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The TechGirl Financial Podcast - Season 5

Designed specifically for Women in Technology the “TechGirl Financial Podcast,” provides financial planning and wealth management insights empowering listeners to live a work-optional lifestyle.

The program curates current financial themes, discusses important investment and planning concepts, and candid interviews with clients, partners, and industry thought leaders.

Episode 1- The Post Pandemic World

After months living in the shadows of the pandemic, the world is finally re-awakening to embrace a new world. In the 5th season of our podcast, we will explore how our world is changing in multiple areas including: education, the workplace, medicine, health care, leadership and travel, and others. Join us as we invite special guests to the program to share their insights on the new world.

Episode 2- Changes in College Admissions

In the spring of 2020 as the pandemic took hold, schools across the nation at all levels had to quickly shift from providing in-person learning to remote instruction. This affected the learning environment and opportunities for kids to excel and showcase their talent in college applications.  As a result, colleges and universities across our nation had to re-adjust their admissions standards and revisit their processes.

In this podcast, Geoff Williams, 529 Specialist at John Hancock Investment Management joins us to share how today’s students can prepare for the shifting landscape of college admissions and how to impress admissions officers.

Episode 3- Our Financial Planning Process

In this podcast we breakdown the TechGirl Financial Planning Process and how we work with clients to develop their own customized financial roadmap and the investment strategy to support it.  In our conversation we’ll share the steps we take and the reasons why we think of it as a journey.

Episode 4- Take Charge of Your 401(k)

In this podcast we share how investors can take charge of their employee sponsored retirement savings plans and the options they have when changing jobs or retiring.

Based on our whitepaper of the same name, podcast highlights include: 

  • Powerful information that could potentially save you in taxes and fees
  • Tips to help you put one step ahead in your retirement preparations
  • How to avoid critical mistakes

Episode 5- 8 Timeless Principles of Investing

In this podcast we cover 8 Timeless Principles of Investing to help you make more informed decisions and avoid making mistakes.  Take control and approach the market with confidence. Learn the advantages of investing early, avoiding the noise and the emotional roller coaster of investing.

Episode 6- The State of the Travel Industry with Matt Maule

The Covid-19 pandemic has had a drastic impact on the travel industry affecting airlines, hotel chains, and cruise lines. Although the industry has faced headwinds in the past, the longevity of the pandemic and the extent of its impact were unprecedented. Industry expert Matt Maule joins us to share his insights on the industry, it’s rebound, and the many lessons learned throughout this period to emerge stronger and more focused.

Episode 7- Investing in Infrastructure

As we kick off 2022 we are thrilled to have Ryan Issakainen, Exchange Traded Fund Strategist at First Trust Portfolios, joins us to share his outlook on the challenges and opportunities of investing in Infrastructure. In our conversation we explore clean energy including solar and wind power, water infrastructure, 5G growth and next generation computing.  Learn how investors can benefit from investing in the thematic trends that may drive market performance and economic growth over the next several years.

Episode 8- The Benefits of Investing in Dividend Paying Stocks

Gerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management joins us to share his philosophy and approach to developing and managing Berkshire’s Dividend Strategy. In our conversation, we explore how Gerry helps our clients in the selection of a dividend paying stock portfolio, and the discipline necessary for success.  Join us to learn the benefits of aligning with a third-party money manager to reach your financial goals.

Episode 9- ESG Investing

Margaret Leung, Head of ETF Distribution at Nuveen, joins us to talk about the growth of ESG (Environmental, Social, Governance) funds and investments. In our conversation Margaret shares how Nuveen uses ESG Data to identify companies with strong business practices, including: sustainable natural resource usage, human capital development, and business ethics. Investors today have high expectations of the companies they invest in, seeking those whose values align with their own.  Join us as we explore this fast-growing space of the investment landscape and reach out to our team if you’d like to learn more.

Episode 10- Changing Jobs in Today's Post Pandemic Environment- Top 10 Things to Consider

TechGirl Financial is happy to announce a special three-part series that explores the changing landscape of the job market and opportunities for those seeing work or changing jobs. With a recession looming, today’s employees have multiple variables to consider before saying “YES” to a new opportunity. Join us as we share the top 10 things to consider before making a change.

Episode 11- Changing Jobs in Today's Post Pandemic Environment- Foundational Considerations

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 offer.

Episode 12- Changing Jobs in Today's Post Pandemic Environment- Wealth Building Opportunities

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 building opportunities before saying “YES” and making a move.

Episode 13- The Collapse of Crypto - Risks of Disruptors (BONUS EPISODE)

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 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 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 LinkedIn.

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