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New / Finance
bAyQ68

New Finance

 bAyQ68
Apr 30, 2020 97 Comments

Sofi checking
Goldman Marcus savings
Chase sapphire reserve
Apple card
Citi double cashback
Schwab IRA
Robinhood
personal capital for tracking

97

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 TOP 97 Comments
  • my friend was telling me chase Sapphire reserve was a millennial must have. Is it any good?
    May 1, 2020 4
    • Apple
      MakingIt

      Go to company page Apple

      MakingIt
      Only if you travel. If you’re nailed down by offsprings, it is not a good card. I cancel it
      May 2, 2020
    • New / Finance
      bAyQ68

      New Finance

       bAyQ68
      OP
      If you travel a lot and/or spend mostly on dining its great
      May 2, 2020
  • JMI Equity
    ; DROP TAB

    JMI Equity

    ; DROP TAB
    Schwab Checking
    Marcus Savings
    Schwab Investing and Roth IRA
    Vanguard 401K
    All tracked through Schwab’s dashboard for balance and a custom Google Sheet for expenses/budgeting

    Chase Sapphire Reserve (food and travel)
    Chase Freedom Unlimited (everything else)
    Apple Card (just for iPhone)
    May 1, 2020 7
    • In your Chase account you transfer the Freedom Unlimited points to the Sapphire Reserve
      May 3, 2020
    • JMI Equity
      ; DROP TAB

      JMI Equity

      ; DROP TAB
      Yep, as Capital 1 said, you can consolidate all points onto CSR to take advantage of higher redemption bonuses on travel at 1.5 cents per point.
      May 3, 2020
  • Disney
    VyTm14

    Go to company page Disney

    VyTm14
    Local credit union checking and savings
    Amex Gold
    Amex Everyday
    Barclay AAdvatage World Elite Silver MasterCard
    Fidelity 401K
    Charles Schwab brokerage
    E*TRADE ESPP
    Mint.com for tracking
    May 1, 2020 0
  • Chase sapphire reserve
    Betterment (3 different accounts)
    Dats about it
    May 1, 2020 3
    • New
      krxc28

      New

      krxc28
      Why 3 betterment account?
      May 11, 2020
    • Airbnb
      carebnb

      Go to company page Airbnb

      carebnb
      Different goals / risk tolerance. I love their UX, makes it really easy to set them up.
      May 22, 2020
  • Indeed / Eng
    rainwater

    Go to company page Indeed Eng

     rainwater
    Cards: chase freedom (5% categories), Discover IT, bofa cash, Capital one savor, chase amazon card, chase united airlines, Amex blue cash

    Checking: Bofa, Capital one, and Wells Fargo

    Savings: Discover online, CIT, Capital one CDs, US treasuries direct

    Brokerage: fidelity

    Credit karma
    May 7, 2020 0