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!
Popular Podcasts
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
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
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!