Recommended Books

Millionaire Mission

Written by Certified Financial Planner (CFP) Bryan Preston and Host of "The Money Guy Show" - a popular free financial podcast - this book dives deep into a 9 step financial process called "The Financial Order of Operations" you can utilize to setup your own financial game plan.

The Simple Path to Wealth

JL Collins writes this classic, most recently revised in 2025. A New York Times Bestseller, this book highlights that real true wealth really is simple - it doesn't require fancy stock picks or a lucky lottery ticket. Follow the simple advice presented in this book, and focus your resources and time on the rest of life.

The Bogleheads' Guide to Investing

John C. Bogle is a witty and sage writer who provides endless knoweldge on advanced financial topics such as backdoor Roth IRAs, ETFs, estate taxes and planning, as well as comprehensive investment advice. This has created an entire community of like-minded individuals known as Bogleheads.

The Psychology of Money

With over 6 million copies sold, The Psychology of Money explores the psychology behind why we spend - or don't. It also covers why families, businesses, and politicians spend money the way we do. If you have an interest in the "why" behind financial decisions - this is your book!

I Will Teach You To Be Rich

Ramit Sethi writes a blunt and at times hilarious book on "how to become rich" while still spending on the things you love. Forget the latte factor, "buy as many lattes as you want" he says. Focus on the big things that matter - investing, watching big ticket items such as cars and housing.

I Will Teach You to Be Rich will show you:
• How to crush your debt and student loans faster than you thought possible
• How to set up no-fee, high-interest bank accounts that won’t gouge you for every penny
• How to talk your way out of late fees (with word-for-word scripts)
• How to save hundreds or even thousands per month (and still buy what you love)
• A set-it-and-forget-it investment strategy that’s dead simple and beats financial advisors at their own game
• How to handle buying a car or a house, paying for a wedding, having kids, and other big expenses—stress free
• The exact words to use to negotiate a big raise at work

Die With Zero

Bill Perkins writes an interesting take on money that at times differs completely from other finance books - spending as much as you can. This book focuses on how you can enjoy your life, still retire with plenty of money, but enjoying the journey along the way. If anyone has ever scoffed at your financial journey and told you "You only live once! You can die tomorrow!" - this is the book to read to understand their mindset. Assuage financial fears and get the most from your money - and your life.

The Millionaire Next Door

Many people think you become a millionaire by just striking it rich with crypto, becoming a famous influencer, being born into a trust fund, or getting lucky with the lottery. What if I told you it is as simple as investing steadily over time? Buying a used car instead of new? Rejecting the flashy lifestyles and "keeping up with the jones" that are keeping most of America poor.

Most of America's millionaires are teachers, blue collar workers, and more. Find out how in this book.

Your Money or Your Life

9 Steps to Transforming your relationship with money and achieving financial independence. Covers modern topics like investing in index funds, managing revenue streams like side hustles and freelancing, tracking your finances online, and having difficult conversations about money. Revised in 2018, this book covers:

• Get out of debt and develop savings

• Save money through mindfulness and good habits, rather than strict budgeting

• Declutter your life and live well for less

• Invest your savings and begin creating wealth

• Save the planet while saving money

Quit Like a Millionaire

Kristy Shen retired at 31 with a million dollars, and she did it without getting lucky on Bitcoin, starting the biggest Snapchat influencer profile, or investing in the Miami real estate market in the '90s. Learn how to cut down on spending without decreasing your quality of life, build a million-dollar portfolio, fortify your investments to survive bear markets and black-swan events, and use the 4 percent rule and the Yield Shield--so you can quit the rat race forever. Not everyone can become an entrepreneur or a real estate baron; the rest of us need Shen's mathematically proven approach to retire decades before sixty-five.

The Intelligent Investor

"By far the best book on investing ever written." —Warren Buffett

The definitive book on value investing, this hardcover edition feature’s Benjamin Graham’s original wisdom from 1949 and includes a foreword by John C. Bogle, founder of The Vanguard Group

The greatest investment advisor of the twentieth century, Benjamin Graham taught and inspired people worldwide. Graham's philosophy of “value investing”—which shields investors from substantial error and teaches them to develop long-term strategies—has made The Intelligent Investor the stock market bible ever since its original publication.