Latest 529s Podcast Episodes
S6EP8: How to Negotiate a Better Job Offer
TechGirl Financial Podcast - June 20, 2023 09:10 - 44 minutes ★★★★★ - 5 ratingsIn the competitive landscape of recruiting and placement, the negotiating process of a new job offer can lead to a more lucrative outcomes with long-term implications. Nicole Bannon, team lead and advisor with Rora/81 Cents joins us on the podcast to provide intel on how to improve your chances...
S6EP7: How to Prepare for the College Application Process
TechGirl Financial Podcast - June 06, 2023 09:44 - 53 minutes ★★★★★ - 5 ratingsCindy McCormick, Principal Advisor of Cindy McCormick College Advising joins us on the podcast to share key insights on how to prepare for the college application process. As part of the conversation, we explore the value of getting started early, the importance of a student self-assessment, and...
S6EP6: Bank Shutdowns and Transitions
TechGirl Financial Podcast - March 15, 2023 09:51 - 17 minutes ★★★★★ - 5 ratingsRecent disruption in the banking sector has added to investor anxiety and concerns about market volatility. The shakeup has only accelerated concerns about the stability of Silicon Valley’s startup culture and the health of large tech companies that were already laying off employees in anticipa...
S6EP5: The Benefits of Planning in Times of Uncertainty and Volitivity
TechGirl Financial Podcast - February 21, 2023 10:10 - 32 minutes ★★★★★ - 5 ratingsWhat will you do when your money works for you? At TechGirl Financial this is our defining tagline that gets to the heart of our planning process. We love helping people identify their financial goals and working with them to create a customized roadmap to get them there. Throughout the plann...
S6EP4: The Benefits of a Self-Directed Brokerage Account (SDBA) in a Company Sponsored Retirement Plan
TechGirl Financial Podcast - January 24, 2023 09:41 - 24 minutes ★★★★★ - 5 ratingsThe disappearance of pensions and defined benefit plans by employers has placed the burden of retirement planning on individuals via a 401(k), 403(b) or 457 plan with limited fund options and very little support. Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Gro...
S6EP3: The Four Pillars of Holistic Wellness
TechGirl Financial Podcast - January 10, 2023 09:45 - 55 minutes ★★★★★ - 5 ratingsAs we begin the new year with a renewed focus on living a healthy lifestyle, Divya Gupta, Board Certified Holistic Nutrition Coach, joins us to share the four pillars of holistic wellness. In our conversation we discuss the importance of good nutrition, sleep, mental health, and exercise to impr...
S6EP2: Strategies for Charitable Giving
TechGirl Financial Podcast - December 27, 2022 10:18 - 47 minutes ★★★★★ - 5 ratingsIn the spirit of the season, Cheryl Red of Be Incredible Coaching joins us to share some strategic ways investors can maximize their charitable giving by the end of the year or start their planning for 2023 and beyond. In our conversation, she shares tips about when to give, where to give, and ...
S6EP1- Weatherproofing Your Investment Portfolio
TechGirl Financial Podcast - December 13, 2022 10:05 - 10 minutes ★★★★★ - 5 ratingsAfter a tumultuous year, Season 6 of the TechGirl Financial podcast returns with all new episodes built to address your concerns and questions. Together with a deep roster of special guests and subject matter experts, our focus this season will be to help clients weatherproof their investment p...
S5EP13- The Collapse of Crypto – Risks of Disruptors (BONUS EPISODE)
TechGirl Financial Podcast - November 22, 2022 19:33 - 17 minutes ★★★★★ - 5 ratingsIn 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 tec...
S5EP12- Changing Jobs in Today’s Post Pandemic Environment: Wealth Building Opportunities
TechGirl Financial Podcast - August 16, 2022 10:30 - 25 minutes ★★★★★ - 5 ratingsIn 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 opt...
S5EP11- Changing Jobs in Today’s Post Pandemic Environment: Foundational Considerations
TechGirl Financial Podcast - August 09, 2022 10:34 - 20 minutes ★★★★★ - 5 ratingsIn 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 tak...
S5EP10: Changing Jobs in Today’s Post Pandemic Environment: Top 10 Things to Consider
TechGirl Financial Podcast - August 02, 2022 10:00 - 11 minutes ★★★★★ - 5 ratingsTechGirl 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 opport...
S5EP9: ESG Investing
TechGirl Financial Podcast - February 15, 2022 11:15 - 41 minutes ★★★★★ - 5 ratingsMargaret 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 natura...
S5EP8: The Benefits of Investing in Dividend Paying Stocks
TechGirl Financial Podcast - January 25, 2022 11:00 - 42 minutes ★★★★★ - 5 ratingsGerry 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 t...
S5EP7: Investing in Infrastructure
TechGirl Financial Podcast - January 04, 2022 11:00 - 47 minutes ★★★★★ - 5 ratingsAs 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, wa...
S5EP6: The State of the Travel Industry with Matt Maule
TechGirl Financial Podcast - December 21, 2021 11:00 - 38 minutes ★★★★★ - 5 ratingsThe 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 s...
S5EP5: 8 Timeless Principles of Investing
TechGirl Financial Podcast - November 30, 2021 17:37 - 18 minutes ★★★★★ - 5 ratingsIn 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. Reme...
S5EP4: Take Charge of Your 401(k)
TechGirl Financial Podcast - November 09, 2021 11:00 - 23 minutes ★★★★★ - 5 ratingsIn 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 ...
Our Financial Planning Process
TechGirl Financial Podcast - September 07, 2021 15:24 - 34 minutes ★★★★★ - 5 ratingsIn 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. Rem...
S5EP3: Our Financial Planning Process
TechGirl Financial Podcast - September 07, 2021 15:24 - 34 minutes ★★★★★ - 5 ratingsIn 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. Rem...
S5EP2: Changes in College Admissions
TechGirl Financial Podcast - August 24, 2021 10:00 - 55 minutes ★★★★★ - 5 ratingsIn 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...
S5EP1- The Post Pandemic World
TechGirl Financial Podcast - August 10, 2021 10:00 - 10 minutes ★★★★★ - 5 ratingsAfter 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 other...
S5EP1: The Post Pandemic World
TechGirl Financial Podcast - August 10, 2021 10:00 - 10 minutes ★★★★★ - 5 ratingsAfter 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 other...
S4EP6: Investing In Innovation
TechGirl Financial Podcast - December 15, 2020 11:00 - 41 minutes ★★★★★ - 5 ratingsIn 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 wh...
S4EP6- Investing In Innovation
TechGirl Financial Podcast - December 15, 2020 11:00 - 41 minutes ★★★★★ - 5 ratingsIn 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 wh...
S4EP5: Adriana Gascoigne of Girls in Tech
TechGirl Financial Podcast - November 17, 2020 11:00 - 52 minutes ★★★★★ - 5 ratingsToday 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 ...
S4EP4: Angelica Sirotin
TechGirl Financial Podcast - October 20, 2020 10:00 - 50 minutes ★★★★★ - 5 ratingsIn 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 transfor...
Asra Nadeem
TechGirl Financial Podcast - October 06, 2020 10:00 - 36 minutes ★★★★★ - 5 ratingsAs 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 DraperU, a pre-accelerator and co-founder of Opus.AI, a deep-t...
S4EP3: Asra Nadeem
TechGirl Financial Podcast - October 06, 2020 10:00 - 36 minutes ★★★★★ - 5 ratingsAs 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 DraperU, a pre-accelerator and co-founder of Opus.AI, a deep-...
S4EP2: Big Ideas in Innovation
TechGirl Financial Podcast - September 22, 2020 10:00 - 55 minutes ★★★★★ - 5 ratingsAlthough 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...
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