Nov 25

PFT009: What is Personal Capital and Why I Love It!

Anyone that’s looking to keep a keen eye on their personal finances are in for a real treat with this episode.  If you are like me you spend a fair amount of time logging into various websites to monitor and track your financial assets and accounts.  If you have ever longed for a centralized tool to aggregate all of your account and transaction data, then here is the tool for you- and it’s a free web-tool, to boot!

If you have never heard of Personal Capital, you are in for a real treat!  In this episode I will cover what their fee web tool has to offer and how you can use it to manage, track, and plan for your financial future.

While tools like Quicken and Mint may be nice for day-to-day transaction tracking, Personal Capital does all that plus so much more- with a heavy emphasis on investments and portfolio management and long and short term goal planning- all the way down to the individual holdings within mutual funds, ETFs, etc.

Yes- it is free!  I’ve been using it for nearly 10 months and couldn’t be more happy with the product and their continuous improvements to the system.

To make things even sweeter, just yesterday they announced a special offer to help grow their user base.  They are offering new users of their free platform, along with those who refer them, a free $20 Amazon gift card just for signing up.  The link to check this offer out is- https://www.talkable.com/x/hYmyM7

Note:  I am not a financial adviser, nor am I trying to sell anything- I’m just sharing a resource that I found useful.  I was working on this podcast before they even offered the $20 gift card.  I use this myself and want to share it with my audience.   Tools like this help immensely when it comes to goal planning and tracking incoming and outgoing cashflow.

All the best,

Steve.

 

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