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Recommended Resources

You won’t reach your financial goals without the right tools. That’s why I put together this list of recommended products and services that have helped me on my journey toward financial freedom.

The links below will provide me with an affiliate commission. This commission is at no additional cost to you. If you like what you’ve been reading on the site or hearing on the podcast, purchasing these products is a way to say “thank you”.

Book Resources
budget resources
mortgage resources
savings resources
investing resources
family finance resources

Book Recommendations

Here are 5 books that have inspired me to action and helped me grow my net worth:

The Millionaire Next Door, by Thomas J. Stanley

What’s it about? The Millionaire Next Door, by Thomas J. Stanley, is a best-selling book that dispels misconceptions about the wealthy and reveals the common traits they share.

Why I enjoyed it? I loved this book. It was an eye-opening book that helped me get a better vision on my journey toward financial freedom. My understanding of what it really means to be “rich” changed completely after I finished reading it.


Total Money Makeover, by Dave Ramsey

What’s it about?  Dave Ramsey provides 7 easy to follow “baby steps” that lead people to financial prosperity.

Why I enjoyed it? This book helped me to become debt free, mortgage free and create a plan to protect my family from financial distress.


MONEY Master the Game, by Tony Robbins

What’s it about? Through his interviews with dozens of millionaires, billionaires and successful entrepreneurs, personal development guru Tony Robbins shares the secrets to reaching financial freedom in 7 simple steps.

Why I enjoyed it?  The complexities of building wealth and growing your retirement nest egg became a lot less complex after reading this book. It also introduced me to the simplicity and efficiency of index funds.


Rich Dad, Poor Dad, by Robert Kiyosaki

What’s it about?  Robert grew up being influenced by two men in his life – the father of his best friend (Rich Dad) and Robert’s real father (Poor Dad). He chronicles the money lessons that he learned from both of these men as well as his personal successes with the goal of helping others escape the rat race of life.

Why I enjoyed it?  At a young age, this book helped me to learn the difference between active income and passive income. Since reading it, I’ve continued to seek out ways to increase my passive income so I can live the good life like Robert.


Your Money or Your Life, by Vicki Robin

What’s it about? This New York Times bestseller has helped people from all walks of life change their relationship with money and reach financial independence.

Why I enjoyed it? Your Money or Your Life challenged me to take a hard look at my annual expenses. Do I want my time freedom more than I want my stuff?

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Personal Budget Resources

Tiller

Creating and sticking to a monthly budget has helped our family grow our wealth and become completely debt free. Two routes that I recommend and use are Mint and Tiller.

tiller

For you spreadsheet fans out there, Tiller is the best way to go for your budgeting needs. Tiller automatically populates your spreadsheet (both Google Sheets and Excel) and allows you to customize to your heart’s content.

Try Tiller for 30 days for FREE.

To learn more about this awesome company, check out my interview with the founder of Tiller, Peter Polson.

Mint

I’ve been using Mint for over 5 years and I’d highly recommend it. Here are some stand out features of Mint to mention right off the bat:mint logo

  • It’s priced right … FREE
  • Automatically syncs up with your accounts (bank, credit card, investments, etc).
  • Convenient smart phone app lets you see your budget activity in real-time
  • Tracks your net worth so you can see your progress over time

If you want to get started budgeting, here are some motivating articles to make it happen!

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Mortgage Recommendations

lending tree

LendingTree

When Nicole and I were looking to get our mortgage for our new home, we wanted to get the best rate possible. LendingTree helped us do just that!

We secured a 3.0% 15-year fixed (this was 2013 so rates have changed) that kept out payments low. This helped us crush our mortgage SUPER fast.

Here are some helpful articles and interviews to get you motivated to pay off your mortgage fast!”

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Savings Resources

ally

Ally

I was pulling in a super low 0.01% from my saving account before I switched over to Ally. Now I’m pushing closer to 2%!

That might not seem like a lot, but when you’re saving for your first rental property like I am, every little bit counts.

If you want more from your bank, check out Ally.

Here are some helpful articles and interviews to get you motivated to save more!

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Investing Resources

There are two institutions which I recommend for investing and building wealth: Fidelity and Vanguard.
fidelity
I had used Fidelity for over 10 years. They have a wide variety of mutual funds to choose from and their online interface is intuitive and easy to understand. Best of all, they have a group of zero expense ratio funds!

Vanguard is another industry leader that I trust because of the reputation it has developed. This company is completely geared toward helping its investors succeed in their retirement planning by providing simple, low-cost retirement solutions like index funds.

Here are some helpful articles to get you started with investing for your retirement:

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Young Family Wealth Playbook

Young Family Wealth PlaybookThis playbook is designed to help you succeed in building wealth for your family. It’s broken down into the 7 key steps that rose to surface throughout my podcast interviews with over 100 self-made millionaires, successful entrepreneurs and personal finance experts from the last year.

Because I want this resource to be helpful and concise, I’ve included some links to articles and resources that will help you learn more.

You will not get rich quickly from these steps.

This guidebook is not designed to encourage you to quit your 9-5.

The goal is to provide you with a framework for how everyday people are building wealth and how you can too. It’s not easy and it takes a lot of time and dedication, but trust me … it’s worth it.

Download this guidebook for FREE today. 

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