Modern Family Finance Podcast

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, founder of Zocalo, a recruiting firm bringing top-tier talent to today’s most ambitious and admirable companies.  Kimberly is a recognized leader in the executive search space. She is a hands on matchmaker who understands the needs of both companies and candidates. Impressively, 85% percent of her placements to date have been filled by people of color, LGBTQ individuals and members of other underrepresented groups. Show notes: https://www.modernfamilyfinance.com/how-to-win-at-salary-and-benefit-negotiation-for-women-and-lgbt-professionals/

As a financial planner who works with women and LGBTQ professionals, a lot of my clients are self-employed and small business owners. 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 Jaime Santos of Santos Walding LLP for help. Jamie is a native of the East Bay. She got her law degree at UC Berkeley and she has been in legal practice for 20 years. After working at top tier law firms she started her own law firm specializing in estate planning, business law, tax planning, and nonprofit management. So we wanted to invite Jamie here to talk to us all things self employed and small businesses. Show notes: https://www.modernfamilyfinance.com/how-to-setup-your-own-business-and-save-taxes-in-california-for-2024/

If you are a mid-career woman or LGBTQ professional, this might be a time in which you are asking yourself what’s important for the next phase of your career. For some of you, the goal might be to get to the next level as an executive. Others of you might want to make changes such as staying in the same industry but changing the type of company or role you’re in.When I left my company after 15 years, I turned to executive coach, Lex Kairos, for help. His advice was really instrumental in helping me clarify my vision and getting to what I’m doing today. So, I’m really happy to have Lex join me today for a conversation about redefining your professional narrative and how to make successful career leaps. Show notes: https://www.modernfamilyfinance.com/redefining-your-professional-narrative-a-mid-career-guide-to-successful-career-leaps/

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. Access to health care coverage simply isn’t a concern when you work for a Fortune 500 company competing to offer the best benefits packages to attract top talent. As a financial planner who specializes in working with self-employed individuals, I see how health care can be a roadblock if you’re considering launching from salaried security. Freelancers, contractors, job seekers, and those wanting to take a break from conventional work life or retire early worry about how to access comprehensive and affordable coverage.  This month during open enrollment, I interview Ariana Brill, a healthcare advocate who also has a law degree and MBA. After her own frustrations witnessing her partner struggle to get health insurance, she opened her own business helping individuals in California navigate their options and enroll in coverage. She shares with us the latest on accessing healthcare through Covered California for coverage in 2024.  Show notes: https://www.modernfamilyfinance.com/how-to-buy-your-own-health-insurance-in-california-for-2024/