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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.

 

Apr 28, 2020

Based on the blog post of the same title, in this podcast Kim Gaxiola, CFP® shares why NOW is a great time to consider selling your RSUs. In addition to reducing a concentrated equity position, we explore how tax-loss harvesting, rebalancing and diversification can make an impact on your long-term investment strategy. If you’d like to learn more, please be sure to contact us to explore your own situation.

Episode Links:

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 victor@techgirlfinancial.com 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.