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Friday, May 8, 2026

After filing taxes, it’s crucial to shift from a reactive to a proactive mindset. In our latest podcast episode, Victor and Carolyn discuss practical steps to optimize your tax planning process and set yourself up for financial success.

Friday, April 24, 2026

In this episode, Victor and Kim Gaxiola explore how to become a resilient investor amidst market volatility, geopolitical tensions, and monetary policy shifts.

Friday, April 17, 2026

It’s easy to get lost in the tragic daily updates of the U.S.-Iran conflict. However, if we pull back the lens, a narrative is emerging that this isn't just about Tehran. It’s about Beijing.

Friday, April 10, 2026

We explore the dual themes of cutting-edge AI innovations from the NVIDIA GTC conference and the strategic considerations for business owners planning transitions.

Wednesday, April 1, 2026

Tax prep reports the past. Tax strategy looks ahead. Learn how year‑round planning—coordinating income, investing, charitable giving, retirement decisions, and in‑house tax prep—keeps strategy aligned and reduces surprises.

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Friday, March 27, 2026

Today we discuss current geopolitical tensions, such as the US-Iran conflict, and their potential impact on oil prices, consumer sentiment, and the economy. We also explore the risks in Private Credit and the exciting advancements in AI.

Thursday, March 19, 2026

For tech professionals saving for a home, how your money grows matters just as much as how much you save. With the right structure, your financial plan can move at the pace of your goals—not lag behind them.

Wednesday, March 18, 2026

How do geopolitical conflicts, particularly the US vs Iran situation, impact financial markets and investor portfolios? Our team sheds light on historical resilience, strategic diversification, and opportunities amidst uncertainty.

Thursday, March 12, 2026

In this episode, we explore the fundamentals of private equity, its role in portfolio diversification, and how retail investors can now participate in owning it in their own portfolios.

Friday, March 6, 2026

Protect a highly concentrated stock position without being forced into a fire sale or a massive one year tax bill. 

Tuesday, February 24, 2026

The Resilient Investors podcast team discusses investment approaches, focusing on the differences between active and passive investing, and upcoming IPO landscape for 2026, highlighting notable companies and influencing factors.

Wednesday, February 11, 2026

The second season of the Resilient Investors Podcast returns where we discuss our new format, celebrate personal milestones, and explore the role of the Federal Reserve with the nomination of Kevin Warsh as the new Fed Chairman.

Thursday, January 8, 2026

The Resilient Wealth Planning team welcomes author Carl Richards to discuss his latest book, "Your Money: Reimagining Wealth in 101 Simple Sketches."

Monday, December 22, 2025

As your family gathers, it may be a perfect opportunity to share your estate strategy and explain your decisions regarding your wealth.

Thursday, December 18, 2025

In this episode of the Resilient Investors Podcast, Victor and Kim Gaxiola discuss essential financial strategies to consider before the end of the year and how to prepare for 2026. They cover topics such as tax law changes, ROTH...

Thursday, December 18, 2025

In this episode, we explore the importance of estate and legacy planning, the differences between wills and trusts, and the significance of avoiding probate.

Wednesday, December 10, 2025

In this episode of the Resilient Investors Podcast, hosts Victor Gaxiola, Carolyn Rowland, and Kim Gaxiola discuss the intricacies of tax planning and its critical role in financial management.

Tuesday, December 9, 2025

It seems like just yesterday the Fed was all about inflation. So why are Jerome Powell & Crew now talking about jobs? A look inside ADP’s November report.

Tuesday, December 2, 2025

The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note. Individual Retirement Accounts (IRAs) IRA contribution limits are up...

Friday, November 21, 2025

In this episode of the Resilient Investors podcast, Kim and I explore the intricacies of Restricted Stock Units (RSUs) and their impact on modern compensation. We discuss the findings of our comprehensive white paper, shedding light on...

Friday, November 14, 2025

Explore the investment process with Victor and Kim as they discuss financial planning, asset allocation, and strategies for growth, preservation, and distribution. Learn how to build a resilient portfolio for your future.

Thursday, November 6, 2025

In the first episode of our Financial Foundational series, Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland explore the multifaceted world of financial planning. They discuss the essential steps in creating a financial plan, the...

Tuesday, November 4, 2025

Learn what to do with your RSU shares after they vest. This guide analyzes the three core strategies: sell all, sell to cover, or hold all. Understand the critical pros and cons of each, from the risks of over-concentration.

Thursday, October 30, 2025

When the government shuts down, so do several agencies that put out the economic reports the Fed looks at when setting interest rates. In fact, the delayed September Consumer Price Index report, which was released on October 24, was...

Saturday, October 4, 2025

Have you heard of the concept known as “Revenge Savings”? Gen Z’ers (born 1997 to 2012) have popularized the “vibe-based budgeting” this year.

Thursday, September 25, 2025

The Fed lowered short-term interest rates at its September 2025 meeting, but the question on most people’s minds is, “What’s in it for me?”

Monday, August 25, 2025

Putting off decisions while Fed Chair Powell & Crew deliberate on rates may not be a good approach. What works best is a proactive strategy that’s based on your future.

Monday, July 14, 2025

This presentation event examined the important financial news of the last six months, including economic developments, world events, and other market influences.

Monday, April 14, 2025

Discover how to maximize RSU benefits while avoiding common pitfalls. Our new research reveals key strategies for balancing wealth-building potential with financial security in modern equity compensation.

Tuesday, March 25, 2025

Have you ever heard the expression, “It’s a buyer’s market?” That phrase describes what’s happening with today’s residential real estate: homes are selling for under their asking price and are taking longer to sell.

Thursday, March 20, 2025

Recent market volatility has created concern among investors as uncertainty creeps into our daily narrative.  Although it is natural to be nervous about daily fluctuations, our message is to remain focused on your goals.

Thursday, March 6, 2025

State of the Markets 2025 -reviewing last year's market behavior and providing a look at what may lay ahead. We examine the financial factors at play, including economic developments, world events, and other market influences.

Wednesday, February 12, 2025

In January of this year, TechGirl Financial and Resilient Wealth Planning merged as a single team. To celebrate this exciting new chapter, we held a special informational session to provide our clients with more information about the merger

Tuesday, January 7, 2025

Brookfield, WI – January 6, 2025 – Resilient Wealth Planning is proud to announce an exciting new chapter: a strategic merger with TechGirl Financial, combining forces to deliver enhanced financial planning services to our valued...

Wednesday, June 26, 2024

When my self-employed clients reach a point of strong cash flow, I love exploring the idea of a retirement plan for their business. We quickly find out for self-employed individuals that a Roth IRA or...

Wednesday, May 29, 2024

In honor of National 529 Day, I thought I'd tackle one of the number one questions I get asked about from parents: What is the best savings option for my child? You might even be asking yourself; do I need a savings account for my child?

Friday, January 5, 2024

Happy New Year! Tax season is right around the corner, here are some tips to help get you prepared and organized.

Thursday, July 28, 2022

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and...

Wednesday, September 22, 2021

What I want you to take away from this, is that no asset class has been the top performer year after year. The winners and losers rotate out. This is why it’s important to diversify, so we can take advantage of all potential winners, and no

Tuesday, August 17, 2021

If you are currently saving for your retirement, then you are probably aware of IRAs (Individual Retirement Accounts). But we get it; thinking about money and retirement might make you a little uncomfortable. Even more, making choices...

Wednesday, July 14, 2021

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask...

Thursday, June 10, 2021

Picture it: the American Dream. What do you see? Seriously, think about it.. I'll wait 😉 Alright, do you see yourself earning a good living, married, college education, owning a beautiful home, a manicured lawn, 2 kids, one or two...

Thursday, May 20, 2021

Do you feel like you are not succeeding at preparing to be ready to retire? Do you have spending habits that leave you feeling anxious? You are not alone. How we save and how we spend don't just tell us how ready we are for...

Wednesday, April 7, 2021

Inflation impacts everyone, whether or not they realize it. It may not be something that's always at the forefront of your mind, but you may be reminded of inflation when you notice the cost of something such as the price of milk has...

Wednesday, March 10, 2021

Everything in life has its risks, and we have all heard the old adage, "the bigger the risk, the higher the reward." While most of us are wired to think we want the most significant reward possible, that isn't always true, especially...

Friday, December 11, 2020

If you’re anything like me, you’re likely a little bit apprehensive about the winter. It’s not even about the cold, although that doesn’t help things. It’s the shortened days, lack of sunlight, seasonal...

Monday, November 16, 2020

I’m a Wisconsinite, but very much a city girl. While most people in Wisconsin are preparing for hunting season, the financial nerd in me is preparing for open enrollment season 🤣 The fall, specifically October, November, and...

Friday, October 16, 2020

Yes, I know, no one likes talking about death or horrific accidents that could leave us incapacitated. (I know, a bit morbid, sorry). But given how 2020 has gone, there has never been a more ever present realization for the need for...

Monday, September 7, 2020

Whether you include Social Security or not in your Retirement plan, it is something that impacts all of us. If you’re currently earning an income that is subject to payroll tax, you’re currently paying into the trust for...

Tuesday, July 28, 2020

Have you ever heard about someone making income in their investment portfolio or needing to generate income within their portfolio? Have you ever looked at them dumbfounded, unsure of what that means? Yeah, I totally get why. It's hard...

Monday, July 6, 2020

When I work with a client, I make it a priority to understand what is important to them. This helps guide our relationship and their financial plan. This often comes down to identifying what they value: spending time with family,...

Friday, May 15, 2020

Are you considering becoming a first-time home-buyer? This is a big milestone in your life, congratulations! With a new home comes a lot of responsibility and unknowns. So, before you jump in headfirst, educate yourself on how to buy a...

Friday, May 1, 2020

It’s normal to panic during a pandemic and not just because of the risk to your health – your finances matter too. If you are like many Americans, all you see is the market going down and the visions of your financial goals...

Sunday, April 5, 2020

Credit is a financial tool that can be a dirty little devil if not used properly. It can be a great way to earn rewards or cash back on purchases, but it is often something that isn’t fully understood. Whether it be the lengthy...

Sunday, March 1, 2020

I hear it all too often, clients having a hard time controlling their spending. I can’t blame them, consumerism is all around us and marketers know what they’re doing. They know our behaviors and how to psychologically...

Sunday, February 2, 2020

Yes. We are back at it again with debt. Why? Because as you go through different phases of life, things have different meanings. Debt in your twenties should have been significantly different than debt in your thirties. You likely had...

Sunday, January 12, 2020

There are four areas that I believe should be a top priority when it comes to the beginning stages of financial planning: Have an emergency fund Have a handle on your cash flow Have a debt repayment strategy if you have consumer debt...

Sunday, December 1, 2019

Let’s be realistic, the way you approach money in your thirties is going to be vastly different than in your twenties. In your twenties, you were trying to figure things out and get a handle on your finances. Maybe you made...

Sunday, October 6, 2019

Okay, don’t panic. We’re not in a recession. But we need to be practical about the fact that a recession in the future is inevitable and a natural part of an economy’s business cycle. The economy naturally goes...

Sunday, September 8, 2019

START OFF ON THE RIGHT FOOT I know, just the thought of having a money conversation might bring on feelings of fear, guilt or anxiety. But here’s the thing, talking them through with your significant other doesn’t have to...

Sunday, August 4, 2019

Good ‘ol debt. Something we’re not often taught about and are left to our own devices to figure it out for ourselves. A lot like personal finance in general! The thing is, debt can be dangerous if not understood properly...

Monday, July 8, 2019

Welcome to money in your twenties! Our next series to help you better your financial future by focusing on important financial concerns in your twenties. When we’re in our twenties, we’re likely entering the workforce for...

Sunday, June 9, 2019

You’ve made it to the home stretch! (or if this is your first time here, read our last 3 posts to get caught up!) This is the 4th and final segment of our investing series. To recap so far, we’ve covered some of the basics...

Monday, May 6, 2019

I’m so glad you’re back and ready to learn more! To recap, last month we talked about one of the easiest ways to start investing; Employee Sponsored Retirement plans. My hope is, by now you’ve turned on contributions...

Monday, April 8, 2019

Let’s set a quick goal together; to not get overwhelmed or turned away by the topic of “investing.” If you’re still reading this, congratulations! You crushed the first goal! The thing is, investing isn’t...

Monday, March 11, 2019

Happy 2019! I know.. you’re thinking.. uh it’s already March, but hey, sometimes life gets a little crazy. I love a new year. It’s a chance to start fresh, press the reset button and get off the roller coaster ride of...

Sunday, July 15, 2018

We are all worried about our finances and making mistakes. It’s okay to slip up every once in a while and not follow your budget to a T. We need to cut ourselves some slack, it’s how we learn! But we leave ourselves...

Wednesday, June 27, 2018

Splitting finances with your significant other can be terrifying. How do you do it?! How do you even bring it up?! Money is immediately a factor when starting a relationship whether we realize it or not. While you might not talk about...

Monday, November 13, 2017

There are some things in life you just need to suck up and take care of. Having an emergency fund is one of those things. But it’s not all that bad. Yes, getting started and getting to that first goal mark is the worst. The...

Wednesday, August 2, 2017

We live in a time where staying at one company and becoming a “lifer” is unheard of. Heck, we’re in an era where it isn’t unheard of to completely change careers. Whether it be due to a promotion, relocating,...

Monday, October 31, 2016

I’m not an economist. I don’t know all there is to know about what goes into making the decision to raise interest rates or lower them. It’s complicated. But I do know and understand the basics, and these basics...

Friday, September 2, 2016

Why set financial goals? Goals give you a purpose. It’s one thing to say you’re going to do something, but to actually make it into a goal and put a plan into action is another. While everyone has different financial...

Wednesday, June 8, 2016

Alright my generation y-ers. Most of you are post college, maybe even for a few years now, or you bypassed college and went straight into the workforce. Whatever it may be, you’re living that adult life now. It’s nice to...

Wednesday, May 11, 2016

What is an IRA? Individual Retirement Account (or Arrangements). These are savings vehicles used for retirement that offer some type of tax advantage. Typically, these are set up on your own and not through an employer sponsored...