Resilient Wealth Planning

06/02/2026

To All Seattle/Bellevue area clients. You are cordially invited to Cooking with Resilient Wealth Planning. RSVP today to guarantee your spot https://www.resilientplanning.com/events/cooking-with-resilient-wealth-planning

05/27/2026

New episode 🎙️ Breaking down Trump Accounts: who qualifies, how they work, and what families and investors should know about this new savings opportunity for the next generation.

05/26/2026

We discuss the Trump account program, discussing how it works, who is eligible, and the potential benefits for young investors. They explore how this initiative could shape future savings and investment habits for families.

In this episode we explore the Trump account program, discussing how it works, who is eligible, and the potential benefits for young investors. They explore how this initiative could shape future savings and investment habits for families.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/18/2026

Tax season may be over, but smart planning starts now 💡 Tune in as Victor & Carolyn share simple strategies to stay proactive, optimize your tax planning, and set yourself up for a smoother financial year ahead.

05/12/2026

After filing taxes, it’s crucial to shift from a reactive to a proactive mindset. In our latest podcast episode, Victor and Carolyn discuss practical steps to optimize your tax planning process and set yourself up for financial success.

05/10/2026

Today, we celebrate every kind of mom who loves, guides, and
nurtures us in countless ways. Thank you for all the ways you make our world brighter and our hearts fuller. 💐

05/08/2026

After filing taxes, it’s crucial to shift from a reactive to a proactive mindset. In our latest podcast episode, Victor and Carolyn discuss practical steps to optimize your tax planning process and set yourself up for financial success.

05/05/2026

Money and mental health are more connected than we often realize.
Stress about bills, debt, or even keeping track of accounts can take a toll.
During Mental Health Awareness Month, it’s a good time to pause and check
in with yourself. Sometimes, even one small financial step—like reviewing an
account balance or setting up an automatic payment—might help manage
your stress and bring a sense of control.

And remember: if you’re struggling with mental health, reaching out to a
trusted professional or support resource can make a difference.

04/28/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.