This Time Is Different

53. The Evolution Of Contactless Payments With Aaron Wollner

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up. 

In...

52. Tax Planning vs Tax Preparation with Christina Lael

While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms...

51. Managing Your Finances as a Woman Working in Tech with Danika Waddell

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech...

50. Creating A Plan For Your Restricted Stock Units

If you are a person who is paid in restricted stock units each year, it’s important that you develop a plan for how and when you will convert those...

49. Using Technology To Improve Charitable Giving with Adam Nash

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving. And in exchange,...