Episode 79 — This week on Margaritas with Marguerita Cheng, CFP® Pro meet Shannon Baker, podcaster and business strategist

Listen to the podcast on Inkandescent Radio Episode 79 — This week on Margaritas with Marguerita Cheng, CFP® Pro meet Shannon Baker, podcaster and business strategist Feb. 3, 2023: Get Ready to Mind Your Time — Shannon Baker teaches us how purpose-driven women with online businesses can be more intentional with their time this week on Margaritas with Marguerita Cheng, CFP® Pro!

Feb. 3, 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, we learn from industry experts how to flex our financial muscles.

Meet today’s guest: Shannon Baker, podcaster and business strategist

Today’s Topic: Mind Your Time — How purpose-driven women with online businesses can be more intentional with their time

Rita asks Shannon:

What’s something you didn’t expect when you started your business?
When being organized isn’t your strong suit, where do you start?
What resources have you created to help business owners get organized and operate more efficiently?
What type of client do you find gets the most value from working with you?
What is the cost of small business owners not investing the resources required to organize and work smarter with systems?

Meet our guest: Shannon is a podcaster and business strategist. She uses more than 20 years of small business management experience to help her clients get organized and create business systems so they can leave overwhelmed behind, get things done, and spend their time on what matters most. Through the Mind Your Time podcast and the MY-T Society membership, she helps purpose-driven women with online businesses be more intentional with their time, whether they have a tight schedule or an aversion to technology. She strongly believes being busy is not a badge of honor. We simply need to use our POWER to create success on our terms. Learn more at shannonbaker.com.

Click here to learn how Shannon helps women be more intentional with their time!

Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita’s podcast show, Margaritas with Marguerita, on her radio channel: MargueritaChengRadio.com • Watch all of the show’s video episodes on Rita’s YouTube channel: www.MargueritaCheng.tv

Marguerita In The News

CNBC, March 21, 2024 — In today's article, reporter Cheyenne DeVon writes, "While you’re probably well aware of the importance of building your emergency savings to prevent unexpected expenses from wrecking your finances, there’s something else you may want to set aside money for as well: a 'me fund.' As the name implies, your “me fund” is money you’ve earmarked for purchases that aren’t necessities but would still be nice to have, such as concert tickets, clothing or other splurges.

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!