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

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

Simplify Your Marriage and Finances with a Budget – with Honeyfi

Marriage is a beautiful thing. You get a best friend for life that loves you, laughs at your bad jokes and tells you when you have one of those stray hairs in your nose. Your…

September 25, 2017
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