In recent years, AI’s explosive growth has been extraordinary, as both individuals and businesses leverage its capabilities to boost productivity and streamline operations. This surge has ignited a fresh wave of excitement for the future of computing, often compared to the transformative impact of the internet and mobile technology. Ed Ortega, Co-Founder of the AI consulting firm Machine & Partners, joins us to explore how this groundbreaking technology is reshaping workplaces and revolution...
Nov 05, 2024•50 min•Season 7Ep. 9
Estate and legacy planning reach beyond merely drafting documents for wealth distribution. Careful planning involves safeguarding your values, preserving your legacy, and ensuring your wishes are respected for generations to come. Whether you're passing assets to loved ones, donating to charitable causes, or supporting institutions that matter to you, having a well-structured plan is crucial for peace of mind. If you are interested, we can help you create a personalized estate plan that reflects...
Oct 22, 2024•21 min
Election day is fast approaching, and in this podcast, we wanted to address some of the main concerns expressed by investors about the impact elections have on financial markets. In short, they don’t. However, this does not stop volatile markets leading up to the decisive date and politicians taking credit for good markets or being blamed for bad markets. Join us as we discuss the history of past elections, historical returns and why gridlock in D.C. can be good for an investment portfolio. As a...
Oct 08, 2024•21 min
Author, researcher, speaker and an authority on leadership and career development, Julie Winkle Giulioni joins the TechGirl Financial podcast to share insights from the third edition of her book: Help Them Grow or Watch Them Go: Career Conversations Organizations Need and Employees Still Want. Study after study continues to confirm that career development is the single most powerful tool managers have for driving retention, engagement, productivity, and results. But many time-starved managers’ r...
Sep 25, 2024•51 min
What will you do when your money works for you? At TechGirl Financial, this isn’t just a tagline; it’s a call to action. It encourages clients to envision their lifestyle after the kids have left home and their careers have ended, and they navigate the third act of life. Will it be filled with more golf or tennis? More travel and family visits? Time is a valuable currency, and just as we recommend a diversified investment portfolio, we advocate for a varied approach to how you spend your time to...
Sep 05, 2024•28 min
Gerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management returns to the podcast to update us on the current state of the markets and their Rising Dividend Strategy. In our conversation we discuss the current interest rate environment, corporate valuations, and the importance of maintaining a disciplined focus to achieve investment success. Don’t be distracted by the noise and hear first-hand how Gerry and the Berkshire team approaches the markets, especially in times of volatilit...
Aug 20, 2024•43 min
Join us as we explore the world of Restricted Stock Units (RSUs) and their impact on your financial journey. RSUs are now a significant component of employee compensation, and companies use them strategically to attract and retain top talent. But how can you maximize their potential? Are RSUs on the rise or decline? And just how crucial is an RSU allocation for securing your financial well-being? In this podcast we encourage listeners to participate in a new survey that we’ve created to gauge th...
Aug 06, 2024•19 min
As market uncertainty continues to loom large, we will highlight the crucial role of fixed income as a portfolio ballast, essential for maintaining stability and mitigating risk. This podcast is designed to equip you with the knowledge and tools needed to seize opportunities, manage risks, and achieve your investment goals with confidence. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To...
Jul 23, 2024•31 min
The TechGirl Financial podcast returns with its seventh season providing deep insights on the financial markets and an inside look at the landscape of our economy. We kick things off with a conversation about the state of the markets today, what to expect in the year to come, and why in times of uncertainty investors should proceed with caution. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future sho...
Jul 09, 2024•28 min
In the competitive landscape of recruiting and placement, the negotiating process of a new job offer can lead to a more lucrative outcomes with long-term implications. Nicole Bannon, team lead and advisor with Rora/81 Cents joins us on the podcast to provide intel on how to improve your chances of a better offer and the leverage you have to chart your own path. In our conversation we discuss how to evaluate a good fit with a new company and what to consider to increase your total compensation. A...
Jun 20, 2023•45 min
Cindy McCormick, Principal Advisor of Cindy McCormick College Advising joins us on the podcast to share key insights on how to prepare for the college application process. As part of the conversation, we explore the value of getting started early, the importance of a student self-assessment, and what to consider when seeking the best fit. As parents, we want to provide our kids with the best guidance as they prepare to take the next step in their education. Cindy has been a strong advocate and c...
Jun 06, 2023•53 min
Recent disruption in the banking sector has added to investor anxiety and concerns about market volatility. The shakeup has only accelerated concerns about the stability of Silicon Valley’s startup culture and the health of large tech companies that were already laying off employees in anticipation of a possible recession. We are in a state of flux and in this podcast we address how to digest the banking shut down, the impact on client portfolios, and how to address times of transition. As alway...
Mar 15, 2023•18 min
What will you do when your money works for you? At TechGirl Financial this is our defining tagline that gets to the heart of our planning process. We love helping people identify their financial goals and working with them to create a customized roadmap to get them there. Throughout the planning process we learn more about what they value and their guardrails to prepare for times of uncertainty and volitivity and keep them on track. If you are interested in learning more and getting started, we ...
Feb 21, 2023•33 min
The disappearance of pensions and defined benefit plans by employers has placed the burden of retirement planning on individuals via a 401(k), 403(b) or 457 plan with limited fund options and very little support. Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Group joins us to review the benefits of a Self-Directed Brokerage Account (SDBA) that expand the investment options available to employees, more control, and professional money management. More and more com...
Jan 24, 2023•24 min
As we begin the new year with a renewed focus on living a healthy lifestyle, Divya Gupta, Board Certified Holistic Nutrition Coach, joins us to share the four pillars of holistic wellness. In our conversation we discuss the importance of good nutrition, sleep, mental health, and exercise to improve your quality of life. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please...
Jan 10, 2023•56 min
In the spirit of the season, Cheryl Red of Be Incredible Coaching joins us to share some strategic ways investors can maximize their charitable giving by the end of the year or start their planning for 2023 and beyond. In our conversation, she shares tips about when to give, where to give, and what to give. If you’d like to learn more, please be sure to visit Chery’s website and blog (links below). As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make ...
Dec 27, 2022•47 min
After a tumultuous year, Season 6 of the TechGirl Financial podcast returns with all new episodes built to address your concerns and questions. Together with a deep roster of special guests and subject matter experts, our focus this season will be to help clients weatherproof their investment portfolios and financial plans for the coming year. Join us as we dig deeper to uncover opportunities in 2023, despite the headwinds of rising interest rates, inflation, and a likely recession. As always, w...
Dec 13, 2022•11 min
In this BONUS episode, we explore how recent headlines of FTX’s bankruptcy and the repercussions to the cryptocurrency and blockchain space are NOT new. Innovative and disruptive technologies experience growing pains, especially early in their development and evolution. Join us as we revisit technologies that have stumbled in the past and provide some perspective on what to expect next. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, an...
Nov 22, 2022•18 min
In the final episode of our special three-part series, we share how to evaluate a new job offer to maximize your wealth opportunities. In addition to a higher salary, what other financial incentives are on the table to make the deal sweeter? In this episode we explore retirement plans, stock options, restricted stock units and other financial incentives companies use to attract talent. Learn how you can maximize your wealth building opportunities before saying “YES” and making a move. As always,...
Aug 16, 2022•26 min
In the 2nd episode of our special three-part series, we expand on the foundational considerations when evaluating a job change. What health and family benefits are being offered? Is the company financially strong, and will they provide adequate insurance coverage? What happens if the economy takes a turn for the worse? In this episode we explore some of the additional questions to ask and consider before saying “YES” to the job offer. As always, we encourage all our listeners to be a part of our...
Aug 09, 2022•21 min
TechGirl Financial is happy to announce a special three-part series that explores the changing landscape of the job market and opportunities for those seeing work or changing jobs. With a recession looming, today’s employees have multiple variables to consider before saying “YES” to a new opportunity. Join us as we share the top 10 things to consider before making a change. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer conte...
Aug 02, 2022•11 min
Margaret Leung, Head of ETF Distribution at Nuveen, joins us to talk about the growth of ESG (Environmental, Social, Governance) funds and investments. In our conversation Margaret shares how Nuveen uses ESG Data to identify companies with strong business practices, including: sustainable natural resource usage, human capital development, and business ethics. Investors today have high expectations of the companies they invest in, seeking those whose values align with their own. Join us as we exp...
Feb 15, 2022•42 min
Gerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management joins us to share his philosophy and approach to developing and managing Berkshire’s Dividend Strategy. In our conversation, we explore how Gerry helps our clients in the selection of a dividend paying stock portfolio, and the discipline necessary for success. Join us to learn the benefits of aligning with a third-party money manager to reach your financial goals. As always, we encourage all our listeners to be a part of ou...
Jan 25, 2022•42 min
As we kick off 2022 we are thrilled to have Ryan Issakainen, Exchange Traded Fund Strategist at First Trust Portfolios, joins us to share his outlook on the challenges and opportunities of investing in Infrastructure. In our conversation we explore clean energy including solar and wind power, water infrastructure, 5G growth and next generation computing. Learn how investors can benefit from investing in the thematic trends that may drive market performance and economic growth over the next sever...
Jan 04, 2022•47 min
The Covid-19 pandemic has had a drastic impact on the travel industry affecting airlines, hotel chains, and cruise lines. Although the industry has faced headwinds in the past, the longevity of the pandemic and the extent of its impact were unprecedented. Industry expert Matt Maule joins us to share his insights on the industry, it’s rebound, and the many lessons learned throughout this period to emerge stronger and more focused. As always, we encourage all our listeners to be a part of our podc...
Dec 21, 2021•39 min
In this podcast we cover 8 Timeless Principles of Investing to help you make more informed decisions and avoid making mistakes. Take control and approach the market with confidence. Learn the advantages of investing early, avoiding the noise and the emotional roller coaster of investing. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilie...
Nov 30, 2021•19 min
In this podcast we share how investors can take charge of their employee sponsored retirement savings plans and the options they have when changing jobs or retiring. Based on our whitepaper of the same name, podcast highlights include: Powerful information that could potentially save you in taxes and fees Tips to help you put one step ahead in your retirement preparations How to avoid critical mistakes As always, we encourage all our listeners to be a part of our podcast. Please ask questions, m...
Nov 09, 2021•23 min
In this podcast we breakdown the TechGirl Financial Planning Process and how we work with clients to develop their own customized financial roadmap and the investment strategy to support it. In our conversation we’ll share the steps we take and the reasons why we think of it as a journey. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resili...
Sep 07, 2021•34 min
In the spring of 2020 as the pandemic took hold, schools across the nation at all levels had to quickly shift from providing in-person learning to remote instruction. This affected the learning environment and opportunities for kids to excel and showcase their talent in college applications. As a result, colleges and universities across our nation had to re-adjust their admissions standards and revisit their processes. In this podcast, Geoff Williams, 529 Specialist at John Hancock Investment Ma...
Aug 24, 2021•55 min
After months living in the shadows of the pandemic, the world is finally re-awakening to embrace a new world. In the 5th season of our podcast, we will explore how our world is changing in multiple areas including: education, the workplace, medicine, health care, leadership and travel, and others. Join us as we invite special guests to the program to share their insights on the new world. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, ...
Aug 10, 2021•11 min
