
Robert Farrington is the Founder and CEO of The College Investor, a personal finance and investing site dedicated to helping college students and young adults improve their financial literacy. Robert strongly believes in financial literacy for all people and wants everyone to learn how a few simple actions can make a lifetime of difference. Robert has been featured in a large number of national publications, including The New York Times, USA Today, Forbes, Entrepreneur, Kiplinger, and more. Robert is also active in the FinTech space and enjoys helping consumer-facing FinTech companies strategize and execute social media and marketing messages. In this episode… Kids have the right to education, but that doesn’t mean you should sacrifice your retirement for student loans. What if there are ways parents and kids can both learn to help themselves in this situation? Both parents and kids need to have good financial pictures. There are tips and tricks that students need to learn so they don’t struggle with the loans later — like carefully selecting which college to attend and working while in school. Parents also need to prioritize where to save. To help, Robert Farrington is here to share the important tips he used to help him through college and pay off his loans. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Robert Farrington, the Founder and CEO of The College Investor, to discuss the top financial tips for college and student loans. Robert explains what should dictate the college you attend, the importance of working as a student, and tips on how to save for a house, retirement, and for college for your kids.
Apr 13, 2022
29 min

Philip Taylor is the Founder and Editor-in-Chief at Part-Time Money, a platform that helps people discover and build their second income. He is also the Founder and Owner of FinCon, the world's largest financial content expo with over 2,000 attendees. Philip is a CPA, blogger, podcaster, husband, and father of three with a mission to help people improve their lives. In this episode… Are you struggling financially? Where can you get the right information and life-changing insights to achieve the financial freedom you’re seeking? Talking about money has always been seen as a taboo topic. But, if you never talk about your financial situation with people who can help, you’ll never see your life skyrocket the way it can. Personal finance conferences like FinCon educate people about money and create relationships with great networks. With all kinds of opportunities to get business done, you can completely turn your personal and professional finance around. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Philip Taylor, the Founder and Owner of Part-Time Money and FinCon, to discuss the impacts personal finance events can have on your life. Philip explains the ins and outs of holding events like FinCon, how to solve event challenges, and the future of event industries.
Apr 6, 2022
34 min

Jeff Rose is a certified financial planner, author, blogger, Iraqi combat veteran, and the Founder of Good Financial Cents. Good Financial Cents is a site that allows readers to take charge of their money and secure a brighter financial future. In 2011, Jeff Founded Alliance Wealth Management, LLC, an investment advisory firm, which he later sold in 2019. He is now 100% focused on online education through Good Financial Cents as well as Wealth Hacker Labs and The Online Advisor Growth Formula, which continue to inspire millions. In this episode… Where are you in your financial journey? Would you like to learn how you can get the financial freedom that you desire? Jeff Rose says that for you to get to the next level, you need to understand where you are financially, pay off your debts, plan for the future, build wealth, and invest. You also need to create a business that you love because you’ll never feel like you are working. Jeff has discovered that the business he loves is helping other people achieve success, which is why he loves helping people improve their financial well-being. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Jeff Rose, certified financial planner, author, blogger, Iraqi combat veteran, and Founder of Good Financial Cents, to talk about financial freedom. They discuss the process of transitioning from one business to another, how you can increase traffic to your business and increase results, and the importance of helping others achieve success. Stay tuned.
Mar 30, 2022
30 min

Tanja Hester is the Creator and Writer of Our Next Life, a blog on early retirement, financial independence, adventure, and happiness. Tanja is best known for retiring from her career when she was 38. After watching her dad get forced into early retirement by his disability, which she inherited, Tanja shifted her perspective and was motivated to a new calling. Her background is in activism and journalism, and she’s spent most of her career furthering causes that make the world a better place. She uses her personal finance knowledge and merges it with her love of activism. Tanja is the author of Wallet Activism: How to Use Every Dollar You Spend, Earn, and Save as a Force for Change and Work Optional: Retire Early the Non-Penny-Pinching Way. In this episode… Are you struggling to make better choices with your financial power? If so, would you like to get clear and practical guidance on the factors to consider when making those decisions? Tanja Hester says to challenge and rethink the power of your finances so you can feel confident spending, earning, and saving money in ways that align with your values. You can start by thinking about what you care most about and consider how spending impacts those areas. How people use their money, where they shop, where they live, what institutions they entrust with their money, who they work for, and where they donate determines the trajectory of society and the planet. You can “vote” with how you spend or invest your money — what you do with your money matters. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Tanja Hester, Creator and Writer of the Our Next Life blog, to talk about personal finance. Tanja talks about her book Wallet Activism: How to Use Every Dollar You Spend, Earn, and Save As a Force for Change, the four questions to ask yourself when making money decisions, why it matters how you spend your money, and examing your choices. Tune in to learn how you can use your money for real impact.
Mar 23, 2022
27 min

Amanda Holden is the Founder of Invested Development, a company specializing in building bespoke private market investment strategies and supporting its partners by identifying and executing private placement investments. Amanda is an experienced speaker, writer, content creator, and educator specializing in teaching women how to invest and build wealth using humor and compassion. In this episode… Are you wondering how you can use your money to create wealth? Do you feel left out in investment conversations and don’t know where to get helpful information? Getting information to make the right investment can be challenging. Amanda Holden says that learning how to invest doesn’t have to be complicated and stressful — that’s why she uses humor and compassion to teach women actionable tips on how to invest their money. In this episode of The Live Fortunately Podcast, Seth Burstein sits down with Amanda Holden, the Founder of Invested Development, to discuss investment strategies. Amanda talks about the three-step process of investing that she teaches in her workshops, her approach to teaching clients how to invest, and the importance of financial education. Tune in to laugh and learn about investing.
Mar 16, 2022
30 min

Adam Rein is the Chief Investment Officer, President, and Co-founder of CapShift, a company that empowers philanthropic and financial institutions, along with their clients, to mobilize capital for social and environmental change. He also serves as the Strategic Advisor for MissionPoint Partners, an impact investment advisory and asset management firm. Adam has a passion for helping people make a difference in the world. In this episode… Are you a donor with philanthropic intent who is wondering how to invest in places impacting social and environmental change? If so, how would it feel to have access to investment opportunities aligned with your values and financial goals? Adam Rein’s vast experience in the philanthropic space knows that targeting your resources toward your social and environmental improvement ideals increases your fulfillment. You need the resources to understand how and where to invest money to propel those changes. Adam and his company remove barriers that prevent you from converting your interest in impactful investing into action. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Adam Rein, the Chief Investment Officer, President, and Co-founder of CapShift, to talk about investments in social and environmental change. They talk about investing in places that are doing good things for the environment and in the social landscape, the types of industries you can invest in that align with your ideals, and the philanthropic networks where you can find people with philanthropic intent. Tune in to learn transformative solutions that drive capital towards impact.
Mar 9, 2022
26 min

Melissa Pancoast is the Founder and CEO of The Beans, a company that makes it easy to get a personalized cash flow plan that meets you where you are today and evolves as your finances grow. Melissa and her company simplify the path to financial balance through evidence-based design and cutting-edge technology so that people can stress less about money and focus on what they love. In this episode… Are you struggling with your finances? What if you could simplify your path to financial balance using an app so you can focus on what you love? Melissa Pancoast says that you can achieve more in life when you have less money stress. Melissa shares her inspirational story of financial achievement to motivate people who are currently in the same position as she was. Her passion for helping people prompted her to start a company to assist people in planning their finances by making it easy to develop goals and be successful. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Melissa Pancoast, the Founder and CEO of The Beans, to talk about financial balance. They discuss personal financial management, how stress motivates financial decision-making for most people, and why data and cash flow plans are a must. Tune in to learn how to stress less about money and focus on what you love.
Mar 2, 2022
35 min

Brian Thorp is the Founder and CEO of Wealthtender, a company that is dedicated to connecting people with the best financial advisors, coaches, and educators for their individual needs — no matter their income or stage of life. In addition to running Wealthtender, Brian is also an active angel investor who enjoys working with entrepreneurs to help them grow. In this episode… Do you have less money but you want to enjoy life with less stress? The solution to your problem is having a financial coach or a financial advisor — but do you know how to get one? The world is changing in every way, including financially. This means that there are a lot of ways you could benefit from having someone advise you on your path forward. With over 20 years of experience in the financial industry, Brian Thorp has gained the required knowledge to help you find the best financial advisors for your individual needs. In this episode of The Live Fortunately Podcast, Seth Burstein is joined by Brian Thorp, the Founder and CEO of Wealthtender to discuss the financial services industry. They discuss the importance of having a financial coach or financial advisor, the differences between the two, the impacts of the pandemic on the financial services industry, and the trends in the financial service industry. Stay tuned and learn how you can enjoy life more with less money stress.
Mar 2, 2022
22 min

Seth Burstein is the Co-founder and CEO of Fortunately. Fortunately is a powerful financial planning tool that will give you the knowledge, confidence, and control to make the most of your money — so you can live the best version of your life. Seth received a Bachelor of Arts in economics and mathematics from Yale University, and an MBA from Babson College. He also enjoys surfing, triathlons, and spending time with his family. In this episode… Are you struggling with deciding whether to buy your dream home, pay off your mortgage, or lower your interest rates on your mortgage? What if there was a way to help you come up with the right decision depending on your financial status? Choosing which house to buy is not a decision to make lightly. With his experience in the financial realm, Seth Burstein helps people understand their chances of hitting their financial goals, how to improve the odds, and the ways aspiring homeowners can empower themselves to make the right decisions. In this episode of The Live Fortunately Podcast, Dr. Jeremy Weisz sits down with Seth Burstein, the Co-founder and CEO of Fortunately, to talk about mortgages. They talk about what to consider when paying a mortgage, home equity line of credit, buying your dream home, and what else to consider if you want to lower the interest rates on your mortgage. Tune in to unlock your financial potential, own a home, maximize your net worth, and minimize your stress.
Mar 2, 2022
26 min

Seth Burstein is the Co-founder and CEO of Fortunately. Fortunately is a powerful financial planning tool that will give you the knowledge, confidence, and control to make the most of your money — so you can live the best version of your life. Seth received a Bachelor of Arts in economics and mathematics from Yale University, and an MBA from Babson College. He also enjoys surfing, triathlons, and spending time with his family. In this episode… Are you struggling to decide whether you should refinance your mortgage, invest in more life insurance, move money into your emergency fund, or start saving for your kids’ college tuition? Would you like to get answers to these complex questions — and achieve your financial goals? Financial planning can be challenging, frustrating, and stressful. You need a professional to look in detail at your entire financial portfolio to boil every financial decision down to understandable metrics, for a better and more successful life. On this episode of The Live Fortunately Podcast, Dr. Jeremy Weisz talks with Seth Burstein, the Co-founder and CEO of Fortunately. They talk about how Seth has successfully lived with dyslexia, how their company started, the automation of personal finance, and more. Tune in to learn how your unique personal financial situation can improve.
Mar 2, 2022
41 min
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