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TechGirl Financial Podcast

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 #AskTGFWe also encourage you to follow the TechGirl Financial page on Facebook and connect with us on LinkedIn.  

To learn more about how we are empowering women in technology to make better financial decisions to live a work-optional lifestyle visit our webpage at: http://www.techgirlfinancial.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPCAdvisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor. Tech Girl Financial is not affiliated with Cambridge.  Check the background of this investment professional on FINRA's BrokerCheck.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

 

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...


Oct 15, 2019

In the second episode of our Financial Professional Education Series, Jeni Nunn, Realtor at Coldwell Banker joins us to share how she helps clients buy or sell their home. Our conversation focuses on the first-time homebuyer experience, multi-generational solutions, and the creative approaches to buying in the...


Oct 1, 2019

In this episode Kim and Victor explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement.  Using financial planning software, Kim and Victor share how they can create multiple scenarios and simulate a financial...