For our Fintech Spotlight segment this month, we are featuring our sponsor Roofstock. A company that makes investing in single-family rental properties radically simple.
I’ve invited the Director of Retail at Roofstock, Zach Evanish to tell us a little bit more about this online real estate marketplace and how it’s helping new and seasoned investors build wealth. We’re also going to discuss long-distance real estate investing and why it’s not as scary as it sounds.
For our Fintech Spotlight segment this month, we are featuring our sponsor, Facet Wealth. They make working with a Certified Financial Planner professional simple and convenient.
I’ve invited a founding member and the Chief Evangelist of Facet Wealth, Brent Weiss to tell us more about this virtual financial advising company and how it’s helping clients of all wealth levels achieve their goals. We’re also going to discuss the importance of working with a fiduciary and defining what financial planning looks like.
As a parent, I’ve always heard that it’s important to have your estate in order. You know … your trust and your will. But since I’ve never felt like I own an “estate”, I haven’t quite gotten everything in order per se.
I invited Cody Barbo and Patrick Hicks from Trust & Will to talk to us about the importance of a trust when it comes to protecting our family wealth and legacy. We also discuss the differences between a will and a trust.
When I got my first 401k at work, it quickly realized that I had no idea what I was doing. There were more than a dozen fund options to choose from and I didn’t know what it was going to cost me to participate because there were so many hidden fees.
It made me want to give up right away … and I did. I thought, “This is too difficult and I can’t afford to invest for my retirement anyway.”
To help us solve this retirement conundrum, I invited the founder of blooom, Chris Costello, to tell us more about how their popular service is helping Americans save more money, time and heartache with the 401k process.
When we get married, we have an important decision to make. Do you merge your money or keep it separate? Well, what if there was an option in the middle?
I’ve invited the Founder and CEO of Zeta, Aditi Shekar to discuss different ways to manage your money as a couple. We’ll also learn about how their new financial tool is supporting couples with this big decision.
For our FinTech Spotlight segment this month, we are featuring Lively, a modern health savings accounts platform designed to help you save for healthcare expenses. I’ve invited the Co-Founder and COO of Lively, Shobin Uralil, to tell us more about this intuitive HSA solution.
We’re also going to discuss the benefits of an HSA and how it protects our families.