Free Resources by Carry
Free downloadable ebooks, courses, and templates to help you manage your business and finances
Carry's End of Year Tax-Saving Checklist (2024)
Get straightforward strategies to help reduce your tax bill and make the most of 2024’s tax-saving opportunities.
[Free Course] Angel Investing 101
Elizabeth Yin, co-founder and General Partner at Hustle Fund, a pre-seed fund for software entrepreneurs, teaches you how to get started in angel investing with as little as $1,000.
Ankur’s Guide to Building Wealth as an Entrepreneur
I’ve spent years navigating the confusing tax code, which is actually full of opportunities for entrepreneurs and side hustlers. This guide pulls together my most popular tweets to give you a fast track to the practical strategies that can help you keep more of what you earn.
The Carry Guide to Paying Less in Taxes
A complete guide to the biggest tax saving strategies for US business owners, freelancers, self-employed individuals, and side hustlers.
[Free Course] 25 Tax Saving Strategies
Our $299 tax-saving course is now FREE! Learn how to save thousands with 20+ expert videos. Ideal for self-employed and W-2 earners. Start saving now!
Tax-Smart Real Estate Investing
Your Guide to Mastering Passive Losses and Other Strategies to Unlock Tax Savings.
[Free Course] From Zero to Millions: How to Grow
Go behind the scenes with industry leaders as they reveal their strategies for growing massive audiences and profitable businesses.
[Free Course] 5 Strategies to Pay Less in Taxes
Learn 5 of our 25 top tax-saving strategies for business owners, professionals, and W-2 earners. Lessons are flexible and can be taken in any order.
Behind-the-Scenes Look at Carry's "SMART" Tax Saving System
A sneak peek into our custom 5-step framework that has helped us save Carry VIP clients an average of $10k-$20k/year...
[Free Course] Mastering The Art of Credit Card Points
Gain a comprehensive understanding of how to earn and redeem points for amazing travel experiences (without increasing your spending) guided by Sebastian Fung, personal finance expert and credit card enthusiast.
Personal Finance for Startup Founders
A free 20,000 word guide on personal finance for startup founders. The guide covers equity & how to manage your cap table, building a team, QSBS, fundraising strategies, selling secondaries, exiting your company & more!
Stock Option Calculator
Calculating your stock options can be confusing. We put together a free calculator to help founders and employees with stock options make more informed decisions.
Discover Carry: Your Free Demo & Guide to Easier Finances
Stop dreading tax season! Download Carry's FREE demo & discover how it simplifies your finances AND streamlines filing. Breathe easy knowing you've got your finances under control.
The Business Owner’s Guide To Paying Less In Taxes
A complete guide to the biggest tax saving strategies for US business owners, freelancers, self-employed individuals, and side hustlers.
The Solo 401k Handbook
Everything you need to know about the most powerful retirement plan for business owners and the self-employed, in a handy PDF guide (updated for 2024).
The Self-Directed IRA Handbook
Everything you need to know about investing and growing your wealth with a self-directed IRA
The Roth IRA Handbook
Everything you need to know about investing and growing your wealth with a Roth IRA
[Free Course] Start a Business to Sponsor Your US Visa
A step-by-step video course on how to successfully obtain your O-1 visa. Get free access to the entire course by signing up.
QSBS Guide for Startup Founders
This is a 2,500+ word guide on everything startup founders need to know about QSBS. This is part of the curriculum for the Personal Finance for Startup Founders course that’s a part of Carry.
The 2024 Annual Planning Bundle
Kick off 2024 with a fresh start using Carry’s free 2024 Financial Planning Bundle. Harness the power of goal-setting, project planning, and tracking your cashflow (without the overwhelm). Get instant access today!
Equity Compensation Calculator
Startup compensation can be confusing. We put together a free calculator to help founders and employees with equity make more informed decisions.
The Ultimate Guide to Managing Money in Your 20s
Get rich and start building wealth in your 20s (without gambling everything into crypto and NFTs). Here’s a more practical, reliable way to start securing your bag early.
Teachable Investor Reports
Every monthly investor report I shared growing Teachable from new company to $250 million exit.
Financial Forecast Template
Whether you run a 7-figure business or a small weekend side hustle, forecasting helps you map out what your financial situation will be like. The goal is to validate if your business model makes sense from a financial standpoint. It gives you an idea of your potential for growth and making money.
Your Go To Personal Finance Resource List
A thoughtfully curated collection of the 15 best personal finance resources (podcasts, books, newsletters, calculators) to help you get started on your wealth-building journey.
Budget Planner Spreadsheet
Input your expenses, pay checks and income and get a bird’s-eye view of your budget and finances for the year.
Angel Investing 101
Elizabeth Yin, co-founder and General Partner at Hustle Fund, a pre-seed fund for software entrepreneurs, teaches you how to get started in angel investing with as little as $1,000.
How to Understand and Negotiate Your Equity at a Startup
Download the free workshop by Carry founders, Ankur Nagpal and Jess Catorc on how equity really works and how to successfully negotiate to get more equity.
The Ultimate Net Worth Tracking Spreadsheet
Enter your assets, income sources, and goals into the calculator to calculate your net worth and measure how it will perform with time and inflation.
