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

Wealth Management EDGE Podcast: Marguerita Cheng’s Journey to become a CFP® Pro

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...

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Episode 105: Margaritas with Marguerita — Meet Corey Beal, CEO and Director of Joy, at Empowering Finance

August 11, 2023 • 16 mins
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, a...
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Episode 104: Margaritas with Marguerita — Meet Cary Carbonaro, author of “The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear”

August 4, 2023 • 16 mins
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 ...

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Episode 103: Margaritas with Marguerita — Meet Ashley Quamme, a Licensed Marriage and Family Therapist, Financial Behavioral Specialist®, and Certified Financial Therapist-Practitioner™

July 28, 2023 • 20 mins
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-...
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Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”

July 21, 2023 • 19 mins
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: 
    ...
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Episode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial

July 14, 2023 • 19 mins
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 cli...

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Episode 100! — Celebrate with us this week on Margaritas with Marguerita when you’ll meet Sheena Yap Chen, author of “The Tao of Self Confidence: A Guide to Moving Beyond Trauma and Awakening the Leader Within”

July 7, 2023 • 21 mins
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 Beyond ...
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Episode 99 — This week on Margaritas with Marguerita, meet Julia Taylor Brandus, 11, author of “Girl to Boss!: Advice for Girls from 50 of America’s Most Successful Women”

June 30, 2023 • 15 mins
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 journalist and author P...

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Episode 98 — This week on Margaritas with Marguerita, meet Robert Pagliarini, author, “Badass Retirement”

June 23, 2023 • 18 mins
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 Bad...
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Episode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

June 2, 2023 • 17 mins
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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Episode 41: Margaritas with Marguerita Cheng, CFP® Pro — If you are thinking of becoming a CFP®, you’ll want to meet our guest Dominique J. Henderson, creator of the Jumpstart Coaching Lab

November 12, 2021 • 20 mins
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 at 5pm EST, we learn from industry experts how to flex our financial muscles. Today's guest: Dominique J. Henderson, creator of the Jumpstart Coaching Lab The topic for today's show: How You Can Learn to Be a Financial Professional Dom says...
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