Margaritas with Marguerita Cheng, CFP® Pro Inkandescent Radio

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

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!

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!

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!

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!

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!