Did you build your portfolio on purpose—or did it happen to you? Content by Diana Freeburg Diana Freeburg is a CERTIFIED FINANCIAL PLANNER™ on the Modern Family Finance team who helps tech professionals make the most of their equity compensation, including RSUs, stock options, and the tax planning opportunities that come with them. Have you ever pulled up your portfolio and realized that one stock is doing most of the
What would you do if you held $10 million in company stock that cost you next to nothing, and selling it meant handing more than a third of it to taxes? For a lot of Bay Area tech professionals, that isn’t a hypothetical. It’s what life looks like after an IPO or acquisition. In this episode, Jenni sits down with Dr. Roger Silk, founder and CEO of Sterling Foundation Management.
Prenuptial agreements are one of those topics that many couples know they should talk about—but often avoid. They’re frequently misunderstood, associated with extreme wealth, or seen as unromantic. In reality, prenups can be one of the most thoughtful, practical tools modern couples use to protect themselves and each other.
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.
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.
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.
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.
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.
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.
In today’s episode, we’re diving into a critical question: What do you do when you don’t have children—or family nearby—to advocate for you as you age?
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.
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.
At Modern Family Finance, we summarize Q4 2024 performance and key points In our most recent quarterly investment review (see full document).
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.
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.
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.
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,
As a financial planner, I’ve had dozens of conversations with mid-career folks from the Bay Area and other expensive cities about their money. The people I talk to are typically high income earners – tech employees, self-employed business owners, and successful professionals.
In this webinar I discuss navigating today’s 2024 real estate market with Brook Baird, an experienced real estate agent in the Bay Area. Brook specializes in assisting single women, alternative family households, and entrepreneurs.
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.
You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds.
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…
Is the “Wealthy Gay Myth True?” Pop culture loves to portray the gay community as fabulous and rich – hence the widespread concept of the “wealthy gay” community.
For Tech Employees: How to use equity based compensation to fuel your Financial Independence Overview When I used to work in Silicon Valley as a tech employee,
In 2007, we met for the first time on a training ride for the AIDS Lifecycle, a week long bike ride from San Francisco to Los Angeles that raises money to end AIDS.
What is it like to be LGBTQ+ around the world? When we were in our early thirties, we left our 9-5 jobs for a year and traveled to 13 countries to make a film about LGBTQ+ people around the world.
How is Financial Planning is Different for LGBTQ+ households? When opening this practice, we thought a lot about the type of clients we wanted to serve.
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.
When to Hire a Financial Advisor and How to Choose the Right One When to Hire a Financial Advisor and How to Choose the Right One You’re a woman or LGBTQ+ professional who has been working hard to build a nest egg.
8 Answers to Questions about Lesbian Money David and John of Queer Money Podcast were one of the first friends we made when launching a business in personal finance.
