Estate Tax Planning Books | Summaries & Audio

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

🏛️ Estate Planning 🏖️ Retirement Planning 🧾 Tax Planning 📜 Living Trusts ⚖️ Probate Avoidance

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 93%

Six strategies to bypass probate, cut your tax bill, and retire without outliving your money.

by Garrett Monroe 2025

4.32

19 ratings

🏛️ Estate Planning 🏖️ Retirement Planning 🧾 Tax Planning 📜 Living Trusts ⚖️ Probate Avoidance

The Only Living Trusts Book You’ll Ever Need

by Garrett Monroe • 2024

The $50 document that bypasses probate entirely, and the one oversight that empties it.

4.09

206

🧱 Estate Planning 📜 Living Trusts 🛠️ DIY Legal Guides 🛡️ Asset Protection 🏡 Family Wealth Transfer

The Only Living Trusts Book You’ll Ever Need Summary

The Only Living Trusts Book You’ll Ever Need 92%

The $50 document that bypasses probate entirely, and the one oversight that empties it.

by Garrett Monroe 2024

4.09

206 ratings

🧱 Estate Planning 📜 Living Trusts 🛠️ DIY Legal Guides 🛡️ Asset Protection 🏡 Family Wealth Transfer

The Book on Tax Strategies for the Savvy Real Estate Investor

by Amanda Han • 2019

Real estate investors miss legal tax breaks in entity choice, depreciation, and retirement accounts.

4.40

1k+

🏠 Real Estate Taxation 📋 Tax Deduction Strategies 🏢 Entity Structuring 🏦 Self-Directed Retirement Accounts 🔄 1031 Exchanges

The Book on Tax Strategies for the Savvy Real Estate Investor Summary

The Book on Tax Strategies for the Savvy Real Estate Investor 90%

Real estate investors miss legal tax breaks in entity choice, depreciation, and retirement accounts.

by Amanda Han 2019

4.40

1k+ ratings

🏠 Real Estate Taxation 📋 Tax Deduction Strategies 🏢 Entity Structuring 🏦 Self-Directed Retirement Accounts 🔄 1031 Exchanges

Loopholes of Real Estate

by Garrett Sutton • 2013

Why real estate investors pay less tax than W-2 earners and entity structures that make it legal.

4.27

668

🏠 Real Estate Investing 📊 Tax Planning 🛡️ Asset Protection 🏢 Legal Entities 🔍 Due Diligence

Loopholes of Real Estate 90%

Why real estate investors pay less tax than W-2 earners and entity structures that make it legal.

by Garrett Sutton 2013

4.27

668 ratings

🏠 Real Estate Investing 📊 Tax Planning 🛡️ Asset Protection 🏢 Legal Entities 🔍 Due Diligence

Wealth

by Stuart E. Lucas • 2006

Stop letting advisors run your fortune. The owner's manual for wealth that outlasts you.

3.91

🏠 Family Wealth 🛡️ Wealth Preservation 📊 Index Investing 💰 Tax Efficiency 🧭 Values-Based Planning

Wealth 90%

Stop letting advisors run your fortune. The owner's manual for wealth that outlasts you.

by Stuart E. Lucas 2006

3.91

57 ratings

🏠 Family Wealth 🛡️ Wealth Preservation 📊 Index Investing 💰 Tax Efficiency 🧭 Values-Based Planning

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+

🏖️ Retirement Planning 🧾 Tax Planning 🛡️ Tax-Free Investing 🪣 Bucket Strategy 📈 Roth IRA Strategies

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

🏖️ Retirement Planning 🧾 Tax Planning 🛡️ Tax-Free Investing 🪣 Bucket Strategy 📈 Roth IRA Strategies

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

🧾 Tax Planning 🏠 Real Estate Investing 🏖️ Retirement Planning 🏢 Business Structure 💰 Self-Directed Retirement

What Your CPA Isn't Telling You 90%

Side hustle, right entity, family payroll: the CPA's formula for a smaller tax bill.

by Mark J. Kohler 2011

3.97

183 ratings

🧾 Tax Planning 🏠 Real Estate Investing 🏖️ Retirement Planning 🏢 Business Structure 💰 Self-Directed Retirement

Family Wealth

by James E. Hughes Jr. • 2004

The three-generation rule isn't fate. It's a governance failure, and here's the repair manual.

3.96

499

🛡️ Family Governance 📜 Estate Planning 💰 Wealth Transfer 🏢 Family Offices 🏛️ Trust Structures

Family Wealth 90%

The three-generation rule isn't fate. It's a governance failure, and here's the repair manual.

by James E. Hughes Jr. 2004

3.96

499 ratings

🛡️ Family Governance 📜 Estate Planning 💰 Wealth Transfer 🏢 Family Offices 🏛️ Trust Structures

The Book on Advanced Tax Strategies

by Amanda Han • 2020

Real estate comes with tax advantages no other asset class offers. Most investors never learn them.

4.39

402

🏠 Real Estate Investing 📊 Tax Planning 💵 Depreciation Strategies 🔄 Tax Deferral 🏦 Self-Directed Retirement

The Book on Advanced Tax Strategies Summary

The Book on Advanced Tax Strategies 90%

Real estate comes with tax advantages no other asset class offers. Most investors never learn them.

by Amanda Han 2020

4.39

402 ratings

🏠 Real Estate Investing 📊 Tax Planning 💵 Depreciation Strategies 🔄 Tax Deferral 🏦 Self-Directed Retirement

A Fine Mess

by T.R. Reid • 2017

Six billion hours a year on taxes. Other countries need minutes. The reform we keep ignoring.

4.24

1k+

🧾 Tax Reform 🏛️ Public Finance 🕳️ Tax Loopholes 🏢 Tax Avoidance 🏝️ Tax Havens

A Fine Mess 90%

Six billion hours a year on taxes. Other countries need minutes. The reform we keep ignoring.

by T.R. Reid 2017

4.24

1k+ ratings

🧾 Tax Reform 🏛️ Public Finance 🕳️ Tax Loopholes 🏢 Tax Avoidance 🏝️ Tax Havens

Tax-Free Wealth

by Tom Wheelwright • 2012

Cut your tax bill for good by aligning with government incentives for business and investment.

4.19

3k+

📊 Tax Strategy 🧾 Tax Deductions 🏛️ Tax Incentives 🏠 Real Estate Tax Shelters 🏢 Business Tax

Tax-Free Wealth 90%

Cut your tax bill for good by aligning with government incentives for business and investment.

by Tom Wheelwright 2012

4.19

3k+ ratings

📊 Tax Strategy 🧾 Tax Deductions 🏛️ Tax Incentives 🏠 Real Estate Tax Shelters 🏢 Business Tax

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 🏖️ Retirement Planning 💰 Retirement Income 🧾 Tax Planning 📊 Personal Finance

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

🏛️ Social Security 🏖️ Retirement Planning 💰 Retirement Income 🧾 Tax Planning 📊 Personal Finance

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 💰 Retirement Income 🏛️ Social Security 🧾 Tax Planning 🏥 Long Term Care

Retirement Planning Guidebook 89%

Align your retirement income style with annuities, tax strategy, and a purpose beyond the numbers.

by Wade Pfau 2021

4.33

238 ratings

🧭 Retirement Planning 💰 Retirement Income 🏛️ Social Security 🧾 Tax Planning 🏥 Long Term Care

The Tax and Legal Playbook

by Mark J. Kohler • 2015

Your side hustle is the best tax shelter: the deductions and protections most owners overlook.

4.31

389

🧾 Small Business Tax 🛡️ Asset Protection 💼 Side Hustles 🏢 Business Entities 🏖️ Retirement Planning

The Tax and Legal Playbook 89%

Your side hustle is the best tax shelter: the deductions and protections most owners overlook.

by Mark J. Kohler 2015

4.31

389 ratings

🧾 Small Business Tax 🛡️ Asset Protection 💼 Side Hustles 🏢 Business Entities 🏖️ Retirement Planning

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

🧮 Retirement Tax Planning 📋 Indexed Universal Life 💰 Cash Value Life Insurance 🏦 Tax-Free Income 🛡️ Downside Protected Investing

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 Tax Planning 📋 Indexed Universal Life 💰 Cash Value Life Insurance 🏦 Tax-Free Income 🛡️ Downside Protected Investing

Loopholes of the Rich

by Diane Kennedy • 2001

Business owners play by different tax rules. A part-time startup is the key to unlocking them.

4.08

948

📊 Tax Strategy 🧾 Business Deductions 🏠 Real Estate Investing 🏛️ Entity Formation 💼 Small Business Finance

Loopholes of the Rich 89%

Business owners play by different tax rules. A part-time startup is the key to unlocking them.

by Diane Kennedy 2001

4.08

948 ratings

📊 Tax Strategy 🧾 Business Deductions 🏠 Real Estate Investing 🏛️ Entity Formation 💼 Small Business Finance

Making the Most of Your Money Now

by Jane Bryant Quinn • 2009

Every money question a lifetime asks, answered in one comprehensive guide.

4.22

125

🏦 Money Management 📚 Financial Literacy 💳 Debt Reduction 🏖️ Retirement Planning 📈 Index Investing

Making the Most of Your Money Now Summary

Making the Most of Your Money Now 89%

Every money question a lifetime asks, answered in one comprehensive guide.

by Jane Bryant Quinn 2009

4.22

125 ratings

🏦 Money Management 📚 Financial Literacy 💳 Debt Reduction 🏖️ Retirement Planning 📈 Index Investing

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

💰 Personal Finance 👴 Retirement Planning 🎓 College Financial Planning 📈 Stock Market Investing 🏥 Healthcare Costs

RICH IS NOT A FOUR-LETTER WORD 89%

Washington shortchanged the middle class. Here is the playbook for building real wealth anyway.

by Gerri Willis 2016

3.29

28 ratings

💰 Personal Finance 👴 Retirement Planning 🎓 College Financial Planning 📈 Stock Market Investing 🏥 Healthcare Costs

Family Fortunes

by Bill Bonner • 2012

The family wealth blueprint: stewardship, governance, and the rules most families never learn.

3.78

298

🏛️ Multigenerational Wealth 🛡️ Wealth Preservation ⚖️ Family Governance 📜 Estate Planning 🏢 Business Succession

Family Fortunes 89%

The family wealth blueprint: stewardship, governance, and the rules most families never learn.

by Bill Bonner 2012

3.78

298 ratings

🏛️ Multigenerational Wealth 🛡️ Wealth Preservation ⚖️ Family Governance 📜 Estate Planning 🏢 Business Succession

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

🏖️ Retirement Planning 💰 Retirement Income 📊 Passive Investing 🧾 Tax Strategy ⏳ Pre-Retirees

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

🏖️ Retirement Planning 💰 Retirement Income 📊 Passive Investing 🧾 Tax Strategy ⏳ Pre-Retirees

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

🛡️ Life Insurance 📜 Estate Planning 📘 Consumer Guides 👨‍👩‍👧‍👦 Family Finance 🔒 Consumer Protection

The Questions and Answers on Life Insurance Workbook Summary

The Questions and Answers on Life Insurance Workbook 89%

Navigate life insurance without the sales pitch: turning complex policies into clear choices.

by Tony Steuer 2011

3.67

3 ratings

🛡️ Life Insurance 📜 Estate Planning 📘 Consumer Guides 👨‍👩‍👧‍👦 Family Finance 🔒 Consumer Protection

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

🏖️ Retirement Planning 📋 Social Security 🏥 Medicare 📜 Estate Planning 🛡️ Long-Term Care

The Charles Schwab Guide to Finances After Fifty Summary

The Charles Schwab Guide to Finances After Fifty 89%

Nail Social Security timing, avoid Medicare penalties, and build a retirement paycheck that lasts.

by Carrie Schwab-Pomerantz 2014

3.70

238 ratings

🏖️ Retirement Planning 📋 Social Security 🏥 Medicare 📜 Estate Planning 🛡️ Long-Term Care

The Business Owner's Guide to Financial Freedom

by Mark J. Kohler • 2017

Wall Street advice is for employees. Here's the wealth plan entrepreneurs actually need.

4.17

107

🧑‍💼 Entrepreneurial Finance 🚪 Business Exit Planning 💰 Cash Flow Management 🛡️ Asset Protection 📑 Tax Planning

The Business Owner's Guide to Financial Freedom Summary

The Business Owner's Guide to Financial Freedom 89%

Wall Street advice is for employees. Here's the wealth plan entrepreneurs actually need.

by Mark J. Kohler 2017

4.17

107 ratings

🧑‍💼 Entrepreneurial Finance 🚪 Business Exit Planning 💰 Cash Flow Management 🛡️ Asset Protection 📑 Tax Planning

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

🏖️ Retirement Planning 💰 Personal Finance 💳 Debt Reduction 🧾 Tax Minimization 👴 Social Security

The 5 Years Before You Retire 89%

Five years from retirement: the moves that make your money last longer than you do.

by Emily Guy Birken 2013

3.76

973 ratings

🏖️ Retirement Planning 💰 Personal Finance 💳 Debt Reduction 🧾 Tax Minimization 👴 Social Security

Can I Retire?

by Mike Piper • 2010

The 4% rule, the tax moves, and the real fixes for a retirement shortfall.

3.92

322

🏖️ Retirement Planning 💰 Personal Finance 💸 Withdrawal Strategies 🧾 Tax Optimization ⚖️ Asset Allocation

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

🏖️ Retirement Planning 💰 Personal Finance 💸 Withdrawal Strategies 🧾 Tax Optimization ⚖️ Asset Allocation

Tax Savvy for Small Business

by Frederick W. Daily • 1995

Treat taxes as a year-round game and the IRS rulebook becomes a catalog of savings.

3.87

104

💼 Small Business Taxes 📊 Tax Planning 🧾 Business Deductions 🏛️ Entity Selection 🏠 Home Office Deduction

Tax Savvy for Small Business 89%

Treat taxes as a year-round game and the IRS rulebook becomes a catalog of savings.

by Frederick W. Daily 1995

3.87

104 ratings

💼 Small Business Taxes 📊 Tax Planning 🧾 Business Deductions 🏛️ Entity Selection 🏠 Home Office Deduction

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

💰 Generational Wealth 🏦 Infinite Banking 💸 Cash Flow Optimization 🧾 Tax-Efficient Investing 🔄 Contrarian Finance

What Would the Rockefellers Do? 89%

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

💰 Generational Wealth 🏦 Infinite Banking 💸 Cash Flow Optimization 🧾 Tax-Efficient Investing 🔄 Contrarian Finance

Start Your Own Corporation

by Garrett Sutton • 2012

The legal tools the wealthy use to shield assets and cut taxes, step by step.

4.15

847

🛡️ Asset Protection 🧱 Entity Formation 📊 Tax Reduction 🧾 Business Deductions ⚖️ Small Business Law

Start Your Own Corporation 89%

The legal tools the wealthy use to shield assets and cut taxes, step by step.

by Garrett Sutton 2012

4.15

847 ratings

🛡️ Asset Protection 🧱 Entity Formation 📊 Tax Reduction 🧾 Business Deductions ⚖️ Small Business Law

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

📈 Index Investing 🧩 Asset Allocation 🌐 Global Diversification 🧠 Behavioral Finance 💰 Tax Planning

Think, Act, and Invest Like Warren Buffett Summary

Think, Act, and Invest Like Warren Buffett 89%

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

📈 Index Investing 🧩 Asset Allocation 🌐 Global Diversification 🧠 Behavioral Finance 💰 Tax Planning

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

🏖️ Retirement Planning 💰 Tax-Efficient Retirement 📜 Guaranteed Income 📋 Annuities 🛡️ Safety-First Retirement

Tax-Free Income for Life 88%

Rising taxes wreck retirement faster than market crashes. The guaranteed-income strategy for both.

by David McKnight 2020

3.40

236 ratings

🏖️ Retirement Planning 💰 Tax-Efficient Retirement 📜 Guaranteed Income 📋 Annuities 🛡️ Safety-First Retirement

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

🗓️ Retirement Planning 💵 Retirement Income 🏦 Withdrawal Strategies 🩺 Medicare Planning 📝 Estate Planning

How to Retire Happy 88%

Claim too early, pick wrong pension, withdraw too fast. The retirement moves that haunt you.

by Stan Hinden 2000

3.52

422 ratings

🗓️ Retirement Planning 💵 Retirement Income 🏦 Withdrawal Strategies 🩺 Medicare Planning 📝 Estate Planning

ABCs of Buying Rental Property

by Ken McElroy • 2020

A single rental property can buy your freedom. The method that puts the market first.

4.27

256

🏘️ Real Estate Investing 🏠 Rental Property 🔑 Landlord Guide 💰 Passive Income 🧾 Tax Strategy

ABCs of Buying Rental Property 88%

A single rental property can buy your freedom. The method that puts the market first.

by Ken McElroy 2020

4.27

256 ratings

🏘️ Real Estate Investing 🏠 Rental Property 🔑 Landlord Guide 💰 Passive Income 🧾 Tax Strategy

The Wealthy Barber

by David Chilton • 2002

A barber's simple wealth rule: save ten percent first, invest early, let time compound the rest.

4.02

11k+

🏦 Personal Finance Basics 💸 Automated Savings 📈 Compound Interest ⏰ Early Investing 🚫 Debt Avoidance

The Wealthy Barber 88%

A barber's simple wealth rule: save ten percent first, invest early, let time compound the rest.

by David Chilton 2002

4.02

11k+ ratings

🏦 Personal Finance Basics 💸 Automated Savings 📈 Compound Interest ⏰ Early Investing 🚫 Debt Avoidance

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+

🧮 Retirement Planning 🧬 Longevity Planning 💸 Debt-Free Retirement 📊 Low-Cost Investing 🏠 Frugal Living

The Ultimate Retirement Guide for 50+ Summary

The Ultimate Retirement Guide for 50+ 88%

Your retirement might last 35 years. Seven moves to make sure your money does too.

by Suze Orman 2020

4.23

2k+ ratings

🧮 Retirement Planning 🧬 Longevity Planning 💸 Debt-Free Retirement 📊 Low-Cost Investing 🏠 Frugal Living

Money. Wealth. Life Insurance.

by Jake Thompson • 2014

Life insurance can be your tax-free bank: borrow from it while your money keeps compounding.

4.16

908

🏦 Infinite Banking 💰 Tax-Free Investing 🛡️ Wealth Preservation 📚 Financial Literacy 💼 Entrepreneurial Finance

Money. Wealth. Life Insurance. 88%

Life insurance can be your tax-free bank: borrow from it while your money keeps compounding.

by Jake Thompson 2014

4.16

908 ratings

🏦 Infinite Banking 💰 Tax-Free Investing 🛡️ Wealth Preservation 📚 Financial Literacy 💼 Entrepreneurial Finance

Rental Property and Taxation

by Tony Compton • 2008

Australian landlords leave thousands in unclaimed deductions every year. Here is where they are.

3.33

🏠 Property Investment 🦘 Australian Tax 📉 Negative Gearing 💰 Capital Gains Tax 🧾 Tax Deductions

Rental Property and Taxation 88%

Australian landlords leave thousands in unclaimed deductions every year. Here is where they are.

by Tony Compton 2008

3.33

6 ratings

🏠 Property Investment 🦘 Australian Tax 📉 Negative Gearing 💰 Capital Gains Tax 🧾 Tax Deductions

Own Your Own Corporation Why (Oeb) the Rich Own Their Own Companies and Everyone.......

by Garrett Sutton • 2001

Rich people own corporations, not jobs. The entity guide to asset protection and lower taxes.

4.18

7k+

🏢 Business Entity Selection 📊 Tax Strategy 🛡️ Asset Protection 📋 Startup Legal Guides 🏛️ Corporate Governance

Own Your Own Corporation Why (Oeb) the Rich Own Their Own Companies and Everyone....... Summary

Own Your Own Corporation Why (Oeb) the Rich Own Their Own Companies and Everyone....... 88%

Rich people own corporations, not jobs. The entity guide to asset protection and lower taxes.

by Garrett Sutton 2001

4.18

7k+ ratings

🏢 Business Entity Selection 📊 Tax Strategy 🛡️ Asset Protection 📋 Startup Legal Guides 🏛️ Corporate Governance

Safety-First Retirement Planning

by Wade Pfau • 2019

A stock-and-bond portfolio cannot solve longevity risk. Insurance can.

4.29

129

🏖️ Retirement Planning 📜 Annuities 📊 Safe Withdrawal Rates ⏳ Longevity Risk 🔄 Lifecycle Finance

Safety-First Retirement Planning Summary

Safety-First Retirement Planning 88%

A stock-and-bond portfolio cannot solve longevity risk. Insurance can.

by Wade Pfau 2019

4.29

129 ratings

🏖️ Retirement Planning 📜 Annuities 📊 Safe Withdrawal Rates ⏳ Longevity Risk 🔄 Lifecycle Finance

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+

🏖️ Retirement Planning 💰 Financial Independence 🏛️ Social Security 🏠 Aging In Place 📜 Estate Planning

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

🏖️ Retirement Planning 💰 Financial Independence 🏛️ Social Security 🏠 Aging In Place 📜 Estate Planning

Emerging Real Estate Markets

by David Lindahl • 2007

Where jobs go, property values follow, on a delay. The system for buying into that gap.

4.06

142

🏠 Real Estate Investing 📈 Market Cycles 💰 Cash Flow Investing 📋 Tax Strategies 🏛️ Wealth Building

Emerging Real Estate Markets 88%

Where jobs go, property values follow, on a delay. The system for buying into that gap.

by David Lindahl 2007

4.06

142 ratings

🏠 Real Estate Investing 📈 Market Cycles 💰 Cash Flow Investing 📋 Tax Strategies 🏛️ Wealth Building

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+

🏦 Retirement Planning 💰 Social Security 📉 Low-Cost Investing 📊 Retirement Income 🏥 Health Insurance

How to Make Your Money Last 88%

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

🏦 Retirement Planning 💰 Social Security 📉 Low-Cost Investing 📊 Retirement Income 🏥 Health Insurance

Wildland

by Evan Osnos • 2021

Cashflow beats capital gains: the simple formula for separating good real estate deals from bad.

4.22

2k+

🏠 Real Estate Investing 💰 Positive Cashflow 🛡️ Asset Protection 📊 Tax Strategy 🔑 Landlord Advice

Wildland 88%

Cashflow beats capital gains: the simple formula for separating good real estate deals from bad.

by Evan Osnos 2021

4.22

2k+ ratings

🏠 Real Estate Investing 💰 Positive Cashflow 🛡️ Asset Protection 📊 Tax Strategy 🔑 Landlord Advice

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+

📈 Investing Basics 📊 Passive Investing ⚖️ Asset Allocation 🕰️ Long-Term Investing 💰 Wealth Building

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

📈 Investing Basics 📊 Passive Investing ⚖️ Asset Allocation 🕰️ Long-Term Investing 💰 Wealth Building

Rich Dad Poor Dad

by Robert T. Kiyosaki • 1997

Assets feed you; liabilities bleed you. The simple money playbook wealthy parents pass down.

4.09

738k+

💰 Personal Finance 🏗️ Wealth Building 📚 Financial Literacy 💸 Passive Income 🧠 Entrepreneurial Mindset

Rich Dad Poor Dad 88%

Assets feed you; liabilities bleed you. The simple money playbook wealthy parents pass down.

by Robert T. Kiyosaki 1997

4.09

738k+ ratings

💰 Personal Finance 🏗️ Wealth Building 📚 Financial Literacy 💸 Passive Income 🧠 Entrepreneurial Mindset

Etf Investing

by Nathan Bell • 2020

Lower fees, better taxes, trade anytime: the retirement vehicle most investors overlook.

🏦 Etf Investing 💰 Financial Independence 🏖️ Retirement Planning 📊 Passive Investing 🧱 Portfolio Construction

Etf Investing 88%

Lower fees, better taxes, trade anytime: the retirement vehicle most investors overlook.

by Nathan Bell 2020

🏦 Etf Investing 💰 Financial Independence 🏖️ Retirement Planning 📊 Passive Investing 🧱 Portfolio Construction

Investing All-in-One for Dummies (for Dummies

by Eric Tyson • 2017

The investing playbook from your first index fund to the day you stop working.

3.90

173

🌱 Beginner Investing 💰 Personal Finance 📉 Passive Investing 🧱 Asset Allocation 🏛️ Boglehead Philosophy

Investing All-in-One for Dummies (for Dummies Summary

Investing All-in-One for Dummies (for Dummies 88%

The investing playbook from your first index fund to the day you stop working.

by Eric Tyson 2017

3.90

173 ratings

🌱 Beginner Investing 💰 Personal Finance 📉 Passive Investing 🧱 Asset Allocation 🏛️ Boglehead Philosophy

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+

📊 Passive Investing ⚖️ Asset Allocation 💰 Low-Cost Investing ✨ Simple Investing 🌱 New Investors

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

📊 Passive Investing ⚖️ Asset Allocation 💰 Low-Cost Investing ✨ Simple Investing 🌱 New Investors

Real Estate Investing for Dummies

by Eric Tyson • 2019

Turn 20% down into full control: the income-first guide for new real estate investors.

3.84

513

🏘️ Real Estate Investing 🏠 Rental Properties 🛠️ Property Management 🔍 Due Diligence 💰 Real Estate Financing

Real Estate Investing for Dummies Summary

Real Estate Investing for Dummies 88%

Turn 20% down into full control: the income-first guide for new real estate investors.

by Eric Tyson 2019

3.84

513 ratings

🏘️ Real Estate Investing 🏠 Rental Properties 🛠️ Property Management 🔍 Due Diligence 💰 Real Estate Financing

Quicklet - Rich Dad, Poor Dad

by Noelle Duncan • 2012

Your home is not an asset. The simple rule that could replace your paycheck.

5.00

📚 Personal Finance 💰 Financial Literacy 🏠 Asset Building 💡 Entrepreneur Mindset 🧠 Wealth Mindset

Quicklet - Rich Dad, Poor Dad 88%

Your home is not an asset. The simple rule that could replace your paycheck.

by Noelle Duncan 2012

5.00

1 ratings

📚 Personal Finance 💰 Financial Literacy 🏠 Asset Building 💡 Entrepreneur Mindset 🧠 Wealth Mindset

The Index Card

by Helaine Olen • 2016

Financial advisors sell confusion. The rules you actually need fit on an index card.

3.90

4k+

🧾 Personal Finance 📈 Index Investing 💳 Debt Elimination 🏖️ Retirement Planning ✨ Simplicity In Finance

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

🧾 Personal Finance 📈 Index Investing 💳 Debt Elimination 🏖️ Retirement Planning ✨ Simplicity In Finance

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