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.

The Margaritas with Marguerita Cheng, CFP® Pro Show 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 69 — Today on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder

    Episode 69 — Today on Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Jason Friedman, founder and CEO of AdvisorFinder

    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 such as today's guest, Jason Friedman.

    Today's Topic: The future of finding the perfect financial advisor

    Rita and Jason discuss:

    What is your experience in the wealth management industry?
    How can the industry better retain young talent?
    How is technology shaping or changing the wealth management industry?
    How can financial advisors go above and beyond for clients going through a divorce?
    What are financial advisors doing right when it comes to prospecting, especially online?

    About our guest: Jason Friedman is the Founder and CEO of AdvisorFinder. Prior to AdFi, Jason worked in the wealth management industry for UBS, Wells Fargo Advisors, and Merrill Lynch Private Wealth. During his career as an advisor, Jason focused on client retention and business development initiatives. These initiatives helped Jason recognize two glaring problems many advisors and prospects suffered from. As a result, he launched AdvisorFinder in 2022 and set out on a mission to build an online marketplace where people can search for financial advisors. Follow @jasonfrieds on Twitter, where he tweets about his passions: consumer finance, digital marketing, and entrepreneurship. Learn more at: advisorfinder.io/financial-professionals

    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

    Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs
    Listen to our podcasts on www.MargueritaChengRadio.com
    Watch all of our episodes: www.MargueritaCheng.tv

    • 16 min
    Episode 68 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Lina AbiRafeh, a global women’s rights expert, author, and speaker who creates innovative solutions to global women’s rights challenges

    Episode 68 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Lina AbiRafeh, a global women’s rights expert, author, and speaker who creates innovative solutions to global women’s rights challenges

    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: How to create innovative solutions to global women’s rights challenges

    Rita asks Lina:

    How did you start? What ignited your activism for women’s rights?
    What does the world look like for women?
    What are the most pressing issues for women right now?
    How does the US compare to other countries?
    What was the drive behind writing your 1st and 2nd books?
    What is this next book about?
    What are your plans going forward?
    What can other people do to get involved?

    Meet our guest: Lina AbiRafeh is committed to building a better world for women. A global women’s rights expert, author, and speaker with decades of experience, she creates innovative solutions to global women’s rights challenges.




    Lina worked for over 20 years as a humanitarian aid worker in contexts such as Afghanistan, Haiti, the Central African Republic, Papua New Guinea, and others. Lina now works independently and advises organizations and companies in enhancing their engagement with women’s rights and gender equality. She serves as the Senior Advisor for Global Women’s Rights at the Arab Institute for Women at the Lebanese American University, where she served as Executive Director for seven years. Lina is also the founder of Yalla, Feminists!, an online space and open platform dedicated to amplifying women’s voices worldwide.

    She was honored to be able to share her passion and experience in ending violence against women on global stages, including her TEDx talk, Women Deliver PowerTalk, and keynote address for the Swedish International Development Agency annual meeting, amongst others. Lina completed her doctoral work at the London School of Economics and published “Gender and International Aid in Afghanistan: The Politics and Effects of Intervention” in 2009, based on her Ph.D. research. Her second book, “Freedom on the Frontlines: Afghan Women and the Fallacy of Liberation,” was released in 2022. Her next book outlines fifty years of Arab feminism and will be published in spring 2023.

    Lina speaks and frequently publishes on various gender issues, such as the need for a feminist response to the COVID-19 pandemic and its impact on Arab women and girls. She believes women’s leadership is the strongest vehicle for peace and sustainable development. Lina’s piece I Hate International Women’s Day was among many that resonated with women’s rights activists worldwide. Her work in support of women in Afghanistan was featured on CNN, leading to a live CNN interview on this topic. She continues to advocate for women’s rights worldwide, with appearances on France24, CNN Greece, BBC, Good Morning America, and others.



    Lina serves on the board of numerous global women’s rights organizations, including SheDecides, Global Institute for Women’s Leadership, Women Deliver Conference 2023, Forced Migration Review, Society of Gender Professionals, Global Women’s Institute, and others. She has received various awards and recognitions, including the Gender Equality Top 100 worldwide in 2018 and 2019 and a Vital Voices fellowship for 2021 for outstanding women leaders. She was recognized by the Women’s Media Center as one of their Progressive Women’s Voices for 2021 and is featured in its database of experts. Lina is also a Women in Power fellow for 2022. Learn more at LinaAbiRafeh.com.


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

    • 14 min
    Episode 67 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Exit Planning expert Amy Wirtz

    Episode 67 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Meet Exit Planning expert Amy Wirtz

    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: Exit Planning

    Meet our guest: Amy Wirtz is a consultant with The Family Business Consulting Group and is passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership, and financial wealth. Amy helps families establish family offices, councils, and enterprise governance systems to support these goals.

    "I believe my role as an advisor is to educate families and business leaders on options and support systems that are available to assist in their continued growth and aligned vision," she explains. "It is the families’ role to align and select which options best fit their needs. Once the family is aligned on their decision, I assist the family, owners, and leadership team in developing their implementation plan and ensuring it stays on target."

    Amy brings a diverse range of education and experience to family enterprises, including a bachelor’s degree in secondary education and a law degree. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, communication, and listening skills. Utilizing her expertise, Amy helps families identify their unique interests, goals, and plans for transfers of values, wealth, ownership, and leadership of their various family and business systems.

    She serves on multiple family business advisory boards located in Ohio. She frequently teaches and speaks at business forums, including YPO, YPO Family Office, Private Company Governance Conference, and The Exit Planning Institute. Amy has a Bachelor's in Secondary Education from Cleveland State Marshall College of Law and the University of Toledo. Learn more here: thefbcg.com.

    Rita and Amy discuss:

    What is exit planning? And how did you get started in this industry?
    Why is it important to think holistically when considering a business exit?
    What causes involuntary business exits, and how can business owners prepare for the unexpected?
    What should business owners know about their exit options?
    How can business owners get started on their exit planning journey?

    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

    Listen to our podcasts on MargueritaChengRadio.com
    Watch all of our episodes: MargueritaCheng.tv

    • 23 min
    Episode 66 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Angela Randolph, CPA, MBA BIO

    Episode 66 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Angela Randolph, CPA, MBA BIO

    Friday, Sept. 16, 2022: 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: Angela Randolph, CPA, MBA BIO

    Today's Topic: The Importance of Knowing Your Numbers for Entrepreneurs

    Rita asks:

    Tell us about your professional background and your experience in the industry.
    Tell us about Stellar Ledgers and how the business came about. What services do you offer? What industries do you serve currently?
    What made you decide to start a training academy for small business owners?
    What are the major issues you see impacting small businesses?
    When is the best time for small businesses to outsource their accounting to a CPA/CFO?
    Why is it essential for small businesses to have an accounting system?

    About our Guest: ​Angela Randolph, CPA, is the Founder/CEO of Stellar Ledgers LLC a boutique financial firm that serves small to medium businesses by providing financial accounting, outsourced CFO, training, and consulting services. Angela has been licensed as a CPA in Texas since 1998. She obtained her BBA in Accounting and Finance from Loyola University New Orleans and MBA in Finance and Management from Tulane University. With more than 20 years of experience, Angela has experience with accounting, finance, tax, and audit across various industries with Fortune 500 companies, Big 4 Public Accounting, and the state and federal government.

    "I am very passionate about empowering and equipping entrepreneurs with the financial knowledge and business acumen needed to have profitable businesses," explains Angela, who believes education in both personal and business finances can significantly improve the lives of the community. Learn more at stellarledgers.com.

    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

    Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs
    Listen to our podcasts on www.MargueritaChengRadio.com
    Watch all of our episodes: www.MargueritaCheng.tv

    • 15 min
    Episode 65 — Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carina Diamond, CXO, Dakota Wealth Management

    Episode 65 — Join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Carina Diamond, CXO, Dakota Wealth Management

    Friday, September 2, 2022, 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: Carina Diamond, CXO, Dakota Wealth Management

    Today's topic: Making a difference with Diversitas — New ways to expand diversity in wealth management

    Rita asks Carina: 

    Diversitas-Expanding Diversity in Wealth Management is a program founded 6 years ago at The University of Akron. What exactly is Diversitas, and how and why did it get started?
    What are some of the unexpected findings from the Diversitas program?
    What resources does Diversitas offer students and employers?
    You’re a founding board member and a regular speaker at Diversitas – why have you chosen to devote your time and talent to this cause?
    What is a fun fact about the last/2021 Diversitas program?

    About Carina: As Chief Experience Officer for Dakota Wealth Management, Carina is responsible for the organic growth, culture, and communications of the firm. She leads and mentors the other client advisors and also advises her own clients. Before joining Dakota, Carina founded Springside Partners LLC and transitioned her brokerage business to an RIA model. She has built and sold three financial services businesses.
    She founded the program Flourish™ Women and Wealth, an initiative that has educated over 1000 diverse women on personal finance over a decade. She is a founding board member for Diversitas – Expanding Diversity in Wealth Management, a program started at The University of Akron to promote diversity in financial services and is now national, spanning dozens of universities.
    Carina was an inaugural CFP™ Board Ambassador, a Trustee for The University of Akron Foundation, and serves on the University’s Financial Planning Executive Committee. She founded the Diamond Graduate Women’s Leadership Xperience, an interdisciplinary leadership program. She serves on the RIA Institute’s Advisory Board and is a frequent speaker.
    Carina is a passionate advocate of financial literacy and next-gen talent development. She is a frequent source for national news media. She was named an honorary alumna by The University of Akron in 2022. She has been a Forbes-ranked advisor annually since 2017 and was an Investment News 2018 “Women to Watch.”
    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

    Join us this and every Friday at 5 pm EST for a new podcast episode: www.MargueritaChengRadio.com
    Watch all of Rita's video interviews: www.MargueritaCheng.tv

    • 16 min
    Episode 64 — Learn about the importance of life insurance with Steve Gruber, today’s guest on Margaritas with Marguerita Cheng, CFP® Pro

    Episode 64 — Learn about the importance of life insurance with Steve Gruber, today’s guest on Margaritas with Marguerita Cheng, CFP® Pro

    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 live on Facebook. 

    Meet our guest: Steve Gruber, Director of Operations at Bluestone Life

    Today's Topic: Do you really need life insurance?

    About our Guest: ​From the beginning of Steve’s career as an equity trader to leading a team at a private European bank in Montreal, he has always been “the go-to guy.”  People gravitate to him because he gets things done and he likes to understand what makes people tick and how they think.  He joined Bluestone Life because he’s attracted to systems change and is a Practical Activist.  He’s passionate about volunteering and how it has enriched his life.  He’s a Board member for Green Mountain Habitat for Humanity and previously served on the finance committee of Lake Champlain Waldorf School.
    Steve holds insurance licenses in several states from Vermont to California and received his Bachelor’s in Economics from Lawrence University in Wisconsin. Steve lives on a country road in Charlotte, VT with his wife, two teenage daughters, a dog, cat, fish, and a hive of bees. An avid skier in the winter and hiker in the summer, his path often leads to a cool swimming hole. Learn more at bluestonelife.com.
    Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

    Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs
    Listen to our podcasts on www.MargueritaChengRadio.com
    Watch all of our episodes: www.MargueritaCheng.tv

    • 18 min

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