Introducing: Get Money
Check out Get Money, a new podcast I'm in launching January 22nd! It's a fun time. www.getmoneypodcast.com
Episode 18: The Power of the HSA
With the burden of healthcare costs falling to individuals and families, HSAs can be an amazing tax free way to pay for not just doctor visits and hospital stays but also LASIK eye surgery, acupuncture for chronic pain, and more. Enter Lively, a company focused on making HSAs flexible, affordable, and accessible to everyone. My guest is the co-founder of Lively, Shobin Uralil, who takes us through some of the hoops to jump through to access one of best financial planning tools out there.
Episode 17: How to Be Your Own Financial Planner for Free
My guest is Ramona Ortega. She's the founder of My Money, My Future, a personal finance platform aimed at young women. We talk about all the amazing free tools out there for people looking to get their finances together and how the barriers to having a sound financial plan are slowly crumbling.
Episode 16: How to Pay for College
If you have college-bound kids or are thinking about funding a family member's education, this episode is a MUST LISTEN. My guest is the wonderful Joe Messinger, a financial planner who has dedicated his career to helping families pay for college. We talk about everything from the FAFSA to 529 plans.
Episode 15: Budget is a Bad Word
Setting yourself up for failure is almost inevitable when you're trying to save money. We're told by "experts" to make a budget and stick to it but often we have no idea where those budget numbers should come from. On today's show I talk with the Luxe Strategist about real ways to save money that actually work.