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Adam Dell
2 things Adam uses or recommends, from 1 episode.
What Adam warns against
Things Adam says to avoid or be careful with. Other experts don't always agree.
Mint
"I had been a longtime customer of Mint, and I hated Mint because it was a very clunky UI and it was really a dashboard about your past and it didn't give you anything to do for your future."
All 2 of Adam's picks
- Holistiplan Uses it "We use Holistiplan for tax projections. We are very happy to embrace the tools available out in the marketplace and are constantly evaluating new tools to figure out how we can do what we do better." +2 others
- Wealth.com Uses it "We do estate planning through a partnership with wealth.com which is embedded in our flat fee. So it's all included." Only Adam