, 2021

Episode 30: Margaritas with Marguerita — Meet Marcus Turner, founder and director of Educational Associates & Affiliates

A Note from Marguerita Cheng, CFP® Pro — Please stream today’s episode of my show, Margaritas with Marguerita. For 15 minutes each Friday at 5pm EST, women learn from industry experts how to do so to flex their financial muscles. Today’s guest: Marcus Turner, founder of Educational Associates & Affiliates Our topic: The value of student services for traditional/non-traditional students in educational settings. We discuss:  The origin of EAA How Marcus works with your students and families What he enjoys most about theClick here to listen to the podcast!

Friday, August 6th, 2021

Episode 29: Margaritas with Marguerita — Meet Brian Laung Aoaeh, CFA, co-founder REFASHIOND Ventures

A Note from Marguerita Cheng, CFP® Pro — Don’t miss today’s episode of my show, Margaritas with Marguerita, where women learn how to flex their financial muscles from industry experts for 15 minutes each Friday at 5pm EST. Meet our guest: Brian Laung Aoaeh, CFA, Co-founder & GP, REFASHIOND Ventures, The New York Supply Chain Meetup, and The Worldwide Supply Chain Federation Today’s topic: Supply Chain Technology — The biggest investment opportunity in our lifetime? We know you’ll enjoy learning about:  What is a supply chain, and why areClick here to listen to the podcast!

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