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I get asked all the time: what are your favorite money tools?



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The $100K Club

Need more honest money conversations in your life? Join hundreds of other money-motivated folks in my Facebook community to get your burning questions answered, and get free access to my guidance. {Free}



This daily, free newsletter breaks down global finance news in an easy-to-understand way. Especially as we approach a recession and with Trump doing stupid things, you need to know what’s going on in the world. {Free}






Use this app to track your spending, progress towards goals, and more. I love using Charlie to alert me of my spending (I have a $300 max on food out a month), and reminders to help me save towards savings goals. {Free}


Personal Capital

The tool I check daily, Personal Capital is the best tool for tracking your net worth and your progress towards goals like saving, debt payoff, and (yes!) $100K. {Free}




Status Money

Want to see if you’re on track when it comes to your monthly spending and total savings? Status compares your financial situation to others in your demo (age, city, education level, etc.) to give you tailored advice, recommendations, and more. {Free}


SAVE: for the big stuff


M1 Finance

Does investing intimidate you? M1 Finance helps you start — for retirement or another goal — by taking the scary out of it. They guide you through the entire process and invest FOR you.




CIT Bank

You’re earning .01% interest at your current bank. You could be earning 20 times more, with the high yield savings account I recommend for all my clients. It’s easy to make the switch, and the best first step to improving your finances.

SAVE: on the small(er) stuff



A cash back plug-in for all of your online and in-store purchases. Almost every store (from Nike to Uber to Sephora) will give you cash back. I got over $200 back last year alone. {Free}





You remember that time where I talked about how you should be negotiating all of your bills? (You should.) That’s where Trim comes in. Not only do they help track your money and remind you about upcoming payments, they also will negotiate cable and phone bills FOR YOU. {Freemium}


Easy Money

Opencare gives you money to go to the dentist (yes, really.) They pair you up with a new healthcare provider — and after your appointment, you get rewarded! {Get a $50 gift card after your first visit!}




My Favorite Personal Finance Tool for Couples

Looking for a way to tackle finances, stay on budget, and conquer money communication with your significant other? Zeta does all this for you— and they also have a ton of great resources like a money personality quiz, blog posts, podcast episodes, and more! {Free}

Credit Cards



My Favorite Travel Credit Card

I love to travel, and this travel rewards credit card is the one I recommend to everyone ready to save big on flights, dining, and more. Apply now and start collecting rewards for your next big trip, including a $750 in travel rewards sign up bonus and 3x reward when you dine at restaurants!


The Best Cash Back Credit Card: Chase Freedom Flex

Ready to earn cash back on all your favorite purchases— like travel, dining, drugstore products and more? This card gives you the flexibility to earn at least 1% cash back on everything and up to 5% cash back on categories that rotate each quarter. Psst, there’s also no annual fee!




The Best Credit Card for Students/Early 20s

If you’re a student or young professional just starting to build your credit, this card is a great fit. 

Business Recommendations



My Favorite Email Marketing Software

Flodesk is by far the easiest interface for building out workflows and managing email campaigns. Not only are their email templates so stinkin’ attractive, but so is the price.


My Favorite Accounting Software

Quickbooks takes the trouble of being your own accountant completely out of the equation. Track income & expenses, send invoices, preform bookkeeping and more with your incredibly visual and easy-to-use business profile.