Resilient Investors Podcast

In this episode, the hosts reflect on Kim’s recent sabbatical in Europe, exploring language immersion, cultural insights, and personal growth. They also delve into the resilience of financial markets amidst geopolitical noise, the accelerating adoption of AI in business and daily life, and strategic tax planning for the year ahead. Plus, a creative approach to financial planning stories and a forw...

What Families and Investors Need to Know In this episode, Victor and Carolyn break down the latest developments around the Trump accounts program, discussing how it works, who is eligible, and the potential benefits for young investors. They explore how this initiative could shape future savings and investment habits for families. Key Topics The purpose and eligibility criteria for Trump accounts,...

Strategies for a Smoother Financial Year After filing taxes, it’s crucial to shift from a reactive to a proactive mindset. In this episode, Victor and Carolyn discuss practical steps to optimize your tax planning process and set yourself up for financial success in the upcoming year. Key Topics The importance of viewing tax season as a strategic planning opportunity rather than just compliance How...

In this episode, Victor and Kim Gaxiola explore how to become a resilient investor amidst market volatility, geopolitical tensions, and monetary policy shifts. They share practical strategies for protecting your portfolio, understanding the impact of Fed policy, and planning for the unexpected with confidence. Key Points: The importance of planning and preparation in weathering market storms How t...

In this episode, we explore the dual themes of cutting-edge AI innovations from the NVIDIA GTC conference and the strategic considerations for business owners planning transitions. Whether you're a tech enthusiast or a business owner, this episode offers valuable insights into how AI is reshaping industries and the critical steps for successful business succession planning. Key Points: The imp...

In this episode, we discuss current geopolitical tensions, such as the US-Iran conflict, and their potential impact on oil prices, consumer sentiment, and the economy. We also explore the risks in Private Credit and the exciting advancements in AI and autonomous vehicles shaping our future landscape. Main Topics Covered: The implications of ongoing geopolitical conflicts on oil markets and consume...

This episode dives into how geopolitical conflicts, particularly the US vs Iran situation, impact financial markets and investor portfolios. Our team sheds light on historical resilience, strategic diversification, and opportunities amidst uncertainty— providing actionable insights for long-term investors . Key Topics: How geopolitical events like the Iran conflict influence oil prices and inflati...

In this episode, we explore the fundamentals of private equity, its role in portfolio diversification, and recent developments such as the Supreme Court's decision on tariffs. Stay tuned for practical insights on managing investment risks andnavigating headline-driven market fluctuations. Key Topics: What is private equity and how does it differ from public markets? The trend towards private o...

In this episode, the Resilient Investors podcast team discusses investment approaches, focusing on the differences between active and passive investing. They explore the implications of each approach, the challenges active managers face inoutperforming the S&P 500, and the concentration of returns among a few major tech stocks. The conversation then shifts to the upcoming IPO landscape for 202...

In this episode of the Resilient Investors Podcast, hosts Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland discuss the new season's format, celebrate personal milestones, and explore the role of the Federal Reserve, the nomination of Kevin Warsh, and the implications for interest rates and the economy in 2026.The conversation also covers investment strategies and market trends, emphasizing the...

In this episode of the Resilient Investors podcast, the team welcomes author Carl Richards to discuss his latest book, "Your Money: Reimagining Wealth in 101 Simple Sketches." Carl shares insights from his journey as a financial planner and author, emphasizing the importance of conversations about money and the role of attention as a valuable resource. The discussion explores themes from...

In this episode of the Resilient Investors Podcast, Victor and Kim Gaxiola discuss essential financial strategies to consider before the end of the year and how to prepare for 2026. They cover topics such as tax law changes, ROTH conversions, required minimum distributions, tax loss harvesting, and employee retirement contributions. The episode emphasizes the importance of proactive tax planning a...

This episode of the Resilient Investors Podcast, hostedby Victor Gaxiola, focuses on gratitude as the team reflects on what they are thankful for during the holiday season. Team members, including Christinia, Carolyn, Lucas, and Kim, share personal and professional experiences that highlight the importance of family, teamwork, and personal growth. The episode emphasizes the value of creating a sup...

In this episode, Victor Gaxiola, Carolyn Rowland, and KimGaxiola discuss the importance of estate and legacy planning. They explore the differences between wills and trusts, the significance of avoiding probate, and how to align financial planning with personal values. The conversation emphasizes the need for regular updates to estate plans and the role of financial planners in guiding clients thr...

In this episode of the Resilient Investors Podcast, hostsVictor Gaxiola, Carolyn Rowland, and Kim Gaxiola discuss the intricacies of tax planning and its critical role in financial management. They discuss the differences between tax preparation and tax planning, the importance of specialized tax strategies, and how technology aids in effective tax management. The conversation also highlights the...

In this episode of the Resilient Investors podcast, Victor and Kim Gaxiola discuss the findings from their “Mastering RSUs-Data-Driven Insights & Strategies for Long-Term Financial Success” whitepaper, exploring the complexities of Restricted Stock Units (RSUs).  As a significant component of modern compensation, they unpack the implications of RSUs on employee retention, the balance of hope a...

In this episode, Victor and Kim Gaxiola discuss the investment management process, building on their previous conversation about financial planning. They explore the importance of understanding investment models, the stages of investment (accumulation, preservation, and distribution), and the significance of asset allocation. The conversation emphasizes the need for a disciplined approach to selli...

Join Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland as they delve into the intricacies of financial planning. Discover how understanding your current financial position, setting goals, and crafting a strategic plan can guide you to financial success. Learn about the importance of data accuracy, the role of investments, and the behavioral aspects of financial planning. Key Points: Introduction to...

In this episode of the Resilient Wealth Planning Podcast,host Victor Gaxiola introduces the key members of the Resilient Wealth Planning Operations Team. The conversation highlights the importance of each team member's role in providing exceptional client service and support. ChristiniaSardam shares her journey in the financial industry, Kaitlin Knepper discusses her role as Director of Client...

What will you do when your money works for you? Welcome to the Resilient Investors Podcast! Join hosts Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland of Resilient Wealth Planning as they embark on a journey to empower you with insights into financial planning and resilience. In this inaugural episode, discover the unique backgrounds of our hosts and learn how they plan to navigate the complex wo...