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”.
Here are 5 books that have inspired me to action and helped me grow my net worth:
Personal Budget Resources
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.
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:
- 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!
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!”
- How to Pay Off Your Mortgage in 10 Not-So Easy Steps
- $400,000 Home Paid Off in Less than 4 Years
- 15 Year Mortgage Paid Off in 5 Years
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!
There are two institutions which I recommend for investing and building wealth: Fidelity and Vanguard.
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:
Young Family Wealth Playbook
This 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.