Tried-and True Resources

I often get asked about the top things that make my life easier and more efficient. I’ve gone through a lot of trial and error over the years and narrowed down this list to only my best recommendations. It’s a mix of free and paid resources that I either use today or have in the past.

I hope you get as much benefit from them as I do!

Free Financial Tools

These are my two favorite financial tools. Best of all, the most powerful part of their platforms is free! I use both Personal Capital and Mint together for a powerful combination of managing my finances.

Retirement Planning

Personal Capital – A free tool to view all of your financial accounts in one place. It’s what I use to run retirement scenarios, track my net worth and find hidden fees in my 401k, saving me hundreds of dollars!


Mint – A great tool that helps me create a monthly budget and stick to it. Before I started using Mint, I was trying to make a budget on my own, by hand. Mint gives me tips on how I can save money on my credit cards, insurance and more. Having a budget and sticking to it has shaved years off my working life and it can help you too.

Blog Design


Blue Host – Ready to start your own website? In less than an hour, you can have a secure and reliable website up and running for less than $5 a month (including a free domain name!) Enjoy a 30-day money back guarantee and the backing of one of most well-known and easy to use providers in the market.

Graphics / Media

Canva – Canva is my favorite tool to create graphics for this website and social media. It’s easy to use and hundreds of graphics and photos are available for free. Their upgraded version offers extra flexibility, but I get tremendous value out of the free version. If you’re looking to easily upgrade your website graphics, I highly recommend it!

Favorite Books


Deep Work – Cal Newport – We live in an era of constant distraction. This book helped me focus my efforts on the things that matter most and eliminate all the noise that was holding me back from realizing my dreams.

Career / Leadership

  • What Got You Here Won’t Get You There – Marshall Goldsmith – This book helped me move from a supporting role making $32K a year to a six-figure leadership position and oversight of over a $100 million portfolio in just a few years.
  • 7 Habits of Highly Effective People – Stephen R. Covey – One of the most important lessons in my life was habit #5, Seek first to understand, then to be understood. In the words of Dr Covey: “Most people do not listen with the intent to understand, they listen with the intent to reply.” Communication is one of the key things that mark the best leaders and may be the secret to propelling your career to the next level.