Q&A: Our New Credit Card Benefit Matrix, Investing a Windfall, and Margin Loans

Feb 8, 2024

The hosts discuss a new credit card benefit matrix, options trading, and a sponsor who offers a revenue share with customers. They also discuss the importance of zooming out when making investment decisions and address a question about municipal bonds. Additionally, they introduce a new tool that optimizes credit card spending based on individual benefits and preferences.

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Introduction

00:00 • 2min

New credit card matrix, sponsor announcement, and discussion about TQQQ investment strategy

01:35 • 4min

Zooming Out on Investment Decisions

05:24 • 16min

Lessons and Sponsorships: Municipal Bonds and Investment Returns

21:29 • 3min

Private Community Benefits, Unique Investment Strategies, and Credit Card Advice

24:20 • 2min

Optimizing Credit Card Spending and Introducing a Benefit Matrix

26:36 • 3min

In this episode of the Rich Habits, Robert Croak and Austin Hankwitz answer your questions!

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Public has finally released options trading on their platform! To learn more about all of the product features Public offers, ⁠⁠click here!⁠⁠

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Check out our Credit Card Benefit Matrix, click here!

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⭐ Download our FREE Budgeting Template – click here

⭐ Earn 5.1% on your savings with a High-Yield Cash Account – click here

⭐ Trade stocks, options, music royalties and crypto on Public – click here

⭐ Automatically buy stock where you shop with Grifin – click here

⭐ Protect your family with term life insurance from Suriance – click here

⭐ Use code “Spotify” for 15% off our 4-module video course – click here

⭐ Optimize your portfolio with Seeking Alpha – click here

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👤 Explore everything Austin does – click here

👤 Explore everything Robert does – click here

❓ Ask us questions for our Q&A episodes – @richhabitspodcast on Instagram

📬 Inquire about working together – christian@witz.vc

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Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the ⁠Characteristics and Risks of Standardized Options⁠ to learn more.

For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the ⁠Fee Schedule⁠.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See ⁠public.com/#disclosures-main⁠ for more information.