52 episodes

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.

TechGirl Financial Podcast Victor and Kim Gaxiola

    • Business
    • 5.0 • 5 Ratings

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.

    How to Negotiate a Better Job Offer

    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
     

    • 44 min
    How to Prepare for the College Application Process

    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
    Bank Shutdowns and Transitions

    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 victor@techgirlfinancial.com.  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. 
    Episode Links:
    ·      Benefits of Investing in Dividend Paying Stocks Podcast with Gerry Mihalick ·      Changing Jobs Podcast Series: Top 10 Things to Consider ·      Changing Jobs Podcast Series: Foundational Considerations ·      Changing Jobs Podcast Series: Wealth Building Opportunities ·      Take Charge of Your 401(k) eBook ·      Take Charge of Your 401(k) 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

    • 17 min
    The Benefits of Planning in Times of Uncertainty and Volitivity

    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 – Click Here
    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:
    ·      Our Financial Planning Podcast ·      The TechGirl Financial Planning Process ·      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

    • 32 min
    The Benefits of a Self-Directed Brokerage Account (SDBA)

    The Benefits of a Self-Directed Brokerage Account (SDBA)

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

    • 24 min
    The Four Pillars of Holistic Wellness

    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 victor@techgirlfinancial.com.  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. 
    Episode Links:
    Visit Divya Gupta’s Website Visit Divya Gupta’s Instragram Designing Your Wealth Mindset Webinar Recording 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

    • 55 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

Winadu ,

Well done

As a financial advisor myself and a Podcast hope you have an extremely informative show and adding great value... Bravo

Mitch Slater

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