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I'm excited to share with you a curated list of resources that have been instrumental in my financial journey. These tools, books, and websites have provided invaluable guidance and insights, helping me navigate the complex world of personal finance. Whether you're just starting out or looking to refine your financial strategy, these resources cover a wide range of topics from budgeting and saving to investing and retirement planning. I've personally benefited from the practical advice and innovative strategies they offer, and I believe they could be tremendously helpful to you as well.
Please note that some of the links to these resources are referral links, meaning I may receive a small commission at no extra cost to you if you make a purchase through them. This support enables me to continue sharing valuable content and recommendations. Remember, the path to financial wellness is unique for everyone, and these resources are a great starting point to find what works best for you.
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Financial Tools
Monarch Money
Monarch Money is a modern personal finance budgeting and tracking tool. It offers a variety of reporting and collaboration features allowing you to keep track of your finances to the penny. I’ve used this tool for the past 3 years.
If you use my referral link, you’ll get an extended 30 day free-trial .
Wealthfront Cash Account
Wealthfront’s Cash Account offers some of the highest interest rates on the market, consistently keeping up with The Federal Reserve. This is where I keep any extra cash that I have sitting around including my emergency fund.
If you use my referral link, we’ll both a three month APY bonus.
Compound Interest Calculator
According to Einstein, “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn’t … pays it.”
Use this calculator to see how compound interest can work for you rather than against you.
Podcasts
All the Hacks
All the Hacks is one of my favorite podcasts that covers a variety of topics that help to improve your life. They cover hacks around travel, health, productivity, and of course personal finance. I listen to it almost every week to get a different perspective on what’s new.
Millionaires Unveiled
This is another great podcast that shares stories of the “the millionaire next door” and is a great podcast if you want to learn more about how everyday people have made their way to have a net-worth of a million dollars. It helps to remind me that anyone can take control of their financial destiny.
Documentaries
Minimalism
A great documentary that showcases how we all spend so much money on things that we might not necessarily need. It was an eye opener that helped me get onto the journey of practicing minimalism and conscious spending. They way you approach your view on material goods has a direct impact on your spending habits.
Playing with Fire
For those looking to take ownership in their journey to financial freedom, the FIRE movement has gained a lot of traction lately. FIRE stands for Financial Independence Retire Early. Though I might not retire early, taking a lot of their philosophies has helped to keep me disciplined when I get off track.
Seeking Fire
Another documentary on the FIRE movement following the journey of a few friends who are both trying to better understand their finances while navigating financial decisions for the future.
Community
CampFI
CampFI was one of my first financial conferences - I like to tell my friends that I went to “finance camp.” The great thing about joining CampFI is that they have different events throughout the year in different locations. It’s create to see some familiar faces if you go to multiple events!
EconoMe Conference
One of the largest conferences tailored to those who are interested in learning about finances with their friends. With great speakers and breakout sesssions, this is a great conference to connect with others who all have the same and similar goals.
Deals + Referrals
Discover it Cash Back Credit Card
This was my first credit card and it’s a great starter card. If you’re looking to get your first credit card or a great cash back credit card, this card offers 1% on everything and 5% on rotating categories.
Use my referral link for an increased welcome bonus.
Capital One VentureX Credit Card
In my opinion, one of the best credit cards out there. Though it has a high annual fee, the effective annual fee is negative which means the card is paying you to keep it. I use this as my everyday spending card.
Use my referral link for an increased welcome bonus.
American Express Gold Credit Card
Also, another great credit card that I use almost everyday. One of our biggest financial expenses is how much we spend on food - whether dinning out or buying groceries. This gives you 4% back on both categories.
Use my referral link for an increased welcome bonus.
Tesla Referral Program
Had to throw this on in here. If you’re in the market for a new car, whether a Tesla or another car, I would highly consider looking into an electric car as it really does save a lot of money on gas.
Use my referral link for extra bonuses whether purchasing or test driving.