How to Save Money Now with ChatGPT Finances (6 Real Use Cases) | Ethan Bloch
Peter Yang and Ethan Bloch walk through six ways to use ChatGPT Finance to cut costs and model big money decisions, from auditing subscriptions to planning early retirement.
The gist
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Connecting accounts via Plaid gives ChatGPT read-only access to spot duplicate charges, overpayments, and unused subscriptions without sharing login credentials.
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A single prompt can audit your subscriptions and draft cancellation emails, often recovering the $20 monthly cost in one session.
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Asking ChatGPT to scan your accounts for tax opportunities can surface specific savings, with one example showing over $6,000 identified.
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You can compare ETF and mutual fund fees in one prompt to find cheaper funds with the same holdings and save thousands a year.
"We use Plaid for all of our bank integrations. Plaid's the gold standard for securely connecting your bank to a service. When you're entering your login or your password to connect to your bank, none of that's going into ChatGPT. That's passing directly and securely to Plaid a..."
▶ Play at 7:502 creators recommend it, including John Coogan.
See all on the Plaid page
Peter Yang uses it
"I usually ask ChatGPT looking in my Google Drive to find all the stuff or like try to find it from the websites that I use."
▶ Play at 21:595 creators recommend it, including Riley Brown, Kyle Kober, and Mark Manson.
See all on the Google Drive page
Peter Yang recommends it
"My parents are investing in mutual funds and they can probably save a lot of money in this. Just switch to ETFs."
▶ Play at 25:514 creators recommend it, including Lloyd Blankfein, Pace Morby, and Vlad Tenev.
See all on the ETFs pageWhat they recommend · 3 picks
"We use Plaid for all of our bank integrations. Plaid's the gold standard for securely connecting your bank to a service. When you're entering your login or your password to conn..."
"My parents are investing in mutual funds and they can probably save a lot of money in this. Just switch to ETFs."
"I usually ask ChatGPT looking in my Google Drive to find all the stuff or like try to find it from the websites that I use."
Peter, Riley, Claire and Liam agree on 39 things
See what they all use, in their own words. Paid ads are left out.
See what they all swear by Or pick your own peoplePeter Yang
2 picks · host
"My parents are investing in mutual funds and they can probably save a lot of money in this. Just switch to ETFs."
"I usually ask ChatGPT looking in my Google Drive to find all the stuff or like try to find it from the websites that I use."
Ethan Bloch
1 pick · guest
"We use Plaid for all of our bank integrations. Plaid's the gold standard for securely connecting your bank to a service. When you're entering your login or your password to conn..."
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