Here's how I plan and organizer all of our finances for the year in a single Google Sheet. It's a great way to remember everything from IRA contributions you need to make to estimated tax payments.
And with the added Google Doc, it's very easy to organize all of your tax related documents, too.
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Video Resources
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Google Sheet Template: [ Ссылка ]
Google Doc Template: [ Ссылка ]
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Investing Tools
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My Book (Retire Before Mom and Dad): [ Ссылка ]
Personal Capital (Investment Tracking, Retirement Planning): [ Ссылка ]
New Retirement (Retirement Planner): [ Ссылка ]
Stock Rover: [ Ссылка ]
M1 Finance $30 Bonus (IRA & Taxable Accounts): [ Ссылка ]
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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): [ Ссылка ]
Chase Sapphire Preferred (Travel): [ Ссылка ]
U.S. Bank Visa Platinum (0%): [ Ссылка ]
Axos Bank (High Yield Savings): [ Ссылка ]
OnJuno (free checking): [ Ссылка ]-
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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: [ Ссылка ]
2️⃣ How I Manage 28 Accounts in One App: [ Ссылка ]
3️⃣ 7-Step Financial Checkup: [ Ссылка ]
#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. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom ([ Ссылка ])
LET'S CONNECT
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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.
