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2025 Berkshire Hathaway Annual Shareholder Meeting Video, Transcript, and Notes

The 2025 Berkshire Hathaway Annual Shareholder Meeting occurred on May 3rd, 2025, and you've probably already heard the big news: Warren Buffett will step down as the CEO at the end of the year, to be replaced by Greg Abel (recent Fortune profile). … [Read the rest]

CIT Bank Platinum Savings $225/$300 Bonus + 4.10% APY (New and Existing Customers)

Update 5/5/25: I successfully received my $300 deposit bonus on top of the normal interest within the 60 days of deposit (actually 56 calendar days). I held for 60 days for simplicity, but other readers have confirmed the bonus arrived after only … [Read the rest]

Private Equity Creating Attractive Rates For MYGAs / Life Insurance?

One of the lessons from the 2025 Berkshire Hathaway Annual Meeting was that you never know where your next investment idea will come from, so you should “turn every page”. For example, I like to read the entire transcript of the Q&A session (thanks … [Read the rest]

Savings I Bonds May 2025: 1.10% Fixed Rate, 2.88% Inflation Rate (3.98% Total for First 6 Months)

Update: Savings I Bonds bought from May 1, 2025 through October 31, 2025 will have a fixed rate of 1.10% and inflation rate of 2.88%, for a total composite rate of 3.98% for the first 6 months. Compare the total rate with the current short-term … [Read the rest]

AI Pioneer Divides Assets Across Multiple Banks and Brokerages

I'm trying (and failing) to keep up with AI developments, but inside this interview with AI pioneer Geoffrey Hinton (Wikipedia names him the Godfather of AI) was an interesting tidbit that relates to personal finance. Here is an excerpt from a … [Read the rest]

Self-Paced CFP: Insurance Planning, Part 1 (Course Notes #3)

It's been a while since my last update on my University of Georgia Self-Paced CFP class. I admit that other things have taken priority and I haven't been keeping up. I've started back up and will go back to providing a very high overview of what … [Read the rest]

Walmart+ Week 2025: Bonus Walmart Cash, Free Express Delivery, Gas Discount, Burger King

Walmart+ Week 2025 is running from 4/28 to 5/4/25 and here are the offers mostly for paid Walmart+ members (not in trial period), including estimated value and potentially useful fine print: 1 Free Express Delivery ($10 estimated value). Get … [Read the rest]

Bilt Mastercard: Rent Rewards w/ Any Landlord (May 1st Rent Day / Southwest Transfer Bonus)

Update for Rent Day 5/1. For Rent Day on 5/1, Bilt Rewards is offering the following additional perks. If you are a renter, this program offers steady stream of free monthly points and a variety of promotional perks. They also recently announced … [Read the rest]

Aven Advisor: Track Your Finances, Get $5 Starbucks Gift Card Every Week (Homeowners w/ 700+ Credit)

Update April 2025: I've continued to receive my $5 in SBUX credit every week with no issues, up to over $50 so far. Honestly, getting $5 worth of caffeine every week feels better than it should, no wonder Starbucks is effectively running its own … [Read the rest]

Frontier Airlines Gold Status Match for All Southwest Rapid Rewards Members

Frontier Airlines is offering a status match promo to their Gold Status for all Southwest Rapid Rewards Members. The status match lasts through December 31st, 2025. Offer is set to expire April 30, 2025. It costs $40 to apply for this status … [Read the rest]

Best Interest Rates Survey: Savings Accounts, Treasuries, CDs, ETFs – April 2025

Here's my monthly survey of the best interest rates on cash as of April, roughly sorted from shortest to longest maturities. Banks love taking advantage of our idle cash, and you can often earning more money while keeping the same level of safety by … [Read the rest]

Top 10 Best Small Business Credit Card Bonus Offers – April 2025

Updated April 2025. Do you have small business income or work as an independent contractor? Freelance, Uber/Lyft, DoorDash, Amazon, eBay, Etsy, Airbnb? A small business credit card separates your personal and business expenses and can build up … [Read the rest]