TechGirl Financial Podcast

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...

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 ...

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, engage...

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 portfoli...

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 Berksh...

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 list...

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, ...

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask quest...

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 c...

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 nex...

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 ...

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 tr...

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, m...

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 o...

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 ...

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 risi...

In this BONUS episode, we explore how recent headlines of FTX’s bankruptcy and the repercussions to the cryptocurrency and blockchain space are NOT new. Innovative and disruptive technologies experience growing pains, especially early in their development and evolution. Join us as we revisit technologies that have stumbled in the past and provide some perspective on what to expect next.

As always, we encourage all our listeners to ...

In the final episode of our special three-part series, we share how to evaluate a new job offer to maximize your wealth opportunities. In addition to a higher salary, what other financial incentives are on the table to make the deal sweeter? In this episode we explore retirement plans, stock options, restricted stock units and other financial incentives companies use to attract talent. Learn how you can maximize your wealth buildin...

In the 2nd episode of our special three-part series, we expand on the foundational considerations when evaluating a job change. What health and family benefits are being offered? Is the company financially strong, and will they provide adequate insurance coverage? What happens if the economy takes a turn for the worse? In this episode we explore some of the additional questions to ask and consider before saying “YES” to the job off...