ThinkAdvisor: Investing After Retirement — Hit the Gas or Hit the Brakes?

Listen to the podcast on Inkandescent Radio ThinkAdvisor: Investing After Retirement — Hit the Gas or Hit the Brakes?

By Ronald Pechtimaldjian: In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about retirement, covering: income vs. assets; investing in annuities; claiming Social Security; retirement investment philosophy; and the situational benefits of reverse mortgages–yes, reverse mortgages.

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Marguerita In The News

GoBankingRates, Sept. 9, 2025— Marguerita Cheng, CRP® Pro, is featured in today’s article by Chris Adam, who writes, “You may want to put on your inspector hat if you’re in the market for a good used car. According to Consumer Reports, finding a trouble-free used vehicle isn’t about luck. It’s a combination of good research and investigative skills. After all, you don’t want to waste money on a used car that isn’t worth it. Here's what Marguerita suggests.

TV Appearances

GoBankingRates.com, Sept. 26, 2025 — Marguerita Cheng, CFP® Pro, is featured in today's video and article by Laura Bogart, who writes, "Purchasing life insurance is one of those milestone moves that makes you feel like a grown-up. It’s a sign that you’re ready to protect your family financially and prepare for the unexpected or even get strategic about how you build long-term wealth. But that doesn’t mean it’s an easy decision. From underestimating your coverage needs to misunderstanding different policy types, even well-meaning individuals can make costly mistakes."

Books by Marguerita Cheng

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.