Free Resources by Carry
Free downloadable ebooks, courses, and templates to help you manage your business and finances
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 taxes 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 Access: 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 work in progress 2,500+ word guide on everything startup founders need to know about QSBS. Feedback very welcome! This is part of the curriculum for the Personal Finance for Startup Founders course releasing soon.
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.
End of Year Financial Checklist
Stay on top of your finances and pay less taxes by completing our smart money to-do list before the end of the year.
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
Forecasting helps us map out what our financial situation will be like. The goal is to validate if our 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.
