Marguerita Cheng
11 Podcast Episodes
Marguerita Cheng: Retirement Planning is Personal
Marguerita Cheng: Retirement Planning is Personal
The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global Wealth, is inspired by lessons f... Read more
11 Aug 2022
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37mins
Diamondback, Turtle, Lotus Flower, Bamboo, Matcha | Marguerita Cheng
Diamondback, Turtle, Lotus Flower, Bamboo, Matcha | Marguerita Cheng
Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical finan... Read more
30 Mar 2022
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45mins
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CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®
CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next genera... Read more
20 Oct 2021
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35mins
EP 019 The Secret to Building Trust with Clients with Marguerita Cheng
EP 019 The Secret to Building Trust with Clients with Marguerita Cheng
In 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surf... Read more
19 May 2021
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42mins
Most Popular
Elon Musk
Barack Obama
Bill Gates
LeBron James
Mark Cuban
Michelle Obama
Melinda Gates
Arnold Schwarzenegger
Kevin Hart
Terry Crews
Mike Tyson
Episode 120: New Financial Challenges for Women with Marguerita Cheng
Episode 120: New Financial Challenges for Women with Marguerita Cheng
The COVID-19 pandemic and accompanying recession have been particularly hard on women, who've lost millions of jobs. Fin... Read more
8 Mar 2021
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30mins
5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng
5.7 Meeting life goals through proper management of financial resources with Marguerita Cheng
Marguerita (Rita) Cheng helps educate the public, policymakers, and media about the benefits of competent, ethical finan... Read more
12 Feb 2021
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24mins
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
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
Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She’s the spokesperson for the AARP Financi... Read more
27 Nov 2019
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44mins
Marguerita Cheng and Heart Centred Investing
Marguerita Cheng and Heart Centred Investing
Welcome to Episode 28 of our podcast, and with me today is Marguerita Cheng. Marguerita is the Chief Executive Officer a... Read more
27 Mar 2019
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33mins
465: Find Your Calling With Marguerita Cheng
465: Find Your Calling With Marguerita Cheng
Marguerita Cheng is the CEO at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financ... Read more
23 Feb 2018
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10mins
Marguerita Cheng: Bringing Empathy and Connection to Financial Planning
Marguerita Cheng: Bringing Empathy and Connection to Financial Planning
Though the world of finance continues to be dominated by men, today’s guest argues that the strengths required for succe... Read more
28 Apr 2017
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20mins
