Margaritas with Marguerita Cheng, CFP® Pro

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Marguerita Cheng, CFP® Pro is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success. Every Friday evening at 5pm EST we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscle. Based on the information from Rita’s book, “Diary of a CFP® Pro,” the show is also part of a webinar series coming in 2022.

Episodes

  1. 09/14/2023

    Wealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® Pro

    Wealth Management EDGE, Sept. 14, 2023 — Reaching career heights and achieving client goals on the road to success is the mission for Marguerita Cheng, CFP® Pro. In this episode of the WealthManagement EDGE Podcast, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her inclusive approach to working with clients from diverse backgrounds and multiple generations. Nabia and Marguerita discuss: Building credibility before entering the financial planning profession. The importance of authenticity and Inclusivity in creating judgment-free spaces for clients to discuss their financial situations openly. Early planning to secure financial futures for clients of all ages. Working with multi-generational families toward a life plan. Click here to listen to the podcast now!  Learn more: WealthManagement EDGE Podcast

    30 min

  2. 08/24/2023

    Episode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”

    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, we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Cary Carbonaro, author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear Today’s Topic: Top things women need to know about money Rita asks Cary:  What is your mission and Dharma? Why is your passion helping women? What should women be doing to protect their financial future? Tell us about your second book. What are the top things women need to know about money? About our guest: Cary Carbonaro is an award-winning Certified Financial Planner professional with over 25+ years of experience. She is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. Before joining ACM Wealth, Ms. Carbonaro was Vice President, Head of Office at Goldman Sachs. At United Capital,  she founded and served as Head of Women’s Leadership.  She was a Managing Director,  Partner,  Voice of the Women, Finlife Coach,  Managing Director Most Valuable Player, and her financial planning practice was a Diamond office winner. She is a CFP® Board Ambassador and was appointed to represent the industry in the media. She is the 2016 recipient of the prestigious Investment News Women to Watch award and was ranked #4 on Investopedia’s Top 100 Financial Advisors list in 2019. She was listed in the Top 100 Investopedia in 2018-2020.  Her expertise is highly sought after, and she has offered commentary while appearing on both local and national television news outlets. Cary spearheads the establishment of the Women and Wealth division of ACM Wealth, which aims to provide women and families with strategic financial planning guidance and wealth management support to help them live the lives they want. She has spoken all over the world on financial literacy for women. Learn more at carycarbonaro.com. About the Money Queen’s Guide: Are you a material girl? The truth is that, as women, we all have a unique relationship with money. We strive for financial security to support our family, ensure we can retire comfortably, create independence separate from our partners, and buy some nice purses along the way. As much as we are motivated to make money, we often do not consider the crucial relationship between what we do today and how it WILL impact our life tomorrow. From your Roaring 20s to your Thrifty 30s and to your (hopefully) Smooth 60s, The Money Queen Guide will work to guide you through each of these financial decades and provide insight and detailed guidance into the steps you can take and the decision you should make to build a financially responsible future. Financial security is an exciting journey we can take together. So pack your purse and get ready for the ride. Click here to buy the book! Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv Cheers!

    17 min

  3. 08/11/2023

    Episode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering Finance

    August 11, 2023: 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, we start the weekend off learning from industry experts how to flex our financial muscles.  Meet our guest: Corey Beal, CEO and Director of Joy, at Empowering Finance Today’s Topic: Financial planning for the bold, the ambitious, and the badass Rita asks Corey:  How did you get into financial planning and what has your journey been like? What inspired you to start your own financial planning practice? What do you most enjoy about your career and what do you like the least? What makes you different than others in the financial planning field? What type of people are your dream clients? About our guest: Corey Beal is the CEO and Director of Joy at Empowering Finance. After more than a decade of experience in financial planning and wealth management, she decided to take the leap to launch her own firm so she could work with the bold, the ambitious, and the badasses of the world. Empowering Finance helped her finally chase her own rainbow—the goal of using her authenticity, financial knowledge, and a dash of glitter to connect with people and enable them to pursue their own passions and goals. Corey was the recipient of Investment News’ 40 Under 40 Award in 2022 and worked with clients nationwide, either on an hourly or flat-fee model. When she is not working with her amazing clients, she loves traveling, is obsessed with crystals, and always looking to try a new pop-up restaurant in sunny Portland, OR, where she currently resides. Learn more at empoweringfinance.com. Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

    17 min

  4. 07/28/2023

    Episode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™

    July 28, 2023: 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, we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner Today’s Topic: How couples can communicate better around money — and how they can create shared goals and meaning to create a life well lived.  About our guest: Ashley Quamme is a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner. She is the owner of BAM Financial Consulting, where she provides fractional CFO services to financial advisors and firms, with a focus on improving the relational aspect both within the firm and with clients. In addition, she maintains a clinical practice, The Wealthy Marriage, where her focus is helping couples with financial relational problems. On the personal side, she is a wife and mother of 2. When not serving as an Uber driver for her kiddos, she is gardening or spending time on the lake. You can connect with her on Twitter, LinkedIn, or through her website www.bamfcc.com. Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

    20 min

  5. 07/21/2023

    Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”

    July 21, 2023: 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, we start the weekend learning from industry experts how to flex our financial muscles.  Meet our guest: Christine Simone, co-founder of Caribou Today’s Topic: Wealth Management with a Healthcare Twist Rita asks Christine:  What brought you into the world of wealth management, given your background is in healthcare? How are you seeing retirees plan for future healthcare costs? What’re some tips or tricks when it comes to saving for or paying for healthcare that people need to know? What are key life events where people need to look at their healthcare costs and re-evaluate their costs and insurance options? What do you love most about the work you do? About our guest: Although she’s years away from her own retirement, Christine Simone is obsessed with helping current and future retirees plan for and optimize their healthcare costs. She’s held notable leadership positions within the healthcare industry, working with key stakeholders from payers to providers to the Veterans Affairs. Now, Christine is the CEO and co-founder of Caribou, a software solution for the finance industry. She’s driven by her passion for slashing hidden incentives in healthcare to support smarter financial decision-making, and she is within the small fraction of women founders who have raised venture capital. Click here to learn more about Christine’s company: CaribouWealth.com Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv Cheers!

    19 min

  6. 07/14/2023

    Episode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial

    June 14, 2023: 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, we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial Today’s Topic: Risk Management for clients new to being in the high-net-worth category Rita asks Terrell: From women receiving a large inheritance to ensuring a financial legacy continues with the next generation, tell us about your clients and the situations they face You also help your clients work with their children so they can be prepared for an inheritance but not reliant on it. What advice do you give them? Risk management is your specialty. How do you respond if your clients say they have a risk management plan in place — but do their children have to worry about having their own plan? What happens when clients receive their inheritance at the height of their careers? Should they be concerned that the investment portfolio is going to cause tax inefficiencies in the plan?  What are some strategies for helping them mitigate this risk? About our guest: A Connecticut native and graduate of Western New England University and Springfield College, Terrell says he puts his passion at the forefront of his practice. He has helped numerous business owners find solutions to their financial concerns and implement strategies to grow their businesses. His personal planning practice focuses primarily on educators. As the spouse of a teacher and an adjunct professor at Elm’s College, Terrell understands the struggle teachers face balancing their workload and personal lives. Terrell believes that proper planning and understanding one’s goals can help to overcome financial restraints. As a member of the LGBT community and a founding member of the MA LGBT Chamber of Western Mass, Terrell is a champion for equality and social justice. His belief that the needs of his clients are best served through diverse perspectives and skill sets inspires him to teach minority- and women-owned business leaders how to run their businesses like true corporations. Terrell’s charitable interests are a direct reflection of his professional passion: He teaches financial literacy to both students and adults and serves on numerous boards and advisory committees. In his spare time, he loves to garden, golf, barbeque, and brew homemade wine. Learn more here: charteroakfinancial.com Disclaimer: The information provided today is not intended as specific tax or legal advice.  MassMutual, its employees and representatives are not authorized to give tax or legal advice.  Individuals are encouraged to seek advice from their own tax or legal counsel.  Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

    20 min

  7. 07/07/2023

    Episode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”

    A Note from Marguerita Cheng, CFP® Pro — We are thrilled to share with you Episode 100 for Margaritas with Marguerita! This show has been an amazing opportunity to share the stories and voices of so many financial experts, entrepreneurs, and authors with our audience. I know you are going to love the star of this important episode! Meet our guest: Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within” Today’s Topic: What is the Tao of Self-Confidence — and how can we all get it? Rita asks Sheena:  What is the Tao of Self-Confidence? What made you decide to write this book? Tell us about your background. Have you always been self-confident? What are 3 key things our audience can take away today to help them feel more confident? About our guest: Sheena Yap Chan is a keynote speaker, podcaster, consultant, and author on building self-confidence. She currently inspires women through her award-winning podcast called The Tao of Self-Confidence where she interviews Asian women about their inner journey to self-confidence. Her mission is to help Asian Women boost their confidence to live their authentic selves, help Asian Women create a voice in the world, and create a stronger representation for Asian women. Sheena has been featured on MindValley, slice.ca, Marketing in Asia, Manila Times and more. She is also the TOP 100 Filipinos to follow on LinkedIn for inspiration and learning in 2020. She is also the co-author of the International bestselling book Asian Women Who Boss Up. You can learn more about Sheena and connect with her on her website​​​​​​​, iTunes​​​​​​​, Spotify​​​​​​​ , and Stitcher​​​​​​​. Learn more at sheenayapchan.com. About the book: In 2021, women represented 54.3% of the US workforce but only held 35% of senior leadership positions. Of that percentage, only 2.7% of Asian women were seen in management roles. While there have been great leaps for women in the workplace in the last decade, women of color still fall behind. The Tao of Self-Confidence book sets a foundation to help Asian Women start being seen as leaders in work and life rather than by our stereotypes. In order to move forward with true confidence, we must learn the lessons our challenges have taught us and heal our trauma. With an honest and vulnerable approach, Yap Chan discusses and explores the specific challenges our community faces, historically and now in the midst of the pandemic, intergenerational and historical trauma, false stories we tell ourselves, and how we can rise above stereotypes. We’ll tap into our inner joy, celebrate our authentic self, and awaken the leader within. Click here to order your copy of the book! Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

    22 min

  8. 06/30/2023

    Episode 99 — This week on Margaritas with Marguerita, meet Julia Taylor Brandus, 11, author of “Girl to Boss!: Advice for Girls from 50 of America’s Most Successful Women”

    June 30, 2023: 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, we start the weekend off by learning from industry experts how to flex our financial and entrepreneurial muscles.  Meet our guests: Julia Taylor Brandus, 11, author of “Girl to Boss!” — and her dad, award-winning journalist and author Paul Brandus  Today’s Topic: The journey from “Girl to Boss:” How this daughter-father team made a dream come true Julia Taylor Brandus, author, “Girl to Boss!: Advice for Girls from 50 of America’s Most Successful Women” Rita asks Julia and Paul:  Tell me about Girl to Boss! Who should read this book? You also have some interesting data about women in the workforce. This was one of your motivations behind writing the book. Can you explain? You’re working with a charity too. Tell me about that! How can girls — and Moms and Dads — learn more about this incredible project? Click here to pre-order the book: Available September 2023! About our guests:  Julia Taylor Brandus, 11, is a sixth grader in Virginia. She plays basketball and soccer, reads, and is learning to play the bass. She lives with her mom, dad, and Poppy the Corgi. This is her first book. Paul Brandus, award-winning journalist and author Paul Brandus is an author, columnist, keynote speaker, broadcaster, and podcaster. A speaker at seven presidential libraries and various organizations in the United States and Europe, he has been a member of the White House press corps and White House Correspondents Association since 2008. He founded the widely-followed West Wing Reports ® (Twitter: @WestWingReport) news service, is a business columnist for Dow Jones/MarketWatch, and is the Washington bureau chief for Evergreen Podcasts. He has written five books on presidential and military history and a biography of Jacqueline Kennedy between her two marriages. He is working on a new book – Silicon Prairie – which focuses on America’s so-called Rust Belt Renaissance. His three podcasts for Evergreen have won gold or silver Muse awards. Paul has spoken at schools such as the Columbia University Graduate School of Journalism, served as Executive-in-Residence at Washington & Lee University, and has appeared on NBC’s Today Show, CNN, PBS, CSPAN, the British Broadcasting Corp., Canadian Broadcasting Corp., and others. He served on the Board of Governors of the Overseas Press Club of America as its Washington, D.C. representative. He previously worked at NBC News and CNBC and worked for five years in Moscow. He is also an early-stage venture capital investor and, as an entrepreneur, once purchased the Russian rights to the Super Bowl from the National Football League – becoming the first person to show the game in Russia. Learn more at paulbrandus.com. And click here to learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

    15 min

  9. 06/23/2023

    Episode 98 — This week on Margaritas with Marguerita, meet Robert Pagliarini, author, “Badass Retirement”

    June 23, 2023: 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, we start the weekend learning from industry experts how to flex our financial muscles.  Meet our guest: Robert Pagliarini, author, Badass Retirement Today’s Topic: What is a Badass Retirement? Rita asks Robert:  A Badass Retirement sounds interesting. What is it? I loved your Instagram post about retirees don’t need to be bubble-wrapped. I noticed you post a lot about how the culture and the media portray older people badly. What do you mean by that? You say retirees have one job in retirement. What is it? Sometimes I see you in posts with a shirt that says “Retirement is not the finish line.” Can you talk about that more?  We often hear about “safe spaces”, but you recommend creating an “unsafe space” in retirement. Why?  Why do you think adventure is so important for retirees? About our guest: Robert has a Ph.D. in retirement planning and is a Certified Financial Planner. He’s been working with retirees for nearly 30 years. He’s written five books and his most recent is Badass Retirement: Shatter the Retirement Myth & Live with More Meaning, Money, and Adventure. Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com • Watch all of our TV episodes: MargueritaCheng.tv Cheers!

    18 min

  10. 06/02/2023

    Episode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

    June 2, 2023: 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 we start the weekend off by learning from industry experts how to flex our financial muscles.  Meet our guest: Liz Simmie, Co-Founder, Honeytree Investment Management Our Topic: Everything you need to know about ESG (Environmental, Social, and Corporate Governance) Rita asks Liz:  What is ESG? Why are investors interested in investing in ESG and impact-related products? Is ESG political? How is ESG data being standardized? What are the options available for investors looking to invest in ESG products? About our guest: Liz co-founded Honeytree Investment Management, an asset management firm focused on responsible growth based in Toronto. Together with the team, she manages Honeytree’s concentrated active investment strategies for institutional and private clients.  Honeytree believes what is traditionally seen as ‘ESG’ data is just as important to assessing a company’s long-term growth and risk as traditional fundamental data – and we integrate them both equally in our investment process.  We are proud to be one of the handful of women-led responsible asset management firms globally leading the conversation.  Prior to founding Honeytree, she worked at Bristol Gate Capital Partners, a leading active management firm, and before that, she worked in quantitative market research for Ipsos. Liz has BA in Economic Statistics and History. Liz lives with her husband and three kids in Toronto. Learn more: honeytreeinvest.com Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com• Watch all of our TV episodes: MargueritaCheng.tv! Cheers!

    18 min
  • 10 Episodes

About

Marguerita Cheng, CFP® Pro is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success. Every Friday evening at 5pm EST we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscle. Based on the information from Rita’s book, “Diary of a CFP® Pro,” the show is also part of a webinar series coming in 2022.

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