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 roadmap, including the potential bumps in the road.
Remember, 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 firstname.lastname@example.org or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and LinkedIn.
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.