TechGirl Financial Podcast Victor and Kim Gaxiola

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

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

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
 

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

In the spirit of the season, Cheryl Red of Be Incredible Coaching joins us to share some strategic ways investors can maximize their charitable giving by the end of the year or start their planning for 2023 and beyond.  In our conversation, she shares tips about when to give, where to give, and what to give. If you’d like to learn more, please be sure to visit Chery’s website and blog (links below).
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 Be Incredible Website Visit the Be Incredible Blog with resources/charts mentioned in the show 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

After a tumultuous year, Season 6 of the TechGirl Financial podcast returns with all new episodes built to address your concerns and questions.  Together with a deep roster of special guests and subject matter experts, our focus this season will be to help clients weatherproof their investment portfolios and financial plans for the coming year. Join us as we dig deeper to uncover opportunities in 2023, despite the headwinds of rising interest rates, inflation, and a likely recession. 
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