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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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: 

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Please be sure to speak to your financial professional to carefully consider the differences between your company retirement account and investing in an IRA. These factors include, but are not limited to change to availability of funds, withdrawals, fund expenses, and fees.

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and 529 Product Program Description, which can be obtained from a financial professional and should be read carefully before investing. Depending on your state of residence, there may be an in-state plan that offers tax and other benefits which may include financial aid, scholarship funds, and protection from creditors. Before investing in any state's 529 plan, investors should consult a tax advisor. If withdrawals from 529 plans are used for purposes other than qualified education, the earnings will be subject to a 10% federal tax penalty in addition to federal and, if applicable, state income tax.

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to [email protected].  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn. 

Episode Links:

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. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions