{"podcast":{"title":"Financial Planner Search","slug":"financial-planner-search-7777021","podcast_index_feed_id":7777021,"rss_url":"https://api.riverside.fm/hosting/0EbIOsof.rss","website_url":"https://www.wilnaudesign.com/","image_url":"https://hosting-media.riverside.com/media/podcasts/594d7db1-d86b-483b-937e-9104ef41504d/logos/ccaa6669-220c-4d9f-a64f-fe76af984b3c.png","author":"Gregory Wilnau","episode_count":28,"summary":"Finding a financial advisor is easy. Finding the right one is hard. Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them. That's what Financial Planner Search is for. Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No jargon. Just a real look at who they are, how they work, and who they're best suited to help. By the end, you'll know what they’re all about. Whether you're approaching retirement and looking for a fiduciary for the first time, thinking about leaving your current advisor, or simply want to make a smarter hiring decision — this show gives you the inside access you need.","last_synced_at":"2026-06-24T04:18:10.462286+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021"},"episode":{"title":"Collaborative Planning & Diverse Wealth with Marguerita Cheng | Financial Planner Search","slug":"collaborative-planning-diverse-wealth-with-marguerita-cheng-financial-planner-search","published_at":"2026-05-05T18:00:00+00:00","page_url":"https://stenobird.com/podcast/financial-planner-search-7777021/collaborative-planning-diverse-wealth-with-marguerita-cheng-financial-planner-search","show_page_url":"https://stenobird.com/podcast/financial-planner-search-7777021","url":"https://api.riverside.com/hosting-analytics/media/2e36c95d6bd3ca32ec0ac7d5474c2151f90d2b29ba541aaccab80178f22c1195/eyJlcGlzb2RlSWQiOiIxYWI0MDM2OS1kZmZkLTRiZmYtYTdmNC01ZTBkMzhkZDRmNzMiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllOTI1YmFkOWQyMDE2NDAzYzIxYzhiL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTIyX18yMS00Ny02Lm1wMyJ9.mp3","audio_url":"https://api.riverside.com/hosting-analytics/media/2e36c95d6bd3ca32ec0ac7d5474c2151f90d2b29ba541aaccab80178f22c1195/eyJlcGlzb2RlSWQiOiIxYWI0MDM2OS1kZmZkLTRiZmYtYTdmNC01ZTBkMzhkZDRmNzMiLCJwb2RjYXN0SWQiOiI1OTRkN2RiMS1kODZiLTQ4M2ItOTM3ZS05MTA0ZWY0MTUwNGQiLCJhY2NvdW50SWQiOiI2OTE3NjgzY2VhZjhjZjNjZTA0NWRmMmQiLCJwYXRoIjoibWVkaWEvY2xpcHMvNjllOTI1YmFkOWQyMDE2NDAzYzIxYzhiL2dyZWdvcnktd2lsbmF1cy1zdHVkaW8tY29tcG9zZXItMjAyNi00LTIyX18yMS00Ny02Lm1wMyJ9.mp3","summary":"In this episode of Financial Planner Search , Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth , explains why her practice always leads with financial planning before discussing asset management. Based in Gaithersburg, Maryland, Rita specializes in helping overwhelmed executives, CFOs, and diverse families navigate complex life transitions with a collaborative and supportive approach. She discusses her firm’s unique ability to serve younger, culturally diverse, and multiracial clients, often using a flat-fee model to ensure planning is accessible even before significant assets are moved. Rita also highlights her specialized work as a Certified Divorce Financial Analyst (CDFA) , focusing on helping individuals thrive through \"silver\" or \"gray\" divorce. Takeaways Financial Planning First: Why understanding the personal situation is more important than managing the portfolio. Supportive Onboarding: Moving from \"information\" to \"actionable advice\" through a structured, low-stress discovery process. Chapters 00:00 Introduction and Blue Ocean Global Wealth Overview 02:04 Navigating Life Transitions and Psychographics 04:51 Serving Younger and Culturally Diverse Clients 07:00 The Value of Flat Fee Financial Planning 08:40 Connecting Through Community and Centers of Influence 10:43 Personalizing the Process: Core vs. Lifestyle Expenses 14:03 Specialization: Supporting Clients Through Gray Divorce 15:52 Thorough Execution and Attention to Detail 17:45 Onboarding and Ongoing Relationship Cadence 23:57 Professional Development and Collaboration 25:34 Redefining Retirement as a New Beginning You can find them at: https://www.blueoceanglobalwealth.com/ If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilna…","meta_description":"In this episode of Financial Planner Search , Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth , explains why her practice always leads with finan…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1692,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/financial-planner-search-7777021/episodes/collaborative-planning-diverse-wealth-with-marguerita-cheng-financial-planner-search/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/financial-planner-search-7777021/collaborative-planning-diverse-wealth-with-marguerita-cheng-financial-planner-search.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}