In this episode of the Resilient Investors podcast, the team welcomes author Carl Richards to discuss his latest book, "Your Money: Reimagining Wealth in 101 Simple Sketches." Carl shares insights from his journey as a financial planner and author, emphasizing the importance of conversations about money and the role of attention as a valuable resource. The discussion explores themes from Carl's book, including the concept of "conversation grenades" and the significance of aligning financial decisions with personal values. The episode also features contributions from co-hosts Kim Gaxiola and Carolyn Rowland, who share their perspectives on financial planning and the challenges of discussing money.

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 conversions, required minimum distributions, tax loss harvesting, and employee retirement contributions. The episode emphasizes the importance of proactive tax planning and working with financial professionals to navigate upcoming legislative changes.

This episode of the Resilient Investors Podcast, hosted by Victor Gaxiola, focuses on gratitude as the team reflects on what they are thankful for during the holiday season. Team members, including Christina, Carolyn, Lucas, and Kim, share personal and professional experiences that highlight the importance of family, teamwork, and personal growth. The episode emphasizes the value of creating a supportive work family and maintaining traditions that foster connection and joy. We invite you to listen and share your own thoughts on gratitude and holiday traditions.  Share with us on social media OR send us an email at hello@resilientplanning.com

In this episode, Victor Gaxiola, Carolyn Rowland, and Kim Gaxiola discuss the importance of estate and legacy planning. They explore the differences between wills and trusts, the significance of avoiding probate, and how to align financial planning with personal values. The conversation emphasizes the need for regular updates to estate plans and the role of financial planners in guiding clients through these complex decisions.

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. They discuss the differences between tax preparation and tax planning, the importance of specialized tax strategies, and how technology aids in effective tax management. The conversation also highlights the significance of tax planning for business owners, high net worth clients, and the correlation between tax and estate planning, emphasizing the need for a proactive approach to retain wealth across generations.

In this episode of the Resilient Investors podcast, Victor and Kim Gaxiola discuss the findings from their “Mastering RSUs- Data-Driven Insights & Strategies for Long-Term Financial Success” whitepaper, exploring the complexities of Restricted Stock Units (RSUs).  As a significant component of modern compensation, they unpack the implications of RSUs on employee retention, the balance of hope and uncertainty in equity compensation, common mistakes in managing RSUs, and actionable strategies for effective management. The conversation emphasizes the importance of diversification and proactive financial planning to mitigate risks associated with over-reliance on company stock.

In this episode, Victor and Kim Gaxiola discuss the investment management process, building on their previous conversation about financial planning. They explore the importance of understanding investment models, the stages of investment (accumulation, preservation, and distribution), and the significance of asset allocation. The conversation emphasizes the need for a disciplined approach to selling investments, the role of the Resilient Wealth Planning Investment Committee, and the integration of financial planning with investment management. They also touch on the importance of tax planning in preserving wealth that will be the topic of an upcoming podcast.Join Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland as they delve into the intricacies of financial planning. Discover how understanding your current financial position, setting goals, and crafting a strategic plan can guide you to financial success. Learn about the importance of data accuracy, the role of investments, and the behavioral aspects of financial planning.

Join Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland as they delve into the intricacies of financial planning. Discover how understanding your current financial position, setting goals, and crafting a strategic plan can guide you to financial success. Learn about the importance of data accuracy, the role of investments, and the behavioral aspects of financial planning.

Next Episode Teaser: Stay tuned for our next episode where we dive deeper into our investment selection process and how it aligns with your financial plan.

In this episode of the Resilient Wealth Planning Podcast, host Victor Gaxiola introduces the key members of the Resilient Wealth Planning Operations Team. The conversation highlights the importance of each team member's role in providing exceptional client service and support. Christinia Sardam shares her journey in the financial industry, Kaitlin Knepper discusses her role as Director of Client Experience, and Lucas Sorich, the newest team member, shares his aspirations in financial planning. The episode emphasizes the team's commitment to resilience and adaptability in the face of challenges, showcasing their dedication to helping clients navigate their financial journeys.

Welcome to the Resilient Investors Podcast! Join hosts Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland of Resilient Wealth Planning as they embark on a journey to empower you with insights into financial planning and resilience. In this inaugural episode, discover the unique backgrounds of our hosts and learn how they plan to navigate the complex world of finance, helping you make informed decisions. Tune in to explore strategies that will guide you through economic challenges and opportunities. Don't miss out on this exciting new venture!

Victor Gaxiola joins Amy Webber on the Cambridge Stronger Podcast to share how they help clients plan for a "work-optional" lifestyle.  In this episode of Cambridge Stronger Victor sharins the trials, tribulations, and risks of building a growing business and why they always “keep the end in mind”.

Carolyn Rowland joins Amy Webber on the Cambridge Stronger Podcast to share her father's commitment, passion, and service-focused mindset inspired Carolyn to study financial planning in college. Now, years later, she's founded her own practice helping women take control of their financial journeys as their ‘financial teammate’.