Fintech Spotlight

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

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Fintech Spotlight

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 Benefits of Keeping Separate Accounts in Marriage – with Aditi Shekar from Zeta

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…

May 8, 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

529 Account – Your Kid’s Ticket to Student Debt Freedom – with Abby Chao

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…

December 11, 2017

Control Your Money to Control Your Life – with Peter Polson

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…

November 13, 2017
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