some of my favorite things
Capital One Quicksilver Cash Rewards Credit Card
My second favorite credit card if you’re looking to open an additional one to increase credit limit, 0% interest on purchases / transfers for promotional period, etc.
$200 cash bonus (with minimum spend in first three months)
0% APR for 15 months
$0 Annual Fee
1.5% cash back on every purchase
No foreign transaction fees
credit cards
Capital One Chase Sapphire Preferred
My favorite everyday credit card and travel credit card
60,000 bonus points (with minimum spend of $4,000 in first three months) - equivalent of $750 towards travel when redeemed through Chase Ultimate Rewards
$95 Annual Fee
$50 Ultimate Rewards Hotel Credit
$200 partnership benefit value (my favorite is an annual DoorDash Dashpass subscription)
Points for every purchase (varies by category)
No foreign transaction fee
trading + brokerage
Empower (net worth tracker) - fka Personal Capital
The platform I use track my net worth and various accounts in one place. I only use the free version.
Connection to accounts across various platforms to see your net worth in one place.
Features include investment checkup, ability to speak with a financial advisor, retirement and savings calculators.
Tradingview
The charting platform I use everyday to plan, analyze, and review trades.
Supercharts, trade analysis, screener, replay, indicators.
Easy-to-use and lots of tools to customize charts the way you want.
Free version is great, but limited. If you’re new to technical analysis or trading, try out the free version first and upgrade to a paid plan when you’re ready to use it actively.
Charles Schwab
The platform I use for my brokerage and retirement accounts (rollover IRA).
Charles Schwab is now integrated with Thinkorswim, which has an easy-to-use and customize interface, paper trading, charting, and more.
Can connect your brokerage account to an investment checking account, which has two awesome benefits:
No overdraft fees - instead, insufficient funds are automatically transferred to your checking account.
Free ATM rebates globally - great for pulling out cash anywhere, especially while traveling.
Coinbase
The platform I use to trade crypto.
Unfortunately, I lost money in the whole Voyager fiasco, so I was hesitant to get back into crypto but this emerged as the best option after doing some research and chatting with others. Please do your own research and diligence.
Fees are high (like other platforms) but you can get up to $10K in trades free with Coinbase One subscription.
Referral link gives you 30 days free, one month at $19.99, then $29.99/month going forward.
Rakuten - cash back on purchases
I always check Rakuten for purchases I was planning to make anyways, or if I’m planning to make a purchase will look to see if there are any cash back deals that make it cheaper to purchase on a different website (you can search by store or item).
Web plug-in and apps
Most stores offer 1-6% cash back if they participate, but sometimes there are special deals offering 10%+ back
Also shows available cupons
shopping
Amazon storefront
Collection of my favorite things that I use on a daily basis.
Books - including the ones I used to learn how to trade and the ones that have impacted how I think.
Reminder that the library may have these books for free and to purchase books that you plan to look at time and time agin.
Everyday items - things I use daily and help me save money, improve the quality of my life, or improve my health.