Summary:
A listener asks ”What apps or tech do you use to help manage your finances?”
In part 1 of this two-part show we spoke about budgeting and expenses. In part 2, II talk about:
- How I use a spreadsheet to track my Investments
- What is important to track when it comes to investments
- PersonalCapital: A tool to aggregate investment accounts.
- Fidelity / Schwab / Vanguard / Other: How free tools from these companies can help but also their limitations.
- What to do with Credit Cards
- Why a password manager is important
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
