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TechGirl Financial Podcast

Business & Economics Podcasts

Designed specifically for tech employees, the “TechGirl Financial Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by co-founders Victor and Kim Gaxiola, the program curates current financial themes, and discusses important investment and planning concepts.

Designed specifically for tech employees, the “TechGirl Financial Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by co-founders Victor and Kim Gaxiola, the program curates current financial themes, and discusses important investment and planning concepts.

Location:

United States

Description:

Designed specifically for tech employees, the “TechGirl Financial Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by co-founders Victor and Kim Gaxiola, the program curates current financial themes, and discusses important investment and planning concepts.

Language:

English

Contact:

8005843652


Episodes

S5EP12- Changing Jobs in Today’s Post Pandemic Environment: Wealth Building Opportunities

8/16/2022
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 a...

Duration:00:25:44

S5EP11- Changing Jobs in Today’s Post Pandemic Environment: Foundational Considerations

8/9/2022
In the 2 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 a listener, you are part of the process and we...

Duration:00:20:38

S5EP10: Changing Jobs in Today’s Post Pandemic Environment: Top 10 Things to Consider

8/2/2022
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 a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions...

Duration:00:11:29

S5EP9: ESG Investing

2/15/2022
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...

Duration:00:41:27

S5EP8: The Benefits of Investing in Dividend Paying Stocks

1/25/2022
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 a listener, you are part of the process and we...

Duration:00:42:15

S5EP7: Investing in Infrastructure

1/4/2022
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...

Duration:00:47:05

S5EP6: The State of the Travel Industry with Matt Maule

12/21/2021
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. Remember, as a listener, you are part of the process and we...

Duration:00:38:28

S5EP5: 8 Timeless Principles of Investing

11/30/2021
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. Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to...

Duration:00:18:30

S5EP4: Take Charge of Your 401(k)

11/9/2021
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: Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to victor@techgirlfinancial.com or join the conversation on Twitter with...

Duration:00:22:57

S5EP3: Our Financial Planning Process

9/7/2021
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. Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to...

Duration:00:34:12

S5EP2: Changes in College Admissions

8/24/2021
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...

Duration:00:55:12

S5EP1: The Post Pandemic World

8/10/2021
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. Remember, as a listener, you are part of the process and we encourage you to ask questions, make...

Duration:00:10:37

S4EP6: Investing In Innovation

12/15/2020
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...

Duration:00:41:06

S4EP5: Adriana Gascoigne of Girls in Tech

11/17/2020
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...

Duration:00:52:31

S4EP4: Angelica Sirotin

10/20/2020
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. Remember,...

Duration:00:50:22

Asra Nadeem

10/6/2020
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 DraperU, a pre-accelerator and co-founder of Opus.AI, 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...

Duration:00:36:42

S4EP2: Big Ideas in Innovation

9/22/2020
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...

Duration:00:55:26

S4EP1: Innovation Nation

9/8/2020
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...

Duration:00:16:38

S3EP6: The Benefits of a Health Savings Account (HSA)

6/9/2020
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. Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer...

Duration:00:28:40

S3EP5: The Uncertain Future of the College Experience

5/26/2020
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...

Duration:00:29:09