Category: Fintech Spotlight

Interviews with Fintech company founders and representatives that share their latest products and advice to help young families win with money.

Why You Need a Trust to Protect Your Family – with Cody Barbo and Patrick Hicks

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.

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How to Invest in your 401k Easily – with Chris Costello from blooom

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.

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The Benefits of Keeping Separate Accounts in Marriage – with Aditi Shekar

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.

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