
All Media
2/20/26
Chasing Finance: When Should I Start Saving For A Baby? w/ Ben Dunbar
529 vs. UTMA. Nursery vs. Home Office. There’s Nothing Wrong With Naming Your Child After A Financial Institution.
This week on Chasing Finance, GK Managing Partner and new dad, Ben Dunbar sheds fatherly wisdom on how and when to start saving for a child. While you can prepare for additional expenditures like birthing costs and child care, it’s the unexpected expenses that can be the most detrimental…
2/17/26
Ben Rosbach - Your RSUs Are Not a Windfall | Gerber Kawasaki
Many tech professionals do not fully understand the tax implications of their RSUs until it is too late. Wealth Advisor Ben Rosbach works closely with tech clients to proactively plan for vesting events, manage concentration risk, and position their portfolios for long term tax efficiency.
2/13/26
Michael Baker Named GK Managing Partner
This week, we celebrate the promotion of GK’s newest Managing Partner, Michael Baker, CFP®. This milestone reflects Mike’s years of dedication, leadership, and commitment to driving the firm’s growth and long-term impact. Most recently, he has led the firm’s recruiting and training initiatives, building comprehensive onboarding programs and mentoring advisors at every stage of their careers. Through this leadership, Mike has helped strengthen our collaborative culture while supporting the development of successful, client-focused practices.
2/11/26
Francine Lai Named Best In-State Women Wealth Advisors
Congratulations to GK Partner Francine Lai CFP® CDFA® on being named as a Top Women Wealth Advisor by Forbes. Francine, your undeniable passion for helping diverse groups of women and families accomplish their financial goals is an incredible testament to why why feel so lucky to have you mentoring the next generation of GK advisors.
2/6/26
How To Prepare For the SpaceX IPO | Ross Gerber and Ayal Shmilovich
Following the recent merger of SpaceX and xAI, CEO Ross Gerber and Managing Partner Ayal Shmilovich share how they’re advising clients in the Musk family of companies to manage their stock options.
In this discussion, they highlight the significant uncertainty that often comes with large, private-company mergers (particularly around valuation, equity, and liquidity) and caution employees who hold stock or options to seek professional guidance before making decisions. As experts in tech field, these two have lots to share!
Make sure to reach out if you have questions, and sign up for a free initial consultation today!
1/30/26
Ross Gerber - Major Updates in Tech | The Information
Ross Gerber joined The Information to talk about SpaceX and Tesla, sharing perspective on some of the challenges Tesla still faces on the driving side, even as its software continues to evolve. He also touched on the overlap between Tesla and SpaceX investors, and whether interest in SpaceX leads some shareholders to rebalance, or expand, their portfolios over time.
1/29/26
Hatem Dhiab - Tesla's Hard Reset | Schwab Network
Tesla is putting their automobile business on the back burner as Elon Musk doubled down on robotaxi and robotics in Wednesday's earnings call. Managing Partner, Hatem Dhiab calls Musk's decision a "hard reset", which changes the direction of the company and adds short and mid-term pressure for the Mag 7 giant. From full self-driving to Tesla's investment in xAI, Hatem highlights the road ahead for their autonomous and robotics future.
1/28/26
Future Money: How To Sell Your Business w/ Channing Hamlet
Managing Partners Hatem Dhiab and Ayal Shmilovich kick off the year with special guest Channing Hamlet, Founder and CEO of Objective Investment Banking and Valuations, to discuss the four major things business owners need to do to prepare to sell their business.
1/27/26
Ross Gerber - Shareholders Have No Say In Tesla | Bloomberg TV
Ross Gerber joined Bloomberg TV to discuss why energy storage remains a strong area of the business, especially as some EV priorities shift. He also shared thoughts on Tesla’s investment in xAI, why it sits outside of Tesla, and what that could mean for the company going forward.
1/23/26
Steven Evensen - The Quiet Path to Extraordinary Goals: Why Steady Beats Flashy | Gerber Kawasaki
The road to a retirement account worth $5 million takes years of consistency. Wealth Advisor Steven Evensen CFP® explains how sticking to the fundamentals might be boring, but often pays off in the long term.
1/16/26
Ross Gerber - ‘Show me the money’ time for AI as political risks loom | Politico
For tech investors, 2026 will likely test whether the industry’s massive bets on AI will deliver real financial results, not just momentum. CEO Ross Gerber shares how the Trump administration’s pro-technology approach keeps him excited for the future.
1/9/26
Jimmy Bisharat - Navigating SpaceX Equity Comp & Potential IPO: Insights from CPA and Financial Planner | Gerber Kawasaki
Equity compensation decisions around an Initial Public Offerings are complex, high-stakes, and often irreversible. In this article, Wealth Advisor Jimmy Bisharat shares how he's working with Doug Benson CPA to prepare his SpaceX clients for the company’s highly anticipated IPO.
12/31/25
Ross Gerber - Paramount Would Have to Add $10B To Succeed With WBD Bid | Bloomberg TV
CEO Ross Gerber says Paramount would need to materially raise its bid to succeed in a takeover of Warner Bros., and that a higher price could ultimately benefit Netflix. He notes that Warner Bros. views Netflix’s offer as superior due to balance sheet strength and deal certainty, while Paramount’s proposal raises concerns around debt, governance, and execution risk.
12/31/25
Hatem Dhiab - Outlook for Tech in 2026 | Schwab Network
Managing Partner Hatem Dhiab sees Nvidia’s $20 billion acquisition of Groq as a clear signal of the new playbook in Big Tech. This move highlights how leading AI companies are rapidly expanding their reach through strategic mergers and acquisitions, and this may only be the beginning.
12/30/25
Jimmy Bisharat - Before You Set Financial Goals for the New Year, Do This First! | Gerber Kawasaki
Now is the time to set your financial goals for the year, but how will you make sure you stick to them? Wealth Advisor Jimmy Bisharat reminds us how to keep ourselves accountable through discipline and organization.
12/30/25
Ben Rosbach - SpaceX 2026: Planning for the Largest IPO in History | Gerber Kawasaki
With SpaceX preparing for what could be the largest IPO in history, Wealth Advisor Ben Rosbach shares how our team at Gerber Kawasaki works with tech professionals gearing up for significant financial moments.
12/30/25
Hatem Dhiab - NVDA Groq Acquisition Turns Pages in Big Tech's "New Playbook" | Schwab Network
Managing Partner Hatem Dhiab sees Nvidia’s $20 billion acquisition of Groq as a clear signal of the new playbook in Big Tech. This move highlights how leading AI companies are rapidly expanding their reach through strategic mergers and acquisitions, and this may only be the beginning.
12/29/25
Ross Gerber - Elon Musk’s Year Of Blunders, Bombs And Payday Bonanzas | Forbes
CEO Ross Gerber cuts through the noise in Forbes, calling out Tesla’s pivot as a reaction, not a revolution. As Elon Musk leans into robots and robotaxis, Ross makes it clear, “It’s easy to pivot to robots when nobody will buy your car.” A sharp take on leadership, brand damage, and why fundamentals still matter more than hype.
12/23/25
Future Money: Our 2025 Recap: Tariffs, AI, and Why Hollywood Is Out of Control
As GK Managing Partners Ayal Shmilovich and Hatem Dhiab celebrate episode fifty of Future Money, they take a moment to reflect on the year and give thanks for your support. Here’s what they got right, what they got wrong, and what they’re excited about heading into 2026.
12/18/25
Steven Evensen - Smart Gifting Strategies: Aligning Generosity with Tax Efficiency | Gerber Kawasaki
This holiday season, Steven Evensen CFP ® reminds us that tax-efficient gifting can benefit both you and the one you love. Here’s how you can spread holiday cheer and be rewarded for it in April.
12/12/25
Chasing Finance: Ross Gerber Teaches Me How To Think Like A Millionaire
Day Trading Is For Dummies. Hedge Funds vs. Private Equity. Never Take Investment Advice From Your Uber Driver.
That’s right kids, dreams really come true. After years of begging, Chase finally got to sit down with his personal hero and CEO, famous financial influencer Ross Gerber, to find out how he too can become a millionaire. Will this be the official end of Chasing Finance or will Ross' pity on his former intern become the start of their new show? Let us know in the comments!
12/5/25
Future Money: What To Do Before Year-End
Ahead of Thanksgiving, Managing Partners Hatem Dhiab and Ayal Shmilovich gather to express gratitude for a wonderful earnings season. In this pin-ultimate episode, the guys praise market resilience throughout the year and share important tax updates that investors should consider before the end of 2025.
12/4/25
Mia Samson - What is A DINKWAD? | Gerber Kawasaki
Are you a DINKWAD? That is, a family that has Dual Income No Kids With A Dog. While families can come in all shapes and sizes, Wealth Advisor Mia Samson shares how staying true to your vision for the future will lead you to accomplishing your financial goals.
11/5/25
Brett Sifling - Holiday Generosity Made Simple | Gerber Kawasaki
The season of giving is also the season of deadlines. GK Wealth Advisor and Director of Get Invested Brett Sifling, CFP® shares a few smart moves to make before December 31, 2025 that can help you support loved ones while keeping your tax picture tidy.
11/4/25
Mia Samson - Holiday Planning For Families | Gerber Kawasaki
Giving back is not just about gifts. It is about showing up for your community in whatever way you can. GK Wealth Advisor Mia Samson explains why whether you donate toys, volunteer your time, or simply check in on someone who could use support, those moments have a lasting impact.
11/3/25
Sage Casaga - Timing Your Roth Conversions | Gerber Kawasaki
Roth conversions have become one of the most valuable tools for retirement planning, but if they’re done at the wrong time they can be detrimental to your financial plan. Wealth Advisor Sage Casaga explains how and when you can benefit.
10/30/25
Future Money: Are We In A Buble?
Following LA Tech Week, GK Managing Partners Ayal Shmilovich and Hatem Dhiab come together to pop the AI bubble. While there is undoubtably lots of hype surrounding AI’s impact on the future, the guys reflect on major tech advancements of the past in order to block out the noise and stay disciplined in their investment strategies.
10/29/25
Ayal Shmilovich - AI and the Ghost of Bubbles Past | Gerber Kawasaki
While some view Artificial Intelligence as a world-altering technological breakthrough, others are calling it a bubble that will lose it’s momentum in a matter of years. GK Managing Partner and Co-Host of the Future Money Podcast, Ayal Shmilovich analyzes “ghost bubbles” of the past to give his unbiased opinion on AI’s future.
10/22/25
Ben Rosbach - The Hidden Costs of Buying Life Insurance | Gerber Kawasaki
Many young professionals can get manipulated into paying outlandish fees for insurance plans they don't need. GK Wealth Advisor, Ben Rosbach offers unbiased support on how you can protect your assets while growing your money over time.
10/22/25
Steven Evensen - Budgeting Guidelines | Gerber Kawasaki
No matter how much money you have, a budget is the backbone of any financial plan. Wealth Advisor Steven Evensen breaks down how much of your budget you should allocate to housing costs, transportation costs, debt management, and saving for the future.
10/9/25
Ross Gerber - Eight Financial Titans | Business Insider
In a world filled with uncertainty, some of the biggest names in finance, including Leon Cooperman, Kevin O’Leary, Ross Gerber, and Nassim Taleb, share timeless lessons for young professionals. Their message is clear: passion, discipline, and focus will always outlast market trends.
9/26/25
Mia Samson - Top 100 Finance Influencers | FeedSpot
Congratulations to GK Wealth Advisor and Director of Marketing Mia Samson on being listed at #68 on FeedsSpot’s Top 100 Financial Influencers on TikTok! Mia, we are lucky to have you keeping GK up to date with the latest trends as you spread financially literacy across social media!
9/25/25
Jimmy Bisharat - Sports Investing: The New Gold Rush, Or Just A Fad? | Gerber Kawasaki
As sports culture continues to grow, the opportunities for sports investing are growing as well. GK Athlete Advisor Jimmy Bisharat explores the pros and cons of different investment trends in the sports market.
9/12/25
Steven Evensen - How Creatives Can Save on Taxes | Gerber Kawasaki
It’s not easy navigating your finances as a creative business owner. However, GK Wealth Advisor Steven Evensen works with many creative entrepreneurs to structure their finances in a way that maximizes their profits and lowers their taxable income.
9/12/25
Jimmy Bisharat - Quentin Jammer Podcast | Gerber Kawasaki
On this episode of the Athlete Advisor’s Podcast, GK Wealth Advisor Jimmy Bisharat sits down with San Diego Chargers legend Quentin Jammer for an in-depth discussion on his experience with the NCAA, NFL, and life beyond football. From growing up in a small town in Texas, to playing for Mack Brown at UT Austin, to going 5th overall and eventually spending a decade in the Chargers organization, Quentin has experienced it all. Specifically, Quentin compares the NCAA recruiting process in the 90s to the modern NIL era, talks about how he overcame different forms of adversity, and shares the dos and don’ts when it comes to managing finances.
9/9/25
Robby Lewis - Taking the Emotion Out of Selling Company Stock | Gerber Kawasaki
If company stock makes up a significant part of your pay, deciding when to sell can feel overwhelming. GK Wealth Advisor Robby Lewis explains how you can use the 10b5-1 Plan to eliminate bias and stay consistent with your financial goals.
9/9/25
Zach Bainter - Top Next Gen Wealth Advisors | Forbes Award
Congratulations GK Managing Partner Zachary Bainter on being named as a Top Next-Gen Wealth Advisor by Forbes. Zach, your leadership at GK and dedication to servicing your clients is undeniable. We are lucky to have you paving the way for our company’s future!
9/2/25
Kaytlin Hall - Inspirational Women Forum & Leadership Award | LA Times
We are excited to celebrate Kaytlin Hall of Gerber Kawasaki Wealth & Investment Management for being recognized in the Los Angeles Times Inspirational Women series! As a cofounder of the Women of Wealth (WOW) group, she helps professional women and families build financial confidence and empowers working mothers to thrive. Connect with the WOW community to be part of a network that inspires, supports, and uplifts women on their financial journey!
8/28/25
Kaytlin Hall - Teach Your Kids About Money This School Year | Gerber Kawasaki
As our kids head back to school, the subject of money is often skipped in their curriculum. This month, Co-Founder of GK’s Women of Wealth Group and mother of two, Kaytlin Hall shares five easy lessons to help raise financially confident kids.
8/27/25
Future Money: How The Mag 7 Dominated 2025
As summer comes to a close, GK Managing Partners Hatem Dhiab and Ayal Shmilovich gather to celebrate an incredible quarter in the tech market. In this episode, they break down earnings and explain how the Mag 7 bounced back from tariff corrections earlier in the year to surpass expectations.
8/22/25
Ross Gerber - Investing In the Future of Mobility | Henry Campbell Podcast
CEO Ross Gerber shares lessons from the early days of ridesharing and where the market stands today. He breaks down Tesla’s robotaxi rollout, the “vision only” approach, and how players like Waymo and Uber fit into a fragmented EV space. The future of transportation is here, and we’re watching it closely.
8/22/25
Mia Samson - Planning For Firefighters' Retirement | Gerber Kawasaki
Firefighters face unique challenges when planning for retirement. From earlier retirements and taxable pensions to 457 plan decisions and legacy planning, the right strategy can make all the difference. Wealth Advisor Mia Samson, whose parents and aunt all served in SFFD, shares why this topic is close to home and what every firefighter should know.














































































































