16 min
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” Margaritas with Marguerita Cheng, CFP® Pro
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August 4, 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: 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!
August 4, 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: 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!
16 min