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#298 FinTech and Online Brokers

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On the show this week we dive into the FinTech world, discussing next-generation online brokers with Hardeep Walia, founder and CEO of Motif.

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If you're a regular listener of Jill on Money, then you know we're fans of the FinTech world.  Whether it's Betterment or Rebalance IRA, we're all for the combination of finance and technology.  Now you can add Motif to that list.

Led by founder and CEO Hardeep Walia, Motif is a next-generation online broker whose mission is to simplify complex investment products and make them universally accessible.  The company's flagship product allows individual investors to act intuitively on their insights by turning them into a "motif" of stocks...basically purchasing a basket of stocks based on a theme.  Motif also offers a variety of retirement and non-retirement products, including:

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Trust Accounts
  • Guardian Accounts

Before launching Motif, Hardeep spent more than six years at Microsoft, where he was General Manager of the company's enterprise services business.  He also serves on FINRA's Technology Advisory Committee.

Now here's the deal...Mark and I were promised some Motif gear...a hat, a hoodie, a vest, anything...unless the package was stolen, it still hasn't arrived.  As of now, we're big fans, but if something doesn't arrive soon, that could change :)  Just saying...

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
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#297 How Does Trump Win Affect Your Money?

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We talk about President-elect Donald Trump and what it means to you and your money plus some financial planning advice with guest Paul Auslander.

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  • Download this week's show (MP3)

Whew, what a week.  Trump beat Clinton.  Stocks tanked.  Trump spoke in the wee hours of Wednesday morning.  Stocks rallied.  And continued to rally throughout the week.  Which led to me being inundated with questions from readers/listeners/viewers, the most common one being, "what should I do with my retirement account?"  Yes, I have the answer...but come on now, it's not gonna be that easy...you'll have to listen to the show for the answer!

Now, as we near the end of 2016, it's a good time to take a crash course in financial planning.  Who better to teach it than Paul Auslander, Director of Financial Planning at ProVise Management Group.

For nearly 30 years Paul has been designing and implementing strategies for his clients with one goal in mind...to help them worry less about their financial futures.  While trying to help our listeners worry less, Paul touched on a variety of topics, including:

  • The implementation of the fiduciary standard for retirement accounts
  • Commission based products
  • Fee only planners
  • Likelihood of the Fed raising rates
  • Low return environment for 2017

A little bit of something for everyone!

Thanks to everyone who participated this week, especially Mark, the Best Producer/Music Curator in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE