Margaritas with Marguerita Cheng, CFP® Pro

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

September 14, 2023 30 mins

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 ...

Mark as Played

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...

Mark as Played

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...

Mark as Played

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...

Mark as Played

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: 

    ...
Mark as Played

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...

Mark as Played

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...

Mark as Played

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...
Mark as Played

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...

Mark as Played

Popular Podcasts

    United States of Kennedy is a podcast about our cultural fascination with the Kennedy dynasty. Every week, hosts Lyra Smith and George Civeris go into one aspect of the Kennedy story.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

    The Clay Travis and Buck Sexton Show

    The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.

    Crime Junkie

    Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.