Is there a high financial cost of
selling your company stock?

In this episode, Kathleen speaks with Kim and Victor Gaxiola about behavioral finance and how you may be tempted to hold onto a stock longer than it makes sense financially for you to do – especially if you feel loyal to the firm. Learn the value of diversification and how working with an advisor can help you be more objective about your investments and your financial future.

Bios:

TechGirl Financial, empowers women in technology to make confident financial decisions to create and live their best life. Founded by Kim and Victor Gaxiola, the team advises tech professionals and their families who aspire to a “Work-Optional” lifestyle. Work because you like it, not because you need it.

With over 20 years of experience, the TechGirl Financial team manages client assets from trusts, retirement plans, IRAs, 401(k)s, and offers insurance services.

Kim frequently contributes to industry white papers and speaks at Women in Tech events. With a background in Financial Technology and Digital Marketing, Victor provides insights on evolving client communications and engagement. They live in California with their two teen kids and loyal dog.

Show Notes:

• Kim and Victor subscribe to the Breaking Money Silence® Workshop in a Box Program and act as Revolutionaries every day to bust the money talk taboo with their clients. Check out the TechGirl Financial Podcast at http://www.techgirlfinancialpodcast.com/ to hear more about their great work.