TechGirl Financial Podcast

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, an...

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 mi...

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, a...

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 r...

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 alway...

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 expand...

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...

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 dig...

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 h...

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 ex...

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 educ...

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 encou...

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...

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...

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 si...

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...

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...

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...

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 d...

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...

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...

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...

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...

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 ou...

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 availab...