Shows
Living Not So FabulouslyLISTEN AGAIN: How to shift your financial mindsetModern families often feel like they’re earning more but building less - and this episode explains why. Jennifer and Lisa Dazols, the duo behind Modern Family Finance, break down the cash-flow habits, tax strategies, and savings ratios that truly predict wealth. They reveal their own money mistakes, the “financial independence ratio” every household should track, and how global travel reshaped their view on what’s “enough.”
For full episodes of Living Not So Fabulously, listen on your favorite podcast platform or watch on our website.
Yahoo Finance's Living Not So Fabulously is produced by Dennis Golin.
2025-12-2424 minLiving Not So FabulouslyYou make good money - so why aren’t you wealthy yet?Modern families often feel like they’re earning more but building less - and this episode explains why. Jennifer and Lisa Dazols, the duo behind Modern Family Finance, break down the cash-flow habits, tax strategies, and savings ratios that truly predict wealth. They reveal their own money mistakes, the “financial independence ratio” every household should track, and how global travel reshaped their view on what’s “enough.”
For full episodes of Living Not So Fabulously, listen on your favorite podcast platform or watch on our website.
Yahoo Finance's Living Not So Fabulously is produced by Dennis Golin.
2025-12-0323 min
Coded in GoldHow 'Out and Around' Led to Modern Family Finance with Jennifer DazolsIn today's episode I had the pleasure of sitting down with Jennifer Dazols. Jenni co-founded Modern Family Finance with her wife several years ago after leaving a career in tech. But as you'll hear in this conversation we have much more in common than I even realized, from navigating leaving the faith we were raised in to now raising 7 year old boys. We also discuss the documentary film she and her wife produced in 2015, 'Out and Around', which follows their travels over the course of a year to meet with LGBTQ activists and pioneers all around the world
2025-09-101h 06
Out Is Through: Living a meaningful life in difficult times with Larry D. Lariosa"The Meaning of Money" with Jennifer & Lisa Dazols, Modern Family Finance, "Out & Around" (Pride Month Episode)Jennifer and Lisa Dazols are the dynamic duo behind Modern Family Finance, blending financial expertise and social advocacy to empower women and LGBTQ+ professionals. Jennifer, a CERTIFIED FINANCIAL PLANNER™ and former Silicon Valley tech director, specializes in guiding clients through intentional financial journeys. Lisa, a licensed clinical social worker with a background in psychotherapy, brings a compassionate approach to operations, ensuring clients feel understood and supported. Together, they've produced the documentary Out & Around, delivered a TED Talk with over 3 million views, and founded the Asia Rainbow Ride to champion LGBTQ+ rights in Asia.JENNIFER & LI...
2025-06-2449 min
Modern Family Finance PodcastHow to Protect Your Partner, Kids, or Chosen Family With the Right Legal DocumentsIn today’s episode, we’re diving into estate planning—one of the most essential and most often overlooked parts of building a secure financial future. It’s not just about what happens when you're gone—it’s about protecting the people you love and making sure your wishes are honored when it matters most.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.That’s why I’m so excited to welcome Jaime Santos of Sant...
2025-04-2949 min
Modern Family Finance PodcastEstate Planning for Singles Without KidsIn 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?Whether you’re single, child-free, part of the LGBTQ+ community, or simply navigating complex family dynamics, this episode is for you. My guest is Mia Owsley, a licensed professional fiduciary and founder of Mia’s Fiduciary Services which serves the San Francisco Bay Area. Mia is a true advocate for those needing financial management, estate planning, and care coordination, ensuring that her clients wishes are honored, even when they cann...
2025-04-1537 min
Modern Family Finance PodcastHow to Take Control of Your Time, Your To-To list, and Your Life in 2025In 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.Jenni welcomes Alexis Haselberger, a time management and productivity coach in the San Francisco Bay Area. Alexis has helped thousands of people "do more and stress less" through her coaching, workshops, and online courses.View show notes here: https://www.modernfamilyfinance.com/how-to-take-control-of-your-time-your-to-do-list-and-your-life-in-2025/Sign to up r...
2025-03-2140 min
Modern Family Finance Podcast2025 Update: SF Bay Area Real EstateIn 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. In today’s episode, we’ll dive into everything from Bay Area market trends and navigating mortgage rates to retirement planning and financial strategies for modern families.
2025-02-1232 min
NAPFA Nation PodcastInclusivity in Finance: Empowering Women and LGBTQ+ Communities with Jennifer and Lisa Dazols – Episode #23 of NAPFA NationIn Episode #23 of NAPFA Nation, host Marie Swift speaks with Jennifer Dazols, CFP®, Founder and Lead Financial Planner, and Lisa Dazols, Head of Operations at Modern Family Finance. The conversation focuses on the Dazols' journey and motivation for creating Modern Family Finance. Their fee-only financial planning company focuses on typically underserved and underrepresented communities: women and LGBTQ+ individuals. Learn about their passion project, the documentary Out and Around, which showcases inspiring "Supergays" making impactful contributions across the globe, and their educational guides made in partnership with the It Gets Better Project. The Dazols also share their experience b...
2024-11-1217 min
Modern Family Finance PodcastHow to Obtain a Second Passport or Residence Permit AbroadIn 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. Having lived in Europe and Asia for years at a time myself, I’m a huge advocate for the benefits of international living—not just for the adventure, but also as a way to reach financial independence faster.
I often hear from clients who want to live abroad but aren’t sure how to secure residency or citizen...
2024-09-2542 min
Modern Family Finance PodcastBeyond The Basics: Tax Strategies for High Income EarnersToday, 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. He has masterfully integrated his professional practice with his personal lifestyle, allowing him to pursue his passion for traveling around in his RV with his wife.
Show notes: https://bit.ly/tax-strategies-for-high-income
Website: www.modernfamilyfinance.com
2024-08-1531 min
Modern Family Finance PodcastEmpowering Transitions: From Attorney to Mom to Life CoachIn this episode, we focuses on career and life transitions, addressing questions like discovering one’s true calling, reclaiming identity after a career break, and making significant career changes. We have a great conversation with Tracy Crothers, a former public interest attorney who transitioned to a life coach. Tracy shares her journey of discovering her true calling and how she now helps others navigate life’s transitions with resilience and purpose.
Show notes: https://bit.ly/show-notes-empowering-transitions
2024-06-1135 min
Modern Family Finance PodcastMoney with My Honey: How to Manage Finances as a CoupleIn this podcast episode I talk about money and relationships with one of my favorite couples, John and David Auten Schneider. My wife and I have had the pleasure of becoming friends with them after getting to know them through their content at the Debt Free Guys website and the Queer Money podcast.
John and David help LGBTQ people and their allies live fabulously, not fabulously broke. Today’s podcast centers around the topic of “Money with your Honey” as relationships and finances are undoubtedly intertwined. We discuss how couples can effectively manage their finances while strengthening their bond...
2024-04-2345 min
Modern Family Finance PodcastHow to Buy a Home in the Bay Area in 2024As a financial planner in the Bay Area, I get a lot of people who want to talk to me about getting their finances in order because they’re preparing to buy a home. But in today’s real estate market, it can be hard to figure out what to do. So in today’s webinar, we’re going to talk with my friend, Brook Baird.
Brook is a Bay Area native and she’s had a real estate license since 2005. She works with a lot of single women, alternative family households, and entrepreneurs. Last year, we did a popul...
2024-02-1118 min
Modern Family Finance PodcastHow to Use Equity to Fuel Financial IndependenceWhen I used to work in Silicon Valley as a tech employee, I received restricted stock units (RSUs) that helped fuel our financial journey. If you’re a tech employee who aspires to live and work on your terms, your equity based compensation could have the potential to accelerate your path to financial independence. But we know it can feel complicated, especially around taxes.
My go-to guru when it comes to tax is Bay-Area native Kirsten Pfenning, a CPA serving individuals and small business owners with 15+ years of experience.
Show notes: https://www.mod...
2024-02-1121 min
Modern Family Finance PodcastHow to Win at Salary NegotiationAs 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 bee...
2024-02-1135 min
Modern Family Finance PodcastHow to Set up a CA Business and Save TaxesAs 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...
2024-02-1135 min
Modern Family Finance PodcastHow to Make Successful Career Leaps Mid-CareerIf 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 clarif...
2024-02-1128 min
Modern Family Finance PodcastHow to Buy your Own CA Health InsuranceWhen 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...
2024-02-1025 min
Mindful Money090: Jennifer Dazols - Financial Planning for Women and LGBTQ+ CommunitiesUpcoming Event!How Can Mindfulness Help You Reach Financial Independence?Do you want to reduce money anxiety, but don’t know who to trust?Would you like to learn how to set up and manage your own retirement plan?Do you want to know how we create a passive income stream you can’t outlive?If yes, join us and learn how to answer the 4 critical financial independence questions:Am I on track for financial independence?What do I need to do to get on track?How do I de...
2024-01-1736 min
Financial PlanningThe impact of financial planning, with Jennifer and Lisa Dazols of Modern Family FinanceThe firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.
2023-11-0823 min