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

In this episode, Victor and Kim Gaxiola explore how to become a resilient investor amidst market volatility, geopolitical tensions, and monetary policy shifts. They share practical strategies for protecting your portfolio, understanding the impact of Fed policy, and planning for the unexpected with confidence.

In this episode, we explore the dual themes of cutting-edge AI innovations from the NVIDIA GTC conference and the strategic considerations for business owners planning transitions. Whether you're a tech enthusiast or a business owner, this episode offers valuable insights into how AI is reshaping industries and the critical steps for successful business succession planning.

In this episode, 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 and autonomous vehicles shaping our future landscape.

This episode dives into how 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 — providing actionable insights for long-term investors.

In this episode, we explore the fundamentals of private equity, its role in portfolio diversification, and recent developments such as the Supreme Court's decision on tariffs. Stay tuned for practical insights on managing investment risks and navigating headline-driven market fluctuations.

In this episode, the Resilient Investors podcast team discusses investment approaches, focusing on the differences between active and passive investing. They explore the implications of each approach, the challenges active managers face in outperforming the S&P 500, and the concentration of returns among a few major tech stocks. The conversation then shifts to the upcoming IPO landscape for 2026, highlighting notable companies and the factors influencing their public offerings. The hosts emphasize the importance of understanding market dynamics and investor behavior in making informed investment decisions.

In this episode of the Resilient Investors Podcast, hosts Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland discuss the new season's format, celebrate personal milestones, and explore the role of the Federal Reserve, the nomination of Kevin Warsh, and the implications for interest rates and the economy in 2026. The conversation also covers investment strategies and market trends, emphasizing the importance of staying informed amidst financial noise.

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’.