Resources for Financial Freedom

By popular request, here are my favorite money tools and services.

Budgeting & Money Management

You Need a Budget (YNAB)

I use YNAB with 95% of all my clients. YNAB makes it easy to build a budget and actually keep it. Link all your accounts and track your spending seamlessly.
Sign up for a 34-day free trial using my link!


Have a significant other but not married yet? Deciding how to budget and manage money can get tricky but Honeydue makes this easy and effortless. They support linking to thousands of bank accounts. Honeydue is free.
Sign up here!

Tiller Money

If you prefer to get hands on and in the numbers this is the tool for you. Tiller Money is a Google Spreadsheet/Excel add-on that automates your personal finances. Tiller has some great reporting functions built in as well.
Sign up for a free trial here!


M1 Finance

If you're new to investing M1 Finance makes it simple to get started. You can sign up in under 10 minutes and they don't charge any fees. The best part is that you can get started investing with as little as $50.
Sign Up Using My Link To Get $10 Free!

Charles Schwab

Charles Schwab offers many great low-cost investing options through mutual funds. Their investor checking account has no foreign transaction fees and no ATM fees period. A must have for those who travel internationally!
Sign up Here!


Robinhood a mobile brokerage app with zero commissions on all stock trades. They only offer taxable individual accounts and no other kinds of investment or retirement accounts.
Sign Up Using My Link To Get One Free Stock!

Real Estate Investing

Rental Property Tracker Sheet

I use this spreadsheet to analyze rental property in only a couple minutes. It's the spreadsheet I wish I had when I first got started in real estate investing.
Free Download Here!


This is my favorite tool for screening tenants, collecting rent, and managing property. I can't imagine managing real estate with without this tool. The best part is that it's totally free.
Sign up Here!


Redfin is one of the best tools for finding new properties and analyzing them. I use custom email alerts to get notified whenever a new property is listed that meats my criteria. This is a must use tool!
Sign up Here!



Earn cash-back when shopping online. I often get 4-6% back at my favorite stores just by checking out through Rakuten. You can also earn AMEX Membership Rewards points which can be used for free travel!
Sign Up Using My Link & Earn $30 Free After Your First Purchase!

Cashback Monitor

I always check here to see which rewards program is offering the best rewards. Airlines and credit cards often provide some great rewards for shopping through their portals. One time I got 12X United Miles for an order at Apple!
Cashback Monitor

Before I make a big purchase I always check Slickdeals. I like to search and look at historical pricing and comparable products. The deal alert tool is super helpful. I've saved thousands over the years with Slickdeals!
Sign Up for Slickdeals!

Organized By Josh Disclosure and Disclaimer: All information given on this website is for general information and entertainment purposes only, and does not constitute professional financial advice. Links may contain affiliates.
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