The Bay Area Family’s Guide to Credit Card Travel Rewards
I first learned about Kerry’s consulting practice Kerry’s Points Unpacked for credit card rewards when she donated private sessions during a school fundraiser — and since then, she’s impressed us all with the incredible international trips she’s taken with her three kids.
2025 End of Year Financial Planning Checklist for High Income Earners in the Bay Area
If you’re ever felt trapped in the cycle of earning and spending, and you’re wondering “How do I ever get off this hamster wheel?”, now is the time to start getting serious about building the finances to support your best life.
How To Setup Your Own Business and Save Taxes in California
As a small business owner myself, I’ve had to figure out how to navigate the legal of setting up our business and hiring. I always turn to Jamie Santos of Santos Walding LLP for help.
How To Buy Your Own Health Insurance in California
When I left my Silicon Valley tech job after 15 years to start my own business, one of my main concerns was how to buy health care coverage for my family.
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.
How to Protect Your Partner, Kids, or Chosen Family With the Right Legal Documents
Estate planning isn’t just for the wealthy—it’s about protecting the people you love. In this episode, attorney Jaime Santos shares how to secure your family’s future with the right legal documents. Whether you’re single, LGBTQ+, partnered, or parenting, these tips will help ensure your wishes are honored.
Estate Planning for Singles Without Kids
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
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.
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.
How to Obtain a Second Passport or Residence Permit Abroad
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.