Personal Finance Resources

Check out this list of highly recommended resources to help you achieve your financial goals.

Get financially savvy with these popular resources

Navigating the world of personal finance can be a daunting task, but with the right resources at your fingertips, you can turn financial uncertainty into confidence.

In this curated list, you’ll find a treasure trove of personal finance gems, including handy apps to manage your money on the go, insightful podcasts offering expert advice and relatable stories, enlightening books filled with timeless wisdom, and comprehensive online courses that empower you to take control of your financial future.

Whether you’re looking to budget better, invest wisely, or plan for retirement, these resources cover a wide range of financial topics to help you achieve your goals and build a more secure financial foundation. Dive in and discover the tools that will transform your financial journey.

Mobile Apps

In today’s digital age, managing your personal finances has never been more accessible and convenient. I’ve compiled a list of highly recommended personal finance mobile apps that can help you budget, save, invest, and stay on top of your financial goals with ease.

Whether you’re looking to track your spending, create a budget, start investing, or improve your credit score, these apps offer valuable tools and insights to empower your financial journey. Explore the options below to find the ones that best suit your financial needs and start taking control of your financial future today.

Intuit Mint is a comprehensive personal finance management platform that offers a range of services to help you better manage your finances. You can track and categorize your expenses, create a budget, and link all of your accounts in one place.

EveryDollar is a personal budgeting and expense tracking app that can help you simplify your financial management. You can create detailed budgets, allocate funds to various spending categories, and track your expenses in real-time. Use the app for on-the-go budgeting to get better control of your finances.

The YNAB (You Need A Budget) app is a budgeting tool designed to help you take control of your finances. YNAB focuses on a zero-based budgeting approach, where every dollar is allocated to specific categories. With the app, you can sync your accounts in real time, get insightful reports, and have access to resources to help you make better financial decisions.

The GoodBudget app uses a digital version of the envelope budgeting system, where funds are allocated to various categories (“envelopes”) for expenses like groceries, entertainment, and bills. The app gives you a handy overview of spending, and allows for easy tracking.

Empower Finance (previously Personal Capital) is a money management tool that combines budgeting, banking, and financial coaching services. It offers features such as tracking and categorizing expenses and creating customized budgets. You can also open a high-yield checking account with no minimum balance requirements and access to cash advances.

The Acorns app is a popular micro-investing platform that helps users save and invest their spare change. It rounds up your purchases to the nearest dollar and invests the difference for you. Acorns also offers retirement and checking account options, helping you work towards your financial goals.

Trim is a mobile app that helps you save money by finding and eliminating unnecessary expenses. It identifies recurring subscriptions, and provides options to cancel or negotiate lower bills. Trim also offers a high-yield savings account and debt reduction services.

The Prism app is a bill management and payment platform that allows you to link and monitor all of your bills and financial accounts in one place. Prism helps you keep track of due dates, set up reminders, and make payments directly through the app. Prism ensures you never miss a payment, and helps you maintain control over your financial obligations.

PocketGuard is a user-friendly personal finance tool that focuses on budgeting and expense tracking. It connects to your bank and credit card accounts, categorizes your transactions, and provides an overview of your income, expenses, and savings goals. You can set up a budget, track spending in real-time, and identify areas to cut costs.

Oportun offers personal loans with fixed, affordable payments and a straightforward application process. You also have access to financial education resources so you can improve your financial literacy, and tools to help you save and invest.

The Honeydue app is a couples-focused personal finance tool designed to help partners manage their finances together. It allows couples to link their bank accounts, track expenses, set budgets, and even split bills and expenses seamlessly. Honeydue makes it easier for couples to work toward their financial goals and navigate their finances as a team.

Credit Sesame is a comprehensive credit monitoring app that provides a detailed view of your credit health. It offers free credit score tracking and regular credit report updates, helping you stay informed about your credit profile. Additionally, Credit Sesame provides personalized recommendations for improving credit scores so you can achieve better financial stability.


Unlock the power of financial knowledge on the go with our curated list of highly recommended personal finance podcasts. Each offers a wealth of insights, tips, and strategies to help you better manage your money, invest wisely, and achieve your financial goals.

These podcasts provide valuable information in an engaging and accessible format. Tune in and gain the knowledge and inspiration you need to make informed financial decisions and secure your financial future.

The So Money podcast is like your friendly money chat with cool guests. Hosted by Farnoosh Torabi, it’s all about personal finance, but in a relaxed, easy-to-understand way. You’ll hear inspiring stories, money tips, and advice on how to make the most of your finances and life.

The Ramsey Show podcast is your go-to guide for getting your money in order. Personal finance expert Dave Ramsey tackles money topics including debt, saving, investing, and living a debt-free life. You’ll hear real people’s success stories and get practical advice on how to kick financial stress to the curb.

Joel and Matt host the How To Money podcast, talking about all things money. These two regular guys cover everyday topics like budgeting, investing, and saving, but in a fun and relatable way. It’s like getting financial advice from your buddies at the bar – easy to understand and entertaining.

The ChooseFI podcast is your roadmap to financial independence. It’s hosted by Brad and Jonathan, who share their personal journeys and bring in experts to help you reach your financial goals faster. They talk about things like saving, investing, and side hustles in a super approachable and down-to-earth way.

The Afford Anything podcast is all about helping you design a life you love, without being held back by money worries. Paula Pant, the host, talks about how to make smart choices with your finances, from real estate investing to building wealth, so you can live life on your terms.

The Bigger Pockets Money podcast is your go-to source for personal finance wisdom. Hosted by Mindy Jensen and Scott Trench, it’s all about sharing success stories, tips, and strategies on managing your money wisely. Whether you’re interested in real estate, investing, or simply making better financial choices, this podcast breaks it all down in an easy-to-understand way.


Personal finance books are excellent resources to learn from experts and improve your financial literacy. Dive into this list of highly recommended personal finance books. These literary gems are packed with practical advice, timeless wisdom, and actionable strategies to help you master your money.

These books can help guide your journey toward achieving financial independence, building wealth, and eliminating debt. Get ready to expand your financial knowledge and gain the insight needed to make informed and savvy financial decisions.

Total Money Makeover is your step-by-step guide to transforming your financial life from chaos to clarity, one smart money move at a time.

Rich Dad Poor Dad reveals the contrasting financial philosophies of two father figures, igniting a wealth-building mindset shift for readers everywhere.

The Millionaire Next Door uncovers the hidden habits of everyday millionaires, proving that wealth is often amassed through frugality and diligent saving rather than flashy spending.

Your Money or Your Life guides you on a transformative journey to redefine your relationship with money and achieve financial independence.

The Simple Path to Wealth offers a refreshingly straightforward roadmap to financial freedom, reminding readers that simplicity and index fund investing can pave the way to a stress-free retirement.

The Richest Man in Babylon imparts timeless financial wisdom through captivating parables set in ancient Babylon, teaching the secrets of wealth-building and money management that are as relevant today as they were centuries ago.

The Psychology of Money delves into the fascinating and often irrational relationship people have with money, offering insightful lessons on how to make better financial decisions by understanding the human psyche.

The Intelligent Investor is your timeless guide to investing with wisdom and discipline, emphasizing the importance of sound principles and a long-term perspective in navigating the tumultuous world of finance.

The Boglehead’s Guide to Investing is a straightforward roadmap to successful investing, drawing from the wisdom of John C. Bogle, the founder of Vanguard.

The Automatic Millionaire unveils the simple yet powerful principles of financial automation, demonstrating how anyone can effortlessly build wealth and secure their financial future.

I Will Teach You to Be Rich is a practical guide that demystifies personal finance, making wealth-building simple, actionable, and, yes, even enjoyable.

Unshakeable is a masterclass in achieving financial security, offering readers the tools and insights needed to weather market storms and build lasting wealth with confidence.

The Charles Schwab Guide to Finances After Fifty guides you in navigating the complexities of retirement and financial planning in your golden years, making your financial future brighter than ever.

Personal Finance After 50 for Dummies is like a wise companion, simplifying the complexities of finance in your golden years, ensuring you age gracefully and financially savvy.

Start Late Finish Rich is the ultimate guide for late bloomers, showing how even those behind in their financial journey can catch up, retire comfortably, and savor the sweet taste of financial success.

Online Courses

Embarking on a journey to improve your financial literacy and master your money? This curated list of online personal finance courses offers a wide range of options to help you achieve your financial goals. From budgeting and investing to retirement planning and debt management, these courses provide expert guidance and valuable insights in a convenient, self-paced format. Whether you’re a beginner looking to build a strong financial foundation or a seasoned pro seeking to enhance your financial skills, explore the courses below to take control of your financial future.

Life Skills:

Khan Academy offers this free 10-unit online personal finance course using video lectures. You’ll get an overview of everything finance, from budgeting to taxes to paying for college.

Finance for Everyone:
Smart Tools for

Finance for Everyone is a free, online college course developed by the University of Michigan and hosted by This self-paced, comprehensive 6-week course covers the basics to teach you how to make sound financial decisions through short videos and interactive lessons.

Planning for
a Secure

This free online retirement planning course, created and hosted by Purdue University, has 10 modules packed with engaging lessons that will help you with your retirement planning. This self-guided course covers topics such as income and expenses in retirement, collecting social security, Medicare, and much more.

Managing Your
Personal Finance
Debts is an online course provider that offers free personal finance education. Managing Your Personal Finance Debts covers topics to teach you how to improve your debt management and prevent a reliance on credit cards and loans.


Morningstar’s Investing Classroom offers 7 different courses that cover investing in stocks, mutual funds, exchange-traded funds and bonds. Whether you are a beginner or seasoned investor, these free text-based lessons will teach you how to make better investment decisions for your financial security.


Developed by Duke University and hosted by Coursera, Behavioral Finance is a unique personal finance course that focuses on biases that trigger our financial decisions. Learn how to identify your own biases surrounding money, and this will lead to better decisions and greater financial success. You can get through the entire online course in 3 hours.

Create a
Budget with
Google Sheets

Learn to budget better by leveraging the power of Google Sheets! Create A Budget With Google Sheets is a free online class hosted by the educational course provider Coursera. You can learn how to create your own budget spreadsheet in order to have a better overview of your spending plan, and reach your financial goals.

Ramsey +

The personal finance guru Dave Ramsey offers his all-inclusive learning platform, Ramsey+. More than an online class, you will have access to budgeting tools, multiple online courses, and expert advice from Ramsey’s staff. After the 14-day free trial, there is an annual subscription fee of $129.99, or you can choose to sign up for 3 or 6 months at a lower cost.

Suze Orman’s
Personal Finance
Online Course

Suze Orman has developed her own Personal Finance Online Course for anyone who wants to get out of debt, learn how to invest, and save more money. There is a private online community for additional support, and you’ll get lifetime access for a one-time fee of $54.

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