Best Marguerita Cheng Podcasts (2024)

1
Messages from Money: How to Stress Less, Prosper More, and Reshape Your Relationship with Money 16:01

5M ago16:01

16:01

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 thinking, what does this really mean? It's so easy to fall into fear and worry about money. Why is this a probl…

1
Find Out What Your Yard's Worth? How this Innovative Social Company Helps Homeowners 12:36

5M ago12:36

12:36

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 their yard? The origin of Yardsworth-the story about how this company came about. What determines how m…

1
Cruising to Financial Freedom with Luci 7:13

6M ago7:13

7:13

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: What are your and your team's backgrounds? What is Luci? Why did you start Luci? How is Luci different f…

1
The Best Ways to Save for Retirement 13:01

6M ago13:01

13:01

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 save to retire comfortably? What can someone do to catch up for retirement planning? Where will your mon…

1
How a Fractional CFO Advisory and Accounting Firm Can Benefit Your Business 17:40

6M ago17:40

17:40

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 bookkeeping and accounting work? Why does a business need both? What makes Kordis different from other fraction…

1
The Entrepreneurial Mindset & Doing "Business for Good" 13:13

7M ago13:13

13:13

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 questions: How to become a consultant/coach/freelancer with limited financial risks? What she has learned ab…

1
Annuities & Retirement Planning 10:22

7M ago10:22

10:22

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 annuities have become more popular in the last few years? Why should especially women be aware of annu…

1
Your Money Mindset on the Path to Wealth 26:32

8M ago26:32

26:32

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 Cash Flow is king? What strategies can help boost your retirement income today? Lawrence Delva-Gonzalez …

1
Who Will Take Care Of Me When I'm Old? 10:42

8M ago10:42

10:42

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 caregiving is different for solo agers Joy Loverde has a reputation for being a path carver and visionary. …

1
Let’s Change The Way We Think About Money! 10:24

9M ago10:24

10:24

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 important to empower people rather than telling them what to do? Why are weekly actions items helpful? H…

1
Why Financial Services is a Great Opportunity for Women 21:52

10M ago21:52

21:52

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 of advisors and clients to ensure the next generation lives better than the last. She answers the following…

1
The Importance of Strong Personal Branding 18:19

10M ago18:19

18:19

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 individuals identify their unique personal brand and differentiate themselves from others in their field? 3.W…

1
Navigating the College Admissions Process 16:35

10M ago16:35

16:35

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, taking a highly personalized approach that leverages her experience as a faculty member at Elon University,…

1
Employee Retention Credit (ERC) 10:49

12M ago10:49

10:49

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 individuals in improving their profitability, expanding their revenues, and identifying resources for reinv…

1
Connections & Your Business DNA 15:23

12M ago15:23

15:23

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 authentic self John Morgan , Founder & Managing Partner of Connected Consultants, LLC. After 17 years as a…

1
Automated Personal Finance & Debt Optimization 12:43

1y ago12:43

12:43

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 freedom Rohit Agarwal lives in San Francisco with his wife, Candice, and two daughters, Anjali (4) and Anika …

1
Financial Literacy & Financial Empowerment for Women 13:44

1y ago13:44

13:44

By Marguerita Cheng

1
Rebuilding Organizational Cohesion & Loyalty 16:31

1y ago16:31

16:31

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…and fast. As in, yesterday. This topic will distill leadership and cultural ethics, the psychology of trus…

1
The Importance of Networks 13:41

1+ y ago13:41

13:41

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 Service and Financial Technology industries spanning over 30 years working for Fortune 500 and startup firm…

1
AI-Augmented Intelligence & Decision Making 20:42

1+ y ago20:42

20:42

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 two influential quotes and what I say to my kids everyday, “learn something, help someone, and have some fu…

1
Kick off Episode of the Money Minute podcast 4:00

1+ y ago4:00

4:00

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 — Blue Ocean Global Wealth — to take a more personal approach to financial planning & investment management…

1
Episode 89: Doctor Me First 38:51

3+ y ago38:51

38:51

Today on Power of the Purse, I’m talking to Errin Weisman, DO, a life coach, podcaster, and fierce wellness advocate who helps inspire female physicians and working moms to do the work they love and absolutely love life. She reminds us that change is possible; the goal is to have a joyful and sustainable career. In this breathtaking episode, Errin …

1
Episode 88: Financial Fitness: The Younger Our Kids Learn About Money The Better 37:03

3+ y ago37:03

37:03

Financial Fitness Trainer Tracey Bissett joins us to explain how financial health can be improved just like physical health… and the practical building blocks to do so. She’s a passionate believer that financial literacy is a fundamental life skill, and preaches the lessons she has learned in her 20 years of experience in finance. Tracey is an expe…

1
Episode 87: Making a Commitment To Helping Others with Bari Zahn 37:29

3+ y ago37:29

37:29

Bari Zahn operates as a tax attorney, business advisor, and General Counsel and has represented a broad array of multinational clients on U.S. and Cross-Border transactions across all industry sectors. Bari reveals what motivated her to become an attorney. She was inspired to harness the law and use it to make meaningful changes in other people’s l…

1
Episode 86: A Badass Woman with A Purpose 43:40

4y ago43:40

43:40

Mary Crafts chats with us about making decisions out of love rather than fear. Mary Crafts built what would become the most renowned catering company in Utah. That multi-million dollar empire became the launching pad for so much more. Mary reminds us that it doesn’t matter how many people believe in us; we need to believe in ourselves. On Mary’s jo…

1
Episode 85: The Power of Women Giving as One with Wendy Steele 31:33

4y ago31:33

31:33

Wendy Steele reminds us that this country started as men being the breadwinners and women staying at home to raise the kids. When women had more time on their hands, they volunteered, rolled up their sleeves, and did the work. We do so much better, and we get so much more out of our generosity when we give using time, talent, and treasure. Wendy go…

1
Episode 84: Why Did I Come Into This Room? A Candid Conversation About Aging 59:42

4y ago59:42

59:42

Joan Lunden shares her personal stories and expertise as both a Boomer woman and an accomplished television personality of over 20 years. Joan starts off by talking about life in the spotlight. Being highly recognizable and appearing on national television every day meant that Joan was not your average working mom! Through intention, organization, …

1
Episode 83: Women on Top…of the Money Game 34:22

4y ago34:22

34:22

Isn’t it time you used your wealth to make a difference in the world? Haleh Moddasser shares her personal stories and professional expertise as both a Boomer woman and an accomplished wealth management adviser. Haleh brings insights that resonate with women of means who long for a way to make a BIG difference in this world truly. Don’t let the old …

1
Episode 82: Planning for Financial Independence with Haleh Moddasser 33:33

4+ y ago33:33

33:33

By Lynn S. Evans

1
Episode 81: Nancy Giere gives us a comic take on life, dating, business, and success 34:53

4+ y ago34:53

34:53

Nancy Giere is a motivational speaker, voice-over performer, and comedic entrepreneur who’s Sicilan background has bred a lifelong commitment to finding the humor in all things. She is also the host of “Laugh at First Swipe”, a podcast that explores funny stories related to dating in the digital age. Over the year’s Nancy’s experience has given her…

1
Episode 80: Marguerita Cheng explains how women belong in the financial world and sheds light on the 4 things we should teach our children to ensure their financial literacy 44:07

4+ y ago44:07

44:07

Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She’s the spokesperson for the AARP Financial Freedom Campaign and has a long list of credentials that make her an expert in the financial planning world. Besides that, she has been lucky enough to gain some financial wisdom at a young age from her father and is the model …

1
Episode 79: Bill Borton explains the top 5 mistakes people make when planning for retirement 38:45

4+ y ago38:45

38:45

Retirement takes a great deal of planning. Thinking about retirement can be overwhelming because there are many financial decisions that need to be made–because you don’t want your money to run out before you do. Maybe you are worried that you will make less than favorable decisions about how you will create a financially secure retirement? Today’s…

1
Episode 78 – Achieving Success by Combining Your Strengths and Passions with Nicole Jansen 39:24

5y ago39:24

39:24

Have you been looking for a way to do what you love, tap into your authentic self and achieve success–both monetarily and personally? Today’s episode will inspire you to look for ways to recognize your strengths and passion to help you achieve the outcomes you desire. Lynn speaks with Nicole Jansen, a Human Behavior Specialist, and a business owner…

1
Episode 77 – Transitioning from spectator to motivator with guest Angela Marshall 39:07

5y ago39:07

39:07

Lynn speaks with Angela Marshall, also known as Author Stone, who a native of Augusta, Georgia, an entrepreneur and positive words powerhouse. She is also the author of “Reality to Rags to Riches; The Story and Life of an Ex NFL Wife.” Lynn and Angela discuss Angela’s experiences as an NFL wife, how she has transitioned from spectator to motivator,…

1
Episode 76 – How to relocate or downsize without the stress with guest Lori Ligorio 33:04

5y ago33:04

33:04

If you are ready to move into your second home because of retirement or perhaps a parent has passed and you are tasked with selling their house (and trying to figure out what to do with 50 years accumulated possessions), you may be feeling overwhelmed and thinking, “I NEED HELP!” Today’s episode is sure to take away that stress and provide you with…

1
Episode 75 – Dr. Jen Caudle discusses bullying, addictions and what the medical community is doing about it 48:35

5y ago48:35

48:35

Lynn sits down with Dr. Jen Caudle, a board-certified Family Medicine physician and Associate Professor in the Department of Family Medicine at Rowan University-School of Osteopathic Medicine. She appears as a regular on-air health expert for local and national news networks, including The TODAY Show, The Dr. Oz Show, CNN, FOX News, Rachael Ray Sho…

1
Episode 74 -Creating A Life Portfolio with Anna Rappaport 43:32

5y ago43:32

43:32

Lynn’s guest is Anna Rappaport, and an internationally recognized consultant, speaker, and author on strategies for a secure retirement and aging workforce issues. Anna had a 28 year career with Mercer Human Resources Consulting where she was a worldwide partner. She started Anna Rappaport Consulting in 2005. She is a Fellow of the Society of Actua…

1
Episode 73 – Transitioning From Working Life To A Retirement Lifestyle 44:01

5y ago44:01

44:01

Lynn sits down with Autumn Nessler, a certified retirement options coach, who specializes in assisting women who are transitioning from their working life to a retirement lifestyle of their own design. Autumn’s company is An Intentional Life LLC and its approach is to help women understand that retirement is more than just having enough money. 40 p…

1
Episode 72 – The Positive Way to Separate 28:32

5y ago28:32

28:32

Lynn sits down with Gabrielle Hartley, an attorney, coach mediator and author to discuss Gabrielle’s unique approach to divorce which is outlined in her book, Better Apart: The Radically Positive Way to Separate. Her approach to handling divorce combines the healing power of meditation and yoga with the difficulty and often unpredictability of divo…

1
Episode 71 – Five Mistakes Women Make During a Divorce 23:49

5+ y ago23:49

23:49

Keeping the family home instead of taking other types of compensation might feel right, but, believe it or not, it’s one of the five most common mistakes women make during the divorce process. Today, Lynn S. Evans unpacks five common mistakes women make when getting a divorce, covering content from her book, Power of the Purse: Fear-Free Finances f…

1
Episode 70 – Reflections 30:48

5+ y ago30:48

30:48

Over the last two and a half years, Lynn S. Evans has shared the mic with baby boomer women who’ve taken control of their money, braved life’s transitions with humor and grace, and have become thought leaders in male-dominated industries. Today, Lynn revisits the stories that have stuck with her the most, along with the surprising moments that happ…

1
Episode 69 – Moving from Anxiety to Zen in Retirement — With Guest Louise Nayer 37:24

5+ y ago37:24

37:24

The transition to retirement can be a challenging one. In fact, the six months leading up to retirement is known to be the most difficult time for a majority of people. Louise Nayer, author of Poised for Retirement: Moving From Anxiety to Zen, joins Lynn S. Evans to share her insight on the shift to retired life. With a blend of humor and poignancy…

1
Episode 68 – How to Build Your Dream Network—With Guest Kelly Hoey 41:37

5+ y ago41:37

41:37

Have you ever attended a networking event, collected a pocket-full of business cards, only to go home, dump all of those cards onto your kitchen table, stare blankly at them and think, “So what? I don’t think any of these people have relevance to my business.” If you feel powerless or aimless in your approach to networking, this is the episode for …

1
Episode 67 – No Fear About Being a Widow 20:58

5+ y ago20:58

20:58

The thought of becoming a widow is a common fear for baby boomer women. It’s scary to consider going solo, isn’t it? And for women whose spouses handled all of their finances, going through this period can be particularly difficult. But it doesn’t have to be this way. In this episode, Lynn S. Evans shares practical actions that you can take today, …

1
Episode 66 – Clear Away Your Medicare Stress—with Guest Gwynn Sharick-Elberson 33:01

5+ y ago33:01

33:01

It’s not every day that you meet someone who feels enthusiastic about Medicare! Meet Gwynn Sharick-Elberson, a self-professed Medicare dork who is all too happy to help people navigate this health insurance program. Today, Gwynn joins Lynn to explain must-know Medicare details and to explore her earliest experiences with money. In this episode, you…

1
Episode 65 – Get to Know Your Host, Lynn S. Evans 31:50

5+ y ago31:50

31:50

If you’re a regular listener, you’ve heard Lynn S. Evans interview numerous baby boomer women who are experts on what matters most to their generation. But it’s been too long since we’ve heard from the woman herself — Lynn S. Evans! In this special episode, Lynn explains why she is determined to help baby boomer women, and how she’s going to do it.…

1
Episode 64 – Secrets to Dating After 50—With Guest Lisa Copeland 45:24

6y ago45:24

45:24

The dating world has changed drastically since baby boomer women were in their 20s. There is texting etiquette and online dating websites to navigate, for instance. Plus, baby boomers have different needs and desires now than when they were younger. This week’s guest is here to help women understand the dating scene and feel empowered to pursue qua…

1
Episode 63 — The Life of a Baby Boomer Blogger— with Guest Rebecca Forstadt Olkowski 37:36

6y ago37:36

37:36

Today, Lynn S. Evans is joined by Rebecca Forstadt Olkowski, a baby boomer blogger and founder of BabyBoomster.com. Rebecca writes for active women over 50 who love to have fun, explore the world, stay healthy and vibrant for as long as possible, and aspire to make the world a better place for future generations. On her blog, Rebecca shares her tho…

1
Episode 62 – Reimagining Retirement Communities — with Guest Wendi Burkhardt 38:36

6y ago38:36

38:36

In today’s episode, Lynn S. Evans speaks with special guest Wendi Burkhardt about Silvernest, a unique roommate-matching service that helps baby boomers and empty nesters age-in-place and use their homes as an income-producing asset during retirement. As Silvernest’s CEO, Wendi discusses her passion behind bringing people together in an affordable …

1
Episode 61 – Championing Health and Wellness for Residents and Communities in Northeast Pennsylvania—with Guest LaTida Smith 30:33

6y ago30:33

30:33

In this episode, Lynn Evans and special guest, LaTida Smith, discuss the Moses Taylor Foundation, an organization that aims to improve the health and wellness of residents and communities in Northeast Pennsylvania. LaTida is making a difference in her community by taking a different approach to her role as President and CEO. LaTida talks about her …

Podcasts Worth a Listen

Marguerita Cheng Podcasts

Podcasts Worth a Listen

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