My End of Year Wallet and Early 2025 Thoughts

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  • เผยแพร่เมื่อ 25 ธ.ค. 2024

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  • @MattClausen
    @MattClausen  13 วันที่ผ่านมา +1

    Join the Channel:
    th-cam.com/channels/ABMiRrQPr0vqMPgXImCDYg.htmljoin
    Ko-Fi: bit.ly/MyKoFiPage
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    Other Links:
    linktr.ee/mattclausen
    bit.ly/MyBiltReferral
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    bit.ly/SapphireReferral
    bit.ly/HiltonReferrals

  • @soapa4279
    @soapa4279 13 วันที่ผ่านมา +4

    As someone with 23 cards and like 5 ecosystems. I prioritize Chase URs and yes mostly spend on the CSR. The reason? 3X on travel no portal, 5-10X on portal, transit, dining, really adds up especially supplemented by the CSP, CFU, and CFF.
    (Yes I have both the CSR and CSP because the CSP is my wife’s. We use it for the online groceries and streaming.)

    • @franciscanstudent
      @franciscanstudent 12 วันที่ผ่านมา +1

      Nice setup to get around the rule against holding both sapphires!

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      Sure is.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      UR Points are pretty strong value for now. Though, Hyatt may be holding a bunch of that water. Then again, plenty of other partners too.

  • @Thizzael
    @Thizzael 3 วันที่ผ่านมา +1

    Dining: Chase Sapphire Pref., Grocery: Amex Gold, Gas: Citi Custom Cash, Rent/Utilities: Bilt, Catch-all: U.S. Bank Smartly and Hotel: Hilton Surpass will be my core set up for 2025. Just farming all year, might dabble in some chase biz cards but we will see!

    • @MattClausen
      @MattClausen  3 วันที่ผ่านมา

      This works. I'd love to find a wholesale card and switch to wholesale completely.

  • @titoscreditcards
    @titoscreditcards 12 วันที่ผ่านมา +1

    Agreed on the CSR vs CSP and how you should get one over the other. Great video Matt!

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      Yeah, not just because of One Sapphire, but because the Sapphire Preferred would be a TERRIBLE feeder card for the Sapphire Reserve. But it CAN compliment the Venture X some and the Platinum.

  • @basaindon
    @basaindon 13 วันที่ผ่านมา +3

    That's one of the more eclectic core setups. Thank you for sharing. The Hilton card is not one I considered, but it is a decent "fill in the gap" card.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      Thanks, I’m not all Chase all the time, but I do enjoy this set up for now. Simple…ish.

  • @vickiarnold7300
    @vickiarnold7300 11 วันที่ผ่านมา +1

    Great job on TH-cam ♥️

    • @MattClausen
      @MattClausen  10 วันที่ผ่านมา

      Thank You Vicki!

  • @JonsCreditAndTravel
    @JonsCreditAndTravel 12 วันที่ผ่านมา +1

    Great video Matt. Good wallet set up for the end of the year.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา +1

      Thanks Jon! Yeah, it's a good "take a breather" set up for sure.

  • @xiaosha1558
    @xiaosha1558 12 วันที่ผ่านมา +1

    Bilt and Hilton Surpass, and a BoA cash back setup.

    • @LeMerf
      @LeMerf 12 วันที่ผ่านมา

      Yooo I might wanna run this how do you run it? Just rent for Bilt and try to hit the 15k free night? Then boa as the main card after?

    • @xiaosha1558
      @xiaosha1558 12 วันที่ผ่านมา

      @@LeMerf Actually I’m just working on the sub for the Surpass right now. If you have enough spend to hit the free night, I think it’s a good option. I don’t spend $15k in a year, and I’ve found Bilt points to be super valuable for me, so I’m prioritizing that one.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      Which BofA Cards, and do you have the preferred rewards?

    • @xiaosha1558
      @xiaosha1558 12 วันที่ผ่านมา

      @@MattClausen I do have preferred rewards; I use the premium rewards card and two CCRs, mostly one for the very broad online shopping category, and occasionally the second for other categories.
      My total spend isn’t that high, but it still gets me a few hundred in cashback in a year, even with using some point cards, too.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา +1

      @ got it. If you’ve got them up to 5.25%…can’t go wrong

  • @jwil4286
    @jwil4286 13 วันที่ผ่านมา +2

    Tbh, I was a bit surprised to see Chase add Air Canada lounge access instead of United Club access. Figured the former would be more useful in the US. It feels a bit like if AmEx Platinum card holders got into Aeromexico lounges instead of Delta Sky Clubs (or if the Citi Prestige got you into Alaska lounges instead of Admirals Clubs).

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      I have to imagine United Clubs are next, but that's probably a delicate dance given how many MORE CSR Holders there are than United Club card Holders AND JP Morgan Reserve Holders, Air Canada is likely Data Collection. AmEx-Delta lost a bunch of visits with the Platinum and Chase can't *really* afford the same. But we'll see.

  • @Trucker-X
    @Trucker-X 13 วันที่ผ่านมา +1

    Thanks for the peek, Matt.

    • @MattClausen
      @MattClausen  13 วันที่ผ่านมา

      Thank you!

  • @sheilaa1333
    @sheilaa1333 12 วันที่ผ่านมา +1

    Most charges go on Amex gold (food for my teens), CSR (travel), and the WF Autograph (gas, cell, utilities) with enough on Hyatt (gym + misc) to reach my extra free night each year. Oh, and Alaska via Bilt for the college teens apartment - at least I’ll get a Hawaiian vacation out of that by the time he finally graduates. 😂

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      A solid Set up. Surprised Utilities on the Autograph and not on the Hyatt. but still, a great set up indeed.

    • @sheilaa1333
      @sheilaa1333 12 วันที่ผ่านมา

      @ Ah. Good point! They’re on autopay and the Hyatt is relatively new, so I didn’t think about switching them over. We have enough in misc expenses for Hyatt and a few other SUB per year without switching, but I’d rather have Hyatt or Chase points over WF points. 😁

  • @TheProfessor-YouTube
    @TheProfessor-YouTube 13 วันที่ผ่านมา +1

    Thanks for the video, Matt. So, you prefer 5 UR points over 3 Wells Fargo Rewards points and cellphone protection? I prefer the opposite, but I definitely can undersand the preference for the UR points as well.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา +1

      Cell phone protection matters less when paying for Apple Care, but yeah something to consider going forward.

  • @L-Man-Gaming
    @L-Man-Gaming 13 วันที่ผ่านมา +1

    Great explanation on the Reserve. I think that is definitely the bottom line, if you have the Plat or Venture X use the CSP instead. That’s what I do.
    Anyways, do we know what Chase is doing with Lyft Pink yet? Is it getting renewed or are we getting a Starbucks credit?

    • @qcman2000
      @qcman2000 13 วันที่ผ่านมา +1

      Is the Starbucks credit a real rumor, or is that a joke about the Amex Dunkin credit 🙂?

    • @L-Man-Gaming
      @L-Man-Gaming 13 วันที่ผ่านมา +1

      @ it’s a joke, but I also want it to be true. Starbucks is very international.

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      It was the best excuse I could make for the Sapphire Preferred.
      No news yet, but let’s see what happens. I imagine the only banks doing anything right now are Wells and Capital One.

    • @L-Man-Gaming
      @L-Man-Gaming 12 วันที่ผ่านมา

      @@MattClausen capital one doing what exactly?

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      @ I imagine lobbying to get their Discover merger approved.

  • @DugrozReports
    @DugrozReports 13 วันที่ผ่านมา +1

    Do you feel any sense of points "spread too thin?"
    Your channel is growing so fast, BTW! Congrats!

    • @MattClausen
      @MattClausen  13 วันที่ผ่านมา

      I have moments, but, part of not getting into AmEx or pursuing Citi is because of this.

    • @jwil4286
      @jwil4286 13 วันที่ผ่านมา

      When you combine points in transfer partners, it all adds up again.

  • @thejokerspeaks
    @thejokerspeaks 13 วันที่ผ่านมา +2

    Venture X, BILT, USBAR, and Hilton Surpass. The Citi Strata will soon take on grocery and gas, and the Surpass will become a pseudo business card.

    • @MattClausen
      @MattClausen  13 วันที่ผ่านมา

      All totally fair

  • @Feltsick
    @Feltsick 13 วันที่ผ่านมา +1

    This frickin autograph beyond ain't coming

    • @Adiscretefirm
      @Adiscretefirm 13 วันที่ผ่านมา +2

      Pick one:
      WF Auto Beyond
      Citi Strata Elite
      Good $20K electric car
      Fusion energy
      Which hits market first?

    • @Feltsick
      @Feltsick 13 วันที่ผ่านมา

      @Adiscretefirm screw them all, give me early retirement

    • @DugrozReports
      @DugrozReports 13 วันที่ผ่านมา

      @@Adiscretefirm LOL

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา

      Should be over a hurdle. It’ll probably launch Q1. I hope with more Transfer partners. We’ll see.

  • @yer992
    @yer992 13 วันที่ผ่านมา

    If the autograph beyond underwhelms, would that push you more into Chase over WF?

    • @MattClausen
      @MattClausen  13 วันที่ผ่านมา +1

      I probably just stay right where I am

  • @thomasjohnson2916
    @thomasjohnson2916 13 วันที่ผ่านมา

    X1 cut me from $19,500 to 5,000 and i paid in full every month

    • @MattClausen
      @MattClausen  12 วันที่ผ่านมา +1

      Ouch. Yeah, I don’t like what’s happening over there.

  • @iankm1
    @iankm1 13 วันที่ผ่านมา

    I’m pro background, liked those few days.

    • @MattClausen
      @MattClausen  13 วันที่ผ่านมา

      We’ll see what happens