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 Jen

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

Aug 11th, 2023 16m 44s

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 industr

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”

Aug 4th, 2023 16m 44s

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 indus

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

Jul 28th, 2023 20m 18s

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 indust

Episode 102: Margaritas with Marguerita — Meet Christine Simone, co-founder of Caribou and learn about “Wealth Management with a Healthcare Twist”

Jul 21st, 2023 19m 15s

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 expe

Episode 101: Margaritas with Marguerita — Meet Risk Management specialist Terrell Joyner, Financial Advisor, Charter Oak Financial

Jul 14th, 2023 19m 59s

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 indust

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”

Jul 7th, 2023 21m 36s

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 a

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”

Jun 30th, 2023 15m 26s

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 indust

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

Jun 23rd, 2023 18m 9s

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 expe

Episode 97 — This week on Margaritas with Marguerita learn more about ESG with Liz Simmie, Co-Founder, Honeytree Investment Management

Jun 2nd, 2023 17m 31s

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

Episode 96 — On this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: You are going to love author and financial expert Jeff Weiss

May 26th, 2023 17m 16s

May 26, 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 at Happy Hour, we start the weekend off learning f

Episode 95 — Credit score expert Paul Ryan is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

May 18th, 2023 18m 4s

May 19, 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 at Happy Hour, we start the weekend off learning f

Episode 94 — Ben Miller, founder of ChroniFI, stars this week on Margaritas with Marguerita

May 12th, 2023 16m 44s

May 12, 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 at Happy Hour, we start the weekend off learning f

Episode 93 — This week on Margaritas with Marguerita meet Liz Davidson, founder and CEO of Financial Finesse

May 3rd, 2023 21m 35s

May 5: 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 Happy Hour, we start the weekend off learning from ind

Episode 92 — This week on Margaritas with Marguerita Cheng, CFP® Pro: Learn about the impact investing equation with Dorrit Lowsen, Co-CEO of Change Finance, PBC

Apr 28th, 2023 19m 45s

April 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 at Happy Hour, we start the weekend off right by

Episode 91 — This week on Margaritas with Marguerita: Meet Author Kanchan Bhaskar and learn how she set herself free from an abusive marriage

Apr 21st, 2023 23m 35s

April 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 at Happy Hour, we start the weekend off right by

Episode 90 — This week on Margaritas with Marguerita: “The Great American Baking Show” contestant, entrepreneur and master baker Rose Bakewell, is our star on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

Apr 14th, 2023 14m 24s

April 14, 2023: 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 Happy Hour, we start the weekend off right by l

Episode 89 — Margaritas with Marguerita: Meet Michael Hakerem, founder of Empowered Portfolios® and Glenwood Financial Partners

Apr 6th, 2023 20m 24s

April 7, 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, we learn from industry experts how to flex our financiåal mu

Episode 88 — Margaritas with Marguerita: Meet HR expert Michelle Aronson and learn how to build a better workplace

Mar 31st, 2023 15m 7s

March 31, 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 at Happy Hour, we start the weekend off learning

Episode 85 — Margaritas with Marguerita Cheng: Meet Dr. Megan McCoy, a researcher who explores the psychology of financial planning

Mar 23rd, 2023 17m 10s

March 24, 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 at Happy Hour, we start the weekend off right le

Episode 84 — Margaritas with Marguerita Cheng, CFP® Pro: Learn from Financial Coach Linda Lingo, CPA, on this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro

Mar 17th, 2023 15m 58s

March 17, 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 at Happy Hour, we start the weekend off learning

Episode 83 — Margaritas with Marguerita Cheng, CFP® Pro: Meet Eugenie George, the author of “Our Money Stories”

Mar 10th, 2023 19m 39s

March 10, 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 at Happy Hour, we start the weekend off right le

Please join us for this week’s episode of Margaritas with Marguerita Cheng, CFP® Pro: Meet our guest — Thao Truong, CFP®, client manager at Morton Wealth

Mar 3rd, 2023 19m 32s

March 3, 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 at Happy Hour, we start the weekend off learning

Episode 83 — Margaritas with Marguerita Cheng, CFP® Pro: meet Fiona Simon who went “Gambling on Granola” and found unexpected gifts on the path of entrepreneurship

Mar 1st, 2023 15m 3s

March 1, 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 at Happy Hour, we start the weekend off learning

March 2023: Episode 6 of Money Mountaineering with Peter Neuwirth features Marguerita Cheng, CFP® Pro

Feb 28th, 2023 30m 40s

A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Money Mountaineering, where for 30 minutes, financial experts help us answer the question: What's your futu