Resources
Hand-picked Products & Services to Propel Family Wealth & Freedom
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 I appreciate or that have helped me on my journey toward family financial independence.
Note: The links below may provide me with an affiliate commission. This 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.” Investing comes with risk. It is best to meet with a financial professional who knows your specific financial situation.
Browse Tools by Topic:
Money Management & Budgeting
It's more than just a budgeting app. Monarch Money is a personal finance tool that is designed to help you tackle modern money management.
From your fully customizable dashboard, you can use Monarch Money to build a budget, review spending, and keep track of your investments.
You can even get financial advice!
Investing in the Stock Market
Vanguard is an 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 and generational wealth planning by providing simple, low-cost retirement solutions like index funds.
Want advice from a financial advisor that has your best interest at heart?
I recommend Nectarine because they don't manage your money, sell any products or earn any commissions. You just pay for their expert investing advice. That's it.
Credit Card Rewards for Families
If you are sticking to your budget or planning a family trip, the right credit card can reward your everyday spending. Many options include welcome bonuses and ongoing rewards on groceries, gas, and travel.
Explore current offers and find a fit for your family.
Banking for Families
Crew is a banking app specifically for families! It's not just for the parents or the kids, but the whole crew.
After years with multiple banks and apps, our family has consolidated all of our family banking with Crew.
Our favorite features include:
- High APY for savings and checking
- Debit cards with our kids names on them
- A simple and sleek user interface that makes banking enjoyable
Get an additional 0.50% APY for 3 months by using my code. We receive a small commission if you sign up.
Term Life Insurance
If you have a family that depends on your income, you need a good term life insurance policy to protect them from the unexpected.
There are a lot of options out there. I like Ethos because you get covered in 10 minutes with no medical exam or blood work.
Get a free quote today with no contact information required.
Health Savings Plans
If you have a high deductible health care plan and you want to save for your family’s future, check out an HSA with Lively. I’ve been using them for the past few years and have really enjoyed how you can both save AND invest your money while receiving tax deductions.
Estate Planning
As a parent, it’s important to have a family will in order. This way, if anything happens to you, your family knows your wishes and your kids are protected.
Trust & Will is focused on helping families easily get this “to-do” off of their list and go on living their lives.
Check out Trust & Will and see how you can get your legal family will completed in just minutes from the comfort of your home.
Cell Phone Plans (Low Cost)
Tello Mobile is the low-cost cell phone plan provider my family has been using for the past few years. It helped us cut our Verizon bill nearly in half and the service is very similar.
Get an unlimited phone plan for just $25 per month with no contract!
Mint Mobile is another low-cost wireless carrier on the T-Mobile network. You know, the Ryan Reynolds company?