@jeff_rose

Free

Automated expense tracking and budgeting tool for managing spending and financial goals.

Game-changer for those struggling with budgets. Offers intuitive tools and insights for tracking spending.

Free basic / $129.99/year premium

Zero-based budgeting app for detailed expense tracking and budget planning.

Recommended for those who prefer detailed, zero-based budgeting approach.

Free

Portfolio tracking across multiple investment accounts with clear dashboard view.

Essential for tracking asset allocation across 401k, IRA, and taxable accounts. Seeing the big picture has never been easier.

Advisory fees apply

Professional brokerage firm for wealth management and investment services.

Used when Jeff had his own wealth management firm. Professional-grade platform.

Free

Unique robo-advisor combining self-directed investing with automated management.

Primarily used for self-directed 401k. Zero trading and account management fees. Can create custom portfolios.

Low expense ratios

Low-cost diversified investments recommended for beginner investors.

Core recommendation for beginners. Focus on low-cost options for long-term growth.

Varies by provider

Simplified retirement investing that automatically adjusts risk over time.

Recommended for beginners who want simplified retirement investing with automatic rebalancing.

0.85% annual fee

Real estate investment platform for REITs and real estate crowdfunding.

Part of alternative investment strategy. Allows real estate investing without direct property ownership.

Investment minimums vary

Farmland investment platform for agricultural real estate.

Alternative investment in farmland. Part of diversified investment approach.

1.5% annual fee + 20% profit sharing

Platform for investing in blue-chip artwork and collectibles.

Alternative investment in art. Part of portfolio diversification strategy.

Fees vary by investment

Alternative investment platform for art, real estate, and other assets.

Platform for accessing alternative investments beyond traditional stocks and bonds.

Varies by provider

Tax-free retirement account that Jeff emphasizes as essential retirement vehicle.

One of the most emphasized retirement vehicles in his recommendations. Tax-free growth.

Varies by coverage

Term life insurance provider with competitive rates and solid ratings.

Jeff bought $2.5 million term life insurance policy. Chosen for solid ranking and cheapest rate.

Varies by coverage

Online life insurance platform with streamlined application process.

Recommended for seamless online life insurance experience.