Personal capital has always been an extremely valuable tool for investors and nerds looking to keep track of their money. It offers a wealth of free tools that are incredibly useful and, did I mention, completely free!? Astonishing! But as time has passed, its appeal has faded due to a handful of issues. Is Personal Capital still the best way for everyone to manage, track and even invest their money? Maybe, let's talk about it!

Start using Personal Capital here: https://pcap.rocks/brendan2

Useful timeline:
0:00 Introduction
0:32 Features
1:16 net worth
2:03 Transactions
2:24 Cash flow
2:40 Budget
2:57 Investing
3:30 You index investment returns
4.30 pm Investment check
5:00 Financial planning
5:18 Retirement planner
6:23 Savings target
6:35 Emergency fund
6:41 Debt repayment
6:59 Financial advisor
7:08 Benefits of personal capital
7:51 Cons of personal capital
11:28 Is this the best for everyone?
13:10 Manually instead?
14:14 The best of both worlds?
15:52 The perfect solution
16:28 What tools do you like?
16:43 Free spreadsheet template
17:04 Secrets
17:38 More

Free spreadsheet video for tracking net worth: https://youtu.be/5Q80FapcqsU

Video on average US net worth: https://youtu.be/9YOyTEnQ27k

My Masterclass Investing for Beginners! Step by step from beginner to stock market success!
https://www.udemy.com/course/investingmasterclass/?referralCodeBEE5C6159005EDA7BE79

My free newsletter
https://brendanevan.substack.com/

The investment apps I recommend:
Start investing with Acorns today! Best app for beginners! Get 5 when you use my invite link: https://acorns.sjv.io/c/2906384/345751/5136

Want to dive deeper with an investment service built for professionals and available to everyone? View Interactive Brokers: https://www.interactivebrokers.com/mkt/?srcbrendanevanPY1&url%2Fen%2Fwhyib%2Foverview.php

Investing videos:
Acorns 1-year review! [And my actual return!] https://youtu.be/yTIEZrMjDCQ
Two-year overview of M1 Finance (the good, the bad and the rating) https://youtu.be/F9sDWrxbLfo
Best Investing Apps for Beginners in 2021: https://youtu.be/-owDfS3Q7kc
What EXACTLY happens to your money when you invest: https://youtu.be/U0xqegvIq7E

The 3 books I recommend most often:
1️⃣Atomic Habits by James Clear: https://amzn.to/3r5IXgS
2️⃣Financial Freedom by Grant Sabatier: https://amzn.to/3aDtf6j
3️⃣Your money or your life by Vicki Robin: https://amzn.to/2NNFepS
Free trial of Amazon Audible: https://amzn.to/3qdMHNh

“As an Amazon Associate I earn from qualifying purchases”
(It means Amazon pays me a small commission and it doesn't cost you anything extra!)

Money scoop
A free personal finance email newsletter, the only one I will spend my time on:
https://www.morningbrew.com/money-scoop/r?kidbd458bea

Morning brew
A free newsletter about investing that is quite fun to read and short!:
https://www.morningbrew.com/daily/r?kidbd458bea
(I read this every week over breakfast!)

#investing #personalcapital #BrendanFitnessandMoney
Disclaimer: Any financial or investment related topics discussed on this channel are not from a professional investment advisor and do not constitute financial advice to you. This is for entertainment and inspiration purposes only.

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For business purposes please contact me here: [email protected]

‍️WHO AM I?
I'm Brendan, a dad, trail runner, personal finance nerd, and spreadsheet enthusiast. I make videos about the basics of personal finance. I'm currently training for a 50km ultramarathon and investing often to become financially independent!

My new car news and reviews YouTube channel!: https://www.youtube.com/@brendandrives

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