Personal Finance & Wealth Building Resources

I’ve provided several resources below from eBooks, to articles, to retirement calculators, to softwares, in order to help you successfully track your finances and be aware of your net worth so that you can focus on growth each month.

eBook on Stock Investing

The Book on Stock Market Investing: The Ultimate Guide

Learn the basics of the stock market and learn how to research stocks as well as set up an online account to trade stocks or to manage your own long term portfolio.

This comprehensive guide will get you up to speed so that in our next eBook, “How to Value Companies and Determine Estimated Share Price” you will be able to do financial analyst level thinking, and calculate out estimated share prices using modeling techniques in order to predict future share price of a company.

This beginner’s basics eBook will cover the following topics and questions:

  • What is a stock?
  • What is the stock market?
  • Who invests in the stock market?
  • What causes prices to increase and decrease?
  • Bull vs Bear Markets
  • Stock Market Terminology
  • Example Companies and Scenarios
  • Fundamental Analysis
  • Technical Analysis
  • Why You Should Invest In Stocks
  • Power of Compounding Interest and Investment Returns
  • Day Trading
  • How to Set Up a Stock Brokerage Account Online
  • How to Research Stocks
  • And more
Buy now

Budgeting & Accounting Resources

How to Create an Awesome Budget – read this blog article showing you step by step how to set up a budget and track your expenses each month. The more wasteful expenses you can eliminate from your spending pattern, the more money you’ll have to save and invest towards reaching financial freedom.

FreshBooks – an awesome invoicing software for small business. Easily send invoices, track time, manage expenses, and receive payments online.

Quickbooks – one of the more commonly known accounting softwares. You can buy the online version, which I would highly recommend, to use from anywhere in the country via log in access.

Xero – offers a variety of accounting features and is a great alternative as well to Quickbooks

Personal Capital – I love personal capital. It links to your financial accounts through bank level security allowing you to see all your financial information in one place by simply logging in to your Personal Capital account. You can see your net worth, track your expenses and budget, as well as automate bill pay. Highly recommended for managing your personal finances.

Mint.com – the other top choice by many people for tracking their budget, paying bills, and managing finances all from one secure online location.

Financial Calculators

Bank Rate List of Financial Calculators – the ultimate list of 25+ different calculators to choose from!

Mortgage Calculator

How Much House Can I Afford Calculator

Retirement Goal Calculator

Savings Plan Calculator

Free Video Lessons

Subscribe to my Youtube Channel and watch 3-5 minute video lessons I publish monthly for you to grow your knowledge of financial planning and wealth management. If you find my channel helpful, I encourage you to share it with others!

Budgeting Articles:

  • how can millennials get ahead in life

How Can Millennials Get Ahead in Life?

July 18th, 2016|Comments Off on How Can Millennials Get Ahead in Life?

How can millennials get ahead? I’ve been learning about money for years, reading about it, learning from others, and personal experience in life from decisions I’ve made. Here’s some truth I can share: Building a [...]

  • luxury cars and money

Can You Get Rich Off a Salary?

July 11th, 2016|Comments Off on Can You Get Rich Off a Salary?

Can you get rich on a salary? Thinking about how much highly paid doctors, lawyers, dentists, and business executives make can certainly create the idea that salaries can get you rich. But then there’s the [...]

Understanding Taxes

  • pay-yourself-first

Why You Should Pay Yourself First

August 7th, 2015|Comments Off on Why You Should Pay Yourself First

Pay Yourself First: Investing 101 to Retire Earlier Have you ever wondered if there is a secret the rich know that the average person doesn’t know in regards to building wealth? Well there is.. But [...]

Investing & Retirement Articles:

Apartment Syndication Guide for Beginners – Real Estate Investing

July 8th, 2019|Comments Off on Apartment Syndication Guide for Beginners – Real Estate Investing

Apartment Syndication Apartment syndication is a structured way of pooling together money to buy large apartment building/s or communities and execute the project's business plan. Apartment syndication is quite useful because it allows investors, would [...]

Learn Real Estate Investing in 10 Days

Learn the 10 basic steps to becoming a real estate investor by signing up for my free 10 day email course. Each day I'll send you the next lesson.

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