
All Media
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.
8/21/25
Brett Sifling - Fed Gathering Impacts Bitcoin | Forbes
In a recent Forbes feature, Wealth Manager Brett Sifling discussed the growing focus on digital assets regulation. With acts like the GENIUS Act, the CLARITY Act, and the Anti-CBDC Surveillance State Act, it’s clear the government’s attention is firmly on Bitcoin.
8/20/25
Kaytlin Hall - Inspirational Women Forum and Leadership Award | Gerber Kawasaki
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!
8/13/25
Jimmy Bisharat - A Wake Up Call For Young Athletes | Gerber Kawasaki
GK Athlete Advisor Jimmy Bisharat explains why the financial journey of Fernando Tatis Jr. has become a powerful warning to young athletes: without the right team of fiduciary advisors around you early on, one short-sighted decision can cost you tens of millions once you’re a superstar.
7/30/25
Steven Evensen - Creating Financial Independence From Scratch | Gerber Kawasaki
Even without an incredibly high paying job or trust-fund, you can create financial independence by building a plan and sticking to it. GK Wealth Advisor Steven Evensen explains how you can use time to redefine your future.
7/29/25
Ayal Shmilovich - Big Beautiful (Tax) Bill | Gerber Kawasaki
President Trump’s “Big Beautiful Bill” is full of many significant tax benefits that are highly important for financial advisors to understand. Gerber Kawasaki Managing Partner Ayal Shmilovich summarizes the top bullets that American tax-payers can benefit from.
7/24/25
Chasing Finance: What is Insurance?
Health Insurance vs. Life Insurance. Term Policy vs. Permanent Policy. Renters Insurance vs. Property Insurance.
Should I Get Car Insurance For My E-Bike?
It’s no secret that the the insurance industry can be tricky to navigate, but luckily GK’s Director of Insurance Bryan Miranda is here to teach us how we can efficiently incorporate insurance into our financial plan to keep our assets protected. We also rock some cool new shades and find out about this thing called an umbrella policy!
7/11/25
Chasing Finance: The Big Beautiful Podcast
Tax Cuts. National Deficit. Celebrating the 4th of July.
President Trump’s Big Beautiful Bill is more than just a few tax cuts, IT’S 940 PAGES LONG!! This week on Chasing Finance, Chase sits down with Managing Partner Hatem Dhiab to analyze what this new bill could mean for his finances and perhaps the state of the country…
7/11/25
What Makes Gerber Kawasaki Special | FiComm Partners
This month, CEO Ross Gerber, VP Danilo Kawasaki, and Managing Partner Hatem Dhiab joined Meg Carpenter on Ficomm Partners' Growth Leaders of Wealth Management podcast to share how being bold is what pushed Gerber Kawasaki’s rapid rise to the powerhouse it has become. Unlike most other wealth management firms, since its founding in 2010, the executive team continues to focus on embracing digital marketing, serving first-time investors, and training talented advisors in the early stages of their career.
7/10/25
Jimmy Bisharat - Big Beautiful Bill | Gerber Kawasaki
Although President Trump’s “Big Beautiful Bill” brings many new opportunities for Americans to save, it’s packed with a great deal of information to digest. GK Wealth Advisor Jimmy Bisharat breaks down the key points and how you can benefit.
7/7/25
Jimmy Bisharat - Warren Buffet's Final Meeting | Gerber Kawasaki
In this episode, GK Wealth Advisor Jimmy Bisharat shares about his experience visiting Omaha, Nebraska for Warren Buffet’s final shareholder meeting with Berkshire Hathaway. During the conference, Warren went over the importance of preparing an investment portfolio for volatility, why he feels President Trump shouldn’t use of trade as weapon, how the leaders you surround yourself with will determine your outcome.
7/7/25
Jimmy Bisharat - Rookie Contract | Gerber Kawasaki
Rookie athletes misusing their new money is a story as old as time. In this article, GK Athlete Advisor Jimmy Bisharat encourages young athletes to build a financial plan for success that focuses on preserving their wealth far beyond their playing career.
7/4/25
Chasing Finance: The Gay Money Lifestyle
Gay vs. Queer. Surrogacy vs. Adoption. Marriage vs. Domestic Partnerships.
On this episode of Chasing Finance, LGBT+ Financial Advisor of Los Angeles, Robert Castillo joins the show to celebrate Pride Month and teach Chase more about the gay money lifestyle.
7/2/25
Matt Iantosca - Top Advisor Award | AdvisorHub
Congratulations GK Managing Partner Matt Iantosca on being ranked #189 on AdvisorsHub’s Top 1,000 Advisors to Watch List. Matt, this award is a true testament to your dedication to serving your clients and setting an example for the next generation of GK Wealth Managers.
6/20/25
Do I Need Another Credit Card? | Chasing Finance Podcast
Credit Scores. Credit Card Points. Planning My Trip To the Cayman Islands.
To some, credit cards are a form of free money. To others, it’s a way to leverage assets toward securing loans on big purchases. This week, GK Managing Partner, world traveler, and office sweetheart, Matt Iantosca helps Chase understand the pros and cons of different credit card offerings.
6/19/25
Future Money: Unpacking Tensions in the Middle East
With significant tensions rising in the Middle East, GK Managing Partners Ayal Shmilovich and Hatem Dhiab welcome Dr. Scott Helfstein on the show to provide insights on how the situation will impact global markets. As Head of Investment Strategy at Global X and a Co-Chair at Fordham Law’s Center on National Security, Scott has lots of key insights to offer.
6/12/25
Jimmy - Why Financial Advisors Matter | Gerber Kawasaki
For people that actively invest their money, it’s natural to have hesitation about working with an advisor. This week, GK Wealth Advisor, Jimmy Bisharat shares the difference between managing your money and working with a partner to maximize it.
6/3/25
Chasing Finance: Another Tariff Update
Reciprocal Tariffs. Tech Earnings. Looking Back on Liberation Day.
Are we on the brink of a trade war? Which tariffs have actually been implemented? Wait… are people just making up tariffs at this point?
A lot’s been going on since we last sat down with, GK Managing Partner, Ayal Shmilovich. In some ways the entire market has shifted. In others, it’s almost exactly the same. You’re confused. I’m confused. Good thing Ayal is back to clarify our most complex questions!
5/22/25
Chasing Finance: Wait, My Investment Accounts Can Go Down?
Market Corrections. International Travel. Saying Goodbye To Our Old Studio.
Wait, MY INVESTMENT ACCOUNTS CAN GO DOWN??? Back by popular demand, Jimmy Bisharat, the Athlete Advisor has returned to explain how (not so) recent market corrections are a normal part of every investors journey.














































































































