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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…
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…
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…
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,…
Abby Chao is the Co-Founder of CollegeBacker. She and her company are on a mission to make saving for college easy with the magical 529 account. Abby and I met a dinner in Dallas…
On a train to downtown Dallas for FinCon17, I randomly caught up with the Founder of Tiller, Peter Polson. Tiller is a customizable money management tool that harnesses the power of Google Sheets. Peter and…