How to Protect Your Partner, Kids, or Chosen Family With the Right Legal Documents
For women, LGBTQ+ families, singles, and unmarried couples, the stakes can be even higher. The default rules don’t always reflect our lives or our values—which makes thoughtful, proactive planning all the more important.
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
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.
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
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.
Money with My Honey: How to Manage Finances as a Couple
As we all know, finances can either strengthen or strain a partnership, and John and David are here to share their expertise on how couples can effectively manage their finances while nurturing their bond.
How to Win at Salary and Benefit Negotiation for Women and LGBT Professionals
As a woman, a person of color, as an LGBTQ individual, I get how negotiation can be in an uncomfortable conversation when you’re used to having a fight just to get a seat at the table. So that is why I wanted to talk to Kimberly Aguilera,
Redefining Your Professional Narrative: A Mid-Career Guide to Successful Career Leaps
Today we are going to talk about career growth. So, when I left my company after 15 years, I turned to Lex Kairos for help. And his advice was really instrumental in helping me clarify my vision and getting to what I’m doing today.