🏦 Self-Directed Retirement Accounts

Practical guides to taking control of your retirement savings, navigating the rules and strategies of self-managed IRAs and similar accounts.

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 91%

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

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 91%

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

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 91%

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

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 91%

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 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 91%

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 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 91%

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? 91%

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

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 91%

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

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 90%

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

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 90%

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 90%

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

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 90%

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 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+ 90%

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

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+

🏖️ Retirement Planning 📈 Index Investing 💰 Low-Cost Investing 🧩 Asset Allocation 📋 Tax-Efficient Investing

The Bogleheads' Guide to Retirement Planning Summary

The Bogleheads' Guide to Retirement Planning 90%

Boring index funds, tiny fees, forty years of patience: the math of a retirement that lasts.

by Taylor Larimore 2009

4.13

1k+ ratings

🏖️ Retirement Planning 📈 Index Investing 💰 Low-Cost Investing 🧩 Asset Allocation 📋 Tax-Efficient Investing

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 90%

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

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

🏖️ Retirement Planning 💰 Retirement Spending 🧠 Behavioral Finance 🎯 Purpose In Retirement 📦 Downsizing

Flipping a Switch 90%

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

🏖️ Retirement Planning 💰 Retirement Spending 🧠 Behavioral Finance 🎯 Purpose In Retirement 📦 Downsizing

Your Money Ratios

by Charles Farrell • 2009

Eight ratios tied to your age that answer: am I saving enough, right now?

3.87

252

💰 Personal Finance 🧮 Retirement Planning 🗽 Financial Independence 💳 Debt Management 📊 Investment Allocation

Your Money Ratios 90%

Eight ratios tied to your age that answer: am I saving enough, right now?

by Charles Farrell 2009

3.87

252 ratings

💰 Personal Finance 🧮 Retirement Planning 🗽 Financial Independence 💳 Debt Management 📊 Investment Allocation

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 90%

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

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+

🧮 Retirement Planning 📉 Retirement Crisis 💸 Cash Flow Investing 🏠 Real Estate Investing 📚 Financial Literacy

Rich Dad's Prophecy 90%

A 1974 law shifted the retirement burden to workers; the guaranteed crash is still ahead.

by Robert T. Kiyosaki 2004

4.01

3k+ ratings

🧮 Retirement Planning 📉 Retirement Crisis 💸 Cash Flow Investing 🏠 Real Estate Investing 📚 Financial Literacy

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 90%

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

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

🧭 Retirement Planning 🏛️ Government Benefits 💰 Retirement Income 🏥 Medicare Guide ♿ Disability Benefits

Social Security Fd 3e 90%

The single biggest Social Security decision: when to claim. Get it wrong and lose a third.

by PETERSON 2012

3.74

329 ratings

🧭 Retirement Planning 🏛️ Government Benefits 💰 Retirement Income 🏥 Medicare Guide ♿ Disability Benefits

Work Optional

by Tanja Hester • 2019

Retire early without guilt or deprivation: align spending with what matters and reclaim your time.

3.90

2k+

🔥 FIRE Movement 🏖️ Early Retirement 💸 Values-Based Spending 📈 Index Investing 🕰️ Semiretirement

Work Optional 90%

Retire early without guilt or deprivation: align spending with what matters and reclaim your time.

by Tanja Hester 2019

3.90

2k+ ratings

🔥 FIRE Movement 🏖️ Early Retirement 💸 Values-Based Spending 📈 Index Investing 🕰️ Semiretirement

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 90%

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

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 90%

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

Keys to a Successful Retirement

by Fritz Gilbert • 2020

Money gets you to retirement. Purpose, relationships, and a reason to get up keep you there.

4.12

635

🏖️ Retirement Planning 🌿 Holistic Retirement 💰 Financial Independence 🦋 Identity Transitions 🚪 Life After Work

Keys to a Successful Retirement 90%

Money gets you to retirement. Purpose, relationships, and a reason to get up keep you there.

by Fritz Gilbert 2020

4.12

635 ratings

🏖️ Retirement Planning 🌿 Holistic Retirement 💰 Financial Independence 🦋 Identity Transitions 🚪 Life After Work

The White Coat Investor's Financial Boot Camp

by James M. Dahle • 2019

Protect your income, crush student debt, and retire early: a financial crash course for physicians.

4.59

423

🩺 Physician Finance 📊 Index Investing 🏝️ Financial Independence 👴 Retirement Planning 🎓 Student Loan Repayment

The White Coat Investor's Financial Boot Camp Summary

The White Coat Investor's Financial Boot Camp 90%

Protect your income, crush student debt, and retire early: a financial crash course for physicians.

by James M. Dahle 2019

4.59

423 ratings

🩺 Physician Finance 📊 Index Investing 🏝️ Financial Independence 👴 Retirement Planning 🎓 Student Loan Repayment

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

🕰️ Retirement Planning 💰 Personal Finance 📊 Asset Allocation 📈 Long-Term Investing 🧮 Compounding

Plan Your Prosperity 90%

Why your retirement allocation should ignore your age: the four-goal, one-benchmark method.

by Kenneth L. Fisher 2012

3.44

146 ratings

🕰️ Retirement Planning 💰 Personal Finance 📊 Asset Allocation 📈 Long-Term Investing 🧮 Compounding

Money-Smart Solopreneur

by Laura D. Adams • 2020

From quarterly taxes to a solo retirement plan, the financial system for people without an employer.

3.78

💼 Freelance Finance 💰 Money Systems 📊 Tax Planning 🏦 Retirement Planning 🏛️ Business Formation

Money-Smart Solopreneur 89%

From quarterly taxes to a solo retirement plan, the financial system for people without an employer.

by Laura D. Adams 2020

3.78

69 ratings

💼 Freelance Finance 💰 Money Systems 📊 Tax Planning 🏦 Retirement Planning 🏛️ Business Formation

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+

🏦 Index Investing 💰 Personal Finance ⚖️ Asset Allocation 🏖️ Retirement Planning 🗽 Financial Independence

The Bogleheads' Guide to Investing Summary

The Bogleheads' Guide to Investing 89%

Buy the entire market, pay almost nothing to own it, and outearn most professionals.

by Taylor Larimore 2006

4.30

11k+ ratings

🏦 Index Investing 💰 Personal Finance ⚖️ Asset Allocation 🏖️ Retirement Planning 🗽 Financial Independence

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

🌱 Beginner Investing 🛡️ Low-Risk Investing 🏦 Retirement Accounts 📊 Mutual Funds 🔧 Diy Investing

How to Invest $50-$5,000 89%

The fifty-dollar investor's path from savings to stocks: every instrument and every step explained.

by Nancy Dunnan 2007

3.58

388 ratings

🌱 Beginner Investing 🛡️ Low-Risk Investing 🏦 Retirement Accounts 📊 Mutual Funds 🔧 Diy Investing

Playing with FIRE (Financial Independence Retire Early)

by Scott Rieckens • 2019

How one couple cut spending, saved 50% of income, and bought back decades.

3.75

4k+

💰 Financial Independence 🏖️ Early Retirement 🥬 Frugal Living 📈 Index Fund Investing 🧭 Lifestyle Design

Playing with FIRE (Financial Independence Retire Early) Summary

Playing with FIRE (Financial Independence Retire Early) 89%

How one couple cut spending, saved 50% of income, and bought back decades.

by Scott Rieckens 2019

3.75

4k+ ratings

💰 Financial Independence 🏖️ Early Retirement 🥬 Frugal Living 📈 Index Fund Investing 🧭 Lifestyle Design

Start Late, Finish Rich

by David Bach • 2005

A financial freedom plan for late starters that runs on small change, not big income.

3.82

2k+

💰 Financial Independence 🌱 Late Bloomers 🤖 Automated Saving 💳 Debt Reduction 📈 Index Investing

Start Late, Finish Rich 89%

A financial freedom plan for late starters that runs on small change, not big income.

by David Bach 2005

3.82

2k+ ratings

💰 Financial Independence 🌱 Late Bloomers 🤖 Automated Saving 💳 Debt Reduction 📈 Index Investing

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 Planning 🍁 Canadian Finance 📊 Passive Investing ⏳ Longevity Risk 🔒 Annuity Strategies

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

🏖️ Retirement Planning 🍁 Canadian Finance 📊 Passive Investing ⏳ Longevity Risk 🔒 Annuity Strategies

Social Security, Medicare & Government Pensions

by Joseph L. Matthews • 1988

Social Security rewards waiting. Medicare punishes delay. Deadlines most miss, and what they cost.

3.96

120

🏖️ Retirement Planning 💰 Social Security 🏥 Medicare ♿ Disability Benefits 🏛️ Government Benefits

Social Security, Medicare & Government Pensions Summary

Social Security, Medicare & Government Pensions 89%

Social Security rewards waiting. Medicare punishes delay. Deadlines most miss, and what they cost.

by Joseph L. Matthews 1988

3.96

120 ratings

🏖️ Retirement Planning 💰 Social Security 🏥 Medicare ♿ Disability Benefits 🏛️ Government Benefits

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. 89%

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

Beat the Bank

by Larry Bates • 2018

Double your retirement returns by changing where, not what, you invest. The Canadian blueprint.

4.44

1k+

🧱 Index Investing 🛌 Passive Investing 🧠 Boglehead Philosophy 🔧 Diy Investing 🏖️ Retirement Planning

Beat the Bank 89%

Double your retirement returns by changing where, not what, you invest. The Canadian blueprint.

by Larry Bates 2018

4.44

1k+ ratings

🧱 Index Investing 🛌 Passive Investing 🧠 Boglehead Philosophy 🔧 Diy Investing 🏖️ Retirement Planning

Cashkurs

by Dirk Müller • 2011

A former trader on the system's built-in traps, and exactly how to step around them.

3.58

283

💰 Personal Finance 📚 Financial Literacy 🧹 Debt Elimination 📊 Index Investing 🥇 Gold Investing

Cashkurs 89%

A former trader on the system's built-in traps, and exactly how to step around them.

by Dirk Müller 2011

3.58

283 ratings

💰 Personal Finance 📚 Financial Literacy 🧹 Debt Elimination 📊 Index Investing 🥇 Gold Investing

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

💰 Personal Investing 🧩 Asset Allocation 📈 Stock Market Basics 📜 Bond Investing 🏖️ Retirement Planning

The Wall Street Journal Complete Money and Investing Guidebook Summary

The Wall Street Journal Complete Money and Investing Guidebook 89%

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

💰 Personal Investing 🧩 Asset Allocation 📈 Stock Market Basics 📜 Bond Investing 🏖️ Retirement Planning

The Everything Guide to Investing in Your 20s & 30s

by Joe Duarte • 2014

The money you invest in your twenties works harder than anything you earn later; here's how.

3.70

203

📚 Investing Basics 🧑‍🎓 Young Investors 📅 Long-Term Investing 🧩 Asset Allocation 🏖 Retirement Planning

The Everything Guide to Investing in Your 20s & 30s Summary

The Everything Guide to Investing in Your 20s & 30s 89%

The money you invest in your twenties works harder than anything you earn later; here's how.

by Joe Duarte 2014

3.70

203 ratings

📚 Investing Basics 🧑‍🎓 Young Investors 📅 Long-Term Investing 🧩 Asset Allocation 🏖 Retirement Planning

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+

🏦 Personal Finance 🧠 Behavioral Finance 📊 Index Fund Investing 🔄 Market Cycles 🗺️ Asset Allocation

Unshakeable 89%

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

🏦 Personal Finance 🧠 Behavioral Finance 📊 Index Fund Investing 🔄 Market Cycles 🗺️ Asset Allocation

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

The Rule of 30

by Frederick Vettese • 2021

Forget fixed 15% rules: a retirement formula that adjusts for mortgage, kids, and life.

3.73

241

🏖️ Retirement Planning 🔄 Flexible Saving Rules 📉 Consumption Smoothing 🇨🇦 Canadian Personal Finance 💰 Tax-Efficient Saving

The Rule of 30 89%

Forget fixed 15% rules: a retirement formula that adjusts for mortgage, kids, and life.

by Frederick Vettese 2021

3.73

241 ratings

🏖️ Retirement Planning 🔄 Flexible Saving Rules 📉 Consumption Smoothing 🇨🇦 Canadian Personal Finance 💰 Tax-Efficient Saving

925 Ideas to Help You Save Money, Get Out of Debt and Retire a Millionaire So You Can Leave Your Mark on the World!

by Devin D. Thorpe • 2012

925 specific moves to save more, kill debt, retire a millionaire, and leave a lasting mark.

3.27

2k+

💰 Personal Finance 🏡 Frugal Living 🕊️ Financial Independence 💳 Debt Reduction 👴 Retirement Planning

925 Ideas to Help You Save Money, Get Out of Debt and Retire a Millionaire So You Can Leave Your Mark on the World! Summary

925 Ideas to Help You Save Money, Get Out of Debt and Retire a Millionaire So You Can Leave Your Mark on the World! 89%

925 specific moves to save more, kill debt, retire a millionaire, and leave a lasting mark.

by Devin D. Thorpe 2012

3.27

2k+ ratings

💰 Personal Finance 🏡 Frugal Living 🕊️ Financial Independence 💳 Debt Reduction 👴 Retirement Planning

Work Less, Live More

by Bob Clyatt • 2005

Quit full-time work decades early: spend less, invest on autopilot, and never outlive your savings.

3.93

550

🔥 FIRE Movement 🗽 Financial Independence 💸 Frugal Living 📈 Passive Investing 💰 Retirement Income

Work Less, Live More 89%

Quit full-time work decades early: spend less, invest on autopilot, and never outlive your savings.

by Bob Clyatt 2005

3.93

550 ratings

🔥 FIRE Movement 🗽 Financial Independence 💸 Frugal Living 📈 Passive Investing 💰 Retirement Income

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

Retire Before Mom and Dad

by Rob Berger • 2019

Your savings rate determines your retirement date. The rest: index funds and patience.

4.27

1k+

💰 Financial Independence 🧹 Frugal Living 📈 Index Investing 💳 Debt Reduction 🤖 Automated Finances

Retire Before Mom and Dad 89%

Your savings rate determines your retirement date. The rest: index funds and patience.

by Rob Berger 2019

4.27

1k+ ratings

💰 Financial Independence 🧹 Frugal Living 📈 Index Investing 💳 Debt Reduction 🤖 Automated Finances

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 89%

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

How to Retire Early

by Robert Charlton • 2013

Retire early on an ordinary paycheck: the spending gap, the index funds, and the withdrawal math.

4.29

307

🗽 Financial Independence 📈 Index Investing 💳 Debt Elimination 🏠 Frugal Living 🌱 Simple Living

How to Retire Early 89%

Retire early on an ordinary paycheck: the spending gap, the index funds, and the withdrawal math.

by Robert Charlton 2013

4.29

307 ratings

🗽 Financial Independence 📈 Index Investing 💳 Debt Elimination 🏠 Frugal Living 🌱 Simple Living

Money Master the Game

by Anthony Robbins • 2014

One portfolio, funded automatically, that has survived every market shock. No crystal ball required.

4.00

26k+

💰 Personal Finance 🏦 Wealth Building 🧱 Asset Allocation 📈 Passive Investing 🤖 Automated Saving

Money Master the Game 89%

One portfolio, funded automatically, that has survived every market shock. No crystal ball required.

by Anthony Robbins 2014

4.00

26k+ ratings

💰 Personal Finance 🏦 Wealth Building 🧱 Asset Allocation 📈 Passive Investing 🤖 Automated Saving

The Military Money Manual

by Spencer C. Reese • 2022

Combat pay, TSP matching, no-fee credit cards: the military's fast track to financial independence.

4.49

141

🏦 FIRE Movement 🪖 Military Finance 📊 Index Fund Investing 💰 High Savings Rate 🤖 Automated Investing

The Military Money Manual 89%

Combat pay, TSP matching, no-fee credit cards: the military's fast track to financial independence.

by Spencer C. Reese 2022

4.49

141 ratings

🏦 FIRE Movement 🪖 Military Finance 📊 Index Fund Investing 💰 High Savings Rate 🤖 Automated Investing

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