The 3 Finance Apps I Use Every Day

I use three finance apps daily to track everything from our budget to our investments to our retirement plan. In this video, I'll share the three apps I use, explain why I use them, and discuss what could be improved. I'll also cover some alternatives.

Resources
Monarch Money: https://go.robberger.com/monarch-yt/y... (use promo code *ROB50*)
Kubera: https://go.robberger.com/kubera/yt-my-3
Boldin: https://go.robberger.com/boldin/yt-my-3

Empower: https://go.robberger.com/empower/yt-my-3
Rocket Money: https://go.robberger.com/rocket-money...
Tiller: https://go.robberger.com/tiller/yt-my-3
ProjectionLab: https://go.robberger.com/projectionla...
Newsletter for 10% promo code: https://robberger.com/newsletter/?utm...
Pralana: https://go.robberger.com/pralana/yt-my-3

Note: I have an affiliate relationship with some of the above apps, however, the companies have no say, influence or control over my videos. They don't even know I published this video.

Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

Financial tools I use:

I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/empower/yt-

I use Monarch Money to manage our budget: https://go.robberger.com/monarch-yt/y...

My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/boldin/yt-

I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/yt-

My Book (Retire Before Mom and Dad):
https://amzn.to/4d9qbhA

0:00 - Intro
0:25 - Budgeting/Monarch Money
9:20 - Downsides to Monarch Money
10:05 - Monarch Amazon Sync
12:10 - Free Alternatives
13:41 - Announcement
15:09 - Investments/Kubera
24:53 - Retirement Planning/Boldin
27:50 - Retirement Planning Options

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

Youtube:    / @rob_berger  

Facebook:   / financialfreedomguy  

Twitter:   / robert_a_berger  

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.