In the financial services industry, we often disclose that when it comes to investing, past performance is not indicative of future results.  When it comes to investing in innovation, not only is this true but can provide a strategic advantage because you are investing in what CAN happen, not what HAS happened. In today’s podcast we explore the innovation premium that companies can offer by expanding their intellectual capital and investing in research and development. We talk about companies that have failed to innovate in the past, and the high price they paid for the lack of innovation, and what companies and industries are ripe for disruption in the future.

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. 

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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

Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including loss of principal.

Today we are thrilled to welcome Adriana Gascoigne, founder and CEO of Girls in Tech, a global non-profit dedicated to empowering, educating, and mentoring women in the technology industry. In our conversation Adriana shares how Girls in Tech has evolved from its early Silicon Valley roots to a global network across six continents with over 60,000 members, and how they are empowering women in tech face the challenges of our world.  Join us for this inspiring conversation with a rising tech star.

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 today’s podcast we welcome Angelica Sirotin, a Gen Z Digitalization Expert, Venture Entrepreneur, Executive Producer, and Co-Founder of the Digital Pioneers Network. Angelica is one of the select few pioneering voices providing novel insights on Gen Z in the critical areas of digital transformation, education, and the future of work. Raised in technology, our conversation explores how Gen Z digital natives are changing the workplace and the long-term impact of their generation.

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 part of our Innovation Series this season, we are thrilled to have Asra Nadeem join us on the program.  Asra is the first female Pakistani venture capitalist and global speaker who has spoken on the TEDx stage.  She is President at

, a pre-accelerator and co-founder of

, a deep-tech company whose proprietary technology turns text into movies and 3D scenes in real-time.  We are very excited to have her on the program as we explore how technology is changing the future of entertainment and business via story-driven content trends and the hurdles that still need to be overcome.

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. 

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Although 2020 will be remembered as the year of the Coronavirus pandemic, behind the scenes in labs, tech incubators and companies around the world, new innovations and processes are developing that will have long lasting repercussions on our everyday lives.  From deep learning to automation, 3D printing to next generation DNA sequencing, we are living in a new age of innovation.  Join us as we explore 10 BIG ideas for innovation that are already making headlines and will likely make a lasting impact on how we work, play live, and engage with one another.

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. 

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The 4th season of the TechGirl Financial podcast will be centered around Innovation and its ongoing impact at home, at work and in our communities. Despite the global pandemic that has led to economic hardship for individuals and businesses around the world, we continue to seek the silver linings brought about by adversity in the fields of health care, communications, technology, business and education to name a few.  Join us, and our special guests, this season as we explore how innovation is driving the wheels of industry and keeping our nation moving forward.

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. 

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At TechGirl Financial we NOW have the ability to manage Health Savings Accounts (HSAs) and wanted to share the many benefits that they offer to those that are eligible to participate. In this podcast we review the benefits, share who’s eligible, how much you can contribute each year, and how to make the most of your account. If you are interested in learning more, contact us.

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. 

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As the Covid-19 pandemic continues to take hold our lives, the future of education and the college experience for students remains stalled and uncertain. This past month the California State University Schools announced that Fall classes would be entirely on-line, and more and more high school graduates are choosing to defer starting college and taking a gap year to wait things out.

As a follow up and continuation of our last podcast, Ava Silva, our intern and current Santa Clara University Freshman, and Mika Gaxiola, our daughter and high school senior join us to provide their perspectives on the future of college education.

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. 

The closing of schools across the country this Spring has led to a great deal of uncertainty on the re-opening of schools this fall and the future of education. Due to the Coronavirus pandemic, how has the shift to online education and changes in acceptance criteria affect the value and experience of college education? 

As many listeners of this podcast know, our daughter Mika is a senior in high school and this podcast centers around our own personal conversations and the options we are considering for her future. We know we are not alone with the anxiety and expectations that come with a such a big decision and hope that you will find some options to consider for your own children in this podcast. 

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. 

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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.

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.