Dec 24, 2019
In the final podcast of our second season, we talk about money moves you should consider before the end of the year and introduce listeners to Ava Silva, our new intern. In addition, we expand on the value of charitable giving and the local and global organizations we support at TechGirl Financial. As we close the...
Dec 10, 2019
In our final podcast of the Professional Education Series, Barbara Pretlove, Estate Planning Attorney at Pretlove Law joins us to talk about why it’s so important to establish your estate plan and legal documents. As part of the discussion, we explore how wills, trusts, powers of attorney and health care directives...
Nov 26, 2019
Being part of the Sandwich Generation is not easy, especially if you are caring for aging parents and raising kids at the same time. In today’s podcast we discuss how to approach the hard family conversation around dementia and Alzheimer’s disease. As part of our conversation we share early warning signs to look...
Nov 12, 2019
We continue our Professional Education Series with Lisa Silva, CPA and owner of TaxPros in California. With over 23 years of public accounting experience, Lisa has a deep focus on income tax planning and compliance for individuals and small businesses. In our conversation we talk about tax planning, working with...
Oct 29, 2019
In Episode 3, “How Financial Planning Helps You Make Big Decisions” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage in the process and explore HOW we go about selecting the specific investments used to execute the plan. As part of the...