Julie’s Book List
Here you’ll find some of my favorite personal finance books, along with a brief mention of who may find these resources the most useful.
Investing
for those who enjoy the classics and dense reading
- The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham with commentary by Jason Zweig
for those seeking practical guidance on individual stock selection
- The Five Rules for Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the Market by Pat Dorsey (Director of Stock Analysis at Morningstar)
for those intrigued with identifying long-term economic advantages of businesses (aka economic moats)
- The Little Book That Builds Wealth: The Knockout Formula for Finding Great Investments by Pat Dorsey
Money Management
for encouragement and guidance on financial planning
- One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards, CFP
for those looking for a simple approach to building wealth while working in traditional jobs
for those who want to understand how to save more of what they earn and find validation for the value of living below your means
- Millionaire Women Next Door: The Many Journeys of Successful American Businesswoman by Thomas J. Stanley, Ph.D.
- The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley and William D. Danko
for actionable tips on a variety of topics with impact on financial wellness
- Financial Fives: The Top 325 Ways to Save, Earn, and Thrive Before Age 65 by Gary Grewal, CFP
Insurance
for anyone who buys insurance
Retirement
for those with investments and multiple sources of income contemplating early or traditional retirement
- How Much Money Do I Need to Retire? by Todd Tresidder
for those who want to enjoy life before and during retirement but haven’t yet (and may be unlikely to) amass $1m or more
- Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future by Roger Whitney
- Choose Your Retirement: Find the Right Path to Your New Adventure by Emily Guy Birken
Specialty
for physicians
- The White Coat Investor: A Doctor’s Guide To Personal Finance and Investing by James M. Dahle, MD
for members of the military and their families
- The Military Guide to Financial Independence and Retirement by Doug Nordman
for those who are getting older and their parents (end of life planning but not all about money)
- Being Mortal: Medicine and What Matters in the End by Atul Gawande
for geeks (who want to know how stuff works)
- Flash Boys: A Wall Street Revolt by Michael Lewis