TechGirl Financial Podcast

Victor and Kim Gaxiola

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TechGirl Financial Podcast 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.

9 HR AGO

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

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

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

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

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
9 JUL

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. Episode Links: · Franklin Templeton- Anatomy of a Recession · 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
20/06/2023

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Visit the 81Cents 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

45 min
06/06/2023

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 victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. Episode Links: Cindy McCormick College Advising 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

53 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 and Kim Gaxiola
Years Active

2019 - 2024
Episodes

58
Rating

Clean
Copyright

© TechGirl Financial 2022
Show Website

TechGirl Financial Podcast