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

• The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich by David Bach

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

• Insurance Made Easy: A Comprehensive Road Map to the Coverage You Need by Tony Steuer

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