The following is a list of short book reviews. It is designed to help you quickly identify the most useful books and avoid ones that are going to waste your time and money. There are hundreds of books on the topics of investing, personal finance, and entrepreneurship and many of them should be avoided. The purpose of this post is to help you navigate through some of the most popular offerings. The books are listed in alphabetical order. We have also listed our star rating next to each title. You may want to bookmark this page as we will continue to add books to it over time.
What are some of your favorite personal finance books? Let us know in the comments!
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How to Retire Happy, Wild, and Free
by Ernie J. Zelinski
This is a book about making the most of your retirement years. It is not a financial how-to book. In fact, investing for retirement is not even discussed. Instead, the author focuses on steps to make your retirement a happy one, such as by finding your life’s passion, taking good care of your health, traveling, and cultivating friendships. The book is a bit repetitive but it is well researched and could be helpful for people who are nearing retirement and want to make the most out of their newfound freedom.
Financial Freedom: A Proven Path to All the Money You Will Ever Need
by Grant Sabatier
If your goal is to retire early or reach financial independence as soon as possible, this is a good book to start with. It provides a good overview of how to save money, invest in stocks and real estate, and how to withdraw money from tax-advantaged and brokerage accounts once you start living off of your investments while minimizing taxes and any penalties. Click here to read our full review and summary of this book.
The Four Pillars of Investing
by William Bernstein
This book should be on every investor’s bookshelf (or on their Kindle). It presents an excellent introduction to the history and psychology of investing, as well as an enlightening discussion of risk/reward. A great book for beginner and intermediate investors. The history part can be especially useful to read during a bear market when investors start panicking and are tempted to move away from “risky” stocks.
The Index Card
by Helaine Olen and Harold Pollack
The Index Card is one of the best books for beginners. It covers debt, emergency funds, and investing for retirement, among other topics. The authors cover a surprising number of topics for such a short book. People who are not interested in spending long hours studying this topic will appreciate this actionable quick read. Click here to read our full review of this book.
Rich Dad Poor Dad
by Robert Kiyosaki
Published in 1997, Rich Dad Poor Dad quickly became an international bestseller. Twenty years later, Kiyosaki’s book is still widely read by many people. However, the book’s success is rather puzzling given how little practical advice it offers. It promotes the accumulation of assets through entrepreneurship and investing in real estate but it is largely a motivational book with very little “how to” information. It leaves readers “pumped up” for a while but ultimately hungry for more.
by Tony Robbins
This book provides some good general information for new investors. It will teach you about the importance of minimizing fees and finding a good fiduciary. However, the book doesn’t go into enough depth on the specifics of investing (making readers too dependent on their financial advisor) and focuses too much on the “psychology” of money. Unfortunately, it is not really a “step-by-step guide to money mastery” (which it claims to be on the cover). Click here to read our full review of the book.
U.S. Taxes For Worldly Americans: The Traveling Expat’s Guide to Living, Working, and Staying Tax Compliant Abroad
by Olivier Wagner
If you are a US citizen living and/or working abroad, you should invest in this book. US citizens are required to file US tax returns regardless of what country they live in and the penalties for failing to do so can be severe. Although you may still want to hire a CPA to file your taxes abroad, this book will give you a good overview of your rights, obligations, and your options to reduce, and possibly eliminate, taxes in the long run.