Fintech Spotlight

Here we share reviews and details of the latest Fintech products and services to help young families win with money.

Fintech Spotlight

Man searching on laptop

Should I Invest in Cryptocurrency? 13 Personal Finance Experts Weigh In

Recently I received a question from Christopher asking, “Should I invest in cryptocurrency and what is Bitcoin all about in laymen’s terms?” Since I’m new to the cryptocurrency scene (like a lot of us), I…

May 17, 2021
Daughter on Dad's shoulders

Socially Responsible Investing: Does it Pay Well to Do Good?

More and more people are looking for ways to do good in the world. So it’s no wonder that people are starting to question what goes on behind the scenes with their investments. Making sure…

April 19, 2021
Brent Weiss from Facet Wealth

Why Investors Need a Fiduciary Financial Advisor | Brent Weiss from Facet Wealth

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…

November 6, 2019

Why You Need a Trust to Protect Your Family – with Cody Barbo and Patricks Hicks from Trust & Will

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…

August 7, 2019

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…

June 26, 2019

The Triple Tax Advantage of the HSA – with Shobin Uralil from Lively

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,…

April 3, 2019
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