Ep 49 - Ally & Fidelity: Best Hub Accounts for Churning
Deep-dive into unique features that make Ally and Fidelity the best hub accounts for churning bank and brokerage bonuses.
Brokerage
Ep 38 - How to Open the Morgan Stanley Amex Platinum
Update on exactly how to open this confusing (but lucrative) card, including new methods involving Preferred Savings accounts, Active Assets Accounts (AAA), CashPlus engagement bonus & fee avoidance, and a walkthrough of two simple options for qualifying 👊😤
Ep 34 - Public Brokerage App: Massive Bonus for Transferring Stock
Full review of this amazing brokerage transfer bonus from the Public stock app, including brokerage churning strategy, partial vs full ACATS transfers, using cash to meet tier requirements, and joint account eligibility.
Ep 6 - Interactive Brokers
In-depth walkthrough of Interactive Brokers $1K stock + $200 cash bonus offer, plus tips for transferring assets over.