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Financial Services
“Hi there. I checked my credit and noticed that I have a 750 credit score, which is pretty good. I’ve been a customer of yours for the last four years, so I’m wondering what special promotions and offers you have for me . . . I’m thinking of fee waivers and special offers that you use for customer retention.”
Ramit Sethi • I Will Teach You to Be Rich
Don’t get hung up on brand-name funds.
John Gannon • Road to a Venture Capital Career: Practical Strategies and Tips to Break Into The Industry
Personal Finance
Annie Nguyen • 2 cards
For the rare person who needs to deposit physical cash regularly, you should read this section. Otherwise, I honestly have no idea why you would use your local bank for checking. When
Ramit Sethi • I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works
Capital One 360 Savings (capitalone.com/bank): This is the savings account I use. It lets you create virtual sub-savings accounts, in which you can specify savings goals like an emergency fund, wedding, or down payment for a house. You can also set up automatic transfers to other accounts (“Transfer $100 on the 1st of every month from my checking
... See moreRamit Sethi • I Will Teach You to Be Rich, Second Edition: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works
My ING Orange Everyday debit card.
Scott Pape • The Barefoot Investor: The Only Money Guide You'll Ever Need
Financial Advisor
Anthony Fiedler • 3 cards