Margaritas with Marguerita Cheng, CFP® Pro
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
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 ...
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 wom...
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 ambiti...
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 Therapi...
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:
- ...
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 f...
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 Beyo...
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 journali...
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...
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, Soc...
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