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TechGirl Financial Podcast

Business & Economics Podcasts

Designed specifically for Women in Technology the “TechGirl Financial™ Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by Investment Advisor Representative, Victor Gaxiola (@VictorGaxiola) and founder and registered principal of Tech Girl Financial™, Kim Gaxiola, CFP® (@KimGaxiola), the program curates current financial themes, discusses important investment and planning concepts, and candid interviews with clients, partners, and industry thought leaders. 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 using the hashtag #AskTGF. We also encourage you follow us on the TechGirl Financial™ page on Facebook and connect with us on LinkedIn. http://www.techgirlfinancial.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.

Designed specifically for Women in Technology the “TechGirl Financial™ Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by Investment Advisor Representative, Victor Gaxiola (@VictorGaxiola) and founder and registered principal of Tech Girl Financial™, Kim Gaxiola, CFP® (@KimGaxiola), the program curates current financial themes, discusses important investment and planning concepts, and candid interviews with clients, partners, and industry thought leaders. 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 using the hashtag #AskTGF. We also encourage you follow us on the TechGirl Financial™ page on Facebook and connect with us on LinkedIn. http://www.techgirlfinancial.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.

Location:

United States

Description:

Designed specifically for Women in Technology the “TechGirl Financial™ Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle. Hosted by Investment Advisor Representative, Victor Gaxiola (@VictorGaxiola) and founder and registered principal of Tech Girl Financial™, Kim Gaxiola, CFP® (@KimGaxiola), the program curates current financial themes, discusses important investment and planning concepts, and candid interviews with clients, partners, and industry thought leaders. 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 using the hashtag #AskTGF. We also encourage you follow us on the TechGirl Financial™ page on Facebook and connect with us on LinkedIn. http://www.techgirlfinancial.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.

Language:

English

Contact:

8005843652


Episodes

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

S4EP3: 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

S3EP4: Will Schools Re-Open this Fall?

5/12/2020
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...

Duration:00:28:05

S3EP3: Why Now May Be the Best Time to Sell Your Restricted Stock Units (RSUs)

4/28/2020
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. Episode Links: Why Now May Be the Best Time to Sell Your Restricted Stock...

Duration:00:18:00

S3EP2: You Can't Fix What You Can't See

4/7/2020
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...

Duration:00:45:19

S3EP1: Stronger Than Coronavirus

3/25/2020
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...

Duration:00:52:20

S2EP9: End of the Year, End of a Decade

12/24/2019
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! Remember, as a...

Duration:00:34:04

S2EP8: Protecting Your Wishes

12/10/2019
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. Remember, as a listener, you are part of...

Duration:00:40:25

S2EP7: Hard Conversations With Aging Parents

11/26/2019
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...

Duration:00:35:47

S2EP6: Working with a CPA on Tax Planning Strategies

11/12/2019
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. Remember, as a listener, you are part...

Duration:00:41:09

S2EP5: Building An Investment Portfolio

10/29/2019
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...

Duration:00:45:19