Interviews with Fintech company founders and representatives that share their latest products and advice to help young families win with money.
Every relationship usually has a “spender” and a “saver.” While the old adage says that “opposites attract,” different personalities can make budgeting harder than it needs to be.
Honeyfi can blend each of your unique money habits into one simple app in a way that both of you agree on, even if your partner would rather eat brussel sprouts than stick to a spending plan.
Continue reading “Honeyfi Review: Money Management and Budgeting For Couples”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.
Continue reading “Why You Need a Trust to Protect Your Family – with Cody Barbo and Patrick Hicks”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.”
Years past and I missed out on some major growth for my retirement. It looks like my situation isn’t so different than most Americans given nearly half of them have less than $10,000 stashed away for retirement.
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.
Continue reading “How to Invest in your 401k Easily – with Chris Costello from blooom”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.
