25 episodes

Designed specifically for Women in Technology 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 victor@techgirlfinancial.com 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. 

TechGirl Financial Podcast Victor and Kim Gaxiola

    • Investing
    • 5.0, 5 Ratings

Designed specifically for Women in Technology 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 victor@techgirlfinancial.com 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. 

    The Benefits of a Health Savings Account (HSA)

    The Benefits of a Health Savings Account (HSA)

    At TechGirl Financial we NOW have the ability to manage Health Savings Accounts (HSAs) and wanted to share the many benefits that they offer to those that are eligible to participate. In this podcast we review the benefits, share who’s eligible, how much you can contribute each year, and how to make the most of your account. If you are interested in learning more, contact us.

    • 28 min
    The Uncertain Future of the College Experience

    The Uncertain Future of the College Experience

    As the Covid-19 pandemic continues to take hold our lives, the future of education and the college experience for students remains stalled and uncertain.

    As a follow up and continuation of our last podcast, Ava Silva, our intern and current Santa Clara University Freshman, and Mika Gaxiola, our daughter and high school senior join us to provide their perspectives on the future of college education.

    • 29 min
    Will Schools Re-Open this Fall?

    Will Schools Re-Open this Fall?

    The closing of schools across the country this Spring has led to a great deal of uncertainty on the re-opening of schools this fall and the future of education. Due to the Coronavirus pandemic, how has the shift to online education and changes in acceptance criteria affect the value and experience of college education? 

    Our daughter Mika is a senior in high school and this podcast centers around our own personal conversations and the options we are considering for her future.

    • 28 min
    Why Now May Be the Best Time to Sell Your Restricted Stock Units (RSUs)

    Why Now May Be the Best Time to Sell Your Restricted Stock Units (RSUs)

    Based on the blog post of the same title, in this podcast Kim Gaxiola, CFP® shares why NOW is a great time to consider selling your RSUs. In addition to reducing a concentrated equity position, we explore how tax-loss harvesting, rebalancing and diversification can make an impact on your long-term investment strategy. If you’d like to learn more, please be sure to contact us to explore your own situation.

    • 18 min
    You Can't Fix What You Can't See

    You Can't Fix What You Can't See

    Author and friend, Karen Cornwell, who has spent her career in technology, joins us to talk about her new book “You Can’t Fix What You Can’t See.” She shares how we must learn to leverage gender diversity to improve innovation and drive top-line growth. Her book delivers a wealth of experience and combines aspects of neuroscience, psychology, sociology, and linguistics. We hope you will enjoy this conversation as we dig deeper into the many insights her book explores and the stories she shares.

    • 45 min
    Stronger Than Coronavirus

    Stronger Than Coronavirus

    The world has been consumed with the Coronavirus pandemic and its impact on our daily lives. Driven by fear and uncertainty, the financial markets continue to exhibit a high level of volatility and despite the chaos, we remain positive and optimistic about the future. Join us as we share our insights on current events, what we are doing to address the pandemic, and how to make the most of the time at home. 

    • 52 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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