10 episodes

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.

Margaritas with Marguerita Cheng, CFP® Pro Inkandescent Radio

    • Education

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.

    Episode 76 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through education

    Episode 76 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carol Cho, CLU®, ChFC®, who is obsessed with helping her clients unravel and demystify financial planning through education

    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, we learn from industry experts how to flex our financial muscles.

    Today's topic: Mastering the art of financial planning

    Rita asks:

    Tell me about your background in the industry.
    What makes you good at what you do?
    What are some important lessons you’ve learned over your career?
    In your opinion, what is the most important personality trait/strength someone would need to work in your industry/be successful in your job?
    What advice would you give to someone starting out in your career?

    Meet our guest: Carol Cho, CLU®, ChFC®, is obsessed with helping her clients unravel and demystify financial planning through education. She is driven by a passion for building relationships through compassion and generosity. She is a financial advisor with IRC Wealth, an SEC-registered investment firm based in Atlanta, Georgia. Her clients come from a variety of wealth-building and money-knowledge stages with a unifying characteristic– they are motivated and actively engaged in the pursuit of financial freedom.
    Carol’s extensive experience in comprehensive insurance and investment planning results from the many roles she’s held within the FinServ industry. She is especially passionate about educating women on the importance of long-term care planning and helping young women change how they think about their money and learn to advocate for their worth. In addition, she serves on the Board of Money Weave Academy, a non-profit on a mission to provide comprehensive financial planning education for women.
    She was born in NJ and earned her bachelor’s degree from Rutgers University. She resides in Jersey City, NJ, with her partner, Troy, and their fur baby, Meishka. Her hobbies include gymnastics, CrossFit, and traveling. She has been to nearly 30 countries and has lived in 3! She enjoys learning new languages and planning her next adventure. Click here to connect with Carol on LinkedIn.
    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to our podcasts on www.MargueritaChengRadio.com • Watch all of our episodes: www.MargueritaCheng.tv

    • 20 min
    Episode 75 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”

    Episode 75 — Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — John O’Connell, author, “Rise of the Activist Investor”

    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, we learn from industry experts how to flex our financial muscles.

    Today's Topic: Sustainable investing and the rise of the activist investor featuring author John O'Connell

    Rita asks John: 

    What is an activist investor?
    What changes are coming together to cause a rise in activist investors?
    How is activist investing different from ESG or sustainable investing?
    What will be the effect of the Rise of The Activist Investor?

    Meet our guest: John O'Connell has more than 29 years of leadership experience in emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. John then transitioned from developing technology into sales and marketing while leading the financial services vertical for Sybase. John was a member of the senior leadership teams for several startups culminating in an IPO and packaging 2 other firms for their sale. He returned to Merrill for several years and until its acquisition in 2008. He held North American leadership positions at Oracle for over 8 years. He was the president of a private FinTech firm and held C-level customer-facing roles at publicly traded InsureTech and FinTech firms.

    John was inspired to become an author for his three daughters, who are part of the Emerging Wealth Class. "They have solid careers and are interested in growing their wealth, but they were not prepared in school for investing," John believes. "Like many of their friends in the emerging wealth class, they live through social movements, are socially conscious, and want their investments to reflect their values."

    In his book, John explains that the Emerging Wealth Class will inherit an estimated $30 to $68 trillion in the expected Great Wealth Transfer when their aging parents die and transfer their accumulated wealth to their adult children.

    "Wealth has an enormous power to change companies and how they behave. "What happens if a company you think is a good investment does not align with your values, or worse, you’ve invested in them, and the company turns away from your values? How about companies that you believe are excessively paying their executives at the expense of their workforce? How can you change the direction of these companies? The Great Wealth Transfer in the hands of socially conscious investors will give rise to an activist investor movement."

    Click here to learn more about John: john-oconnell.com. Find his book for sale on Amazon.

    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita's podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show's video episodes on Rita's YouTube channel: www.MargueritaCheng.tv

    • 23 min
    Episode 82 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest, Tony Steuer, a champion for financial wellness and financial inclusion

    Episode 82 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest, Tony Steuer, a champion for financial wellness and financial inclusion

    Feb. 24, 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, we learn from industry experts how to flex our financial muscles.

    Meet today's guest: Tony Steuer, a champion for financial wellness and financial inclusion

    Today's Topic: Championing financial wellness and financial inclusion

    Rita will ask Tony: 

    What is your origin story? How did you get started in financial wellness?
    Why is important to change how we think about money?
    Why is financial wellness a social justice issue?
    How can we increase inclusion in financial wellness?
    What is the Get Ready Movement?
    Why should people create a personal money manifesto?
    Why is a financial calendar a great way to help people stay prepared?
    How can members of the traditional financial services community collaborate rather than compete with non-traditional financial service providers like financial coaches or personal finance gurus?

    About our guest: Tony Steuer, CLU, LA, CPFFE, is an internationally recognized financial wellness advocate, award-winning author, and podcaster. He is the creator of The Get Ready Movement, which helps people create their own personal money manifesto and uses a financial calendar so that people can stay prepared. The Get Ready Movement provides a framework for integrating financial products, financial advice, and advisors.


    Tony is also an Adviser at Paperwork and Dingo Technologies.  He is a contributor to ForbesAdvisor, as well as an expert content reviewer for Nerdwallet. Tony is a member of ThinkAdvisor’s LUMINARIES Class of 2022 as a Finalist in Thought Leadership & Education. Tony served as a long-term member of The California Department of Insurance Curriculum Board. Known as a trailblazer in financial wellness, Tony’s mission is to change how we think about money.




    Tony is regularly featured in media, including ABC’s Seven on Your Side, Cheddar TV, New York Times, the Washington Post, Fast Company, Chicago Tribune, CNBC, and Fox Business News. Tony is also a frequent podcast guest. Learn more at tonysteuer.com.


    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita's podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show's video episodes on Rita's YouTube channel: www.MargueritaCheng.tv

    • 15 min
    Episode 81 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Claudia Porter, CFP®, Personal Economic Advisor Financial Reserve 

    Episode 81 — Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Claudia Porter, CFP®, Personal Economic Advisor Financial Reserve 

    Feb. 17, 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, we learn from industry experts how to flex our financial muscles.

    Meet today's guest: Claudia Porter, CFP®, Personal Economic Advisor, Financial Reserve 

    Today's Topic: What is the value of an economic advisor?

    Rita asks Claudia:

    When did you first know you wanted to enter the financial services industry?
    You pursued an academic career in linguistics. What prompted your career change to the financial services industry later, and how did you do it?
    What challenges did you overcome in building your new career as a financial advisor?
    What prompted you to pursue CFP® certification?

    About our guest: Claudia Porter joined Financial Reserve in 2016. She is a Certified Financial Planner™ professional and holds FINRA Series 7 and 66 licenses with Cambridge Investment Research and life and health licenses. Born and raised in Germany, Claudia earned her M.A. in Teaching English and French from the Georg-August University of Göttingen, followed by a Ph.D. in Applied Linguistics from the Technical University of Braunschweig Carolo-Wilhelmina in Germany. She spent her previous academic career in adult education, teaching linguistics and English to international students in Germany and the U.S. Before joining Financial Reserve, she worked with Merrill Lynch Wealth Management. Claudia is the mother of four boys, Jack, Leonard, Nicholas, and Harry, with whom she enjoys pursuing outdoor activities, tennis, swimming, biking, fishing, and reading. Learn more at: www.financialreserve.com

    Please note: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita's podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show's video episodes on Rita's YouTube channel: www.MargueritaCheng.tv

    • 13 min
    Episode 77 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women

    Episode 77 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women

    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, we learn from industry experts how to flex our financial muscles.

    Meet our guest — Pamela Jackson Sams, a strong voice in personal finance for women

    Today's topic: The importance of providing financial advice to women

    Rita asks Pamela:

    How did you get started in financial services?
    What are some of the challenges you had early in your career?
    What keeps you going as an advisor?
    Tell me about your behavioral advisor designation.
    Share some words of wisdom for women in this industry.

    About Pamela Jackson Sams: For 20 years, Pamela has been helping women improve their personal and financial wealth through solid financial life planning. She focuses on helping her clients secure their financial futures so they can sleep well at night. Pamela has become a strong voice in personal finance for women. Her knowledge in this area has made her a sought-after speaker. She has been quoted in articles in various financial publications.

    She has a membership in the Million Dollar Roundtable (MDRT), a universally recognized mark of excellence for the most successful in the financial services profession. Pamela holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. She was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area. In 2021, Pamela once again received a Five Star Wealth Manager award and was highlighted in the Washington Post and the Wall Street Journal.

    Pamela completed the demanding requirements to receive a Chartered Retirement Planning Counselor certification through the College of Financial Planning. Pamela also holds a Behavioral Financial Advisor designation, awarded to advisors who have undergone training to learn to help clients make financial decisions using a rational, values-based approach. Behavioral Financial Advisors integrate techniques founded in traditional finance, psychology, and neuroscience to positively influence clients’ spending and saving behavior in challenging emotions. Pamela is married, lives in Chantilly, VA, and has three children. She devotes her free time to her family and church, enjoys reading, and loves singing. Learn more here: www.jacksonsams.com/

    Learn more about Marguerita Cheng, CFP® Pro: www.MargueritaCheng.com • Listen to Rita's podcasts on www.MargueritaChengRadio.com • Watch all of the video interviews on: www.MargueritaCheng.tv

     

    • 14 min
    Episode 78 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, money expert and mental fitness strategist

    Episode 78 — Don’t miss this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jeannie Dougherty, money expert and mental fitness strategist

    Jan. 27, 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, we learn from industry experts how to flex our financial muscles.

    Meet our guest: Jeannie Dougherty, money expert and mental fitness strategist

    Today's Topic: When it's time to call in a coach!

    Rita asks:

    Why did you become a money coach?
    What are some of the biggest money mistakes individuals and couples make?
    What is money sage power?
    When is a good time to hire a money coach?
    What’s your money coaching money boot camp about?

    About our Guest: ​As a determined woman ready to make a positive impact on the world, Jeannie Dougherty continues to help people from all walks of life. She is a coveted counselor, certified money coach, mental fitness coach, and speaker. Moreover, she works with businesses, individuals, and couples to help them find better ways to reach their goals. Over the years, her efforts have earned her a reputation among clients who are ever eager to vouch for her holistic services.

    Ever since the beginning, Jeannie has immersed herself in a myriad of meaningful activities. She graduated with a Master’s degree in Counseling from Ottawa University. She also graduated from the prestigious Money Coaching Institute as a Certified Money Coach for Individuals, Couples, and Businesses.  She’s passionate about her area of expertise, Jeannie set forth on her quest to do great things. Evidently, her perspective on life is simple and she’s wholly gentle in her approach with the clients. That’s exactly why her customer base continues to grow today. Learn more at jeanniedougherty.com

    Meet Marguerita Cheng, CFP® Pro: MargueritaCheng.com

    Listen to Rita's podcasts: www.MargueritaChengRadio.com
    Watch all of the episodes of the Margaritas with Marguerita show: www.MargueritaCheng.tv

    • 18 min

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