10 Things We're Doing Besides Working on Getting Rich
While we are certainly no experts when it comes finance—personal or otherwise—we’ve picked up a thing or two over the years. The most important lesson? Ignoring your bank statement does not make it go away. Coming in second: The more you know, the more you know. A few of our favorite learnings, tips, and tricks, below.
P.S. Podcast survey’s still happening! 6 questions, 2 minutes, a lifetime of gratitude.
erica’s things
Devouring every last episode of Open Account, a podcast about people and money hosted by SuChin Pak, who is very good at what she does.
Telling the many people who ask whether I like Simple that I think it’s the greatest online banking experience of our modern era.
Reaching for Get a Financial Life any time I need a refresher on...oh, any of the finance-related acronyms that I should probably know by now.
Recommending the high-drama, now-on-Netflix, Wall Street movie Equity—with its badass female team—to anyone who will listen. I think of this scene often.
Rah-rahing this retirement-plans explainer from an unlikely source: Last Week Tonight with John Oliver.
claire’s things
Not kidding when I tell you that the most pleasant phone conversations I have (aside from those with my mom, DUH) are with the customer service people at Schwab, a bank I feel pretty great about. Their checking accounts are very legit—ATM refunds and all!
Feeling like every smartphone should come preloaded with Credit Karma—there’s no good reason for you not to have it.
Requiring any financial advice that I’m expected to follow to be as quick, painless, and easy to understand as this v. good trick.
Finding this kind of open and honest sharing about personal finance and spending so, so valuable. More of this type of reporting, please.
Applauding Above the Glass for being an incredibly useful resource for anyone working with or for startups or small businesses. Because if you have equity in a company, you oughta know your way around a cap table, understand what a Series B means, and be able to wrap your head around runway.
turn it up to 11 - from claire
Making the tiniest two-for-one statement.
