Whether it’s managing your money or your business, choosing the right service providers makes your life much easier. I created this recommendations page to list the service, products, and companies I use and/or those I recommend.

It’s also a way for this blog to earn an income. Many of the links below are affiliate links, meaning I may get a referral fee.


  • Capital One 360: This is my primary bank account. It’s a no-fee checking and savings, with some of the highest interest rates you’ll find. My favorite feature is that you’re able to setup multiple savings accounts to save for different goals.

Budgeting & Net Worth Tracking

  • Mint: I’ve been using Mint now for over 7 years. It’s a free app that tracks your income and expenses. With over 7 years on the platform, I have a lot of useful data saved. My only issue with Mint is that it doesn’t correctly pull my investment accounts, which has lead me to move to Personal Capital for it’s tracking features.
  • Personal Capital: Where Mint lacks, Personal Capital more than makes up. The free tools such as the cash flow and net worth calculators, investment checkup tool, and retirement fee analyzer provide better data to make smart, financial decisions. If you’re looking to do one small thing, that will make a big impact, sign up for a free account today.

Credit Cards

  • Chase Freedom: The credit cards I use change often, as I use signup bonuses to travel. There is however one card I’ve had, which I can recommend to just about anyone–The Chase Freedom Card. There is no annual fee. Plus, I get 5% back on certain categories which change quarterly and 1% on everything else. If used right The Chase Freedom Card has the highest rewards of any no-fee card. This makes The Chase Freedom Card good in the short-term, as the rewards are high, plus, with no annual fee it’s good long-term for building credit.

Credit Monitoring

  • Annual Credit Report: This is the site setup the the Fair Credit Reporting Act (FCRA) which requires the big three credit reporting agencies — Equifax, Experian, and TransUnion — to provide you with a free copy of your credit report once every 12 months.
  • Credit Sesame: This is a free and useful tool to monitor your credit. You get access to your TransUnion score and free credit monitoring, e.g. Credit Sesame alerts you when there is activity on your account. Plus, if you’re trying to increase your credit score, you can use the credit analyzer for guidance.


  • Betterment: For those who want a total hand’s off portfolio, my recommendation would be Betterment.
  • Vanguard: I’ve read more than the average person when it comes to investing–well over 100 books. You may think this would mean I’d have a super-complicated setup to maximize returns. Actually, it’s the complete opposite. I own one mutual fund and one stock. Both my Roth IRA, my wife’s Roth IRA, and my 401(k) are invested into Vanguard’s 2050 Target Retirement Fund. I then have a small percentage of my net worth in Warren Buffett’s Berkshire Hathaway.

Related Reading: Vanguard vs. Betterment: Which One Is Best For You


  • AirBNB: AirBNB is a no brainer for anyone who travels with kids. We typically find 2-bedroom homes or condos for 25% less than a hotel room. Not having to turn off the lights at 7:30 and remain quiet makes traveling much more enjoyable. By signing up through this link, you’ll get $40 off your first stay. (Compliments of my wife who manages our AirBNB account).

Bonus: Free Blogging Course

If you’re interested in starting a blog, I have a free 7-day email course: How To Make Your First $1K Blogging.

In 7 days, you’ll learn all about how to launch your blog the right way, from the technical side to marketing.

The decision to start a blog in 2009 was one of the wisest career choices I made. Being known as a combination of CFP® and digital marketing expert has opened many doors for me.

Done right, starting a blog can take your career to new levels too.

With this free email course, you’ll discover

  • Day 1: Reasons you should (or shouldn’t) start a blog
  • Day 2: How to determine what to blog about
  • Day 3: An insanely simple guide to launching a bog
  • Day 4: How to make your blog a profitable blog that matters
  • Day 5: My best traffic tips
  • Day 6: Getting the maximum results in minimum time
  • Day 7: Trusted free blog resources

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