In this episode, we sit down with Brian Kelly, aka The Points Guy, to break down the basics of optimizing your credit card strategy, especially for finance professionals and consultants who travel frequently, entertain clients, or rack up significant corporate expenses.
We dive deep into:
✅ Choosing the Right Credit Card: The best cards for maximizing points on travel, dining, and business expenses—and why cash-back cards might not be your best bet.
✅ Making Your Corporate Travel Work for You: How to strategically use company travel, corporate cards, and even reimbursable expenses to build a massive points portfolio.
✅ Elite Status vs. Points Hoarding: Why blindly chasing status might not be worth it—and how to actually leverage loyalty programs for the best perks.
✅ Redeeming: The biggest mistakes people make when cashing in points, how to unlock business and first-class flights for a fraction of the cost, and why redemptions (like gift cards) are a terrible deal.
✅ The Perks No One Talks About: From purchase protections to travel insurance, lounge access, and unexpected ways your credit card can save you thousands.
If you’re in investment banking, consulting, private equity, or any high-travel finance role, this episode will change the way you think about credit card points—and help you optimize every dollar you spend.
Find Brian's book, "How to Win at Travel" HERE
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Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.
Public Disclosure: 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 Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS... See full disc
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