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In this episode, we sit down with Brian Kelly, aka The Points Guy, to break down the basics of optimizing your credit card strategy, especially for finance professionals and consultants who travel frequently, entertain clients, or rack up significant corporate expenses.

We dive deep into:

 ✅ Choosing the Right Credit Card: The best cards for maximizing points on travel, dining, and business expenses—and why cash-back cards might not be your best bet.

✅ Making Your Corporate Travel Work for You: How to strategically use company travel, corporate cards, and even reimbursable expenses to build a massive points portfolio.

✅ Elite Status vs. Points Hoarding: Why blindly chasing status might not be worth it—and how to actually leverage loyalty programs for the best perks.

✅ Redeeming: The biggest mistakes people make when cashing in points, how to unlock business and first-class flights for a fraction of the cost, and why  redemptions (like gift cards) are a terrible deal.

✅ The Perks No One Talks About: From purchase protections to travel insurance, lounge access, and unexpected ways your credit card can save you thousands.

If you’re in investment banking, consulting, private equity, or any high-travel finance role, this episode will change the way you think about credit card points—and help you optimize every dollar you spend.

Find Brian's book, "How to Win at Travel" HERE
Follow Brian Kelly on Instagram HERE
Follow The Points Guy on Instagram HERE

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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. (Learn more HERE)