Sometimes, I feel like I’m looking out at the glaciers of Juneau and thinking, "Is this really it? Am I prepared for what comes next?" That feeling, that little tremor of worry, it’s something I’ve seen in so many faces over the years. When I started my book club, it wasn’t just about discussing stories; it was about building a community where we could honestly talk about the things that kept us up at night – like how to make sure we have enough to enjoy a comfortable retirement, how to navigate family relationships as we age, and how to find a sense of peace when everything feels uncertain.

I remember my own grandfather, a strong, hardworking man, fretting about his health plan and the possibility of needing long-term care. It broke my heart to see him so worried. That's why I’ve put together this list of books. They aren’t just about numbers and investments; they're about understanding your options, feeling in control of your future, and finding the strength to face whatever comes your way – whether it's a booming stock market or simply finding joy in the everyday moments. Let's explore these books together and build a brighter, more secure chapter for ourselves.

Buy and Hope: How I Beat the Pros, Doubled the Nasdaq, Spending ONLY 1 Minute A Week

Imagine having a simple yet effective way to invest your money, spending only 1 minute a week, beating the pros, doubling the Nasdaq, and keeping your money safe from major declines. The secret lies in a strategy that has been proven over 40 years of backtested performance. This approach dispels the myths of traditional investing and challenges everything you've been taught. It's based on a technique called Protective Investing that will keep you safe in bad times. The idea is not to try to time the market or make emotional decisions, but to take control of your investments and never feel helpless again.

For many investors, it's heartbreaking to see their money lost in the market, watching their portfolio value drop like a rock. In 2008, some investors lost 4.5% of their value, while others suffered a loss of 45%. Over the years, the pattern has been repeated: massive loss followed by a period of recovery, where investors sit with a losing position, hoping to get back to break-even. Even savvy investors who hired professional advisors found that they did no better than the "buy and hold" strategy. As a result, investors continued the cycle, adopting the same approach that had led to their losses. But what if there was a better way?

One person who discovered a better way is Randall Mauro, the chief investment officer at Resnn Investments. He learned this strategy after years of frustration and helplessness, and it changed his life. He shares his story and the technique that got him started in the financial world. The technique is simple yet effective. By spending only 1 minute a week, you can beat the pros, double the Nasdaq, and keep your money safe from major declines. As Jack Schwager, author of the Market Wizards series, says, "Don't over think this book. Buy it, read it and put its contents to work today!"

This approach has the potential to offer you equal or better returns with significantly lower risk. It's an alternative to the "buy and hold" strategy that many investors have been taught. By incorporating this technique into your investment strategy, you can gain financial freedom, take control of your investments, and never feel helpless again. You can learn to keep your money safe, even in bad times.

The question is, how much better off would you be if you had only lost 4.5% in 2008, instead of 45%? Think about it. Your net worth could be significantly higher, and you could have avoided years of struggling to get back to break-even. You could have avoided the cycle of buying low, holding on, and selling high, only to lose again in the next downswing. The possibilities are endless, and it's time to take control of your investments and your life.

Discover this book on Amazon (affiliate link)

Killing the Market: Legendary Investor Robert W. Wilson

This book is a fascinating account of one of the most successful investors of all time, Robert W. Wilson, whose staggering return on capital is nothing short of extraordinary. Wilson's story is a testament to the power of hard work and dedication, as he leveraged his initial $15,000 investment into a staggering $800 million fortune in just over 40 years, without any partners. What's even more remarkable is that his remarkable success was not driven by speculation or taking huge risks, but rather by a deeper understanding of the market and a steadfast commitment to his principles. Wilson's philanthropic efforts are equally impressive, with over $700 million given away during his lifetime, primarily to charities working to make a positive impact on the world. The author's attempt to unravel the secrets behind Wilson's success is a compelling read, but also a poignant reminder that true greatness is not measured solely by financial returns, but by the positive impact one can have on the world. Wilson's remarkable life serves as a powerful reminder that anyone can achieve greatness with the right combination of hard work, determination, and a willingness to make a difference.

Discover this book on Amazon (affiliate link)

Start Late, Finish Rich: A No-Fail Plan for Achieving Financial Freedom at Any Age

If you're feeling like you're already behind on your financial goals, you're not alone. Many of us struggle to get our finances in order, especially when life gets in the way. But what if you could catch up on your financial future, no matter where you start? This inspiring book offers a straightforward plan to help you do just that. The author's approach is simple yet powerful: by making a few small changes to your daily habits, you can start building wealth and securing your financial future. The book is full of practical advice and real-life examples that make it feel like you're getting personalized guidance from a trusted financial expert. One of the things that resonates most with readers is the idea that it's never too late to make a change. Whether you're buried in debt, struggling to make ends meet, or simply want to save for a big goal, this book offers a sense of hope and empowerment that's hard to find elsewhere. With its clear, step-by-step instructions and supportive tone, this book is the perfect resource for anyone looking to get their finances back on track.

Discover this book on Amazon (affiliate link)

Retire Secure!: For Same-Sex Couples

Many of us have experienced the joys and struggles of planning for our financial futures, but what if we told you that with the right guidance, you can secure a comfortable retirement and live out your golden years with peace of mind? The story of two identical gay couples with the same financial resources is a powerful reminder that planning and strategy can make all the difference. The first couple, who didn't take the time to plan their finances, found themselves struggling to make ends meet just 28 years after retirement, while the second couple, who followed the advice outlined in "Retire Secure!", found themselves with a staggering $1.4 million dollars in their portfolio and a secure financial future. The difference? Marriage, smart social security planning, and savvy investment strategies. By applying and suspending social security claims, making smart Roth IRA conversions, and leveraging key IRA and retirement plan estate planning strategies, the second couple was able to build a financial safety net that would last a lifetime. As someone who has worked with numerous individuals and couples to plan their financial futures, I can attest to the importance of taking control of your finances and making informed decisions about your retirement. With the right guidance and a little bit of planning, you can achieve financial security and live out your golden years with freedom and peace of mind.

Discover this book on Amazon (affiliate link)

Trade Like a Pro: 20 Winning Stock Market Strategies That Will Make You Rich

This book is a comprehensive guide for novice traders, offering a fool-proof starter guide to grow their wealth with winning stock market strategies. The author shares key insights and easy-to-follow steps to conquer the markets, making it accessible to those new to trading. The book explains complex terminology and strategies used by professional traders, breaking them down into simple and actionable steps. The author's goal is to empower readers to pursue their financial dreams and understand how to grow their wealth through winning trades. By acquiring a new skill and gaining access to the author's expertise, readers can overcome common obstacles and become successful traders. The book's emphasis on practical strategies and straightforward language makes it an ideal resource for those looking to navigate the stock market and achieve financial success. With a focus on empowering readers, the author aims to make trading accessible to everyone, regardless of their background or experience level.

Discover this book on Amazon (affiliate link)

Sometimes, I look at my grandma's hands. They're worn, a little shaky, and tell a story of a life well-lived – raising a family, working hard, always putting others first. She's always been my hero, but seeing her navigate her later years has really opened my eyes. It's made me think a lot about what "retirement" really means, especially here in California, where so much feels uncertain.

I've seen firsthand how planning – or not planning – can drastically change a person's experience. It's not just about having enough money; it's about health, family, and finding joy. Living in a place like San Jose, with its unique challenges and opportunities, requires a different kind of preparation.

That's why I put together this list. These aren't just books about money. They're about building a life you love, whatever age you are, and making sure you have the support you need to thrive. They're about facing the realities of planning for health care, considering options like nursing homes, and ultimately, finding a way to enjoy the years ahead. Let's dive in and start thinking about what your golden age could really look like.

Live Off Dividends: Achieving Financial Freedom: The Dividend Growth Blueprint

Imagine achieving financial freedom, where you can live off your investments without having to trade your precious time for money. This is a dream many of us have, and it's a worthy financial goal. I wrote a comprehensive book to help you discover the secrets to growing your wealth through dividend investing. This book is perfect for beginners and is designed to be your practical and easy-to-follow guide, with all the information you need to start your journey to a stable passive income.

You'll learn the basics of dividends and get familiar with essential concepts such as the best dividend-paying stocks, how to calculate dividends, ex-dividend dates, dividend payout ratios, and when dividends are paid. You'll also discover blue chip stocks with dividends, stocks with dividend growth potential, and how to analyze dividend stocks with real-life examples. In addition, you'll find ETFs with high dividend yields. With this book, you'll be able to optimize your portfolio return, reduce risk, and make smart investing decisions.

Whether you're a beginner or an experienced investor, this book is an essential resource for anyone who wants to grow their wealth through dividend investing. You'll be able to focus on long-term investing, choose the best dividend stocks yourself, and take control of your financial future. The book is easy to understand and provides a step-by-step blueprint for building a successful dividend portfolio. It's a practical and actionable guide that will keep you engaged and motivated to achieve your financial freedom.

Discover this book on Amazon (affiliate link)

The 4-Hour Workweek: Escape 9-5, Live Anywhere, and Join the New Rich (Expanded and Updated)

This book is about breaking free from the traditional 9-to-5 job and creating a life of freedom and wealth. The author's idea is that you don't have to wait until retirement to start living the life you want, and in fact, it's better to take control of your life now. The book is full of practical advice and real-life examples from people who have successfully implemented the author's principles. One of the things that struck me about this book is how relevant it is to our current economic climate. With the rise of the gig economy and the uncertainty of job security, this book is more important than ever. The author also shares many templates and tools that you can use to streamline your work and make more time for the things that matter to you. What I found particularly inspiring was the idea that you don't have to become a millionaire to live like one. The book shows you how to apply simple lifestyle principles to create a life of wealth and freedom, even on a modest budget. Overall, this book is a game-changer for anyone who feels stuck in a rut and wants to create a better life for themselves.

Discover this book on Amazon (affiliate link)

How Do I Get There from Here?: Planning for Retirement When the Old Rules No Longer Apply

As we navigate the complexities of retirement planning, it's easy to feel lost and uncertain about the future. I remember talking to a friend who spent decades saving and preparing for a "traditional" retirement, only to find himself feeling unfulfilled and restless in his golden years. He had lost his sense of purpose and was struggling to find meaning in his post-work life. This experience resonated with me, as I've seen many people struggle with the same issue. That's why I found this book to be so valuable - it offers a fresh and practical approach to retirement planning that acknowledges the changing landscape of work and life. The author guides readers through a process of self-reflection and exploration, helping them to reimagine their retirement dreams and create a personalized plan for a dynamic and fulfilling future. By taking a proactive and flexible approach to planning, readers can break free from outdated notions of retirement and create a path that is truly their own. This book is a must-read for anyone looking to take control of their financial and personal future, and I highly recommend it to anyone who is ready to rethink their approach to retirement.

Discover this book on Amazon (affiliate link)

Save Your Retirement: What to Do If You Haven't Saved Enough or If Your Investments Were Devastated by the Market Meltdown

Many of us are worried about how we will be financially secure in our golden years. We might even be scared about the thought of retirement because of the market meltdown. But worrying won't help us save the money we need, and it will only cause us stress and anxiety. What if we told you that there is a plan to help you achieve financial security? "Save Your Retirement" is a step-by-step guide that provides specific, personal plans to help you save your retirement, no matter where you stand right now. Whether you're planning to retire in 5 years, 10 years, or 15 years, or even tomorrow, this book has a blueprint for you. The authors provide a positive approach to financial planning, showing you that there's still treasure to be found even if your economy has been damaged. They give you a refreshing perspective on your current financial status and your retirement goals, and they provide solutions that are tailored to your unique situation. You'll learn how to move your savings, recalculate your retirement needs, assess when you can afford to retire, change your investment approach, and use the federal tax system to save more. You'll also learn what to expect from Social Security. This book is not just for people who are just starting a career, but for anyone who is close to retirement, and even for those who have already retired and want to make sure their money lasts. With the right plan in place, you can stop losing sleep and start taking action to save your retirement.

Discover this book on Amazon (affiliate link)

How to Love Your Retirement: The Guide to the Best of Your Life (Hundreds of Heads Survival Guides)

Retirement years can be a time of great change and uncertainty, but for many people, it's also a chance to live life to the fullest. I've had the privilege of meeting many retirees who are making the most of their golden years, and their stories are truly inspiring. One of the things that struck me most about these individuals is their ability to find joy and purpose in their lives, even in the face of challenges. For example, many of them have discovered the joy of learning something new, whether it's taking up a hobby, pursuing a new passion, or even returning to school. Others have found happiness in staying active and healthy, whether it's through regular exercise, travel, or simply spending quality time with loved ones. What I love most about these stories is that they're not just about individual achievements, but also about the importance of relationships and community. By sharing their experiences and advice, these retirees are helping others to navigate the transition to retirement and find their own path to happiness. Their stories are a reminder that retirement is not just about resting, but about living life to the fullest.

Discover this book on Amazon (affiliate link)

I see worry etched on the faces of my neighbors in Birmingham, Alabama, and it's not always about today; it's about tomorrow. It's about whether they'll have enough to enjoy their retirement, to help their families, or even just to cover unexpected bills. I remember my own grandmother, a strong, hardworking woman, worrying about her finances late in life. It broke my heart to see her stress, and it sparked a lifelong interest in helping others feel more secure.

Planning for the future isn't always easy. It can feel overwhelming, especially when so much feels out of our control. But it is possible to build a foundation for a comfortable and peaceful future. That’s why I've put together this list of books. These aren't complicated financial textbooks. They're stories, lessons, and practical advice that anyone – no matter their background or current situation – can understand and use.

The Millionaire Next Door: The Surprising Secrets of America's Rich

I recently had the opportunity to dive into a fascinating world of wealth and financial habits, and I must say it was both eye-opening and thought-provoking. The book delves into the lives of the rich in America, questioning who they are, how they manage their finances, and what drives their success. What I found particularly interesting was the way the author challenges the common perception of wealth, debunking the myth that the rich are somehow abnormal or exceptional individuals. Instead, the book reveals that the wealthy are often ordinary people who live frugal lives, invest wisely, and make conscious financial decisions that set them apart from others. The author cites numerous examples of millionaires who have built their fortunes through smart investing, tax planning, and a long-term focus on wealth creation. The book also sheds light on the contrast between those who strive to acquire wealth and those who have it, highlighting the mindset and habits that distinguish the successful from the rest. As I read through the book, I couldn't help but wonder what I could do to adopt some of these strategies in my own life, and whether it's truly possible for anyone to become one of the millionaire next door.

Discover this book on Amazon (affiliate link)

Outsmarting the System: Lower Your Taxes, Control Your Future, and Reach Financial Freedom

This book offers a straightforward and accessible guide to understanding taxes and how to minimize your tax burden. The author's goal is to help busy individuals with limited time to read about taxes gain a clear understanding of their tax return and learn three primary strategies used by the rich to lower their taxes. The author presents a pros and cons analysis of each strategy, allowing readers to make informed decisions about which approach to take. The book is written with the aim of providing a high-level overview of tax laws and common tax strategies, as well as unique insight into tax laws. The author aims to empower readers to take control of their financial future by providing a simplified explanation of tax strategies. The book is designed for those who want to learn about taxes in a concise and easy-to-understand manner, without feeling overwhelmed by complex terminology or lengthy instructions. By following the strategies outlined in the book, readers can potentially lower their taxes, gain more control over their finances, and work towards achieving financial freedom. The author's approach is written in a clear and concise manner, making it easy to quickly grasp the main concepts and ideas.

Discover this book on Amazon (affiliate link)

The Richest Man in Babylon: The Complete Annotated Edition

This timeless tale of wisdom and prosperity is a must-read for anyone looking to take control of their finances and secure a brighter future. The story revolves around the teachings of a wise and wealthy man who has lived in the ancient city of Babylon, sharing his hard-earned knowledge with a young apprentice. Through a series of parables and fables, this wise man imparts valuable lessons on the importance of budgeting, saving, and investing, as well as the dangers of overspending and debt. One of the most compelling aspects of this book is its ability to make complex financial concepts accessible and relatable. By using engaging and dynamic storytelling, the author brings the principles of wealth-building to life, making it easy to understand and implement. The book's focus on practical applications and real-world examples makes it a valuable resource for anyone looking to improve their financial literacy and achieve financial freedom. The wisdom shared in this book has been relevant for centuries, and its timeless message continues to resonate with people today. As I reflect on my own financial journey, I am reminded of the importance of living below my means, saving for the future, and making smart investment decisions. This book has inspired me to take control of my finances and make positive changes in my life, and I have no doubt that it will do the same for you.

Discover this book on Amazon (affiliate link)

The Money Class: Learn to Create Your New American Dream

As I reflect on the transformative journey of this book, I am reminded of the countless individuals who have shared their personal struggles with financial insecurity. Many have reached out to me, seeking guidance and reassurance that they are not alone in their financial fears. This book, a #1 New York Times Bestseller, has the power to breathe new life into the narrative of financial hope and security for its readers. The author, Suze Orman, masterfully weaves together nine electrifying classes that delve into the complexities of navigating the ever-changing financial landscape. With her trademark directness, Suze empowers readers to confront their fears, avoid costly mistakes, and build a secure financial future. Whether you're struggling to make ends meet, planning for retirement, or seeking to build a better life for your family, this book is a beacon of hope. Suze presents accessible tools and advice that will transform your relationship with money, helping you to move from a place of financial fear to one of security and confidence. As I've witnessed firsthand, the impact of this book extends far beyond its pages, touching the hearts and minds of those who have felt lost in the financial wilderness.

Discover this book on Amazon (affiliate link)

Save Your Retirement: What to Do If You Haven't Saved Enough or If Your Investments Were Devastated by the Market Meltdown

This book is about helping people save their retirement, no matter where they are right now. The authors understand that the market meltdown can be scary, and it's natural to worry about retirement. However, worrying won't help, and what we need is a plan. The book provides step-by-step plans that can be used by anyone planning to retire in 5 years, 10 years, 15 years, or even tomorrow. The authors want to help people who have been affected by the market meltdown, showing them that there is still hope and a way to find the treasure they need. The book also offers a positive approach, making it easy for readers to take control of their financial situation and achieve financial security for the golden years. What's unique about this book is that it provides personal plans focused on each reader's unique situation, rather than generic solutions. This means that readers can stop feeling anxious and terrified, and start taking action to save their retirement. The book covers various topics such as where to move savings, recalculating needs, assessing affordability, changing investment approaches, using the federal tax system to save more, and understanding what to expect from Social Security. Overall, this book aims to provide all the help readers need to save their retirement, and it's definitely worth checking out if you're concerned about your retirement savings.

Discover this book on Amazon (affiliate link)

I think back to my grandma, Maybelle. She was the strongest woman I knew, raised a family here in Huntsville, and always worried about making ends meet. She worked tirelessly, but the thought of retirement – of truly relaxing and enjoying her years – always seemed out of reach. I remember the quiet anxiety in her eyes when we talked about healthcare costs or the possibility of needing extra care later in life. It made me realize how many families in Alabama, just like ours, carry that same worry.

That’s why I put together this list of books. It's not about getting rich quick or complicated investment strategies. It's about building a solid foundation for your family’s future, giving you more peace of mind about retirement, and feeling confident about what lies ahead. Whether you’re just starting to think about saving, or you’re already planning for that well-deserved rest, these books offer practical advice and a fresh perspective on managing your money and securing a comfortable future, right here in Alabama. Let’s face these challenges together and build a brighter tomorrow for ourselves and our loved ones.

The Total Money Makeover: A Proven Plan for Financial Fitness

This book is a beacon of hope for anyone struggling with debt and financial uncertainty. Its author, a renowned expert in personal finance, shares his own journey of overcoming financial struggles and offers a practical, no-nonsense approach to achieving financial fitness. The book is filled with inspiring success stories that demonstrate the effectiveness of the author's method. Contrary to what many people believe, getting out of debt and achieving financial stability is not about sacrificing your lifestyle, but about making conscious choices that align with your values. The author's bold approach debunks many common myths about money and exposes the deceptions that can lead to overspending and debt. One of the most striking aspects of the book is its emphasis on individual responsibility, insisting that you must confront your own financial habits and mindset in order to change. The author's message is both empowering and humbling, acknowledging that financial struggles are often the result of personal choices, but also offering a sense of hope and renewal. What's most remarkable about this book is its simplicity and effectiveness, which have helped countless people transform their financial lives.

Discover this book on Amazon (affiliate link)

The Annuity Stanifesto

This book is a game-changer for anyone looking to understand the complex world of annuities. Stan, a charismatic figure with a no-nonsense approach, takes you by the hand and walks you through every type of annuity, explaining the strategies in a way that's easy to grasp, even for those with no prior knowledge. What I love about this book is that it's not just about the technical aspects; it's also about showing you where and how annuities fit into your overall financial picture. Stan takes away the jargon and mystery, making it incredibly accessible. I remember when I first started learning about annuities, I was overwhelmed by the sheer number of options and strategies. But reading this book made all the difference - it gave me the confidence to take control of my own financial future. What I admire most about Stan is his ability to break down complex concepts into simple, bite-sized pieces. He's not afraid to speak truth to power and share his expertise in a way that's both informative and entertaining. This book is not just a resource; it's a guide that will empower you to make informed decisions about your financial well-being.

Discover this book on Amazon (affiliate link)

Sex, Money and Where To Put It: Helping You Reach Your Financial Climax

I recently had the pleasure of reading a book that made me laugh, cry, and think about my financial situation in a whole new way. This book is not for the faint of heart, as it contains crude humor and sexual innuendos about money, but if you're considering a major life change or simply want to take control of your finances, it's definitely worth a read. The author's approach to personal finance is unique and engaging, combining practical advice with a dash of sex tips and a healthy dose of sarcasm. As someone who has struggled with their own finances in the past, I found the author's relatable anecdotes and straightforward advice to be incredibly empowering. One of the things that resonated with me most was the way the book challenges societal norms around money and relationships, encouraging readers to think outside the box and explore new ways of managing their finances. What started as a lighthearted read soon turned into a thought-provoking exploration of my own values and priorities. Ultimately, this book is not just about money – it's about taking control of your life and making conscious choices about what truly matters to you. I left the book feeling inspired, motivated, and maybe even a little bit embarrassed by how much I had been missing out on. If you're ready to shake things up and take your finances to the next level, this book is a must-read.

Discover this book on Amazon (affiliate link)

Hard Money: Financial Independence, Retire Early - join the FIRE movement igniting the world

I just finished reading a book that truly made me reflect on my own financial journey. It's a powerful reminder that achieving financial independence and retiring early is within reach, but it requires discipline, patience, and the right mindset. The author shares inspiring stories of people who have successfully broken free from the paycheck-to-paycheck cycle and are living their dreams. They debunk the myth that building wealth is solely about earning more money, highlighting the importance of saving, investing, and making smart financial decisions. I was particularly struck by the author's emphasis on the importance of avoiding common financial mistakes and building wealth slowly over time. The book is a call to action, urging readers to take control of their finances and make a plan to achieve their long-term goals. What resonated with me most was the author's message that building wealth is not just about accumulating money, but about living a life of purpose and freedom. With its no-nonsense approach and inspiring stories, this book has left me feeling motivated and empowered to take charge of my own financial future.

Discover this book on Amazon (affiliate link)

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

This book has been a game-changer for me when it comes to thinking about money and finances. I remember when I was a young adult, I was working a 9-to-5 job and struggling to make ends meet. I had a very traditional view of money, where my house was an asset and I relied on the security of a steady income. But then I stumbled upon this book and everything changed. The author, Robert Kiyosaki, shares his story of growing up with two very different dads - one who was rich and one who was poor - and the lessons he learned from them about money and investing.

What struck me most about this book is how it challenges the conventional wisdom about money and wealth. The author shows how the traditional view of money is often flawed and how it can actually hold you back from achieving financial freedom. He explains the difference between working for money and having your money work for you, which was a revelation to me. I finally understood that I didn't need to be tied to a specific job or income to be financially secure.

One of the things that I love about this book is its emphasis on financial education. The author stresses the importance of teaching children about money and how it can impact their future financial success. He shares practical advice on how to manage money, invest wisely, and avoid debt. What I find most inspiring about this book is its message of empowerment and freedom. The author encourages readers to take control of their finances and make smart decisions about their money.

I think what resonates with me most about this book is its timeless wisdom. Despite being written 25 years ago, the messages in this book are just as relevant today as they were back then. The author's passion and conviction are infectious, and I find myself drawn to his energy and enthusiasm. This book has been a game-changer for me, and I highly recommend it to anyone who wants to take control of their finances and build a brighter financial future.

Discover this book on Amazon (affiliate link)

Planning for retirement can feel overwhelming, can’t it? I remember when my own mom started talking about it – she was so worried about having enough, about being a burden to us, about losing her independence. It wasn't just about money; it was about feeling secure, about knowing she could continue to enjoy life and be there for her grandkids. That feeling of security, that peace of mind, is what we all want, isn't it?

Here in Anchorage, we understand the importance of planning. Just like we prepare for long winters and unexpected weather, we need to prepare for our future. Retirement isn’t just about the money in your bank account; it’s about your family, your health, and your overall well-being. It's about having the freedom to do what you love, whether that’s traveling, spending time with loved ones, or pursuing a new hobby.

I’ve put together a list of books that I believe can help guide you on that journey – books that break down complex ideas into simple, understandable steps. These aren't dusty textbooks; they’re practical guides filled with real-world advice. Let’s build a secure future, together, right here in Alaska.

The Bogleheads' Guide to Retirement Planning

As I sat down to read this book, I couldn't help but think of my own grandmother, who worked tirelessly for decades to provide for her family. She never thought twice about saving for her future, even when faced with uncertainty and economic downturns. Her selfless devotion to her family's well-being is a testament to the importance of planning for retirement. The book outlines the most effective ways to save, the best accounts to save in, and the right amount to save, making it a valuable resource for anyone looking to secure their financial future. It also offers insights on managing and funding retirement accounts, efficient withdrawal strategies to maintain a comfortable retirement lifestyle, and addresses essential estate planning and gifting issues. I was struck by the comment from John C. Bogle, the inspiration behind the book, who emphasized the importance of living below one's means and avoiding debt. His wisdom resonates deeply, and I found myself nodding in agreement as I turned the pages. The book is filled with practical advice and valuable insights that will help you navigate the often-complex world of retirement planning, giving you the confidence to take control of your financial security and create a comfortable retirement.

Discover this book on Amazon (affiliate link)

Pathway to Prosperity: Your Guide to Money and Economics

This book is a comprehensive guide to understanding personal finance, breaking down complex concepts into easy to grasp language. I remember when I was in my early twenties, struggling with debt and feeling lost in the world of money. I was overwhelmed by the numerous financial terms, investing strategies, and tax laws. The thought of making sense of it all seemed daunting. But this book changed that for me. It took the mystery out of money, providing a practical and clear explanation of investing, credit, budgeting, risk management, and economics. I found the author's approach to be compassionate and empathetic, acknowledging the fear and anxiety that often accompanies financial struggles. The book is not just a guide, but a journey of self-discovery, empowering you to take control of your financial life. With each page, you'll build confidence, and by the end, you'll have a solid understanding of personal finance that will serve you well in all aspects of life.

Discover this book on Amazon (affiliate link)

A Simple Guide to Investing in Turnaround Stocks: How to Successfully Invest in Stocks of Turnaround Companies

As a book lover, I wanted to dive into the world of investing without feeling overwhelmed, especially since I'm new to the stock market. This book, written by Boris Timm, has been a game-changer for me. It's a straightforward guide that walks you through the process of investing in turnaround stocks, making it easy to understand and follow. The author's approach is simple yet effective, breaking down complex concepts into clear, step-by-step instructions. What I appreciated most about this book is how it tackles the fear and uncertainty that often come with investing in the stock market. The author's reassurance and support made me feel more confident and empowered to take control of my investments. I also liked how the book focuses on minimizing risk, providing a foolproof guide that helps you understand and identify turnaround stocks. The book is designed for beginners, and I can see why - the language is clear, and the instructions are easy to follow. The author's goal is to help you succeed in your first turnaround stock investment, and I think he's achieved that. The book is short and concise, making it easy to digest and apply the information to your own investments. What I enjoyed most was the sense of accomplishment I felt after finishing the book - I felt like I had a solid foundation to build upon and was ready to start investing in turnaround stocks.

Discover this book on Amazon (affiliate link)

Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age

This book is a comprehensive guide to achieving financial independence and retirement at any age. I have seen many people, myself included, feel overwhelmed and stressed about planning for retirement, especially when it comes to navigating the complexities of interest rates, investments, and tax laws. However, I strongly believe that it's never too late to start taking control of your financial future. The author of this book, with the help of experienced retirement planners, offers a step-by-step plan to help you advance towards a successful retirement, rather than retreating into uncertainty. With the updated 2nd edition, you can now gain insights on the latest strategies for evolving interest rates and investments, as well as guidance on navigating challenges after a global pandemic and legislation impacting personal finance. The book covers a wide range of topics, from smart investing strategies to relationship questions about your financial advisor, to maximizing your peak earning years with a crash course in retirement accounts and IRAs. The author also shares 21 extra credit assignments to help you accelerate your journey to financial independence. What I love about this book is that it offers simple yet powerful insights for beginners, as well as a wealth of information for those who are already on their personal finance journey. The author's approach is compassionate and empathetic, making it easy to understand and relate to, even for those who may not have a strong background in finance. Overall, this book is a must-read for anyone looking to take control of their financial future and graduate into a successful retirement when they're ready.

Discover this book on Amazon (affiliate link)

Think and Grow Rich: The Landmark Bestseller Now Revised and Updated for the 21st Century (Think and Grow Rich Series)

This classic success book has been a game-changer for millions of readers worldwide, and I'm excited to share its story with you. Written by Napoleon Hill, a renowned teacher of success, the book delves into the secrets of achieving greatness and wealth. Hill spent his life researching and studying the habits and mindset of successful individuals, from the likes of Andrew Carnegie and Thomas Edison to modern-day billionaires like Bill Gates and Mary Kay Ash. Through a combination of inspiring stories, practical advice, and a clear understanding of human nature, Hill reveals the "Law of Success" philosophy that has guided his own life and helped countless others achieve their goals. The book's original publication in 1937 was a landmark moment, but the updated version, penned by Arthur R. Pell, brings the timeless wisdom of Hill's work up to speed, removing outdated language and examples to make it accessible to a new generation of readers. As I reflect on my own experiences, I can see the power of these principles in action – the determination, resilience, and creativity that define true success are qualities that anyone can cultivate, regardless of their background or circumstances.

Discover this book on Amazon (affiliate link)

Planning for retirement can feel overwhelming, especially when you’re balancing family, health, and the practicalities of living comfortably here in Arizona. I remember when my own parents started talking about retirement; it was a mix of excitement and a lot of worry. They wanted to enjoy their golden years, but also felt the pressure of making sure everything was secure – their finances, their health, and being there for us, their children. It’s a feeling a lot of us share.

That’s why I’m so happy to share this curated list of books. These aren't dry textbooks or complicated financial guides. They aren’t are stories, insights, and practical steps to help you feel more in control of your future, whether you're living in Mesa, dreaming of a peaceful Arizona sunset, or simply want to feel more confident about what lies ahead. We’ll explore smart ways to protect your money, understand investments, and cultivate a mindset of abundance, all with the goal of creating a secure and joyful retirement for you and your loved ones. Let's dive in together and build a brighter future!

Outsmarting the System: Lower Your Taxes, Control Your Future, and Reach Financial Freedom

This book offers a straightforward and easy-to-understand approach to navigating the complex world of taxes. I've seen many people get frustrated with their tax returns, feeling like they're just throwing money away without getting anything in return. The author shares a personal story of struggling to make ends meet, even with a good income, and how they discovered the secrets to reducing their own taxes. The book provides a clear explanation of the tax return process and introduces three key strategies that are commonly used by the wealthy to minimize their tax liability. The author breaks down each strategy into easy-to-digest points, making it easy to understand the pros and cons of each one. What I like about this book is that it's written specifically for people who are short on time, but still want to take control of their financial future. The author has a gift for making complex tax concepts simple and accessible, making this book a great resource for anyone looking to outsmart the system and achieve financial freedom.

Discover this book on Amazon (affiliate link)

How to Retire the Cheapskate Way: The Ultimate Cheapskate's Guide to a Better, Earlier, Happier Retirement

Retiring comfortably without breaking the bank is a dream shared by many, but often seems like an unattainable goal. However, I've seen it time and time again - people who have taken control of their finances and are enjoying their golden years with peace of mind. What they've learned is that it's not about depriving themselves, but about living life on their own terms. The key is to spend smart, focus on what's truly important, and make conscious decisions about how to allocate their resources. This book shares the author's philosophy on how to achieve a joyous, worry-free retirement by being mindful of expenses and prioritizing what truly matters. With a mix of humorous anecdotes and real-life stories, the book offers practical tips and strategies for making the most of one's retirement. From downsizing to simplify life to earning extra income without sacrificing enjoyment, the author shares hundreds of secrets and techniques that can help readers achieve their retirement goals. What's most inspiring is the sense of community that exists among those who have adopted this way of living, and the book is filled with stories of people who are thriving in their retirements.

Discover this book on Amazon (affiliate link)

Killing the Market: Legendary Investor Robert W. Wilson

This legendary investor, Robert W. Wilson, is a truly inspiring figure. He started with just $15,000 given to him by his mother in 1958 and went on to accumulate an astonishing $230 million by 1986, a return of over 1,500% on his initial investment. But what's even more remarkable is that he achieved this incredible feat without any partners or assistance, working tirelessly for nearly 40 years to build his wealth. Afterwards, he moved into philanthropy, donating an astonishing 700 million dollars of his accumulated wealth, a staggering 87% of his total, to charities that aimed to make the world a better place for everyone. Wilson's commitment to giving back was unwavering, and his story serves as a testament to the power of hard work, determination, and a selfless spirit. His remarkable journey is a fascinating case study, one that seeks to answer the question: what made Robert W. Wilson so successful, and how did he manage to achieve such extraordinary results. As the story goes, Wilson lost his touch in the investing world, but found a new sense of purpose in philanthropy, leaving behind a lasting legacy that continues to inspire people to this day.

Discover this book on Amazon (affiliate link)

Stocks, Bonds & Taxes: A Comprehensive Handbook and Investment Guide for Everybody

This comprehensive handbook is a must-read for anyone looking to invest intelligently and make the most of their financial portfolio. The author, Phillip Bruce Chute, brings extensive experience as a registered investment advisor and securities principal to provide a thorough understanding of various investment strategies, tax laws, and financial planning. With a broad scope, the book tackles everything from the basics of stocks and bonds to more advanced topics like cryptocurrency, probate, and estate laws, as well as dealing with IRS audits and bankruptcy. The author's goal is to empower investors with the knowledge they need to make informed decisions and achieve their financial goals. What sets this book apart is its unique focus on the often-overlooked aspects of investing, such as tax implications and financial planning, which are essential for long-term success. By reading this book, investors can gain a deeper understanding of the complexities of the financial world and develop a more informed approach to managing their investments. Whether you're a seasoned investor or just starting out, this book offers valuable insights and practical advice to help you navigate the world of finance with confidence.

Discover this book on Amazon (affiliate link)

Think and Grow Rich: The Landmark Bestseller Now Revised and Updated for the 21st Century (Think and Grow Rich Series)

This book is a timeless guide to achieving success and prosperity, written by Napoleon Hill, a renowned teacher of success. Hill spent his life studying the habits and mindsets of some of the most successful people of his generation, including Andrew Carnegie, Thomas Edison, and Henry Ford. He asked himself, "What makes a winner?" and spent decades searching for the answer, which he eventually coined as the "Law of Success" philosophy. In this book, Hill shares his findings with the reader, drawing on stories of his wealthy and influential friends, as well as some of the most successful people of the 21st century, including Bill Gates, Mary Kay Ash, and Dave Thomas. The book is a collection of practical advice and insights that have helped millions of readers around the world to improve their lives and achieve their goals. What makes this book so effective is that it's not just a theoretical guide to success, but a personal and relatable account of how one person's life was transformed by the principles outlined in the book. Hill's writing is engaging and accessible, making it easy for readers to understand and apply the lessons he shares. The updated version of the book, written by Arthur R. Pell, Ph.D., is a fresh and modern take on Hill's classic ideas, removing any outdated language and examples to make it easier for a new generation of readers to understand and benefit from the book's wisdom.

Discover this book on Amazon (affiliate link)

Sometimes, I look back at my grandma, and I think about what she worried about. She worked so hard her whole life, raised a big family in Fayetteville, Arkansas, and yet, towards the end, her biggest fear wasn't illness—though that was a concern—it was running out of money. Seeing her anxiety, even though she was surrounded by loving family, really stuck with me. It made me realize that a comfortable retirement isn’t just about having enough to buy groceries; it’s about having peace of mind, knowing you can handle unexpected health needs, maybe even help out your children, and not be a burden.

Planning for the future can feel overwhelming, I know. It’s easy to put it off, to think, "I'll deal with that later." But later often arrives faster than we expect. That’s why I’ve put together this list of books—not to scare you, but to empower you. These aren't complicated textbooks; they’re practical guides designed to help you understand your finances, make smart decisions, and build a future where you can truly relax and enjoy the fruits of your labor. Whether you’re just starting out or closer to retirement, these books offer valuable insights to help you secure your financial wellbeing and face the future with confidence, just like I wish for my grandma.

Pathway to Prosperity: Your Guide to Money and Economics

This comprehensive financial literacy program is designed to break down the complex world of money and economics into a practical and easy-to-understand guide. I've seen firsthand how overwhelming financial decisions can be, especially for those just starting out. The author's approach is to demystify the world of investing, credit, budgeting, and risk management, making it accessible to everyone. What I found particularly insightful is how the book emphasizes the importance of understanding personal finance in achieving a sense of confidence and empowerment in one's daily life. The author's use of relatable examples and analogies helped me to grasp concepts that I thought were too complex to grasp. By the end of the book, I felt equipped with a solid foundation in economics and a renewed sense of control over my financial decisions.

Discover this book on Amazon (affiliate link)

Retire Secure!: A Guide To Getting The Most Out Of What You've Got, Third Edition

This book is a comprehensive guide that helps readers make the most out of their retirement assets. It's written in a way that's easy to understand, even for those who don't have a lot of experience with finance. The author shares practical tips on how to save tens of thousands to over a million dollars by paying taxes later, which is a major concern for many people nearing retirement. What I love about this book is that it's not just for experts, but also for consumers who want to take control of their finances. The author explains IRAs, Roth IRAs, and other retirement plans in a clear and straightforward way, and shares advice on how to prepare for the "death" of the stretch IRA, how to convert to Roth IRAs, and when to consider second-to-die life insurance. The book also highlights the author's own estate plan, which has been featured in several financial journals. I've seen firsthand how a solid plan can make all the difference, and I appreciate the author's focus on providing a plan that works for everyone, regardless of their financial situation. The endorsements from well-known authors and experts give you confidence in the quality of the book.

Discover this book on Amazon (affiliate link)

A Simple Guide to Investing in Turnaround Stocks: How to Successfully Invest in Stocks of Turnaround Companies

This book offers a unique approach to investing in turnaround stocks, making it easier for beginners to navigate the stock market. The author, Boris Timm, has created a straightforward guide that provides a step-by-step approach to identifying and investing in turnaround stocks. With this guide, readers can learn how to develop their own turnaround stock strategy and avoid the pitfalls that often come with investing in the stock market. The book is designed to be easy to follow and understand, eliminating the need for lengthy explanations or unnecessary detail. Instead, the focus is on providing readers with the essential tools and knowledge they need to succeed in the stock market. For those looking to start their own stock market business, utilize proven investing patterns, calculate risk and return potential, and minimize risk, this book is an excellent resource. By following the guidance outlined in the book, readers can conquer the stock market, make more money, and elevate their knowledge of the market. With its practical and easy-to-understand approach, this book is an invaluable resource for anyone looking to invest in the stock market.

Discover this book on Amazon (affiliate link)

The Richest Man in Babylon: The Complete Annotated Edition

This timeless wisdom has been a beacon of guidance for generations, offering a unique blend of ancient and modern approaches to personal finance. It's a story that resonates deeply, one that reminds us that true wealth is not just about accumulating riches, but also about living a life of purpose, integrity, and wisdom. The book shares the parables of Babylon, a city so prosperous that it became a benchmark for wealth and success in its time, but also highlights the importance of living below one's means, being mindful of debt, and cultivating the habits that lead to long-term financial stability. The author's use of storytelling is masterful, weaving together lessons that are both practical and profound. One of the most compelling aspects of this book is its ability to make complex concepts accessible and relatable, making it a must-read for anyone looking to improve their financial literacy and achieve a more prosperous future. By embracing the principles outlined in this book, individuals can take control of their finances, make informed decisions about their money, and create a more fulfilling life that aligns with their values and goals.

Discover this book on Amazon (affiliate link)

How Much Money Do I Need to Retire?: Uncommon Financial Planning Wisdom for a Stress-Free Retirement (Financial Freedom for Smart People)

This book is a game-changer for anyone looking to create a stress-free retirement. The author, a former hedge fund manager, has helped thousands of people find financial freedom through his website and podcast, and now he's sharing his expertise with us. Unlike the conventional approach to retirement planning, which relies on formulas and calculations, this book takes a more nuanced approach. The author explains that the traditional methods are fundamentally flawed and that we need to understand the underlying assumptions and strategies to truly achieve financial security. He shares his own experiences and insights, which are refreshingly straightforward and easy to understand. Through his advice, you'll learn how to reduce your retirement savings goals by up to $600,000, how to maximize your spending today while protecting for the future, and how to calculate the amount of money you really need to retire. This book is not just about numbers and formulas, but about creating a life of financial freedom and security. The author's passion and expertise shine through on every page, making this book a must-read for anyone looking to take control of their retirement planning. By the time you finish reading this book, you'll have a clear understanding of what it takes to retire with confidence and peace of mind.

Discover this book on Amazon (affiliate link)

Sometimes, the biggest changes in life feel a little overwhelming. I remember when my own mama retired from her job at the Little Rock school district. She was so excited, of course, but there was also a quiet worry in her eyes. She’s always been the rock of our family, and suddenly, things felt different. We talked a lot about what retirement really meant – not just days of leisure, but also about staying healthy, making sure the money lasts, and still feeling connected to the people who matter most.

That’s why I put together this list of books. I wanted to find resources that are helpful, real, and easy to understand, especially for those of us here in Arkansas. These aren’t stuffy textbooks or complicated guides. They’re about feeling more in control, feeling secure, and finding that peace of mind that comes with knowing you're prepared for whatever comes next, whether it's planning for healthcare, talking about money with your family, or just feeling good about your future. I hope you find something here that speaks to you and helps you navigate this wonderful, and sometimes tricky, new chapter.

In God We Trust: Morally Responsible Investing

In the world of investing, it's easy to get caught up in the excitement of making quick profits, but what if you could do so while staying true to your values? This book takes a unique approach to investing, one that prioritizes moral responsibility alongside financial gains. The author, George Schwartz, shares his perspective as a lover of the free enterprise system and a portfolio manager, highlighting the importance of being a long-term investor. Schwartz argues that socialism has never worked anywhere on earth, and that morally responsible investing is key to putting your money to work in a way that aligns with your moral beliefs. He writes, "What a relief after eight years of economic stagna­tion and government over-regulation." It's a sentiment many can relate to, especially those who have witnessed the impact of over-regulation on business and the economy. As Schwartz chronicles his firm's approach to Morally Responsible Investing, it becomes clear that this isn't just about avoiding certain industries, but about making conscious choices about where your money is being invested. With over 100,000 shareholders and more than $2.2 billion invested in five separate award-winning mutual funds, it's clear that this approach is resonating with a growing number of people. By exploring the timeless divide between capitalism and socialism, and the economic and moral ramifications for society at large, this book offers a refreshing perspective on investing that prioritizes both financial gain and moral responsibility.

Discover this book on Amazon (affiliate link)

Retirement Basics: Help for Broke Baby Boomers

I recently had the pleasure of reading a book that has left me hopeful and empowered for my own golden years. The author has taken a daunting subject matter and made it approachable, making it easy for anyone to understand the basics of retirement. What struck me most was the tone of the book, which is down-to-earth and cheerful. It's a refreshing change from the often-intimidating advice one finds in other books on the subject. The author covers a wide range of topics, from Social Security and Medicare to retirement planning and healthy living, all with a focus on simplicity and clarity. I was particularly touched by the way the book emphasizes the importance of a positive and upbeat approach to retirement, encouraging readers to approach this new chapter of life with excitement and enthusiasm. Through the author's words, I felt a sense of reassurance that I'm not alone in this journey, and that there are resources available to help me navigate even the most challenging aspects of retirement. Overall, this book has been a valuable resource for me, and I would highly recommend it to anyone approaching their retirement years and seeking a clear and supportive guide.

Discover this book on Amazon (affiliate link)

Receiving Financial Blessing

This book is a powerful and thought-provoking guide for anyone seeking to understand the biblical foundation of financial blessings. The author, a seasoned expert in Christian finance, shares his extensive knowledge and experience to shed light on a topic that is often overlooked but essential for believers. He delves into the heart of the matter, exploring the reasons why many Christians struggle with managing their finances, and how this affects their relationship with God. The author's passion and conviction shine through as he shares personal anecdotes and stories of others who have found freedom and blessing through their newfound understanding of biblical financial stewardship. This book is not just a technical guide, but a spiritual journey that invites readers to reflect on their own financial habits and values, and to explore the concept of tithing and its relevance in today's world. By embracing the truth about biblical financial blessings, readers can experience a profound shift in their financial perspective and live a life that honors God.

Discover this book on Amazon (affiliate link)

Sex, Money and Where To Put It: Helping You Reach Your Financial Climax

This book is a unique blend of humor and financial advice, written in a way that's both entertaining and relatable. The author's use of crude humor and sexual innuendos may catch some readers off guard, but those who resonate with this approach will find it a refreshing change from traditional personal finance books. The author's intention is to help readers "get their personal finances by the balls," making it accessible and easy to understand, even for those who may feel overwhelmed by financial jargon. The book's lighthearted approach is balanced by practical advice on managing money, investing, and achieving financial independence. What sets this book apart is its willingness to tackle taboo topics, such as the emotional connections we make with money and the importance of self-care in achieving financial stability. The author's goal is to help readers understand that financial freedom is not just about numbers, but also about cultivating a healthy relationship with money and themselves. Through its engaging narrative and clever storytelling, this book provides a new perspective on personal finance and encourages readers to take control of their financial lives. The author's enthusiasm and passion for the subject matter shine through on every page, making this book a compelling read for anyone looking to improve their financial well-being.

Discover this book on Amazon (affiliate link)

The New Rules of Retirement: Strategies for a Secure Future

The book challenges the traditional notion of retirement, presenting a revised approach to achieving financial security and independence in one's golden years. The author, a renowned expert, offers a comprehensive guide that helps readers understand the complexities of retirement planning and how to overcome the obstacles that often hinder success. With a focus on creating a sustainable financial strategy, the book provides actionable advice on how to estimate retirement spending, manage investments, and plan for healthcare and long-term care expenses. The author emphasizes the importance of adapting to changes in the retirement landscape, such as increased life expectancy, tax reforms, and shifting investment returns. By learning how to develop a wise and sustainable spending strategy, readers can create a secure financial foundation that allows them to pursue their passions and interests without worrying about financial stress. The book also highlights the need to reframe retirement as a time for personal growth, exploration, and fulfillment, rather than simply a means of escaping work. By embracing this new approach, readers can unlock the full potential of their golden years and live life to the fullest.

Discover this book on Amazon (affiliate link)

Sometimes, I look around at my own family and see the worry etched on their faces. My mom, she’s always fretting about my grandparents – their health, their finances, what the future holds. It’s a feeling I know many of you share. We all want to make sure our loved ones are safe, comfortable, and secure, especially as they enter their retirement years.

It’s a big responsibility, isn't it? It's not just about enjoying a relaxing time; it’s about planning for unexpected costs, ensuring a family can thrive, and feeling confident that everything is taken care of. I remember when my own grandfather started talking about needing help with his health plan, and the weight of that conversation felt heavy.

That’s why I’m so excited to share this collection of books with you. These aren’t just stories to entertain us. They're guides, tools, and resources to help us navigate the complexities of retirement, family security, and planning for the future – whether it’s understanding investing, thinking about what happens after we're gone, or simply finding joy and purpose in this next chapter. We'll look at things like financial freedom, the importance of estate planning, and even how to keep your creativity alive. Let’s dive in, together, and find some peace of mind.

Live Off Dividends: Achieving Financial Freedom: The Dividend Growth Blueprint

Living off Dividends is a comprehensive guide that aims to help readers achieve financial freedom by investing in dividend-paying stocks. The author's personal journey to financial stability is inspiring, and their writing style is engaging and easy to understand. The book is perfect for beginners, providing a clear and practical framework for building a successful dividend portfolio.

One of the main strengths of this book is its accessibility. The author explains complex financial concepts in simple terms, making it easy for readers to grasp the basics of dividends and how to calculate them. The book covers various topics, including blue chip stocks, dividend growth potential, and ETFs with high dividend yields.

The author's approach is patient and encouraging, urging readers to focus on long-term investing and take smart decisions. The book also provides real-life examples and case studies to illustrate key concepts, making it easier for readers to apply the strategies in their own investments.

What sets this book apart is its focus on the practicalities of dividend investing. Rather than just discussing theoretical concepts, the author provides actionable advice and strategies for building a successful dividend portfolio. The book is designed to be a step-by-step guide, with clear instructions and worksheets to help readers track their progress.

Overall, Living off Dividends is an excellent resource for anyone looking to grow their wealth through dividend investing. Whether you're a beginner or an experienced investor, this book provides valuable insights and practical advice that can help you achieve your financial goals. By following the strategies outlined in this book, you can take control of your financial future and build a stable passive income stream.

Discover this book on Amazon (affiliate link)

The White Coat Investor: A Doctor's Guide to Personal Finance and Investing (The White Coat Investor Series)

As a book club, we recently discussed a book that has become a game-changer for many of us. Written by a practicing emergency physician, this book is a high-yield manual that tackles the financial issues faced by high-income professionals. The author fills in the gaps in their education, providing a comprehensive guide to personal finance, investing, insurance, taxes, estate planning, and asset protection.

The book is written in a clear and straightforward manner, making it easily digestible for those new to the subject. At the same time, it also contains advanced concepts specific to physicians that can be challenging to find in other financial books. The author shares their own experiences and insights, gained from helping numerous medical students and residents, to provide practical advice on managing debt, investing, and building wealth.

One of the most striking aspects of this book is its focus on the unique financial challenges faced by high-income professionals. The author understands that doctors, dentists, and others in similar fields have a high level of education and training, but often receive little to no training in business and personal finance. As a result, they may struggle with complex financial decisions, such as choosing the right insurance, investing, and taxes.

The book provides a treasure trove of information on how to make the most of one's high income, from avoiding student loans to becoming a millionaire within five to ten years of residency graduation. It also covers topics such as avoiding investments designed to be sold, selecting advisors who give great service, and protecting assets from lawsuits and estate taxes. With its comprehensive approach and down-to-earth explanations, this book has become a trusted resource for many professionals seeking to optimize their financial situation.

Through the author's expertise and research, this book has helped many readers to gain confidence in their financial decisions and take control of their future. As one reviewer noted, the book has "done for physician financial illiteracy what penicillin did for neurosyphilis." Whether you're a medical student, resident, or established professional, this book is an essential guide to navigating the complex world of personal finance and investing.

Discover this book on Amazon (affiliate link)

I Hope You Die Laughing: A Beginner's Guide to Estate Planning by N. M. Harvey Esq. (2015-04-21)

As I delved into the pages of this book, I couldn't help but think of my own grandmother, who passed away a few years ago, leaving my family with a daunting task - sorting through her belongings and figuring out what to do with her estate. I remember feeling overwhelmed and unsure of where to start, which is exactly how many people feel when faced with the task of creating an estate plan. But what if I told you that estate planning isn't just for the wealthy or the elderly? That it's something anyone can do, regardless of age or financial situation, to ensure that their loved ones are taken care of after they're gone? This book, written by N. M. Harvey Esq., offers a refreshing take on the often-dreary topic of estate planning, injecting a much-needed dose of humor and warmth into the mix. With its clear and concise explanations, Harvey Esq. guides readers through the basics of wills, trusts, and other estate planning essentials, making it easy to understand even the most complex concepts. What I appreciated most about this book, however, was its focus on the human side of estate planning - the stories, the emotions, and the importance of putting one's own wishes and values into practice. Through its engaging narrative, this book shows that estate planning is not just about paperwork and lawyers, but about leaving a lasting legacy and showing love and care for those we leave behind.

Discover this book on Amazon (affiliate link)

Art Thinking: How to Carve Out Creative Space in a World of Schedules, Budgets, and Bosses

This book is an incredible guide to creativity in the workplace and beyond, drawing on art, psychology, science, sports, law, business, and technology to help you land big ideas in the practical world. Anyone who has ever felt the pressure to come up with innovative solutions under tight deadlines will know how hard it is to balance creative thinking with driving toward results. That's where Art Thinking comes in, offering practical principles, inspiration, and a healthy dose of pragmatism to help you navigate this challenge. The book tells the story of how the author, Amy Whitaker, an entrepreneur-in-residence at the New Museum Incubator, came to appreciate the importance of "art thinking" after struggling to balance her creative ambitions with the demands of her corporate career. By drawing on stories of athletes, managers, writers, scientists, entrepreneurs, and even artists, Whitaker engages you in the process of "art thinking" and shows you how to combine the mind-sets of art and the tools of business to protect space for open-ended exploration and manage risks on your way to success. With this book, you can go from "Wouldn't it be cool if..." to realizing your highest aims, and build creative skills that you can apply across all facets of business and life. The book also features 60 line drawings throughout, adding a unique visual element to the text. Ultimately, Art Thinking is about reimagining your work and life, and even changing the world, all while enjoying the journey.

Discover this book on Amazon (affiliate link)

How to Love Your Retirement: The Guide to the Best of Your Life (Hundreds of Heads Survival Guides)

Retirement years can be a time of great excitement and adventure, but only if we take the time to prepare and make the most of this new chapter in life. One of the things that I've come across in my conversations with retirees is that many of them feel like they're stuck between worlds - no longer young and energetic, but also no longer tied to a 9-to-5 job. It's a strange kind of limbo that can be both thrilling and terrifying. But what if I told you that you don't have to feel this way? What if you could truly love and make the most of your retirement years? This book is filled with stories and advice from hundreds of retirees who have done just that. I've met people who have traveled the world, learned new skills, and stayed active and engaged well into their 60s, 70s, and even 80s. These are not just tales of adventure, but also of resilience and determination. You'll hear about people who have learned to live with their spouses 24/7, returned to school to pursue new passions, and found ways to stay busy and productive even in their golden years. You'll laugh with people who have had hilarious mishaps and misadventures, and you'll be inspired by those who have found new purpose and meaning in their lives. What's more, these stories are not just about the individual, but also about the importance of community and connection. You'll hear about retirees who have formed vibrant networks of friends and neighbors, who have found ways to give back to their communities, and who have discovered the joy of volunteering and civic engagement. As I've read through these stories, I've been struck by the realization that retirement is not just about ending one chapter of life, but also about beginning a new one. It's a time to explore, to learn, and to connect with others in ways that we never thought possible. And if you're feeling stuck or uncertain about what to do with your retirement years, I encourage you to take a look at this book. You might just find the inspiration and motivation you need to turn your golden years into the best of your life.

Discover this book on Amazon (affiliate link)

I think back to my grandmother. She was a strong woman, raised a family in Denver, and worked tirelessly her whole life. But when she reached retirement, she worried. Not about having fun, but about having enough. Enough to cover unexpected health costs, enough to help her children, enough to simply feel secure. That feeling of security, of knowing you’re prepared, is something everyone deserves, especially here in Colorado where life can be both beautiful and unpredictable.

That's why I put together this list of books. They aren’t about getting rich quick or complicated investments. They’re about building a foundation – a solid plan for your future, your family’s wellbeing, and peace of mind as you approach retirement. Whether you're just starting out, planning for the future, or already navigating retirement years, these books offer practical advice and a comforting perspective on managing your finances and securing a brighter tomorrow. Let’s dive in together.

The Total Money Makeover: A Proven Plan for Financial Fitness

This book has changed the way I think about money and my personal finances in a way that's not only life-changing but also empowering. The author, a well-known figure in the financial world, shares real-life success stories that demonstrate the effectiveness of his approach. What I love about this book is that it offers a no-nonsense solution to getting out of debt and achieving financial stability. The author cuts through the myths and misconceptions that surround money, exposing the dangers of certain financial products and practices. He encourages readers to let go of the idea of keeping up with others, citing that many people are actually struggling financially. The approach is not just about the how-to, but also about hope and a positive mindset. The author believes that the key to financial success lies in understanding what drives our spending habits and making conscious choices. I found this book to be a breath of fresh air, offering a straightforward and practical guide to taking control of one's finances. The author's style is engaging, and his message is one of freedom and peace of mind, which is exactly what I needed to hear.

Discover this book on Amazon (affiliate link)

The Millionaire Next Door: The Surprising Secrets of America's Rich

The rich in America are often misunderstood, and their financial habits can be quite surprising. The book reveals that these affluent individuals are not expected, and they are not the ones you might think of, like movie stars or business moguls. No, the rich are actually ordinary people who have learned to manage their finances wisely, avoid debt, and invest their money in a way that works for them. They don't flaunt their wealth, and they're not driven by the desire to keep up with the latest trends or luxury goods. Instead, they're focused on building wealth over time, often through savvy investments and smart financial decisions. What's interesting is that these individuals didn't become rich overnight; they've spent years developing good financial habits and making smart choices that have paid off. The book also explores the idea that becoming rich is not just about earning a high salary or making a lot of money, but also about living below your means, avoiding get-rich-quick schemes, and having a long-term perspective. By examining the financial habits of America's richest citizens, the book offers insights into what it takes to build wealth and achieve financial security.

Discover this book on Amazon (affiliate link)

Receiving Financial Blessing

This book is a fascinating exploration of the connection between biblical blessings, financial righteousness, and honest living. The author, Stephen Kirkendall, has spent many years helping Christians navigate their financial investments, but he soon realized that many people were not receiving the financial blessings they were entitled to. Determined to uncover the truth, Kirkendall delved deeper into the Bible to understand the principles of financial blessings and how they can be applied in modern life. What he found was that when Christians fail to give God what is truly necessary, it can block them from receiving the blessings He has in store for them. For this reason, Kirkendall's book is a must-read for every believer, offering a comprehensive and biblically-driven study of financial blessings that is both informative and inspiring. By exploring the intersection of faith and finance, Kirkendall provides valuable insights and practical guidance for living a life of truth, righteousness, and honesty with money. This book is particularly relevant for church leaders, who need to be equipped with a deep understanding of biblical financial blessings in order to help their congregation navigate the complexities of financial stewardship. Ultimately, Kirkendall's work offers a hopeful message of liberation and empowerment, helping readers to break free from the constraints of financial ignorance and to walk in the freedom and blessing that comes from living a life that honors God.

Discover this book on Amazon (affiliate link)

Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age

I've read so many books about saving money and planning for retirement, but there's something special about this one. It's like the author has taken all the stress and anxiety out of financial planning and turned it into a roadmap to success. The book is all about creating a path to financial freedom and retirement, no matter what your age or situation. I know how scary it can be to think about planning for your golden years, but this book makes it feel achievable and empowering.

The author's approach is really refreshing - they're not just talking about investing and saving, they're also covering the emotional and psychological aspects of financial planning. They explain how to navigate challenges like debt and interest rates, and how to build security and peace of mind. One of the things that really stood out to me was the importance of risk management and insurance - it's so easy to overlook these things, but they're absolutely crucial for building a safe and stable financial future.

The book also includes some really practical advice, like how to maximize your peak earning years and how to choose the right financial advisor. And the best part is, the author is so clear and accessible that anyone can understand the material, no matter how much they know about finance. I've seen so many people get bogged down in complicated financial jargon and give up on their goals, but this book is different. It's like having a personal coach or mentor, guiding you through the process and encouraging you to take action.

What I love most about this book is that it's not just about the money - it's about the freedom and peace of mind that comes with financial security. When you're able to plan for your retirement and feel confident that you're on the right track, it's an incredible feeling. And that's exactly what this book offers - a sense of hope and possibility that will inspire you to take control of your financial future.

Discover this book on Amazon (affiliate link)

Get a Financial Life: Personal Finance in Your Twenties and Thirties

Getting a Financial Life is more than just a book about personal finance - it's a guide for the young generation navigating the wild world of money. I remember when I was in my twenties, I was drowning in debt and had no idea how to get out of the hole. I felt like I was stuck in a never-ending cycle of living paycheck to paycheck, with no safety net to fall back on. But when I stumbled upon this book, it completely changed my perspective on money. The author, Beth Kobliner, writes in a way that's both friendly and honest - she's like a trusted friend who's been through it all and is willing to share her hard-won wisdom. In this completely revised and updated edition, Kobliner shares brand-new insights and concrete, actionable advice that's geared towards helping young people form healthy financial habits. From understanding your tax obligations to boosting your credit score, this book covers it all. But what I love most about it is that it's not just about numbers and spreadsheets - it's about creating a sense of financial security and peace of mind. Kobliner reminds us that managing our finances is not just about getting by, but about living the life we want. With fresh material that reflects the changing digital world, Get a Financial Life is an essential tool for anyone just starting out on their financial journey. It's a book that will make you laugh, cry, and ultimately, feel empowered to take control of your financial life.

Discover this book on Amazon (affiliate link)