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Safety-First Retirement Planning
by Wade Pfau • 2019
A stock-and-bond portfolio cannot solve longevity risk. Insurance can.
4.29
129
Safety-First Retirement Planning Summary
Safety-First Retirement Planning 91%
A stock-and-bond portfolio cannot solve longevity risk. Insurance can.
by Wade Pfau 2019
4.29
129 ratings
Tax-Free Income for Life
by David McKnight • 2020
Rising taxes wreck retirement faster than market crashes. The guaranteed-income strategy for both.
3.40
236
Tax-Free Income for Life Summary
Tax-Free Income for Life 91%
Rising taxes wreck retirement faster than market crashes. The guaranteed-income strategy for both.
by David McKnight 2020
3.40
236 ratings
Retirement Planning Guidebook
by Wade Pfau • 2021
Align your retirement income style with annuities, tax strategy, and a purpose beyond the numbers.
4.33
238
Retirement Planning Guidebook Summary
Retirement Planning Guidebook 90%
Align your retirement income style with annuities, tax strategy, and a purpose beyond the numbers.
by Wade Pfau 2021
4.33
238 ratings
The Power of Zero, Revised and Updated
by David McKnight • 2014
Tax-deferred retirement accounts are a ticking tax bomb. The exit plan: zero percent bracket.
3.81
2k+
The Power of Zero, Revised and Updated Summary
The Power of Zero, Revised and Updated 90%
Tax-deferred retirement accounts are a ticking tax bomb. The exit plan: zero percent bracket.
by David McKnight 2014
3.81
2k+ ratings
Look Before You LIRP
by David McKnight • 2016
The checklist for a life insurance retirement plan that actually delivers on its tax-free promise.
4.19
142
Look Before You LIRP Summary
Look Before You LIRP 89%
The checklist for a life insurance retirement plan that actually delivers on its tax-free promise.
by David McKnight 2016
4.19
142 ratings
Retirement Income for Life
by Frederick Vettese • 2018
The 4% rule is a gamble. Five proven shifts that stretch your savings decades longer.
3.98
450
Retirement Income for Life Summary
Retirement Income for Life 89%
The 4% rule is a gamble. Five proven shifts that stretch your savings decades longer.
by Frederick Vettese 2018
3.98
450 ratings
The Truth About Retirement Plans and IRAs
by Ric Edelman • 2014
Free 401(k) money, unclaimed. The matching fix, compound interest, and eight other retirement fixes.
4.01
375
The Truth About Retirement Plans and IRAs Summary
The Truth About Retirement Plans and IRAs 89%
Free 401(k) money, unclaimed. The matching fix, compound interest, and eight other retirement fixes.
by Ric Edelman 2014
4.01
375 ratings
Social Security Made Simple
by Mike Piper • 2012
Claim Social Security at the wrong age and it costs tens of thousands. The rules that pay you back.
4.16
268
Social Security Made Simple Summary
Social Security Made Simple 89%
Claim Social Security at the wrong age and it costs tens of thousands. The rules that pay you back.
by Mike Piper 2012
4.16
268 ratings
Can I Retire?
by Mike Piper • 2010
The 4% rule, the tax moves, and the real fixes for a retirement shortfall.
3.92
322
Can I Retire? Summary
Can I Retire? 89%
The 4% rule, the tax moves, and the real fixes for a retirement shortfall.
by Mike Piper 2010
3.92
322 ratings
The Ultimate Retirement Guide for 50+
by Suze Orman • 2020
Your retirement might last 35 years. Seven moves to make sure your money does too.
4.23
2k+
The Ultimate Retirement Guide for 50+ Summary
The Ultimate Retirement Guide for 50+ 89%
Your retirement might last 35 years. Seven moves to make sure your money does too.
by Suze Orman 2020
4.23
2k+ ratings
How to Make Your Money Last
by Jane Bryant Quinn • 2015
One Social Security decision can boost your retirement check by 76%. The full playbook starts there.
4.14
1k+
How to Make Your Money Last Summary
How to Make Your Money Last 89%
One Social Security decision can boost your retirement check by 76%. The full playbook starts there.
by Jane Bryant Quinn 2015
4.14
1k+ ratings
Options for the Beginner And Beyond
by W. Edward Olmstead • 2006
Covered calls, spreads, and straddles: how to profit in any market while keeping the risks capped.
3.83
228
Options for the Beginner And Beyond Summary
Options for the Beginner And Beyond 89%
Covered calls, spreads, and straddles: how to profit in any market while keeping the risks capped.
by W. Edward Olmstead 2006
3.83
228 ratings
Plan Your Prosperity
by Kenneth L. Fisher • 2012
Why your retirement allocation should ignore your age: the four-goal, one-benchmark method.
3.44
146
Plan Your Prosperity Summary
Plan Your Prosperity 89%
Why your retirement allocation should ignore your age: the four-goal, one-benchmark method.
by Kenneth L. Fisher 2012
3.44
146 ratings
Covered Calls for Beginners
by Freeman Publications • 2020
One options trade each month can generate a second paycheck, without buying a single new share.
4.23
349
Covered Calls for Beginners Summary
Covered Calls for Beginners 89%
One options trade each month can generate a second paycheck, without buying a single new share.
by Freeman Publications 2020
4.23
349 ratings
How to Retire Happy
by Stan Hinden • 2000
Claim too early, pick wrong pension, withdraw too fast. The retirement moves that haunt you.
3.52
422
How to Retire Happy Summary
How to Retire Happy 89%
Claim too early, pick wrong pension, withdraw too fast. The retirement moves that haunt you.
by Stan Hinden 2000
3.52
422 ratings
The Options Wheel Strategy
by Freeman Publications • 2021
Sell puts and calls on stable, unglamorous stocks to pocket an extra 15-20% return a year.
4.32
330
The Options Wheel Strategy Summary
The Options Wheel Strategy 88%
Sell puts and calls on stable, unglamorous stocks to pocket an extra 15-20% return a year.
by Freeman Publications 2021
4.32
330 ratings
The Income Factory
by Steven Bavaria • 2020
Build wealth without stock gains. A high-yield system that doubles your income every seven years.
3.87
282
The Income Factory Summary
The Income Factory 88%
Build wealth without stock gains. A high-yield system that doubles your income every seven years.
by Steven Bavaria 2020
3.87
282 ratings
The 5 Years Before You Retire
by Emily Guy Birken • 2013
Five years from retirement: the moves that make your money last longer than you do.
3.76
973
The 5 Years Before You Retire Summary
The 5 Years Before You Retire 88%
Five years from retirement: the moves that make your money last longer than you do.
by Emily Guy Birken 2013
3.76
973 ratings
The Charles Schwab Guide to Finances After Fifty
by Carrie Schwab-Pomerantz • 2014
Nail Social Security timing, avoid Medicare penalties, and build a retirement paycheck that lasts.
3.70
238
The Charles Schwab Guide to Finances After Fifty Summary
The Charles Schwab Guide to Finances After Fifty 88%
Nail Social Security timing, avoid Medicare penalties, and build a retirement paycheck that lasts.
by Carrie Schwab-Pomerantz 2014
3.70
238 ratings
Stock Options
by Daniel Mollat • 2011
Option sellers profit when 80% expire worthless: a conservative system for steady premium income.
3.33
3
Stock Options Summary
Stock Options 88%
Option sellers profit when 80% expire worthless: a conservative system for steady premium income.
by Daniel Mollat 2011
3.33
3 ratings
How to Retire
by Christine Benz • 2024
Your portfolio's ready, but is your life? Twenty retirement lessons the numbers don't cover.
4.30
2k+
How to Retire Summary
How to Retire 88%
Your portfolio's ready, but is your life? Twenty retirement lessons the numbers don't cover.
by Christine Benz 2024
4.30
2k+ ratings
Social Security Fd 3e
by PETERSON • 2012
The single biggest Social Security decision: when to claim. Get it wrong and lose a third.
3.74
329
Social Security Fd 3e Summary
Social Security Fd 3e 88%
The single biggest Social Security decision: when to claim. Get it wrong and lose a third.
by PETERSON 2012
3.74
329 ratings
Get Rich with Dividends
by Marc Lichtenfeld • 2012
Double-digit returns from dividends: the yield, growth, and cash-flow formula most investors miss.
3.89
667
Get Rich with Dividends Summary
Get Rich with Dividends 88%
Double-digit returns from dividends: the yield, growth, and cash-flow formula most investors miss.
by Marc Lichtenfeld 2012
3.89
667 ratings
Think, Act, and Invest Like Warren Buffett
by Larry E. Swedroe • 2012
The Buffett strategy isn't stock-picking. It's low-cost index funds and the life you get back.
3.58
344
Think, Act, and Invest Like Warren Buffett Summary
Think, Act, and Invest Like Warren Buffett 88%
The Buffett strategy isn't stock-picking. It's low-cost index funds and the life you get back.
by Larry E. Swedroe 2012
3.58
344 ratings
Your Money Ratios
by Charles Farrell • 2009
Eight ratios tied to your age that answer: am I saving enough, right now?
3.87
252
Your Money Ratios Summary
Your Money Ratios 88%
Eight ratios tied to your age that answer: am I saving enough, right now?
by Charles Farrell 2009
3.87
252 ratings
Options Trading
by ClydeBank Finance • 2016
Smaller stakes, built-in floor: the beginner's straight line through calls, puts, and the Greeks.
3.81
152
Options Trading Summary
Options Trading 88%
Smaller stakes, built-in floor: the beginner's straight line through calls, puts, and the Greeks.
by ClydeBank Finance 2016
3.81
152 ratings
The Bogleheads' Guide to Retirement Planning
by Taylor Larimore • 2009
Boring index funds, tiny fees, forty years of patience: the math of a retirement that lasts.
4.13
1k+
The Bogleheads' Guide to Retirement Planning Summary
The Bogleheads' Guide to Retirement Planning 88%
Boring index funds, tiny fees, forty years of patience: the math of a retirement that lasts.
by Taylor Larimore 2009
4.13
1k+ ratings
How to Invest $50-$5,000
by Nancy Dunnan • 2007
The fifty-dollar investor's path from savings to stocks: every instrument and every step explained.
3.58
388
How to Invest $50-$5,000 Summary
How to Invest $50-$5,000 88%
The fifty-dollar investor's path from savings to stocks: every instrument and every step explained.
by Nancy Dunnan 2007
3.58
388 ratings
The Wolf of Investing
by Jordan Belfort • 2023
A reformed Wolf of Wall Street reveals the one investment strategy Wall Street will never recommend.
4.03
406
The Wolf of Investing Summary
The Wolf of Investing 88%
A reformed Wolf of Wall Street reveals the one investment strategy Wall Street will never recommend.
by Jordan Belfort 2023
4.03
406 ratings
The Bogleheads' Guide to Investing
by Taylor Larimore • 2006
Buy the entire market, pay almost nothing to own it, and outearn most professionals.
4.30
11k+
The Bogleheads' Guide to Investing Summary
The Bogleheads' Guide to Investing 88%
Buy the entire market, pay almost nothing to own it, and outearn most professionals.
by Taylor Larimore 2006
4.30
11k+ ratings
Rich Dad's Prophecy
by Robert T. Kiyosaki • 2004
A 1974 law shifted the retirement burden to workers; the guaranteed crash is still ahead.
4.01
3k+
Rich Dad's Prophecy Summary
Rich Dad's Prophecy 88%
A 1974 law shifted the retirement burden to workers; the guaranteed crash is still ahead.
by Robert T. Kiyosaki 2004
4.01
3k+ ratings
Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide
by Garrett Monroe • 2025
Six strategies to bypass probate, cut your tax bill, and retire without outliving your money.
4.32
19
Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide Summary
Living Trusts + Wills, Retirement, Tax & Estate Planning - The 6-in-1 Guide 88%
Six strategies to bypass probate, cut your tax bill, and retire without outliving your money.
by Garrett Monroe 2025
4.32
19 ratings
What Would the Rockefellers Do?
by Garrett B. Gunderson • 2018
Turn whole life insurance into your personal bank for tax-free growth and a lasting legacy.
4.06
560
What Would the Rockefellers Do? Summary
What Would the Rockefellers Do? 88%
Turn whole life insurance into your personal bank for tax-free growth and a lasting legacy.
by Garrett B. Gunderson 2018
4.06
560 ratings
The Index Card
by Helaine Olen • 2016
Financial advisors sell confusion. The rules you actually need fit on an index card.
3.90
4k+
The Index Card Summary
The Index Card 88%
Financial advisors sell confusion. The rules you actually need fit on an index card.
by Helaine Olen 2016
3.90
4k+ ratings
The Economist Guide to Investment Strategy
by Peter Stanyer • 2006
Most portfolios fail because owners bail during bad times. A framework built for the worst days.
3.28
200
The Economist Guide to Investment Strategy Summary
The Economist Guide to Investment Strategy 88%
Most portfolios fail because owners bail during bad times. A framework built for the worst days.
by Peter Stanyer 2006
3.28
200 ratings
RICH IS NOT A FOUR-LETTER WORD
by Gerri Willis • 2016
Washington shortchanged the middle class. Here is the playbook for building real wealth anyway.
3.29
28
RICH IS NOT A FOUR-LETTER WORD Summary
RICH IS NOT A FOUR-LETTER WORD 88%
Washington shortchanged the middle class. Here is the playbook for building real wealth anyway.
by Gerri Willis 2016
3.29
28 ratings
The Wall Street Journal Complete Money and Investing Guidebook
by Dave Kansas • 2005
Stocks, bonds, funds, real estate: what they are, how they work, and how to fit them together.
3.78
423
The Wall Street Journal Complete Money and Investing Guidebook Summary
The Wall Street Journal Complete Money and Investing Guidebook 88%
Stocks, bonds, funds, real estate: what they are, how they work, and how to fit them together.
by Dave Kansas 2005
3.78
423 ratings
The Ulysses Contract
by Michael Kemp • 2023
One advance contract and a few index funds let you ignore the stock market forever.
4.25
264
The Ulysses Contract Summary
The Ulysses Contract 88%
One advance contract and a few index funds let you ignore the stock market forever.
by Michael Kemp 2023
4.25
264 ratings
A Beginner's Guide to Investing
by Alex H. Frey • 2012
A passive core, a small play account, and a tax-smart system that outperforms the professionals.
3.9
2k+
A Beginner's Guide to Investing Summary
A Beginner's Guide to Investing 88%
A passive core, a small play account, and a tax-smart system that outperforms the professionals.
by Alex H. Frey 2012
3.9
2k+ ratings
Understanding Options 2E
by Michael Sincere • 2006
From calls and puts to iron condors: an options guide that actually explains the math.
4.17
861
Understanding Options 2E Summary
Understanding Options 2E 88%
From calls and puts to iron condors: an options guide that actually explains the math.
by Michael Sincere 2006
4.17
861 ratings
The Questions and Answers on Life Insurance Workbook
by Tony Steuer • 2011
Navigate life insurance without the sales pitch: turning complex policies into clear choices.
3.67
3
The Questions and Answers on Life Insurance Workbook Summary
The Questions and Answers on Life Insurance Workbook 88%
Navigate life insurance without the sales pitch: turning complex policies into clear choices.
by Tony Steuer 2011
3.67
3 ratings
Bogle On Mutual Funds
by John C. Bogle • 1993
Most mutual funds lose to the market. The reason is simpler than Wall Street admits.
4.02
448
Bogle On Mutual Funds Summary
Bogle On Mutual Funds 88%
Most mutual funds lose to the market. The reason is simpler than Wall Street admits.
by John C. Bogle 1993
4.02
448 ratings
Unshakeable
by Tony Robbins • 2017
The real barrier to wealth isn't the market; it's your psychology. Here's how to master both.
4.06
17k+
Unshakeable Summary
Unshakeable 88%
The real barrier to wealth isn't the market; it's your psychology. Here's how to master both.
by Tony Robbins 2017
4.06
17k+ ratings
The Bogleheads' Guide to the Three-Fund Portfolio
by Taylor Larimore • 2018
Three index funds, held forever. That's the entire portfolio that beats most Wall Street pros.
4.00
2k+
The Bogleheads' Guide to the Three-Fund Portfolio Summary
The Bogleheads' Guide to the Three-Fund Portfolio 88%
Three index funds, held forever. That's the entire portfolio that beats most Wall Street pros.
by Taylor Larimore 2018
4.00
2k+ ratings
Flipping a Switch
by Barbara O'Neill • 2020
Break the saving habit, build a retirement paycheck, and start living the life you saved for.
3.96
23
Flipping a Switch Summary
Flipping a Switch 88%
Break the saving habit, build a retirement paycheck, and start living the life you saved for.
by Barbara O'Neill 2020
3.96
23 ratings
What Your CPA Isn't Telling You
by Mark J. Kohler • 2011
Side hustle, right entity, family payroll: the CPA's formula for a smaller tax bill.
3.97
183
What Your CPA Isn't Telling You Summary
What Your CPA Isn't Telling You 88%
Side hustle, right entity, family payroll: the CPA's formula for a smaller tax bill.
by Mark J. Kohler 2011
3.97
183 ratings
Etf Investing
by Nathan Bell • 2020
Lower fees, better taxes, trade anytime: the retirement vehicle most investors overlook.
Etf Investing Summary
Etf Investing 88%
Lower fees, better taxes, trade anytime: the retirement vehicle most investors overlook.
by Nathan Bell 2020
The Little Book of Alternative Investments
by Ben Stein • 2011
Your 60/40 portfolio is mostly a bet on stocks. The alternative investments that fix the math.
3.47
174
The Little Book of Alternative Investments Summary
The Little Book of Alternative Investments 87%
Your 60/40 portfolio is mostly a bet on stocks. The alternative investments that fix the math.
by Ben Stein 2011
3.47
174 ratings
The Elements of Investing
by Burton G. Malkiel • 2009
Index funds, compound interest, and the nerve to do nothing while markets crash.
4.07
3k+
The Elements of Investing Summary
The Elements of Investing 87%
Index funds, compound interest, and the nerve to do nothing while markets crash.
by Burton G. Malkiel 2009
4.07
3k+ ratings
The Ultimate Options Trading Strategy Guide for Beginners
by Roji Abraham • 2017
Six options spreads every beginner should know: capped risk, steady premium, time on your side.
3.94
305
The Ultimate Options Trading Strategy Guide for Beginners Summary
The Ultimate Options Trading Strategy Guide for Beginners 87%
Six options spreads every beginner should know: capped risk, steady premium, time on your side.
by Roji Abraham 2017
3.94
305 ratings
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