Monarch on Julian Dorey Podcast

Over the years running this business, the subscriptions and all the overhead has complicated my financial picture so, so much. Which is why I really needed to check out my friends at Monarch to make it all simple again. Monarch is the personal finance app that tracks everything. Accounts, investments, saving goals, spending, you name it. With Monarch, I can find and easily track all the different services I'm subscribed to and find all those old ones that I don't even use anymore but I'm still paying for. I can also see all my bank accounts right next to all my investment accounts and be able to get a clearer picture of what I'm holding in cash and what's in the market. Basically, Monarch is just a giant stress reliever by putting all my finances in one place. Monarch also has a weekly AI recap that can help you catch a spending spike before it becomes a problem. And their easy-to-read diagrams help you visualize exactly where your money's going each month. Finally, you can also use their investment view to compare your portfolio and its performance to the S&P 500. Most apps only tell you what you've already spent. But Monarch helps set goals, map out big purchases, and see if you're actually on track before it's too late to adjust. You can literally ask Monarch's AI assistant anything about your finances. For example, how much did I spend on the trip to Italy in June? Or can I afford this upcoming business investment without touching my savings? And their AI insights also spot things that you wouldn't even think to look for. Like I'm always wondering if my spending's actually gone up or inflation's actually gone up and if my income's keeping up with that or not. So you can join me and write your own money story today with Monarch. Use code JULIAN at Monarch.com, link in my description below, to get your first year of Monarch Core half off at just $50. That's 50% off your first year at Monarch.com, link in my description below, with code JULIAN.