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Recommended Books
We're asked often what to read. This is the short list — books we actually recommend to clients across different topics. No affiliate links, no commissions.
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Personal finance & investing
- The Psychology of Money — Morgan Housel. The single best book on how people actually think about money (vs. how economic theory says they should).
- A Random Walk Down Wall Street — Burton Malkiel. The case for index-fund investing, now in its 13th edition and still current.
- The Intelligent Investor — Benjamin Graham. Warren Buffett's stated "best investment book ever written." Dense but foundational.
- Your Money or Your Life — Vicki Robin. The original FIRE-movement book; still the best framing of the work-money relationship.
Retirement
- The Bogleheads' Guide to Retirement Planning — Taylor Larimore. Practical playbook from the community around Vanguard founder Jack Bogle.
- How Much Money Do I Need to Retire? — Todd Tresidder. Best book on the "number" question.
- Retirement Planning Guidebook — Wade Pfau. Academic but readable; the definitive distribution-phase resource.
Small business & entrepreneurship
- The E-Myth Revisited — Michael Gerber. Essential reading for any small-business owner who wonders why they can't take a vacation.
- Profit First — Mike Michalowicz. Cash-management system that works for small business owners who aren't naturally "numbers people."
- Built to Sell — John Warrillow. How to structure a business that someone would actually buy when you're ready to exit.
- The Hard Thing About Hard Things — Ben Horowitz. Honest account of what startup leadership is actually like.
Tax & legal
- J.K. Lasser's Your Income Tax (annual edition). The most accessible plain-English guide to the current year's individual return.
- Tax-Free Wealth — Tom Wheelwright. Perspective-shifting view on how the tax code is structured to reward certain behaviors.
- The Total Money Makeover — Dave Ramsey. Not our recommended financial plan, but worth reading if you're starting from debt.
Other resources
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