Shows
Growth Leaders of Wealth Management14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki.In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using social media when the rules weren’t clear for financial companies, and the inflection point that helped them grow: COVID. That huge gamble that started in Brazil really paid off, and now the firm has more than $3B in AUM....2025-07-0852 min
Future MoneyHow Trump’s New Tariffs May Impact the Global EconomyThis month, GK Managing Partners, Hatem Dhiab and Ayal Shmilovich do a deep-dive into President Trump’s tariff implementation and how they expect the global economy to react.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions. Follow us on all of our social media platforms: Twitter - Ross Gerber (@GerberKawasaki) on X Instagram - Instagram (@gerberkawasaki) Spotify -Future Money TikTok - Mia S...2025-02-2042 minFuture MoneyThe LA Fires with Dr. Karen TabackFollowing the devastation that's come with the LA fires, Hatem and Ayal start the year off in a different tone. On this month’s episode, the guys are joined by trauma expert and certified life coach, Dr. Karen Taback, to share some healthy way to try unpacking these horrible events.Gerber Kawasaki’s Resource Guide to Navigating the LA Fires:https://docs.google.com/document/d/1SPfwX0HWCJj4Kh3fWSsm2Prk-BrFQlCJ28U3Kw-0PJ8/edit?usp=sharingThe opinions voiced in this material are for general information only and are not intended to provide spec...2025-01-2334 min
Scaling Through Structure1 - Navigating Financial Services Technology with Gerber Kawasaki Wealth & Investment Management's Hatem DhiabIn the inaugural episode of Scaling Through Structure, the creator and host of the show, Austin LaRoche speaks to the Managing Partner of Gerber Kawasaki Wealth & Investment Management, Hatem Dhiab. Hatem shares his multicultural background, his passion for finance, and the inception of the wealth management firm. The discussion covers the firm's growth, its emphasis on aligned client interests, and its innovative use of social media. Hatem also talks about the importance of relationships, the collaborative dynamics of his leadership team, and the firm's approach to client engagement. Additionally, Austin and Hatem touch on the customization of...2024-02-0636 minFuture MoneyTHE ELITE 8!!!Tesla, Amazon, Apple, Microsoft, Netflix, Meta, Nvidia, and Google! On Today’s episode, Hatem and Ayal discuss what they call The Elite 8. Hear what the duo has to say about these 8 companies and why they have made it on such a prestigious list! Follow us on all of our social media platforms: Twitter - https://twitter.com/GerberKawasakiInstagram - https://www.instagram.com/gerberkawasaki/Spotify -https://open.spotify.com/show/6GyluwQ9xIVBjd3Qi7lUxX?si=98e902f0f0df4c...2023-11-1443 min
Future MoneyThe Bear is Dead, Long Live the BULLWelcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal celebrate the start of a new bull market…according to them! Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should...2023-08-0251 minFuture MoneyFuture Money - Apple Vision ProWelcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal discuss the new Apple Vision Pro headset and what impacts it might have on the future of the company. Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! The opinions voiced in this material are for general information only and are not intended to provide speci...2023-07-0648 minFuture MoneyFuture Money: Top Investments In The AI SpaceWelcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal sit down to discuss several companies that have entered the ever evolving Artificial Intelligence space. From Nvidia to Apple, what companies should you be watching as we transition and accept this revolutionary technology? Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!The opinions voiced in t...2023-06-0752 min
Business NinjasRedefining Wealth Management for the Modern Age | Business Ninjas: WriteForMe & Gerber KawasakiDiscover the future of wealth management with Gerber Kawasaki. Join our Business Ninja Andrew and Mia Samson, Marketing & Social Media Manager at Gerber Kawasaki, as they explore the revolutionary approach to financial success. With over $1.8 billion in assets and 10,000+ clients, Gerber Kawasaki is the fastest-growing independent firm, offering comprehensive financial planning and empowering individuals with innovative strategies. Experience the difference of a new generation of financial advisors. Visit https://www.gerberkawasaki.com/ now.-----Do you want to be interviewed for your business? Schedule time with us, and we'll create a p...2023-05-1522 min
Future MoneyFuture Money - Political Landscape with Special Guest John EmersonWelcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem welcomes vice chairman of Capital Group, John Emerson. Prior to his current role, John served as the United States Ambassador to Germany from 2013-2017. Don’t miss out on this information packed episode where the duo covers topics related to our current political landscape! From renewable energy, the war in Ukraine, as well as speculation about the next presidential election, this episode has it all! Thank you to John for joining and for all of his incredible insi...2023-04-191h 13
Future MoneyFuture Money: Banking Sector Discussion with David PolakWelcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal welcome Senior Vice President of Capital Group, David Polak. David represents Capital's investment philosophy, process and thinking in Global Equity. Follow along as they discuss the collapse of Silicon Valley Bank, what is next for First Republic Bank, and if the current banking climate shares any relation to that of the 2008 financial crisis. Tune in to every episode to hear us chat about the future of real estate, tech, gaming, augmented reality, and Electric Vehicles al...2023-04-0457 min
Future MoneyFuture Money - The Housing Market with Special Guest Mariam Sughayer (REDFIN)Welcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal welcome Mariam Sughayer. Mariam is the Vice President/Head of Communications at Redfin and currently resides in Seattle, Washington. Her professional journey includes time working for Sony, Electronic Arts, and an almost ten year stint at Disney! Hear what Mariam has to say about the current housing market and how the past few years have changed the entire industry as we knew it. Why is it so difficult for Millennials to afford a house these da...2023-03-071h 06
Future MoneyFuture Money: Special Guest Pedro Palandrani (Global X)Welcome to Future Money, where we talk about technologies of the future that will make us money. Managing Partners Hatem and Ayal welcome their first ever returning guest, Pedro Palandrani! Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing.2023-01-311h 00
Future MoneyFuture Money - Our 2022 RecapWelcome to Future Money, where we talk about technologies of the future that will make us money. Managing Partners Hatem and Ayal review everthing that has happened in 2022 and look back at past episodes! Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing.2022-12-2350 min
Future MoneyFuture Money: Founders Series with Kyle JacksonWelcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal welcome the founder and CEO of Talespin, Kyle Jackson, to discuss the world of Virtual and Augmented Reality! Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!2022-11-2854 min
Future MoneyWhat is a RECESSION??Welcome to Future Money, where we talk about technologies of the future that will make us money. On today’s Episode, Hatem and Ayal talk talk about the big “R” word, RECESSION! Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! 2022-09-2950 min
Future MoneyFuture Money - ZipRecruiter Co-founder Ward PoulosWelcome to Future Money, where we talk about technologies of the future that will make us money. On today's episode, Hatem and Ayal welcome ZipRecruiter co-founder and former Chief Design Officer, Ward Poulos. Listen in as Ward shares amazing insight into the tech startup world and follow along his journey through creating one of the largest job market places on the internet. Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! 2022-08-1151 minFuture MoneyFuture Money - The Real Estate World with Jon GraumanWelcome to Future Money, where we talk about technologies of the future that will make us money. Soon to be Netflix star of Buying Beverly Hills, Jon Grauman, joins The Future Money Podcast with incredible market insight into real estate. Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, real estate, and electric vehicles all through the lens of finance and investing. You don’t want to miss it!2022-07-1157 minFuture MoneyThe BEST Streaming PlatformWelcome to Future Money, where we talk about technologies of the future that will make us money. On today's Episode, Hatem and Ayal talk about all the different streaming platforms that we as consumers have to choose from. Is there too much content these days? Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! 2022-06-1550 minFuture MoneyThe R WordWelcome to Future Money, where we talk about technologies of the future that will make us money. On todays Episode, Hatem and Ayal talk about recessions and whether or not we are heading in that direction. Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!2022-05-3147 minFuture MoneyFuture Money - WHAT JUST HAPPENED?Welcome to Future Money, where we talk about technologies of the future that will make us money. On todays Episode, Hatem and Ayal give their point of view on what is going on in the stock market right now. How are they handling this insane volatility and what stocks do they feel most bullish about? Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! 2022-05-1153 min
Future MoneyWhat Just Happened?Welcome to Future Money, where we talk about technologies of the future that will make us money. On todays Episode, Hatem and Ayal give their point of view on what is going on in the stock market right now. How are they handling this insane volatility and what stocks do they feel most bullish about? Tune in to every episode to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!2022-05-1154 minFuture MoneyTalking Crypto with the Prince of CoinWelcome to Future Money, where we talk about technologies of the future that will make us money. On todays Episode, we welcome Brett Sifling, Director of Get Invested and Prince of Coin at Gerber Kawasaki. This week’s episode covers the topic of Cryptocurrency. Tune in every other Wednesday to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! 2022-04-0156 minFuture MoneyFuture Money- We Stand With UkraineWelcome to Future Money, where we talk about technologies of the future that will make us money. On todays Episode, Hatem and Ayal cover the crisis in Ukraine and discuss how it will affect the world of finance. Tune in every other Wednesday to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it! 2022-03-0449 minFuture MoneyElectric Vehicles & Battery TechnologyWelcome to Future Money, where we talk about technologies of the future that will make us money. On todays Episode, we welcome Pedro Palandrani from Global X to help us dive deep into the topic of electric vehicles and more specifically, battery technology. Tune in every other Wednesday to hear us chat about the future of tech, gaming, augmented reality, and Electric Vehicles all through the lens of finance and investing. You don’t want to miss it!2022-02-1050 minFuture MoneyDon't Look At Your Accounts!"Don't make the stupid mistake of selling your holdings now." Managing Partners Ayal Shmilovich and Hatem Dhiab just released another episode of Future Money on volatility and tips they have accumulated in their 30 years of investment experience. Listen to the full episode to find out what companies they like at these prices!2022-01-2638 minFuture Money"Tesla did to cars what Apple did to phones"This week on Future Money, Managing Partners Ayal Shmilovich and Hatem Dhiab talk about everyone's second favorite topic behind the metaverse at the moment: Electric Vehicles. Tesla is NOT the only player in the space - listen in and find out what other companies these experts are interested in. 2021-12-2947 minFuture MoneyFuture Money - The METAVERSEWelcome to Future Money, where we talk about technologies of the future that will make us money. On our inaugural Episode, hosted by Ayal Shmilovich and Hatem Dhiab, we attack our favorite new topic, The Metaverse! Tune in every other Wednesday to hear us chat about the future of tech, gaming, augmented reality, and virtual reality all through the lens of finance and investing. You don’t want to miss it!2021-12-1534 min
Get InvestedBack to School: The Housing Crisis & Student LoansThis week on the Get Invested 2.0 podcast, Investment advisor Eva Agi and Director of Get Invested Brett Sifling talk back to school, the housing crisis, and student loans. Look out for new episodes on Spotify and tune in every other weeks for a live Q & A on twitter spaces. As always, reach out to us whenever you are ready to Get Invested!2021-09-0316 minGet InvestedMen vs. Women - Investing HabitsPeople invest differently depending on their background, circumstances, and goals. One factor that deeply impacts a person's approach to financial strategy and deployment is gender. Men and women have distinguished methods when it comes to their investing habits. On this episode, our new co-host Eva Agi joins Brett Sifling to discuss these habits and dig into the differences between the two approaches. Who do you think makes better investment returns, men or women? 2021-08-0617 min
How To: With Mia & ZiadINHERITED $11.7 MILLION...NOW WHAT?!?!On this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson talk about Inheritance. Inheriting money is not a bad thing. It means that someone close to you was financially responsible and wants to make sure you are being taken care of even after their passing. Watch the full episode to learn in detail what happens when you inherit retirement plans, securities, and more. As always, let us know what topics you would like us to cover next! 2021-05-2706 minHow To: With Mia & ZiadHow To Evaluate A StockOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson give insight into how financial advisors evaluate a stock. From P/E ratios to Profit Margins, it is important to know what to look at when deciding to invest in a company or not. What do you think about Apples current stock price? As always, let us know what topics you would like us to cover next! 2021-05-2007 minHow To: With Mia & ZiadBiden's American Families Plan ExplainedOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson go over the key details of Biden’s new bill, The American Families Plan. The two discuss tax bracket changes, tax credits, and new funding details that you do not want to miss. Watch the full episode to find out how this bill may affect you. As always, let us know what topics you would like us to cover next!2021-05-2006 min
Get InvestedQ1 Earnings - Apple, Microsoft, Tesla, and GoogleEarnings data provides deep insight on a company's potential and future trajectory. However, it's only as meaningful as your ability to analyze it. On today's episode of Get Invested, join Brett and special guest Ayal as they share their thoughts and expertise on the topic. You don't want to miss out.2021-05-0126 minHow To: With Mia & ZiadThe BEST way to save and pay for college!On this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson discuss why it is so important to start saving for your child’s education early. They explore different ways to help lessen the burden when it comes time to pay for the ever increasing tuition cost of college. Have you started investing for your child’s future? As always, let us know what topics you would like us to cover next! 2021-04-2907 minHow To: With Mia & ZiadWhat cryptocurrencies to invest in that are NOT DogecoinThe best of both worlds! On How To with Mia and Ziad this week, we had guests for the first time. Joined by Investment Advisor Kyle Clark and Executive Assistant Ima Diawara, our team tackled the basics of cryptocurrencies. With Dogeday yesterday and cryptocurrencies exploding, it was about time. We've just launched our crypto division, so reach out with any questions!2021-04-2212 minHow To: With Mia & ZiadCover Your ASSets - What happens if I DIE?!?!?!On this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson discuss the not so cheery topic of life insurance. Although it is not the most exciting to talk about, covering your assets is one of the most essential parts of a good financial plan. Do you have life insurance, if so, what type? As always, let us know what topics you would like us to cover next! 2021-04-2206 min
Get InvestedMissing The 10 Best DaysThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling end Q1 by discussing taxes with the deadline now being pushed back as well as the topic of wealth inequality. Along with that, they hammer down on the concept of compounding over time and why it is smart to stay invested rather than play the trading game. As always, reach out to us whenever you are ready to Get Invested! 2021-04-0118 minHow To: With Mia & ZiadWhat's a SPAC?What's a SPAC? And how have they raised over 87 BILLION?! On this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson explain Special Purpose Acquisition Companies. Last year we saw almost 200 companies use this method to go public, but how exactly does it work? Watch the full video to find out! As always, let us know what topics you would like us to cover next! 2021-04-0106 minHow To: With Mia & ZiadA Year To Remember...Or Forget!On this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson reflect on everything that went on over the past year. From a global pandemic and a new President to IPO’s and Crypto, it has sure been a wild ride. Watch the duo debrief these topics along with others that have been spotlighted in How To episodes over the past year. As always, let us know what topics you would like us to cover next! 2021-03-2907 min
Get InvestedBuying a Tesla with BitcoinThis week on the Get Invested podcast, Managing Partners Ben Dunbar and Ayal Shmilovich discuss vaccines, Robinhood’s IPO, and whether or not you should purchase a Tesla using Bitcoin. Tune in every Wednesday at 3pm to listen to the podcast live on Clubhouse @getinvested and @bendunbar. As always, reach out to us whenever you are ready to Get Invested! 2021-03-2519 min
bitcoin informaGerber Kawasaki prevede di iniziare ad aprire account Crypto con Gemini la prossima settimanaSu un suo Tweet Gerber cofondatore di Gerber Kawasaki ha dichiarato:Mi sono piaciute 8 interviste bitcoin questa settimana sul nostro nuovo programma con Gemini - ogni volta sono più convinto del futuro di #Crypto e #bitcoin - e sono super entusiasta che stiamo andando all in.t.me/bitcoinforma--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/appSupport this podcast: https://anchor.fm/bitcoin-informa/support2021-03-1903 min
Get InvestedStimmy Checks & A Year to Reflect
This week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling look back and reflect on what was happening in the stock market exactly one year ago. On this day one year ago, the DOW, S&P 500, and NASDAQ were all down over 12% as investors had absolutely no idea what to make of this virus that was taking over our world. Tune in as the two reflect on the past 12 months and listen to them break down the newest Stimulus Bill amounting $1.9 Trillion dollars. As always, reach out to us whenever you are...2021-03-1810 minHow To: With Mia & ZiadBiden Bill BreakdownOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson talk about the newest Stimulus bill that is expected to be passed any day now. Although nothing is set in stone, the two go over some of the most important aspects of the bill as it currently states. Tune in to find out how you will benefit from this new Biden Bill. As always, let us know what topics you would like us to cover next! 2021-03-1306 min
Get InvestedInflation and The Bond MarketThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss the bond market. With stocks pulling back, the attention has moved toward bonds as investors are scrambling to protect their portfolios. Listen in to learn about different types of bonds as well as other investments such as treasury inflation protected securities that could help position you for the current rotation in the markets. As always, reach out to us whenever you are ready to Get Invested! 2021-03-0417 min
Get InvestedThe January Effect & Goal SettingThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss topics such as crypto currency, the January effect, and the optimism seen in the markets to start off the year. They also go over some important things to think about while you are setting your financial goals for the year. Listen now and stay up to date with all things finance!2021-02-2521 min
Get InvestedShorting the Stock MarketThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss different investment strategies, trading options, and what it means to short the market or a stock. Listen and learn as they walk you through different option strategies and talk about why they can be extremely risky.2021-02-2515 min
Get InvestedElection CountdownWith just one week before the election, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss what to expect leading up to and after Nov. 3rd. Listen and learn about some of the effects that markets have had with previous elections, what to expect under a Biden vs. Trump administration, as well as some potential tax changes if Biden does get elected.2021-02-2517 min
Get InvestedInitial Public Offering (IPO)What's an Initial Public Offering? Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling breakdown the buzz surrounding the latest IPOs. Listen to learn more about the difference between public and private companies, the benefits to each, and how companies actually go public.2021-02-2519 min
Get InvestedTrading vs. InvestingWhat's the difference between trading and investing? Managing Partner Ben Dunbar and Financial Advisor Brett Sifling discuss the rush of trading versus the benefit of long term investing. As trading becomes more accessible through apps like Robinhood, first-time traders struggle with a lack of financial literacy and can easily make mistakes in this gamified market. Trading can be exciting, but getting invested and staying invested in the right companies can pay off in the long run. The longer you're invested, the greater chance you have of reaching your financial goals.2021-02-2524 min
Get InvestedHome BuyingPurchasing a home can be extremely complicated. Managing Partner Ben Dunbar and Financial Advisor Brett Sifling breakdown the process with saving for your first down payment, the risks and benefits to different mortgage options, and how to stay invested so you can keep working towards your other financial goals2021-02-2534 min
Get InvestedMore Stimulus & BitcoinManaging Partner Ben Dunbar and Financial Advisor Brett Sifling discuss the Coronavirus market, the upcoming potential stimulus package, and inflation vs deflation. Also, we dive into the crypto space and how it's affecting the market.2021-02-2525 min
Get InvestedDisneyManaging Partner Ben Dunbar and Financial Advisor Brett Sifling discuss Disney. How the House of Mouse will endure the pandemic. While the parks are closed and the lack of sports hurt ESPN, we anticipate a swell of activity again once we start to get back to the new normal.2021-02-2516 min
Get InvestedCannabisManaging Partner Ben Dunbar and Financial Advisor Brett Sifling discuss the cannabis industry. We're experiencing a dot-com like boom in the marijuana sector, but the companies with the best marketing and name recognition now might not be the right choice for long term investing.2021-02-2528 min
Get InvestedCOVID-19Managing Partner Ben Dunbar and Brett Sifling discuss the current financial climate in the midst of COVID-19. How it affects you and how to find opportunities.2021-02-2533 minHow To: With Mia & Ziad5 Mistakes to Avoid as a Beginning InvestorOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson explain 5 mistakes that you should avoid as a new investor. Whether it is staying diversified or accounting for risk, these 5 tips will help you make the best decisions when it comes to your portfolio. As always, let us know what topics you would like us to cover next!2021-02-2507 min
Get InvestedGameStop and Reddit ManiaThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling kick it off with a new format in the new Gerber Kawasaki Podcast studio. Listen in as the duo discusses Gamestop, Robinhood, and the current battle between hedge funds and retail investors. Reach out to us whenever you are ready to Get Invested!2021-02-2214 minHow To: With Mia & ZiadWhat are my options?! When trading Options.We are stepping it up. Last week on How To, Host Mia Samson and Financial Advisor Ziad Hijazi talked about the basic definitions that you need to know to get started investing, but this week they ramped it up to talk about options. What are they? What are the risks that come with trading options? Tune in for a full breakdown of what you need to know and comment below what we should discuss next week!2021-02-1809 minHow To: With Mia & ZiadThe Secret to Making MoneyWondering the secret to making money? Look no further! It starts with invest- and ends with -ing. Investing can be complicated, so on this episode of How To with Host Mia Samson and Financial Advisor Ziad Hijazi, they help you understand the basics and definitions of how to get started. DM us with any questions or suggestions for future episodes!2021-02-1110 minHow To: With Mia & ZiadHow To: Bankrupt a Hedge Fund?On this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson explain the Gamestop / Robbinhood / Hedge Fund fiasco that we all experienced last week. If you are still confused about what exactly went on, check out today’s video to hopefully have your questions answered. As always, let us know what topics you would like us to cover next!2021-02-0408 minHow To: With Mia & ZiadHow To: Invest Under 2021’s GovernmentOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson reflect on the 2020 election and help you prepare for the new 2021 government. As with any transition, there are going to be positives and negatives depending on your specific situation. Check out our newest episode to find out what affects the new administration might have on your finances. As always, let us know what topics you would like us to cover next!2021-02-0209 min
Gerber KawasakiHow To: Set up 401k’s as an EmployerWe've talked about 401(k)s for employees - now it's time for the business owners! Find out how offering a 401(k) can benefit you and your staff, lead to longer retention, and reduces liability. DM or comment questions and suggestions for next weeks episode!
2021-01-2808 minGerber KawasakiHow To: Invest Under 2021’s GovernmentOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson reflect on the 2020 election and help you prepare for the new 2021 government. As with any transition, there are going to be positives and negatives depending on your specific situation. Check out our newest episode to find out what affects the new administration might have on your finances. As always, let us know what topics you would like us to cover next!
2021-01-2109 minGerber KawasakiHow To: Estate PlanningOn this week’s episode, Financial Advisor Ziad Hijazi and Host Mia Samson discuss estate planning, trusts and wills, probate, and more! Have you ever wondered why having an estate plan is so important? Watch today’s episode to find out why and hear real examples of celebrities that made the mistake of not having one. As always, let us know what topics you would like us to cover next!
2021-01-1407 minGerber KawasakiThe January Effect & Goal SettingThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss topics such as crypto currency, the January effect, and the optimism seen in the markets to start off the year. They also go over some important things to think about while you are setting your financial goals for the year. Listen now and stay up to date with all things finance!
2021-01-1321 minGerber KawasakiHow To: New Year's ResolutionsAfter the second week of the new year, many of us begin to lose sight of our new year's resolutions. This year, Host Mia Samson and Investment Advisor Ziad Hijazi are keeping you on track to reach your goals and helping you think about them in an attainable way. The time is now. Let's get our finances together. DM us with recommendations for an upcoming video.
2021-01-0609 minGerber KawasakiHow To: Save for VacationIn preparation for a new year and with hopes of being able to travel again, Financial Advisor Ziad Hijazi and Host Mia Samson give tips on how to prepare your wallet for that long awaited vacation. Now is a great time to start saving so that your next trip can be a memorable one. As always, let us know what topics you would like us to cover next!
2020-12-2304 minGerber KawasakiHow To with Ziad & Mia: Invest in IPO'sIt seems that almost every private company is filing to IPO soon or has already done so this year. Following the recent news of DoorDash, AirBnB, and Roblox, Host Mia Samson and Financial Advisor Ziad Hijazi cover questions that you might have about IPOs. Tune in and let us know what you want to hear about next week!
2020-12-1707 minGerber KawasakiHow To: Important DeadlinesWith the year coming to an end, it is important to take note of a few important deadlines so that you are maximizing your financial situation. In this weeks episode, Financial Advisor Ziad Hijazi and Host Mia Samson discuss those deadlines and how they may benefit certain situation. They cover topics related to Medical & Insurance accounts, Tax Planning, and Retirement Plans. Make sure your finances are taken care of before cozying up for the Holidays. As always, let us know what topics you would like us to cover next!
2020-12-1408 minGerber KawasakiHow To: Understand CreditDo you know what affects your credit? In this weeks episode, Financial Advisor Ziad Hijazi and Host Mia Samson discuss the confusing world of credit. They talk about how to start building credit at a young age as well as how to maintain a good score throughout your adult life. Find out some tips and tricks for how to grow the all important number that is your Credit Score. As always, let us know what topics you would like us to cover next!
2020-12-0711 minGerber KawasakiGet Invested: Generational Trends of the FutureWhat companies are going to dominate the future? Find out what the younger generation is interested in, how they are spending their time, and learn the predicted trends of the future from our Internet Star and Guest "Young Investor" Zachary Cox.
CEO Ross Gerber and Director of Get Invested Brett Sifling sat down with Cox to discuss companies of the future and the advantages of investing young.
2020-12-071h 05Gerber KawasakiGet Invested: Shorting The Stock MarketThis week on the Get Invested podcast, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss different investment strategies, trading options, and what it means to short the market or a stock. Listen and learn as they walk you through different option strategies and talk about why they can be extremely risky.
2020-11-1215 minGerber KawasakiHow To with Ziad & Mia: Maximize Your 401(k)If there is one term that people know in finance and investing it's 401(k). There are other investment vehicles to consider for retirement, but 401(k)s are common and can be extremely valuable for saving wealth. Watch Financial Advisor Ziad Hijazi and Host Mia Samson as they breakdown what a 401(k) is. Are you preparing for retirement?
2020-10-2814 minGerber KawasakiGet Invested: Election CountdownWith just one week before the election, Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss what to expect leading up to and after Nov. 3rd. Listen and learn about some of the effects that markets have had with previous elections, what to expect under a Biden vs. Trump administration, as well as some potential tax changes if Biden does get elected.
2020-10-2717 minGerber KawasakiHow to with Ziad & Mia: Read Earnings ReportsAmidst earnings season Financial Advisor Ziad Hijazi and Host Mia Samson explain why earnings reports are important and how to understand them.
2020-10-2112 minGerber KawasakiHow To with Ziad & Mia: Mutual Funds & ETFsMutual Funds and ETFs are great investments for investors just starting out that are looking for low trading costs and diversification. In this episode of "How To" with Financial Advisor Ziad Hijazi and Host Mia Samson, they discuss the similarities, differences, pros, and cons of mutual funds and ETFs. If you are interested in learning how to start investing and get ahead in life, email us.
2020-10-1313 minGerber KawasakiTech Disruptors - Privacy & PowerManaging Partners and founders of the GK Technology Group, Hatem Dhiab and Ayal Shmilovich, examine the biggest companies in technology with special guests Devan O'Dowd and Pedro Palandrani from Global X. These industry insiders explore what keeps some companies ahead of their competitors and address recent concerns of privacy.
2020-10-071h 02Gerber KawasakiGet Invested: Death & TaxesThese are unpredictable times, but let's talk about two certainties: Death & Taxes. Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling discuss tax efficient investing strategies that you might be eligible for. Trump's recently revealed tax returns show that he took advantage of opportunities for real estate investors, but reach out to us before making any decisions for your own investments. Our new accounting department is here to help.
2020-10-0719 minGerber KawasakiHow To with Ziad & Mia: Renters Insurance80% of people move between April to September. Did you just move? Whether you are in a new place or staying where you have been, we want you to know the importance of renters insurance and understand what it will cover and what it won't. Like and subscribe to our YouTube to stay in tune with our latest episodes!
2020-10-0313 minGerber KawasakiGet Invested: Initial Public Offering (IPO)What's an Initial Public Offering? Managing Partner Ben Dunbar and Director of Get Invested Brett Sifling breakdown the buzz surrounding the latest IPOs. Listen to learn more about the difference between public and private companies, the benefits to each, and how companies actually go public.
2020-09-2919 minGerber KawasakiHow To with Ziad & Mia: Differentiate Home LoansThinking of moving? Financial Advisor Ziad Hijazi and Host Mia Samson walk us through the different types of home loans you may be eligible for. They discuss the pros and cons of fixed rate loans, adjustable rate mortgages, FHA loans, and more. Talk to a Financial Advisor and make sure that you are working within your budget and choosing the right loan for your situation.
2020-09-2514 minGerber KawasakiGet Invested: Corrections and NikolaManaging Partner Ben Dunbar and Director of Get Invested Brett Sifling are back with market updates to discuss the recent corrections and unpack the automotive company competing with Telsa, Nikola Corporation.
2020-09-2315 minGerber KawasakiHow To with Ziad & Mia: Structure Your Business
Financial Advisor Ziad Hijazi and Mia Samson define the common business entities and their respective benefits and drawbacks. If you have questions about structuring your business and how to efficiently manage your taxes contact us today!
2020-09-1910 minGerber KawasakiInvesting in Your ValuesImpact investing directs investment capital to companies that seek to combat climate change and environmental destruction all while promoting corporate responsibility. Financial Advisors Brett Sifling and Kyle Clark discuss the impact and importance of investing in companies that you stand behind.
2020-09-0236 minGerber KawasakiFirst Time Home BuyersHome ownership can help you reach your personal and professional goals if done it wisely. Evaluating your priorities is an essential part of the process, specially for young professionals. Watch Financial Advisor Ziad Hijazi, Compass Real Estate Agent Aaron Grushow, and Michael Nassirzadeh of Insignia Mortgage walk you through the entire process as a first-time home buyer. When you choose a place to call home, it makes a huge impact on the life you will lead. We want to help you to get this right!
Michael Nassirzadeh - Insignia Mortgage | 424.999.8407 | michael@insigniamortgage.com | BRE #02093626 NMLS #18622182020-08-1341 minGerber KawasakiThree BucksFinancial Advisors Kyle Clark, Ziad Hijazi, and Sage Casaga kick off their podcast series that simplifies the complex financial world, Three Bucks. If you are a recent college graduate, young professional, business owner, or interested in maximizing your financial potential, this podcast is for you. We want to show you that once you have control over your financial life, you are free to explore and grow.
2020-08-0717 minGerber KawasakiFuture of Work Pt. IIThe future of work concerns us all. Managing Partners Hatem Dhiab and Ayal Shmilovich, Co-Founders of our GK Tech Group, join Kyle Jackson of Talespin and Emerson Taymor of Philosophie to continue a conversation on the technologies and trends that impact the workplace. Emerson and Kyle, seasoned executives of two innovative digital startups, are directly involved in helping companies adapt and adjust to these new trends. They are discussing how the Coronavirus is accelerating digital adoption and what the future of work will look like for our society.
2020-08-0553 minGerber KawasakiReal Estate in the Age of Coronavirus Pt. IIManaging Partner Hatem Dhiab follows up with with Jon Grauman of The Agency and Ryan Grant of Fairway Mortgage to keep you up to date with real estate news and trends during the pandemic. How is the industry moving forward while parts of the country are closing back up due to spikes in COVID-19 outbreaks?
2020-07-2353 minGerber KawasakiGet Invested: Corporate SnacksManaging Partners Ben Dunbar and Ayal Shmilovich, of the GK Tech Group, discuss common benefits employees receive from tech companies. Now that work from home is becoming the new normal and the campus cafeteria isn't an added bonus, what compensation does your employer offer? This is an in-depth, expert perspective on your options from types of stock plans to retirement plan accounts.
2020-07-0231 minGerber KawasakiGet Invested: Trading vs. InvestingWhat's the difference between trading and investing? Managing Partner Ben Dunbar and Financial Advisor Brett Sifling discuss the rush of trading versus the benefit of long term investing. As trading becomes more accessible through apps like Robinhood, first-time traders struggle with a lack of financial literacy and can easily make mistakes in this gamified market. Trading can be exciting, but getting invested and staying invested in the right companies can pay off in the long run. The longer you're invested, the greater chance you have of reaching your financial goals.
2020-06-2224 minGerber KawasakiHow to Invest in the Markets & Real Estate During a PandemicGK Managing Partner Ayal Shmilovich discusses investing in financial markets and real estate with Scott Price and Janice Hou of Homes by Price + Hou Group and John Ciolino of Bank of America Retail Sales. The experts talked about how investing in both the market and real estate will look over the next few years in a post-pandemic world.
2020-06-181h 00Gerber KawasakiGet Invested: Home BuyingPurchasing a home can be extremely complicated. Managing Partner Ben Dunbar and Financial Advisor Brett Sifling breakdown the process with saving for your first down payment, the risks and benefits to different mortgage options, and how to stay invested so you can keep working towards your other financial goals.
2020-06-1234 minGerber KawasakiGet Invested: More Stimulus & BitcoinManaging Partner Ben Dunbar and Financial Advisor Brett Sifling discuss the Coronavirus market, the upcoming potential stimulus package, and inflation vs deflation. Also, we dive into the crypto space and how it's affecting the market.
2020-05-1825 minGerber KawasakiGet Invested: DisneyManaging Partner Ben Dunbar and Financial Advisor Brett Sifling discuss Disney. How the House of Mouse will endure the pandemic. While the parks are closed and the lack of sports hurt ESPN, we anticipate a swell of activity again once we start to get back to the new normal.
2020-05-0516 minGerber KawasakiGet Invested: CannabisManaging Partner Ben Dunbar and Financial Advisor Brett Sifling discuss the cannabis industry. We're experiencing a dot-com like boom in the marijuana sector, but the companies with the best marketing and name recognition now might not be the right choice for long term investing.
2020-04-2128 minGerber KawasakiGet Invested: COVID-19Managing Partner Ben Dunbar and Brett Sifling discuss the current financial climate in the midst of COVID-19. How it affects you and how to find opportunities.
2020-04-1433 minGerber KawasakiGet Invested: The Volatile MarketManaging Partner Ben Dunbar and Financial Advisor Brett Sifling of GK's Get Invested group talk about the volatile market in the coronavirus climate and what investment opportunities exist as we near a bear market.
2020-03-1129 minGerber KawasakiStock Talk: Playing the MarketCEO Ross Gerber and Financial Advisor Brett Sifling talk Tesla, China, the virus, and how to play the market decline.
2020-03-0650 minGerber KawasakiStock Talk: What Are Stocks Really Worth?CEO Ross Gerber and Managing Partner Ben Dunbar talk about the stock market - Tesla, Apple, Disney - and the impacts of the Coronavirus and 2020 election.
2020-02-2148 minGerber KawasakiStock Talk: How To Invest in TeslaTalking investment strategies in Tesla with CEO Ross Gerber and Financial Advisor Brett Sifling.
2020-02-1743 min