Tools / Apps

Below is a list of some of our favorite personal finance apps.  We do NOT endorse lightly. Non of these companies paid us for their endorsement, we just love their products, and use them regularly. Most of links will get you access to exclusive offers. 



Own Assets. 


Robinhood - Free Stock Trading

Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.


YieldStreet - Access Alternative Investments

Earn Passive Income with Alternative Investments. Asset-based investing. 8-20% target returns. 1-3 year durations.

“Automated” Investments

Indeterminate capital should be invested automatically. 


Wealthfront - “Meet your financial copilot.”

Start automating some of your long-term investments. Bots are a good way to start building a long term investment portfolio for a low cost .25% Annual Fee, under $10K Free! 


Vanguard - Mutual funds, IRAs, ETFs, 401(k) plans, and more.

The Vanguard Group is an American registered investment advisor with over $5.3 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.


Creative Planning - “A family office for everyone”

“we exist because the financial-advising industry is broken. We believe our service should be completely in your best interest, not ours.”

Real Estate Income

Make it work for you, not the other way around.


Airbnb - Generate some passive income

Passive income has never been so easy with airbnb. Rent/share your spaces.


Zillow Group - “Real Estate is the Real Deal”

All things Real Estate. Use them well. 

Digital Cash

Transferring Currencies.


Square Cash - is basic, clean, simple, and intuitive to use.

A must have in our opinion.


Venmo - Share payments with friends.

Venmo makes it easy to split bills and move money around with ease.

International Money Transfers

Move money around the globe with ease.


TransferWise - Think Global.

Single handedly the best way to move money around the world with ease. What a great experience!

Cryptographic Assets

The future of currencies?


Coinbase - The leading online space for Cryptocurrencies. 

“Own some Crypto, Own some Gold as a hedge against disaster, at least”

Tax Efficiency

Taxes must be controlled & optimized


Visor - Taxes made simple

We’re here to optimize your taxes, so you save time and money.

Education/ Information Resources

Stay in the know, and always continue learning. Choose your information consumption carefully and thoughtfully. 


Bloomberg - Simply the best news outlet for global business and finance news, content, and most notably , data. 




RealVision - “The Netflix of Finance” & “People need to have honest, unbiased information”. Real Vision is a full on-demand financial TV channel for investors featuring several ground-breaking series including original documentaries, deep interviews with the world’s most famous investors, discussions on the investment themes that really matter, actionable trade ideas, technical analysis, trading psychology and much more…


Investopedia - is a website that focuses on investing and finance education along with reviews, ratings, definitions, and comparisons of various financial products.

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