In the financial services industry, we often disclose that when it comes to investing, past performance is not indicative of future results. When it comes to investing in innovation, not only is this true but can provide a strategic advantage because you are investing in what CAN happen, not what HAS happened. In today’s podcast we explore the innovation premium that companies can offer by expanding their intellectual capital and investing in research and development. We talk about companies tha...
Dec 15, 2020•41 min
Today we are thrilled to welcome Adriana Gascoigne, founder and CEO of Girls in Tech, a global non-profit dedicated to empowering, educating, and mentoring women in the technology industry. In our conversation Adriana shares how Girls in Tech has evolved from its early Silicon Valley roots to a global network across six continents with over 60,000 members, and how they are empowering women in tech face the challenges of our world. Join us for this inspiring conversation with a rising tech star. ...
Nov 17, 2020•53 min
In today’s podcast we welcome Angelica Sirotin, a Gen Z Digitalization Expert, Venture Entrepreneur, Executive Producer, and Co-Founder of the Digital Pioneers Network. Angelica is one of the select few pioneering voices providing novel insights on Gen Z in the critical areas of digital transformation, education, and the future of work. Raised in technology, our conversation explores how Gen Z digital natives are changing the workplace and the long-term impact of their generation. As always, we ...
Oct 20, 2020•50 min
As part of our Innovation Series this season, we are thrilled to have Asra Nadeem join us on the program. Asra is the first female Pakistani venture capitalist and global speaker who has spoken on the TEDx stage. She is President at , a pre-accelerator and co-founder of , a deep-tech company whose proprietary technology turns text into movies and 3D scenes in real-time. We are very excited to have her on the program as we explore how technology is changing the future of entertainment and busines...
Oct 06, 2020•37 min
Although 2020 will be remembered as the year of the Coronavirus pandemic, behind the scenes in labs, tech incubators and companies around the world, new innovations and processes are developing that will have long lasting repercussions on our everyday lives. From deep learning to automation, 3D printing to next generation DNA sequencing, we are living in a new age of innovation. Join us as we explore 10 BIG ideas for innovation that are already making headlines and will likely make a lasting imp...
Sep 22, 2020•55 min
The 4th season of the TechGirl Financial podcast will be centered around Innovation and its ongoing impact at home, at work and in our communities. Despite the global pandemic that has led to economic hardship for individuals and businesses around the world, we continue to seek the silver linings brought about by adversity in the fields of health care, communications, technology, business and education to name a few. Join us, and our special guests, this season as we explore how innovation is dr...
Sep 08, 2020•17 min
At TechGirl Financial we NOW have the ability to manage Health Savings Accounts (HSAs) and wanted to share the many benefits that they offer to those that are eligible to participate. In this podcast we review the benefits, share who’s eligible, how much you can contribute each year, and how to make the most of your account. If you are interested in learning more, contact us. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer con...
Jun 09, 2020•29 min
As the Covid-19 pandemic continues to take hold our lives, the future of education and the college experience for students remains stalled and uncertain. This past month the California State University Schools announced that Fall classes would be entirely on-line, and more and more high school graduates are choosing to defer starting college and taking a gap year to wait things out. As a follow up and continuation of our last podcast, Ava Silva, our intern and current Santa Clara University Fres...
May 26, 2020•29 min
The closing of schools across the country this Spring has led to a great deal of uncertainty on the re-opening of schools this fall and the future of education. Due to the Coronavirus pandemic, how has the shift to online education and changes in acceptance criteria affect the value and experience of college education? As many listeners of this podcast know, our daughter Mika is a senior in high school and this podcast centers around our own personal conversations and the options we are consider...
May 12, 2020•28 min
Based on the blog post of the same title, in this podcast Kim Gaxiola, CFP® shares why NOW is a great time to consider selling your RSUs. In addition to reducing a concentrated equity position, we explore how tax-loss harvesting, rebalancing and diversification can make an impact on your long-term investment strategy. If you’d like to learn more, please be sure to contact us to explore your own situation. As always, we encourage all our listeners to be a part of our podcast. Please ask questions...
Apr 28, 2020•18 min
Author and friend, Karen Cornwell, who has spent her career in technology, joins us to talk about her new book “You Can’t Fix What You Can’t See.” She shares how we must learn to leverage gender diversity to improve innovation and drive top-line growth. Her book delivers a wealth of experience and combines aspects of neuroscience, psychology, sociology, and linguistics. We hope you will enjoy this conversation as we dig deeper into the many insights her book explores and the stories she shares. ...
Apr 07, 2020•45 min
The world has been consumed with the Coronavirus pandemic and its impact on our daily lives. Driven by fear and uncertainty, the financial markets continue to exhibit a high level of volatility and despite the chaos, we remain positive and optimistic about the future. Join us as we share our insights on current events, what we are doing to address the pandemic, and how to make the most of the time at home. At the end of the podcast we share an interview with our good friend, Dr. Jason Bellak of ...
Mar 25, 2020•52 min
In the final podcast of our second season, we talk about money moves you should consider before the end of the year and introduce listeners to Ava Silva, our new intern. In addition, we expand on the value of charitable giving and the local and global organizations we support at TechGirl Financial. As we close the second season, we’d like to thank all our listeners, guests and partners for their support and look forward to coming back in 2020 with season 3. Stay tuned! As always, we encourage al...
Dec 24, 2019•34 min
In our final podcast of the Professional Education Series, Barbara Pretlove , Estate Planning Attorney at Pretlove Law joins us to talk about why it’s so important to establish your estate plan and legal documents. As part of the discussion, we explore how wills, trusts, powers of attorney and health care directives can ensure your wishes are carried out while alive, especially if suffering from dementia or medical conditions, and after you pass away. As always, we encourage all our listeners to...
Dec 10, 2019•40 min
Being part of the Sandwich Generation is not easy, especially if you are caring for aging parents and raising kids at the same time. In today’s podcast we discuss how to approach the hard family conversation around dementia and Alzheimer’s disease. As part of our conversation we share early warning signs to look for, the types of questions to ask, and how to bring in your trusted advisors to help with next steps. As families gather to celebrate the holiday season, we think starting the conversat...
Nov 26, 2019•36 min
We continue our Professional Education Series with Lisa Silva, CPA and owner of TaxPros in California. With over 23 years of public accounting experience, Lisa has a deep focus on income tax planning and compliance for individuals and small businesses. In our conversation we talk about tax planning, working with Restricted Stock Units (RSUs) and Initial Public Offerings (IPOs), how to prepare for an audit, and how she stays abreast of tax law changes. As always, we encourage all our listeners to...
Nov 12, 2019•41 min
In Episode 3, “ How Financial Planning Helps You Make Big Decisions ” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage in the process and explore HOW we go about selecting the specific investments used to execute the plan. As part of the conversation, we cover the importance of risk tolerance, diversification, re-balancing, and why it’s best to work with an advisor to develop your strategy and identify the appropriate inv...
Oct 29, 2019•45 min
In the second episode of our Financial Professional Education Series, Jeni Nunn, Realtor at Coldwell Banker joins us to share how she helps clients buy or sell their home. Our conversation focuses on the first-time homebuyer experience, multi-generational solutions, and the creative approaches to buying in the Bay Area. 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...
Oct 15, 2019•53 min
In this episode Kim and Victor explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement. Using financial planning software, Kim and Victor share how they can create multiple scenarios and simulate a financial roadmap, including the potential bumps in the road. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content sugge...
Oct 01, 2019•32 min
In the first episode of our Financial Professional Education Series, Janene Chernoff , Branch Manager and Loan Officer at Guild Mortgage joins us to share insights on the mortgage lending process. Our conversation focuses on the first-time homebuyer experience and what you should expect and consider BEFORE shopping for a new home; including the multiple financial and educational resources available to make home buying, even in a challenging area like Silicon Valley, possible. If you are consider...
Sep 17, 2019•39 min
We are back for Season 2 of the TechGirl Financial Podcast. This season, we will explore the various stages of the client journey with other financial professionals in real estate, mortgage lending, accounting, estate planning and others. It promises to be an educational ride that will keep you informed with insights from our collaborate team of experts. In the first Episode we lay the groundwork for the season, talk about recent market volatility and celebrate Life Insurance Awareness Month in ...
Sep 03, 2019•22 min
In this episode we explore how insurance is used to protect investors and their families due to an untimely death or disability and the high cost of long term care. 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@resilientplanning.com . We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn . Episode ...
Jun 11, 2019•33 min
In this episode we explore college education planning and how you can prepare for the rising cost of education without sacrificing your own retirement. 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@resilientplanning.com . We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn . Episode Links: A Coun...
May 28, 2019•26 min
In this episode, we discuss the buzz surrounding recent IPOs in Silicon Valley, and what investors and employees of these companies should consider when startups go public. 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@resilientplanning.com . We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn . ...
May 14, 2019•32 min
In this episode, Sam X Renick, founder and creator of Sammy Rabbit joins us to share how he is teaching kids great money habits using songs, stories and activities that are both engaging and sticky. In our discussion we explore how Sam is empowering kids’ dreams and improving financial literacy through the development of great habits and strategic life skills. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions...
Apr 30, 2019•44 min
In this episode, we discuss how you can spark joy and organize your finances by applying the KonMari Method created by tidying expert Marie Kondo- bestselling author and star of Netflix’s hit show “Tidying Up with Marie Kondo”, and founder of KonMari Media, Inc. 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@resilientplanning.com . We also e...
Apr 16, 2019•27 min
In our final episode of our Talking About Money Series we move to the workplace to discuss how to apply the concepts and strategies of Kathleen Burns Kingsbury’s book to address how to leverage your strengths for better pay, flexibility and promotion. 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@resilientplanning.com . We also encourage yo...
Apr 02, 2019•37 min
In this episode we continue talking about money to address money challenges at home with your kids and aging parents. 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@resilientplanning.com . We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn . Podcast Links: Breaking Money Silence Website Schedule ...
Mar 19, 2019•1 hr
In this episode we continue talking about money at home with your spouse or significant other and the specific areas you may want to address together. The podcast recording provided a few surprises of our own as we discussed our own challenges with money and issues with holiday car commercials. 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@...
Mar 05, 2019•30 min
In this episode we dig deep by exploring the challenges individuals face when it comes to talking about money at home and in the workplace. Much of the discussion centers around the book Breaking Money Silence® , by author Kathleen Burns Kingsbury who defines the danger or not talking about money and the high price we pay for this silence. Join us as we explore how you can identify your own money issues and the steps you can take to break through them and improve the dialogue with your spouse or...
Feb 19, 2019•25 min
