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Marguerita Cheng
Money MinuteEpisodes
Marguerita Cheng
Money Minute
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Episodes of Money Minute
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In this episode, Ellen shares the following insights with us:Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses?We hear a lot about scarcity thinking and abundance thinkin
In this episode, social impact entrepreneur and Co-Founder & CEO of Yardsworth, Matt Lucido shares his expertise about the following:Tell us about Senate Bill 9, also known as the HOME Act, and how it works?How much can a homeowner make selling
In the episode, Richard Yoon, Founder of Luci, a gamified personal finance app (think DuoLingo + budgeting and other personal finance goals), shares his passion for making personal finance fun and simple. He also answers the following questions
During this episode, Christian Simmons, Certified Educator in Personal Finance and financial writer with Annuity.org answers the following questions:What are some of the best ways to save for retirement?How much does the average person need to
In this episode, Josh Thompson, COO of Kordis answers the following questions:What's the difference between a fractional CFO and a full-time CFO?What does a CFO do that an accountant doesn't?When is the right time to hire a CFO?How do bookkeepi
In this episode, Isabelle discusses the concept of doing "business for good" and the United Nations 17 Goals for sustainable development to build an inclusive and resilient future for people and the planet. Isabelle will answer the following qu
In this episode, Certified Annuity Specialist® Jennifer Schell demystifies annuities and answers the following questions:What are the different types of annuities?How might an annuity fit into a person’s overall retirement plan?Why do you think
During this episode, Lawrence answers the following questions:How Important Mindset is on the Path to Wealth?How to achieve millionaire status while making less than $70,000?How does Tax Planning play an important role in Building Wealth?Why Ca
In this episode, Joy addresses the following questions:Why longevity and why caregiving never ends.Why younger and older caregivers require different planning.How to start a dialogue with Boomer parents.What exactly is Aging in place?Why careg
In this episode, Tony shares insights from his newest book: "The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money.He address the following questions:Why is mindset important to how we think about money?Why is it i
In this episode, Amy Salo, CFP®, CAP®, CExP™ Managing Partner, General Agent, Registered Principal with Forest Hills Financial Group shares her passion for the financial services industry, the people she serves, and the potential for her team o
In this episode, Yamilca Rodriguez, the CEO and Founder of Bespoke Branding, shares her expertise as a "Brand Therapist" and answers the following questions:1. What is the most crucial aspect of building a strong personal brand?2. How can ind
Dr. Victoria Tillson Evans is the Harvard-educated founder of Distinctive College Consulting. Over the last decade, she has successfully guided hundreds of families from across the world through the often stressful college admissions process, t
In this episode, Allison Youngblood with Bottomline Savings addresses the following:Allison Youngblood is a highly experienced consultant and advisor with over 20 years of leadership experience. Her expertise lies in assisting businesses and i
In this episode, we discuss John's personal & professional journey and the genesis for his business Connected Consultants, LLC. John also discusses the importance of understanding your business DNA because your best working style is being your
In this episode, we discuss the importance of debt optimization and how Sora can help advisors and their clients secure better deals for existing and new home, auto and student loans. Debt optimization reduces stress and increases financial fre
In this episode, we discuss Cary's dharma. She is passionate about providing women and families strategic financial planning guidance and wealth management support to help them live the lives they want. Cary will share details about her upcomin
Enhancing company culture is becoming an ever-increasing higher priority while industries struggle to engage and retain staff. Now, more than ever, organizational leaders are looking to develop rapport and cohesion effectively with their teams…
Marsha Guerrier is a TEDx Speaker, 4x Bestselling Author, Founder and CEO of HerSuiteSpot®, a Certified MWBE and WBENC organization helping small businesses develop their business and marketing plans. Marsha has held a career in the Financial
1. Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures)2. What are some of the frameworks you apply to life and career? (highlight tw
This is the first episode of Money Matters. I want to tell you about myself, this podcast and what you can expect from us. First, a little bit about me. I’m a Certified Financial Planner (CFP(R) pro) and investment adviser. I designed my firm —
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