Modern Family Finance Podcast

Prenuptial agreements are one of those topics that many couples know they  should  talk about—but often avoid. They’re frequently misunderstood, associated with extreme wealth, or seen as unromantic. In reality, prenups can be one of the most thoughtful, practical tools modern couples use to protect themselves and each other. In this episode of the  Modern Family Finance Podcast , I sit down with ...

How do Bay Area families use credit card rewards to take unforgettable trips—without hurting their credit or getting overwhelmed? In this episode of the Modern Family Finance Podcast, Jenni sits down with Kerry Durkin of Carrie’s Points, Unpacked to break down how busy families can turn everyday spending into meaningful travel using credit card rewards. Kerry shares how her family used points to b...

In today’s episode, we’re diving into estate planning—one of the most essential and most often overlooked parts of building a secure financial future. It’s not just about what happens when you're gone—it’s about protecting the people you love and making sure your wishes are honored when it matters most. For women, LGBTQ+ families, singles, and unmarried couples, the stakes can be even higher. The...

In today’s episode, we’re diving into a critical question: What do you do when you don’t have children—or family nearby—to advocate for you as you age? Whether you’re single, child-free, part of the LGBTQ+ community, or simply navigating complex family dynamics, this episode is for you. My guest is Mia Owsley, a licensed professional fiduciary and founder of Mia’s Fiduciary Services which serves t...

In this episode of the Modern Family Finance podcast, we’re diving into a topic that affects everyone—time management and productivity. Whether you’re juggling a demanding career, personal responsibilities, or just trying to keep up with life’s never-ending to-do list, finding balance can feel overwhelming. Jenni welcomes Alexis Haselberger, a time management and productivity coach in the San Fran...

In this episode of the Modern Family Finance podcast, we talk Bay Area real estate with Dan Risman-Jones of Ascend Realty. Dan is an incredible resource with deep expertise in the San Francisco Bay Area housing market, specializing in San Francisco, Alameda County, Marin, and San Mateo. In today’s episode, we’ll dive into everything from Bay Area market trends and navigating mortgage rates to reti...

In this episode of the  Modern Family Finance  podcast, I’m diving into the exciting world of international living. As a financial planner based in the San Francisco Bay Area, I love helping women and LGBTQ professionals navigate their financial goals. Having lived in Europe and Asia for years at a time myself, I’m a huge advocate for the benefits of international living—not just for the adventure...

Today, we have the pleasure of discussing tax-saving tips for high-income earners with Gio Bartolotta. Gio is the co-founder of GoJo Accountants and is pioneering a tech-savvy tax advisory firm. What's particularly fascinating about Gio is that he defies the stereotype of a traditional CPA. He has masterfully integrated his professional practice with his personal lifestyle, allowing him to pursue...

In this episode, we focuses on career and life transitions, addressing questions like discovering one’s true calling, reclaiming identity after a career break, and making significant career changes. We have a great conversation with  Tracy Crothers , a former public interest attorney who transitioned to a life coach. Tracy shares her journey of discovering her true calling and how she now helps ot...

In this podcast episode I talk about money and relationships with one of my favorite couples, John and David Auten Schneider. My wife and I have had the pleasure of becoming friends with them after getting to know them through their content at the  Debt Free Guys  website and the  Queer Money podcast .  John and David help LGBTQ people and their allies  live fabulously, not fabulously broke . Toda...

As a financial planner in the Bay Area, I get a lot of people who want to talk to me about getting their finances in order because they’re preparing to buy a home. But in today’s real estate market, it can be hard to figure out what to do. So in today’s webinar, we’re going to talk with my friend,  Brook Baird . Brook is a Bay Area native and she’s had a real estate license since 2005. She works w...

When I used to work in Silicon Valley as a tech employee, I received restricted stock units (RSUs) that helped fuel  our financial journey . If you’re a tech employee who aspires to live and work on your terms, your equity based compensation could have the potential to accelerate your path to financial independence. But we know it can feel complicated, especially around taxes.  My go-to guru when...

As a woman, a person of color, as an LGBTQ individual, I get how negotiation can be in an uncomfortable conversation when you’re used to having a fight just to get a seat at the table. So that is why I wanted to talk to  Kimberly Aguilera , founder of  Zocalo,  a recruiting firm bringing top-tier talent to today’s most ambitious and admirable companies.  Kimberly is a recognized leader in the exec...

As a financial planner who works with women and LGBTQ professionals, a lot of my clients are self-employed and small business owners. As a small business owner myself, I’ve had to figure out how to navigate the legal of setting up our business and hiring.  I always turn to  Jaime Santos  of  Santos Walding LLP  for help. Jamie is a native of the East Bay. She got her law degree at UC Berkeley and...

If you are a mid-career woman or LGBTQ professional, this might be a time in which you are asking yourself what’s important for the next phase of your career. For some of you, the goal might be to get to the next level as an executive. Others of you might want to make changes such as staying in the same industry but changing the type of company or role you’re in. When I left my company after 15 ye...

When I left my Silicon Valley tech job after 15 years to start my own business, one of my main concerns was how to buy health care coverage for my family. Access to health care coverage simply isn’t a concern when you work for a Fortune 500 company competing to offer the best benefits packages to attract top talent. As a financial planner who  specializes in working with self-employed individuals...