Summary:

A listener asks ”What apps or tech do you use to help manage your finances?”

In part 1 of this two-part show we spoke about budgeting and expenses. In part 2, II talk about:

• How I use a spreadsheet to track my Investments
• What is important to track when it comes to investments
• PersonalCapital: A tool to aggregate investment accounts.
• Fidelity / Schwab / Vanguard / Other: How free tools from these companies can help but also their limitations.
• What to do with Credit Cards
• Why a password manager is important

Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/