Thanksgiving Gratitudes

As we get ready to dive into the holiday season, I just wanted to take a moment to say THANK YOU to all of you who read Jenni’s Money Musings each month.

What I have Changed About My Money

What I have changed with my own money since becoming a financial advisor. A friend asked me recently: What have I changed with my own money since becoming a financial…

Top Tips on How to Bank Safely

Top Tips on How to Bank Safely What do Banks and Marriages have in common? Answer: Once you start losing trust and confidence, the whole thing can collapse like a house of cards.

How to Buy a House in the Bay Area without a Gazillion Dollars

“Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” “Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” Even with a six-figure income, buying a home can feel unaffordable.

Our Family Spending Rules

Our Family Spending Rules Our Family Spending Rules: On a recent 4-hour drive up the California coast, Lisa and I conducted a deep dive of our budget.

How to Plan for the Future When You’re on Your Own or without Family Nearby

In this episode of the Modern Family Finance podcast, we’re diving into a topic that affects everyone—time management and productivity. Whether you’re juggling a demanding career, personal responsibilities, or just trying to keep up with life’s never-ending to-do list, finding balance can feel overwhelming.

How to Take Control of Your Time, Your To-To List, and Your Life in 2025

Podcast cover featuring Jenni and Alexis Haselberger – discussing productivity, time management, and personal finance.

In this episode of the Modern Family Finance podcast, we’re diving into a topic that affects everyone—time management and productivity. Whether you’re juggling a demanding career, personal responsibilities, or just trying to keep up with life’s never-ending to-do list, finding balance can feel overwhelming.

San Francisco Bay Area Real Estate: What’s New in 2025.

San Francisco Bay Area Real Estate: What's new in 2025. Learn more on the Modern Family Finance Podcast.

In this episode of the Modern Family Finance podcast, we talk Bay Area real estate with Dan Risman-Jones of Ascend Realty. Dan is an incredible resource with deep expertise in the San Francisco Bay Area housing market, specializing in San Francisco, Alameda County, Marin, and San Mateo.

Q4 2024 Quarterly Update

Q4 2024 Quarterly Update

At Modern Family Finance, we summarize Q4 2024 performance and key points In our most recent quarterly investment review (see full document).

How to Obtain a Second Passport or Residence Permit Abroad

How to Obtain a Second Passport or Residence Permit Abroad. Learn more on the Modern Family Finance Podcast.

In this episode of the Modern Family Finance podcast, I’m diving into the exciting world of international living. As a financial planner based in the San Francisco Bay Area, I love helping women and LGBTQ professionals navigate their financial goals.

Beyond the Basics: Tax strategies for High Income Earners

Beyond the Basics: Tax Strategies for High Income Earners

Today, we have the pleasure of discussing tax-saving tips for high-income earners with Gio Bartolotta. Gio is the co-founder of GoJo Accountants and is pioneering a tech-savvy tax advisory firm. What’s particularly fascinating about Gio is that he defies the stereotype of a traditional CPA.

Empowering Transitions: From Attorney to Mom to Life Coach

Empowering Transitions: From Attorney to Mom to Life Caouch

In this episode, join us as we delve into the unconventional career journey of Tracy Carrothers, a former attorney turned life coach. We explore how she discovered her true calling and now helps individuals navigate through life’s transitions with resilience and purpose.