TechGirl Financial Podcast

Victor Gaxiola

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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 co-founders Victor and Kim Gaxiola, the program curates current financial themes, and discusses important investment and planning concepts.

5 NOV

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Machine & Partners Website Section Classes – AI Crash Course Schedule a chat with the TechGirl Financial Team Contact us 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. 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.

50 min
22 OCT

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Securing Your Future Preserving Your Legacy Web Page S1EP3 Podcast- Talking About Money: Couples S1EP4 Podcast - Talking About Money: Kids and Aging S2EP8 Podcast- Protecting Your Wishes w/Barb Pretlove Schedule a chat with the TechGirl Financial Team Contact us 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. 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

21 min
8 OCT

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Investing During an Uncertain Election Year via Fidelity Schedule a chat with the TechGirl Financial Team Contact us 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. 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

21 min
25 SEPT

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 Training Industry Magazine and SmartBrief 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 blog and LinkedIn. 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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Help Them Grow or Watch Them Go Website Schedule a chat with the TechGirl Financial Team Contact us 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. 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

51 min
5 SEPT

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Retirement: Planning for the Third Half of Life Article Schedule a chat with the TechGirl Financial Team Contact us 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. 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

28 min
20 AUG

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: S5EP8: The Benefits of Investing in Dividend Paying Stocks Podcast Schedule a chat with the TechGirl Financial Team Contact us 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. 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

43 min
6 AUG

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Restricted Stock Survey 2024 Schedule a chat with the TechGirl Financial Team Contact us 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. 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

19 min
23 JUL

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: · Seize the Yield-Taking a Fresh Look at Fixed Income Webinar Replay · Schedule a chat with the TechGirl Financial Team · Contact us 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. 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

31 min

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.

Creator

Victor Gaxiola
Years Active

2019 - 2024
Episodes

61
Rating

Clean
Copyright

© Victor Gaxiola
Show Website

TechGirl Financial Podcast