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Books
While I love blogs and podcasts, there's something special about books.
Here are some of my favorite personal finance and investing titles...
Click on a cover below to check it out on Amazon.
Great Starter Books
More Advanced and Specialized Books
Banks
Bank accounts need to serve two main functions:
1) an account you use for regular spending, preferably with local branches
2) a bank with high-yield savings to keep your large cash savings at.
I use a local credit union for #1
And I use Ally and Flourish for #2
Budgeting
I love YNAB.
It's detailed and requires your effort to make it work.
But it's so valuable if you use it correctly.
Get 2 free months by using the link below.
You Need a Budget - YNAB
Investing Brokerages
There's a "Big 3" of brokerages. If you want to invest, it's hard to go wrong making a choice from these 3.
- Fidelity: I use this for my money. Low fees, great website.
- Vanguard: the OG of index funds. Client-owned. But the website is a bit clunky.
- Schwab: low fees, good user experience, lots of bells and whistles
I read dozens of articles and listen to 5+ podcast episodes every week.
Here are my favorite:
Blogs
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