Resilient Investors Podcast

Victor Gaxiola
  • 5.0 (1)
  • Investing
  • Updated Biweekly

The Resilient Investors Podcast represents a strategic extension of Resilient Wealth Planning's brand and service philosophy. By offering comprehensive, integrated financial planning, investment management, and tax preparation, RWP empowers clients to achieve a "work-optional" lifestyle, cultivating financial resilience against life's inevitable shocks and stresses. The firm's specialized focus on high net worth tech employees, business owners, Gen X families, and female leaders enables highly tailored advice that addresses specific financial complexities and emotional anxieties. Join us!

  1. Jun 16

    S2EP10- Season Finale: Market Resilience during Geopolitical Turmoil and the Power of AI

    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 forward look at upcoming events and initiatives. Key Topics: Kim’s European trip: language learning, cultural observations, and personal takeawaysThe impact of geopolitical events on markets and investor resilienceThe growing enthusiasm and integration of AI in industries and householdsThe importance of long-term investing and weathering market stormsThe evolving landscape of private companies and IPOs driven by AIPractical applications of AI in everyday tasks, from meal planning to travelStrategies for proactive tax planning and ongoing financial managementA creative storytelling approach for financial plans and client communicationThe future of AI as a supportive companion and potential commencement speechUpcoming events: mid-year market review, regional client gatherings, and new initiativesSubscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-todayto schedule some time with our team.   Show Notes Resilient Wealth Planning YouTube Channel- CLICK HERERegister for the State of the Markets Halftime Report Webinar - CLICK HEREHave a question? Send an email to victor@resilientplanning.com

  2. May 21

    S2EP9- Decoding Trump Accounts

    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, including the $1,000 seed contribution for children born after 2025How the Trump accounts function similarly to custodial IRAs and potential investment options like mutual funds and ETFsContribution limits of $5,000 per year and who can contribute (parents, grandparents, others)Tax considerations, including how contributions and withdrawals may be taxed and special exceptions for education or first-time homebuyersThe process to open an account via trumpaccounts.gov and important timing around July 4th, 2026The role of philanthropic contributions andcorporate involvement in expanding the programSubscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-todayto schedule some time with our team.   Show Notes Resilient Wealth Planning YouTube Channel- CLICK HERELink to Trump Accounts Official SiteForm 4547 for account setupFidelity Investment- Trump Accounts: A New Way to Save for KidsHave a question? Send an email to victor@resilientplanning.com

  3. May 7

    S2EP8- The Post Tax Season Reset

    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 complianceHow to check and adjust your withholdings throughout the yearRecognizing the difference between tax prep and tax planningTips for maintaining organized tax documentation digitallyThe impact of recent legislative changes, including the "One Big Beautiful Bill" ActStrategies for investors and self-employed individuals to manage ongoing tax obligationsThe benefits of mid-year reviews for adjusting financial plansHow to maximize deductions and credits in upcoming tax yearsThe value of working with a professional for ongoing tax strategy Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-today to schedule some time with our team. Show Notes Resilient Wealth Planning YouTube Channel- CLICK HEREIRS Withholding CalculatorHave a question? Send an email to victor@resilientplanning.com

  4. Apr 23

    S2EP7: Volatility Is Not the Enemy

    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 stormsHow to audit and diversify your investment concentration and risksNavigating market reactions to geopolitical events and rate fluctuationsHow leadership changes at the Federal Reserve influence market and investment strategiesThe specific impact of Fed rate changes on tech stocks, housing, and overall portfolio resiliencePractical steps for managing concentrated holdings, RSUs, and liquidity buffersThe significance of having a flexible and adaptive financial planThe role of quality companies with strong balance sheets and dividend growthThe importance of regular portfolio reviews and adjustments Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-today to schedule some time with our team.   Show Notes Resilient Wealth Planning YouTube Channel- CLICK HERECase Study: Buying a Home in Silicon Vally- CLICKHEREHave a question? Send an email to victor@resilientplanning.com

  5. Apr 8

    S2EP6 – AI Innovations and Business Transitions with Insights from NVIDIA GTC

    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 impact of geopolitical uncertainty on US innovationKey takeaways from NVIDIA's advancements in AI and ecosystem partnershipsPractical AI applications in various industries, including automotive and manufacturingStrategies for business owners preparing for sales and successionThe evolving job market and the role of AI in enhancing communication and creativityPersonal stories and advice on transitioning from business ownership to retirementSubscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-todayto schedule some time with our team. Show Notes Resilient Wealth Planning YouTube Channel- CLICK HERENVIDIA GTC ConferenceThe Front Row Seat at the Greatest AI Show on Earth Blog PostHave a question? Send an email to victor@resilientplanning.com

  6. Mar 26

    S2EP5- Geopolitical Volatility and Turmoil

    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 consumer spendingHow prolonged geo-economic tensions could influence interest rates and recession risksThe evolving landscape of private credit, its risks, and impacts on investmentsThe rapid growth and future outlook of AI, GPU technology, and autonomous vehiclesPositive outlooks on innovation, emphasizing America's leadership in tech and future mobilitySubscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-today to schedule some time with our team.   Show Notes Resilient Wealth Planning YouTube Channel- CLICK HEREHave a question? Send an email to victor@resilientplanning.com

  7. Mar 15

    S2EP4- The Impact of the U.S. - Iran Conflict on Investments

    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 inflationThe historical resilience of markets during political crisesThe importance of diversified portfolios in volatile timesEconomic collateral damage and sector-specific impactsStrategies to remain calm and avoid knee-jerk reactionsOpportunities arising from market fluctuations during conflictsThe role of innovation and technological change during wartimeHow to interpret short-term versus long-term market reactionsSubscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-todayto schedule some time with our team. Show Notes Resilient Wealth Planning YouTube Channel- CLICK HEREHave a question? Send an email to victor@resilientplanning.com

  8. Mar 9

    S2EP3: Understanding Private Equity and Market Impacts

    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 ownership and decreasing regulatory burdensHow private equity offers diversification and non-correlation benefitsThe democratization of access to private equity investmentsThe importance of liquidity, risk, and expense considerations in private equityImpact of the Supreme Court striking down Trump's tariffsHow tariffs and political news influence market sentiment versus fundamentalsThe role of advisors in focusing on company fundamentals, not headline noiseSubscribe now to stay updated on future episodes and join us on this journey to financial empowerment. Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team. Show Notes Resilient Wealth Planning YouTube Channel- CLICK HEREHave a question? Send an email to victor@resilientplanning.com

See All (20)

About

The Resilient Investors Podcast represents a strategic extension of Resilient Wealth Planning's brand and service philosophy. By offering comprehensive, integrated financial planning, investment management, and tax preparation, RWP empowers clients to achieve a "work-optional" lifestyle, cultivating financial resilience against life's inevitable shocks and stresses. The firm's specialized focus on high net worth tech employees, business owners, Gen X families, and female leaders enables highly tailored advice that addresses specific financial complexities and emotional anxieties. Join us!

Information