TechGirl Financial Podcast
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 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 [email protected] 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.
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S7EP9: Accelerating AI Adoption
11/05/2024
S7EP9: Accelerating AI Adoption
In recent years, AI’s explosive growth has been extraordinary, as both individuals and businesses leverage its capabilities to boost productivity and streamline operations. This surge has ignited a fresh wave of excitement for the future of computing, often compared to the transformative impact of the internet and mobile technology. Ed Ortega, Co-Founder of the AI consulting firm Machine & Partners, joins us to explore how this groundbreaking technology is reshaping workplaces and revolutionizing our daily interactions with machines and each other. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: Section Classes – a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP8: Securing Your Future, Preserving Your Legacy
10/22/2024
S7EP8: Securing Your Future, Preserving Your Legacy
Estate and legacy planning reach beyond merely drafting documents for wealth distribution. Careful planning involves safeguarding your values, preserving your legacy, and ensuring your wishes are respected for generations to come. Whether you're passing assets to loved ones, donating to charitable causes, or supporting institutions that matter to you, having a well-structured plan is crucial for peace of mind. If you are interested, we can help you create a personalized estate plan that reflects your unique goals and lifelong legacy. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP7: Markets are Non-Partisan
10/08/2024
S7EP7: Markets are Non-Partisan
Election day is fast approaching, and in this podcast, we wanted to address some of the main concerns expressed by investors about the impact elections have on financial markets. In short, they don’t. However, this does not stop volatile markets leading up to the decisive date and politicians taking credit for good markets or being blamed for bad markets. Join us as we discuss the history of past elections, historical returns and why gridlock in D.C. can be good for an investment portfolio. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: via Fidelity a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP6: Help Them Grow Or Watch Them Go
09/25/2024
S7EP6: Help Them Grow Or Watch Them Go
Author, researcher, speaker and an authority on leadership and career development, Julie Winkle Giulioni joins the TechGirl Financial podcast to share insights from the third edition of her book: Help Them Grow or Watch Them Go: Career Conversations Organizations Need and Employees Still Want. Study after study continues to confirm that career development is the single most powerful tool managers have for driving retention, engagement, productivity, and results. But many time-starved managers’ report that they don't have time for it. This book offers a better way: frequent, short conversations with employees about themselves, their goals, and the business that can be integrated seamlessly into normal day-to-day interactions, so it operates at the speed of business. Julie is a regular columnist for and and contributes articles on leadership, career development, and workplace trends to numerous publications including Fast Company and The Economist. You can keep up with Julie through her and . As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP5: What Will You Do, When Your Money Works For You?
09/05/2024
S7EP5: What Will You Do, When Your Money Works For You?
What will you do when your money works for you? At TechGirl Financial, this isn’t just a tagline; it’s a call to action. It encourages clients to envision their lifestyle after the kids have left home and their careers have ended, and they navigate the third act of life. Will it be filled with more golf or tennis? More travel and family visits? Time is a valuable currency, and just as we recommend a diversified investment portfolio, we advocate for a varied approach to how you spend your time to enrich your life and lifestyle. Join us for advice and guidance on exploring and discussing these possibilities with your significant other and your family. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP4: Stocks for the Long Run
08/20/2024
S7EP4: Stocks for the Long Run
Gerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management returns to the podcast to update us on the current state of the markets and their Rising Dividend Strategy. In our conversation we discuss the current interest rate environment, corporate valuations, and the importance of maintaining a disciplined focus to achieve investment success. Don’t be distracted by the noise and hear first-hand how Gerry and the Berkshire team approaches the markets, especially in times of volatility. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP3: Maximizing Your Restricted Stock Units (RSUs)
08/06/2024
S7EP3: Maximizing Your Restricted Stock Units (RSUs)
Join us as we explore the world of Restricted Stock Units (RSUs) and their impact on your financial journey. RSUs are now a significant component of employee compensation, and companies use them strategically to attract and retain top talent. But how can you maximize their potential? Are RSUs on the rise or decline? And just how crucial is an RSU allocation for securing your financial well-being? In this podcast we encourage listeners to participate in a new survey that we’ve created to gauge the changing landscape of RSUs across the country. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP2: Geeking Out on Fixed Income
07/23/2024
S7EP2: Geeking Out on Fixed Income
As market uncertainty continues to loom large, we will highlight the crucial role of fixed income as a portfolio ballast, essential for maintaining stability and mitigating risk. This podcast is designed to equip you with the knowledge and tools needed to seize opportunities, manage risks, and achieve your investment goals with confidence. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: · · a Chat with our team · 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S7EP1: State of the Markets: Proceed with Caution
07/09/2024
S7EP1: State of the Markets: Proceed with Caution
The TechGirl Financial podcast returns with its seventh season providing deep insights on the financial markets and an inside look at the landscape of our economy. We kick things off with a conversation about the state of the markets today, what to expect in the year to come, and why in times of uncertainty investors should proceed with caution. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: Franklin Templeton- a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP8: How to Negotiate a Better Job Offer
06/20/2023
S6EP8: How to Negotiate a Better Job Offer
In the competitive landscape of recruiting and placement, the negotiating process of a new job offer can lead to a more lucrative outcomes with long-term implications. Nicole Bannon, team lead and advisor with Rora/81 Cents joins us on the podcast to provide intel on how to improve your chances of a better offer and the leverage you have to chart your own path. In our conversation we discuss how to evaluate a good fit with a new company and what to consider to increase your total compensation. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP7: How to Prepare for the College Application Process
06/06/2023
S6EP7: How to Prepare for the College Application Process
Cindy McCormick, Principal Advisor of Cindy McCormick College Advising joins us on the podcast to share key insights on how to prepare for the college application process. As part of the conversation, we explore the value of getting started early, the importance of a student self-assessment, and what to consider when seeking the best fit. As parents, we want to provide our kids with the best guidance as they prepare to take the next step in their education. Cindy has been a strong advocate and coach to help us with our son Noah as he prepares to tackle the college application process this year. We hope you enjoy this podcast. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP6: Bank Shutdowns and Transitions
03/15/2023
S6EP6: Bank Shutdowns and Transitions
Recent disruption in the banking sector has added to investor anxiety and concerns about market volatility. The shakeup has only accelerated concerns about the stability of Silicon Valley’s startup culture and the health of large tech companies that were already laying off employees in anticipation of a possible recession. We are in a state of flux and in this podcast we address how to digest the banking shut down, the impact on client portfolios, and how to address times of transition. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: · · · · · · · a Chat with our team · 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP5: The Benefits of Planning in Times of Uncertainty and Volitivity
02/21/2023
S6EP5: The Benefits of Planning in Times of Uncertainty and Volitivity
What will you do when your money works for you? At TechGirl Financial this is our defining tagline that gets to the heart of our planning process. We love helping people identify their financial goals and working with them to create a customized roadmap to get them there. Throughout the planning process we learn more about what they value and their guardrails to prepare for times of uncertainty and volitivity and keep them on track. If you are interested in learning more and getting started, we encourage you to schedule some time with our team – As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: · · · a Chat with our team · 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP4: The Benefits of a Self-Directed Brokerage Account (SDBA) in a Company Sponsored Retirement Plan
01/24/2023
S6EP4: The Benefits of a Self-Directed Brokerage Account (SDBA) in a Company Sponsored Retirement Plan
The disappearance of pensions and defined benefit plans by employers has placed the burden of retirement planning on individuals via a 401(k), 403(b) or 457 plan with limited fund options and very little support. Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Group joins us to review the benefits of a Self-Directed Brokerage Account (SDBA) that expand the investment options available to employees, more control, and professional money management. More and more companies are offering SDBAs to employees. If you are interested in finding out more, listen to this podcast, and then reach out to our team. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP3: The Four Pillars of Holistic Wellness
01/10/2023
S6EP3: The Four Pillars of Holistic Wellness
As we begin the new year with a renewed focus on living a healthy lifestyle, Divya Gupta, Board Certified Holistic Nutrition Coach, joins us to share the four pillars of holistic wellness. In our conversation we discuss the importance of good nutrition, sleep, mental health, and exercise to improve your quality of life. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: Visit Divya Gupta’s Visit Divya Gupta’s Designing Your Wealth Mindset a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP2: Strategies for Charitable Giving
12/27/2022
S6EP2: Strategies for Charitable Giving
In the spirit of the season, Cheryl Red of Be Incredible Coaching joins us to share some strategic ways investors can maximize their charitable giving by the end of the year or start their planning for 2023 and beyond. In our conversation, she shares tips about when to give, where to give, and what to give. If you’d like to learn more, please be sure to visit Chery’s website and blog (links below). As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: Visit the Be Incredible Visit the Be Incredible with resources/charts mentioned in the show a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S6EP1- Weatherproofing Your Investment Portfolio
12/13/2022
S6EP1- Weatherproofing Your Investment Portfolio
After a tumultuous year, Season 6 of the TechGirl Financial podcast returns with all new episodes built to address your concerns and questions. Together with a deep roster of special guests and subject matter experts, our focus this season will be to help clients weatherproof their investment portfolios and financial plans for the coming year. Join us as we dig deeper to uncover opportunities in 2023, despite the headwinds of rising interest rates, inflation, and a likely recession. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP13- The Collapse of Crypto – Risks of Disruptors (BONUS EPISODE)
11/22/2022
S5EP13- The Collapse of Crypto – Risks of Disruptors (BONUS EPISODE)
In this BONUS episode, we explore how recent headlines of FTX’s bankruptcy and the repercussions to the cryptocurrency and blockchain space are NOT new. Innovative and disruptive technologies experience growing pains, especially early in their development and evolution. Join us as we revisit technologies that have stumbled in the past and provide some perspective on what to expect next. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP12- Changing Jobs in Today’s Post Pandemic Environment: Wealth Building Opportunities
08/16/2022
S5EP12- Changing Jobs in Today’s Post Pandemic Environment: Wealth Building Opportunities
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 always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP11- Changing Jobs in Today’s Post Pandemic Environment: Foundational Considerations
08/09/2022
S5EP11- Changing Jobs in Today’s Post Pandemic Environment: Foundational Considerations
In the 2nd 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 always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP10: Changing Jobs in Today’s Post Pandemic Environment: Top 10 Things to Consider
08/02/2022
S5EP10: Changing Jobs in Today’s Post Pandemic Environment: Top 10 Things to Consider
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 always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP9: ESG Investing
02/15/2022
S5EP9: ESG Investing
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 explore this fast-growing space of the investment landscape and reach out to our team if you’d like to learn more. As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP8: The Benefits of Investing in Dividend Paying Stocks
01/25/2022
S5EP8: The Benefits of Investing in Dividend Paying Stocks
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 always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to . We also encourage you to find us on and and connect with our team on . Episode Links: a Chat with our team 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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions
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S5EP7: Investing in Infrastructure
01/04/2022
S5EP7: Investing in Infrastructure
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, 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 several years.
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S5EP6: The State of the Travel Industry with Matt Maule
12/21/2021
S5EP6: The State of the Travel Industry with Matt Maule
The Covid-19 pandemic has 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.
/episode/index/show/techgirlfinancial/id/21555488
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S5EP5: 8 Timeless Principles of Investing
11/30/2021
S5EP5: 8 Timeless Principles of Investing
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.
/episode/index/show/techgirlfinancial/id/21326540
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S5EP4: Take Charge of Your 401(k)
11/09/2021
S5EP4: Take Charge of Your 401(k)
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.
/episode/index/show/techgirlfinancial/id/21013055
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S5EP3: Our Financial Planning Process
09/07/2021
S5EP3: Our Financial Planning Process
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.
/episode/index/show/techgirlfinancial/id/20342804
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S5EP2: Changes in College Admissions
08/24/2021
S5EP2: Changes in College Admissions
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.
/episode/index/show/techgirlfinancial/id/20186285
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S5EP1: The Post Pandemic World
08/10/2021
S5EP1: The Post Pandemic World
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.
/episode/index/show/techgirlfinancial/id/19937657