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One of the questions I’m asked most frequently as a financial adviser is what books I recommend people read about investing. And while there are many good books out there on the subject, a few stand out and are worth recommending.
The first would have to be my own best-selling book, Divorce the IRS. With the second edition released earlier this year, this book highlights how financial planning can reduce the amount you pay to the IRS over your lifetime and help you keep more money in your pocket when you need it most — during retirement.
Another great book that puts the stock market into long-term perspective is Stocks for the Long Run by Jeremy Seagull. Now in its sixth edition, this book demonstrates exactly why investing in the greatest companies in the world has always been the slow and steady way to build multi-generational wealth — and why, over time, this asset class has outperformed all others.
If you want to make sure you eliminate sequence-of-returns risk and make smart decisions with your money as you approach and enter retirement, I recommend The Bucket Plan by Jason Smith. Jason, a fellow financial adviser, wrote this easy-to-understand book about a retirement investment system proven to create a lifetime income you can’t outlive. Many of you have heard me talk about my three-bucket system — this book outlines part of the approach I use to manage income in retirement for my clients.
The last book I’ll recommend is Simple Wealth, Inevitable Wealth by Nick Murray. Nick is an adviser to advisers, but this particular book was written specifically for clients and prospects. It provides a simple, timeless explanation of how to work with an adviser to grow your family’s net worth over time — without unnecessary stress.
You can find all of these books on Amazon, but if you’re interested in a copy of Divorce the IRS or Simple Wealth, Inevitable Wealth, give me a call or send me an email, and I’ll be happy to drop a copy of each in the mail to you.
