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HSA

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

I’ve maxed out my 401k. Where else can I invest?

Our second question of the month comes from Angela from California: Hi Andy, I’m enjoying your podcast and wanted to ask you a question as I’m starting to get into more aggressively saving for my…

December 5, 2018

Don’t Time the Market – with Rocky Lalvani

It is so important to evolve and to keep up with the ever-changing world. Because when we’re complacent and stuck in our ways, opportunities, excitement and potential wealth can pass us by. I’ve invited someone…

October 15, 2018
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