What's Inside my Personal Finance "Stack"

Every single tool and service I use for investing, banking, credit cards, travel and taxes

Silly Money  by Ankur Nagpal

What’s Inside my Personal Finance “Stack”

Free Tax Workshop on Wednesday

Are you horrified by the amount of taxes you need to pay this year?

I’m hosting a free workshop on Wednesday at 2pm ET called How to Pay Less in Taxes in 2025.

This workshop is for both business owners and W-2 employees and we’ll share 7 different strategies you can employ to reduce your tax bill.

We’ll have a special gift and a live Q&A for everyone who shows up live, and also send a replay to everyone who registers.

This is a juicy post.

Instead of telling y’all what to do, I am sharing exactly what tools and services I personally use to run my entire financial life.

This includes the specific providers I use for:

As an added bonus, I’ve included some of the fun personal finance and travel “hacks” I’ve found over the years.

By reading this, you will understand how I manage my own finances — and if your situation has any similarities with mine, you may find a provider you like.

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