In this episode, we discuss current geopolitical tensions, such as the US-Iran conflict, and their potential impact on oil prices, consumer sentiment, and the economy. We also explore the risks in Private Credit and the exciting advancements in AI and autonomous vehicles shaping our future landscape.

Main Topics Covered:

• The implications of ongoing geopolitical conflicts on oil markets and consumer spending
• How prolonged geo-economic tensions could influence interest rates and recession risks
• The evolving landscape of private credit, its risks, and impacts on investments
• The rapid growth and future outlook of AI, GPU technology, and autonomous vehicles
• Positive outlooks on innovation, emphasizing America's leadership in tech and future mobility

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Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-today to schedule some time with our team.

Show Notes

• Resilient Wealth Planning YouTube Channel- CLICK HERE
• Have a question? Send an email to victor@resilientplanning.com

This episode dives into how geopolitical conflicts, particularly the US vs Iran situation, impact financial markets and investor portfolios. Our team sheds light on historical resilience, strategic diversification, and opportunities amidst uncertainty— providing actionable insights for long-term investors.

Key Topics:

• How geopolitical events like the Iran conflict influence oil prices and inflation
• The historical resilience of markets during political crises
• The importance of diversified portfolios in volatile times
• Economic collateral damage and sector-specific impacts
• Strategies to remain calm and avoid knee-jerk reactions
• Opportunities arising from market fluctuations during conflicts
• The role of innovation and technological change during wartime
• How to interpret short-term versus long-term market reactions

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Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or visit https://www.resilientplanning.com/start-todayto schedule some time with our team.

Show Notes

• Resilient Wealth Planning YouTube Channel- CLICK HERE
• Have a question? Send an email to victor@resilientplanning.com

In this episode, we explore the fundamentals of private equity, its role in portfolio diversification, and recent developments such as the Supreme Court's decision on tariffs. Stay tuned for practical insights on managing investment risks andnavigating headline-driven market fluctuations.

Key Topics:

• What is private equity and how does it differ from public markets?
• The trend towards private ownership and decreasing regulatory burdens
• How private equity offers diversification and non-correlation benefits
• The democratization of access to private equity investments
• The importance of liquidity, risk, and expense considerations in private equity
• Impact of the Supreme Court striking down Trump's tariffs

• How tariffs and political news influence market sentiment versus fundamentals
• The role of advisors in focusing on company fundamentals, not headline noise

Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment.

Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.

Show Notes

• Resilient Wealth Planning YouTube Channel- CLICK HERE
• Have a question? Send an email to victor@resilientplanning.com

In this episode, the Resilient Investors podcast team discusses investment approaches, focusing on the differences between active and passive investing. They explore the implications of each approach, the challenges active managers face inoutperforming the S&P 500, and the concentration of returns among a few major tech stocks. The conversation then shifts to the upcoming IPO landscape for 2026, highlighting notable companies and the factors influencing their public offerings. The hosts emphasize the importance of understanding marketdynamics and investor behavior in making informed investment decisions.

Main Takeaways

• Active management involves hands-on research and decision-making.
• Passive investing aims to match market performance with lower costs.
• The S&P 500 has become concentrated in a few major tech stocks.
• Investors often misjudge their risk tolerance based on market performance.
• The IPO market is influenced by regulatory environments and economic conditions.
• Investing in IPOs carries risks, especially for retail investors.
• Most profits from IPOs are made by early investors, not public buyers.
• Market dynamics can lead to volatility in stock prices post-IPO.
• Understanding the management team behind a company is crucial for IPO investments.
• Private equity offers unique opportunities for investors willing to explore beyond public markets.

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Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.

Show Notes

• The Street- “The Case for Active Management When So Few Outperform the S&P 500”
• Resilient Wealth Planning YouTube Channel- CLICK HERE
• Have a question? Send an email to victor@resilientplanning.com

In this episode of the Resilient Investors Podcast, hosts Victor Gaxiola, Kim Gaxiola, and Carolyn Rowland discuss the new season's format, celebrate personal milestones, and explore the role of the Federal Reserve, the nomination of Kevin Warsh, and the implications for interest rates and the economy in 2026.The conversation also covers investment strategies and market trends, emphasizing the importance of staying informed amidst financial noise.

Main Takeaways

• The podcast is shifting to a more conversational and topical format.
• Kevin Warsh's nomination could influence future monetary policy.
• Economic indicators suggest a cautiously optimistic outlook for 2026.
• AI and innovation are driving economic growth and efficiency.
• Investment strategies should focus on quality and sector selection.
• Consumer sentiment should not dictate investment decisions.
• The importance of staying informed and engaged with financial markets

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Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.

Show Notes

• Register for the 2026 State of the Markets Webinar (Wednesday, February 11th @ 10am/PT) – CLICK HERE
• Resilient Wealth Planning YouTube Channel- CLICK HERE
• Have a question? Send an email to victor@resilientplanning.com

In this episode of the Resilient Investors podcast, the team welcomes author Carl Richards to discuss his latest book, "Your Money: Reimagining Wealth in 101 Simple Sketches." Carl shares insights from his journey as a financial planner and author, emphasizing the importance of conversations about money and the role of attention as a valuable resource. The discussion explores themes from Carl's book, including the concept of "conversation grenades" and the significance of aligning financial decisions with personal values. The episode also features contributions from co-hosts Kim Gaxiola and Carolyn Rowland, who share their perspectives on financial planning and the challenges of discussing money.

Write a Review- Get a book!

Want your own copy of the book? Write a review of the Resilient Investors Podcast and get a hold of our team at ⁠victor@resilientplanning.com⁠ to get your own copy! First 10 reviews will get a book! You can also buy the book on ⁠Amazon⁠ or your favorite book store.

Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment.

Visit ⁠⁠http://www.resilientplanning.com⁠⁠ to learn more about our team or ⁠⁠CLICK HERE⁠⁠ to schedule some time with our team.

In this episode of the Resilient Investors Podcast, Victor and Kim Gaxiola discuss essential financial strategies to consider before the end of the year and how to prepare for 2026. They cover topics such as tax law changes, ROTH conversions, required minimum distributions, tax loss harvesting, and employee retirement contributions. The episode emphasizes the importance of proactive tax planning and working with financial professionals to navigate upcoming legislative changes.

Key Takeaways:

• Consider ROTH conversions to lock in current tax rates.
• Ensure required minimum distributions are completed to avoid penalties.
• Explore tax loss harvesting to offset capital gains.
• Maximize employee contributions before year-end deadlines.
• Stay informed about upcoming tax law changes in 2026.
• Work with financial professionals for personalized advice.
• Understand the impact of the TCJA sunset on tax brackets.
• Review your charitable giving strategies beforethe year concludes to ensure you maximize available tax deductions.
• Update beneficiary designations on retirement accounts and life insurance policies so they remain in alignment with your overall estate plan.
• Consider whether you qualify for energy-efficient home improvement tax credits as part of your annual tax reviewprocess.

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Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.

Happy Holidays!

This episode of the Resilient Investors Podcast, hostedby Victor Gaxiola, focuses on gratitude as the team reflects on what they are thankful for during the holiday season. Team members, including Christinia, Carolyn, Lucas, and Kim, share personal and professional experiences that highlight the importance of family, teamwork, and personal growth.

The episode emphasizes the value of creating a supportive work family and maintaining traditions that foster connection and joy. We invite you to listen and share your own thoughts on gratitude and holiday traditions. Share with us on social media OR send us an email at hello@resilientplanning.com

HAPPY THANKSGIVING! We are grateful to you our listeners.

Subscribe now to stay updated on future episodes and join us on this journey to financial empowerment.

Visit ⁠http://www.resilientplanning.com⁠ to learn more about our team or ⁠CLICK HERE⁠ to schedule some time with our team.