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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.

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.

Budget Apps

Monarch Money Logo

Monarch Money

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!

Check Out Monarch Money Here



While there are many available budgeting programs, none are quite like YNAB.

Not only does it aim to help you track the inflows and outflows that make up your budget, but it also provides you with an entire framework for how to view spending and saving.

After all, success with money is said to be 80% behavior-related and only 20% attributable to knowledge.

Check Out A Free Trial of YNAB Here

Vanguard (PRNewsFoto/Vanguard)


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.

Personal Finance Club - Build Wealth by Investing in Index Funds

Build Wealth by Investing in Index Funds

If you are debt free and are ready to build some serious wealth for your future, this course is for you! 

Investing is NECESSARY to build wealth and retire (early!), and Jeremy Schneider from Personal Finance Club shows you the simple way to do it.

I've had the chance to interview Jeremy personally and his strategy lines up with mine - simple investing for the everyday family!

Check Out The Course Here

Investing in the Stock Market

Net Worth Tracking

Empower Logo


During the first 10 years of our relationship, my wife and I went from a -$50,000 net worth to over $1,000,000! 

Empower helped us on this millionaire couple journey by automatically updating our linked accounts and tracking our progress over time.

Beyond the net worth tracker, the free tools have also helped us plan our retirement and monitor our investment portfolio. It’s secure, it’s intuitive, and the best part: these tools are free.

Empower’s app is free to use, but they are looking to upsell you to their other financial services. The good news is you don’t have to upgrade to use their app, which is available on most devices.

Click here to get your net worth tracker and a $20 Amazon gift card for free.

Capital One Quicksilver

Capital One Quicksilver

If you’re pretty good at living within your means. I’d suggest signing up for a cashback credit card like Capital One’s Quicksilver. It’s my favorite card. 

If you sign up and hit their $500 minimum spending requirement within 3 months, you’ll receive $200 cashback. Additionally, you’ll get 1.5% cashback on all purchases. 

Nicole and I get a check from them every so often based on our typical spending. I love getting random checks in the mail!

Check out Quicksilver Here

Cashfreely logo


One way we’ve been fighting inflation is through an app called CashFreely. We signed up for this free app recently and we’ve already earned $5,000 in cash-back bonuses!

With the extra cash, we’ve been able to:

  • Pay for a Michigan ski weekend in the winter

  • Fund a couples getaway to Greenville, SC

  • Pay for our daughter's Soccer Travel season

All of this happened through our regular everyday spending! 

Check out CashFreely Here

Credit Cards

Real Estate Investing (Single Family)

Arrived Homes Logo

Arrived Homes

Arrived Homes is a start-up company that is determined to help the everyday person become a real estate investor. The company's goal is “to empower the world to build wealth through modern real estate investing”.

To do that, Arrived Homes combines the concept of crowdfunding with real estate, while keeping the minimums low and removing a lot of the traditional real estate headaches investors might experience.

I'm personally enjoying investing in real estate through Arrived!

Check out Arrived Here

Fundrise Logo


Fundrise uses the power of technology to lower costs and raise the accessibility of real estate.

Investors can get started with as little as $10. You create a portfolio strategy that meets your goals and risk tolerance. Then, Fundrise pairs you with eREITS or other investment fund options that best fit your strategy. 

Check out Fundrise Here



If you have a family that depends on your income, then you need a good term life insurance policy to protect them from the unexpected.

There are a lot of options out there. I like Quotacy because they shop the market on your behalf and find you the best deal possible. Also, their team members aren’t on commission so you know they are focused on getting a great deal for you and not for them.

Get a free quote today with no contact information required.

Term Life Insurance

Health Savings Account (HSA)



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.

Check out Lively’s fee-free HSA options today.


Trust & Will

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.

Estate Planning

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