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

Listen to the podcast on Inkandescent Radio Episode 98 — This week on Margaritas with Marguerita meet Robert Pagliarini, author of “Badass Retirement” June 23, 2023: Robert has a Ph.D. in retirement planning and is a Certified Financial Planner. He's been working with retirees for nearly 30 years and has written five books. His most recent is "Badass Retirement: Shatter the Retirement Myth & Live with More Meaning, Money, and Adventure." Learn all about it this week on Margaritas with Marguerita.

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 experts how to flex our financial muscles.

Meet our guest: Robert Pagliarini, author, Badass Retirement

Today’s Topic: What is a Badass Retirement?

Rita asks Robert:

A Badass Retirement sounds interesting. What is it?
I loved your Instagram post about retirees don’t need to be bubble-wrapped. I noticed you post a lot about how the culture and the media portray older people badly. What do you mean by that?
You say retirees have one job in retirement. What is it?
Sometimes I see you in posts with a shirt that says “Retirement is not the finish line.” Can you talk about that more?
We often hear about “safe spaces”, but you recommend creating an “unsafe space” in retirement. Why?
Why do you think adventure is so important for retirees?

About our guest: Robert has a Ph.D. in retirement planning and is a Certified Financial Planner. He’s been working with retirees for nearly 30 years. He’s written five books and his most recent is Badass Retirement: Shatter the Retirement Myth & Live with More Meaning, Money, and Adventure.

Learn more about our host at MargueritaCheng.com • Don’t miss a single podcast: MargueritaChengRadio.com• Watch all of our TV episodes: MargueritaCheng.tv Cheers!

Marguerita In The News

MoneyGeek, April 17, 2024 — After a divorce, you might need to buy life insurance or update your existing policy. This process may include changing your beneficiary or cashing out a permanent life policy to divide the cash value with your ex-spouse.

Books

May 2023: In honor of Asian American and Pacific Islander Heritage Month (AANHPI), I am thrilled to be part of this book featuring the stories of 20 Asian women. It's the third installment of the Women Who BossUp series, which profiles women who have broken the mold to achieve, overcome difficulties or inspire change through relentless endeavor. Check it out!

TV Appearances

VettaFi, February 6, 2024 — As February 11 continues to inch closer, and closer advisors and financial service providers may be wondering what type of individuals in the industry will be attending the highly anticipated Exchange Conference. To help provide some more insight into this, VettaFi’s CMO, Jon Fee, recently sat down with Marguerita Cheng, the CEO, and Founder of Blue Ocean Global Wealth to discuss why she is on the “Road to Exchange.”

Webinars

Advisor Perspectives — Marguerita Cheng, CFP® Pro will be teaching a continuing education-eligible ethics training is now available free of charge to Advisor Perspectives Premium members on Monday, Oct. 17, 1 pm Eastern. Click here to sign up!