For me as a total book lover, there’s nothing quite like diving headfirst into a fantastic book. I know many of you reading this may feel the same, but not always about financial books as many out there may lull you to sleep instead of spark joy. Hopefully, one of these (or more!) will not only spark joy, but up your financial game as well. Whether you’re into the more spiritual side of things or prefer straightforward, practical advice, there’s something here for everyone. Grab a book, get cozy, and let’s make your financial game stronger and nerd out together 🤓!
Foundational Finance
I Will Teach You to Be Rich by Ramit Sethi
When someone asks me about a book recommendation to begin building their financial IQ and provide some foundational knowledge, I always recommend I Will Teach You to Be Rich. Although it has a somewhat douchey title, the info inside will help you set a financial foundation and become aware of many things in the wild world of finance. Ramit Sethi covers everything from banking and saving to budgeting and investing, all with a good dose of humor. It’s a great starting point for anyone looking to get their finances in order if you can get past the title 🙂.
Redefining Retirement and How You Think About Money
Die With Zero by Bill Perkins
This is not a book you would expect to be recommended by a typical financial planner, but if you know me, I am not your typical financial planner 💃. This is the book to read if you want to reframe the “work really hard until you can retire and save as much as you can along the way” story we have been sold for far too long. In Die With Zero, Bill Perkins encourages you to learn how to maximize living your best life with your life experiences and spend your money wisely to enjoy life to the fullest now and not when you’re 80. It’s a thought-provoking read that challenges traditional financial planning.
Woo-y Finance with Practical Insights
Money, a Love Story by Kate Northrup
If you’re more in the woo-y financial genre, but want to understand how to build a good relationship with money, check out Money, a Love Story. I appreciate how Kate Northrup blends personal anecdotes with practical steps to help you build a positive relationship with money. It’s like having a heartfelt conversation with a friend who understands the emotional side of finances. You will find no guilt or shaming within these pages.
The Body of Money by Gayle Coleman
Also more in the woo-y genre, but a different way to view wealth, The Body of Money helps you learn body practices that can transform your money habits and more. During my 15+ years in the financial industry, I have learned quite a bit. What I never learned (and I wish I had learned 15+ years ago) is found within these pages and I feel is one of the most important lessons that everyone should learn- how your money and your body are intertwined. This book links financial habits to physical health, emphasizing the connection between your overall well-being and financial success. It’s a holistic guide that brings a fresh perspective to managing your finances.
Smart Investing
The Little Book of Common Sense Investing by John C. Bogle
If you want to nerd out and dive deeper into the world of investing, read The Little Book of Common Sense Investing. John Bogle, the founder of Vanguard Group, shares timeless advice on building wealth through low-cost index funds and why this investing method is what will bring you higher returns, less anxiety, and create an investment philosophy that is impossible to beat. It’s a concise and informative guide that’s perfect for anyone looking to understand the basics of smart investing.
Financial Empowerment for Women
We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power by Rachel Rodgers
Did you know only 10% of the world’s millionaires are women? If you are a woman/identify as a woman, you may enjoy We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power. This empowering book is a game-changer, offering practical strategies and inspiring stories to help break through financial barriers and achieve financial independence. For far too long, many of us, including myself, were sold lies about “evil” millionaires and that men hold all the money/power. Let’s break these barriers and stories, take charge, and become millionaires together 🥳!
Finding Financial Happiness
Happy Money by Ken Honda
Would you like to make peace with your money and learn how to cultivate a joyful relationship with your finances? In Happy Money, Ken Honda teaches you how to do so and helps you explore the concept of “happy money”. This book is all about finding peace with your money and making it work for you in a way that brings happiness and contentment. It’s a transformative and quick read that can help you view your wealth in a more positive light.
More Financial Fun
Feel free to share your thoughts after diving into these gems. If you have any other favorite financial books that you think others should check out, let me know! Happy reading, and here’s to leveling up your financial knowledge and confidence 💫!