Jonathan & Brad's Recommended RESOURCES

We have gotten hundreds of emails asking us what tools and resources we use for getting things done, managing money, adding to our talent stack, and running this blog. We’ve created this page so you have a handy reference to those resources. We will update this page periodically as we discover new tools so we’d consider bookmarking it!

Credit Cards

Chase Sapphire Preferred

Our favorite credit card is a super flexible tool that works well as a cash back card in these trying times, but also, has the potential to be an excellent travel rewards card for when the world starts traveling again. Depending on your preference, it will earn you more than $750 worth of travel, or a handy $600 in cash.

Chase Freedom Flex by Mastercard

The most recent Chase cashback credit card that also earns Ultimate Rewards points to fuel your travel rewards strategy. It is a solid and easy way to earn cash back, and is great for travel rewards beginners wary of annual fees.

High Yield Banking

CIT Bank

Earn up to 1.75% APY with a savings plan that fits your lifestyle. CIT Bank is a member of the Federal Deposit Insurance Corporation (FDIC), which means your deposit accounts are insured up to $250,000 per depositor, for each account ownership category.

Money Management


Professional-grade financial software made for regular folks. Track your glide path to financial independence by validating investment assumptions, dealing with debt, and tracking your progress to avoid any nasty surprises.


YNAB is a popular subscription budgeting software that's specifically designed to help you stop living paycheck to paycheck, pay off debt, and save more money. Try it Free for 34 days!


With the Mint app you can manage your finances all from one place. The personal finance software has budgeting and tracking features that are easy to use.

Credit Karma

Credit Karma provides Free credit scores to consumers with no sneaky trial subscriptions or up sells. No credit card is required.

Life Optimization


Policygenius is a fantastic tool for pricing all types of insurance. It's the easiest way to compare rates from various carriers for life, health, auto, homeowners, renters, pet insurance and more.


Breeze through security at 40+ airports and arenas nationwide. ChooseFI listeners can try Clear Free for 2 Months (family included).


There are a few software solutions that I try to get everyone to use this is one of them. LastPass, an award-winning password manager, saves your passwords and gives you secure access from every computer and mobile device.


Compare rates to find the best student loan refinancing options. Credible pulls in offers from multiple lenders so you can find the best refinancing offers for your student loans. You can choose your term and see how that affects your interest rate and payment amount.

Legacy Binder

Legacy binders are a way of telling your loved ones everything they need to know if you pass away. This legacy binder is a 90 page fill-in-the-blank PDF that makes it easy to ensure nothing is left out.

Republic Wireless

Save money on your cell service. Republic Wireless is a reliable discount cell provider that runs on the Sprint/ T-mobile network. They offer low-cost monthly plans and quality service.


Personal Capital

Personal Capital is a ChooseFI favorite. It combines all of your accounts into a single chart that gives you a great visual representation of your current net worth and progress over time.

M1 Finance

M1 Finance is a completely free investment platform. Their unique "pie" structure of their platform allows you to easily customize your holdings and rebalance as needed. It's the perfect blend of robo-advisor and DIY investing. And it's free!


Vanguard is the leading authority in low-cost funds, making it great for investors who want to avoid hefty fees. They offer no-load mutual funds, meaning you don’t pay any sales fees when you buy fund shares or when you sell fund shares. All you pay is one low expense ratio fee.



This is Brad's all-time favorite productivity app. A beautifully simple task-tracking app. In his words "It allows me to off load my brain" It’s free (with premium features for less than $2.50/month), syncs across all platforms and devices (and the web), has recurring tasks, multiple lists, and is incredibly intuitive to use


There are a few software solutions that I try to get everyone to use this is one of them. LastPass, an award-winning password manager, saves your passwords and gives you secure access from every computer and mobile device.

Google Calendar

The Google Calendar app allows you to view, edit & sync your schedule across platforms and devices, so you're never without it. Toggle from day, week, and month view so you always know what's next Update events in real time, with no broken links or outdated information.

Google Drive

Google Drive is a safe place for all your files. it allows seamless non destructive sharing between family friends and coworkers. It puts all your files within reach from any smartphone, tablet, or computer. Files in Drive - like your videos, photos, and documents - are backed up safely so you can't lose them.


Trello gives you perspective over all your projects, at work and at home. Whether it's managing a team, planning a podcast episode, or just making a grocery list, Trello is your sidekick for getting things done and staying organized.

Start a Blog

Convert Kit

If you end up blogging for any period of time you need to have an email list. If you ignore it for the first couple of years you will regret it. There are free options that are worth considering in the early days. but as soon as you are serious about building your email list We highly recommend ConvertKit


Siteground makes hosting your own website simple. They offer a wide variety of hosting plans and have expert Wordpress support. If you've been thinking of starting a blog, or just need a website for your business, Siteground is a great place to start.

Elementor | Page Builder

This is a page builder and while you can start blogging and writing as soon as you have wordpress installed and have your theme picked. if you want to build your own custom site with total autonomy without any coding knowledge then consider a pagebuilder. and Elementor is easily the best one on the market. I can't say enough good things about it

Generate Press

This is the theme we use to build our website and is clean, lightweight, and very easy to use. Generate Press is the perfect choice for someone who wants the ability to customize every aspect of their site. Paired with an excellent support team and community, it's an easy choice. We use the paid version which offers incredible customization options.


Weebly provides customizable website designs and useful eCommerce tools to help grow your business.

Digital Ocean

Digital Ocean is a low cost and high performing cloud computing provider. It features both scriptable automation and a simple control panel to spin up virtual computer systems running most modern Linux distributions. It also offers Kupernetes and managed database services.

If you're building custom applications or have needs beyond what a managed hosting provider is willing to offer, Digital Ocean is a great alternative to Amazon, Google and Microsoft.

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