Wealth Planning

Named a Newsweek Best Book of 2023 From the creator of the popular finance podcast So Money, this accessible and clever guide to leaning into your fear to maximize your financial success and beyond “is a game-changer” (Kelly Ripa), perfect for fans of Buy Yourself the F*cking Lilies and You...

In this powerful resource, wealth strategist Douglas A. C. Eze draws on his personal journey from immigrant to financial expert, extensive experience with wealthy clients, and decades of research to reveal a practical approach that helps every day, ordinary people create lasting financial legacies.

Many feel uncertain about how to plan for a fulfilling and financially secure retirement—but with the right guidance, it becomes much simpler. Whether you're just starting or feel behind, Retirement Financial Planning is your practical, no-fluff guide to building wealth, managing lifestyle changes, and ensuring your money lasts throughout your golden years.

Wall Street financial advisers are supposed to build and preserve your wealth, yet they are untrained in portfolio construction and how to contain risk and bulletproof your investments. Now Ed Butowsky, a Wall Street insider who spent two decades as one of the top producers at the fabled firm of Morgan Stanley & Co., breaks from the pack to reveal the flaws, fibs, and failings of financial advisers. To fix this mess, he has created the new CHIP Score to empower you to evaluate the potential for Risk & Reward in your portfolio and grade your adviser - before the next meltdown.

One of “The Best Books for Personal Growth in 2025!” —Oprah Daily Atomic Habits and Psychology of Money meets Investing 101 and Personal Finance 101 as financial superstar Bernadette Joy breaks down how using her CRUSH program can help you get out of debt, save money, build wealth, and...

Your wealth should not live and die with the downturns and upticks of the stock market. But if your advisor stuck you with a prehistoric investment model of stocks and bonds, your heart drops—along with your portfolio value—any time the market takes a tumble. You’re ready to escape the volatility and mitigate the risk in your portfolio, but you’re not sure where to turn. Everywhere you look, it’s the same approach packaged differently.

Accessible, pragmatic, and comprehensive, The Road to Wealth, read by the author herself, imparts information critical to every stage of listeners' financial lives. Whether one is a novice investor or a veteran of the market, whether laying the building blocks for a rich future or seeking...

What if financial success wasn’t the finish line—but the starting point for something greater? In Beyond Wealth, seasoned advisor Rick Hadrava pulls back the curtain on what it truly takes to live a life of freedom, purpose, and lasting impact. With over 30 years of experience guiding high-achieving individuals through the complexities of wealth, Rick delivers a refreshingly personal and actionable blueprint for designing a life that goes far beyond numbers on a balance sheet. This isn’t a book about chasing market returns or maximizing portfolio performance. It’s a book about clarity.

Read by the author. Includes an audiobook-exclusive interview with Jesse Draper, the founder of Halogen. Wall Street Journal BESTSELLER New York Times bestselling author of Rich Bitch and renowned money expert Nicole Lapin makes investing accessible and fun so women can make bank and become Miss...

From Zillennial Finance Expert Mrs. Dow Jones comes a groundbreaking, judgment-free personal finance guidebook about how to grow wealth on your own terms. You’re not bad with money. It’s just no one ever taught you how to win a game rigged against you. Recessions. Crushing student debt...

For decades, typical financial planning has sold itself on perpetuating a fundamental lie—that you can reach prosperity through its methods. But truly prosperous individuals don’t follow typical financial planning. They know that most mainstream money advice is not intended to make you wealthy; it is intended to keep you from being poor. Big difference. And like any advice for the masses, it is geared toward the lowest common denominator.

Building off the framework of Schultheis' The Coffeehouse Investor philosophy, this book will instill the common man and woman with the confidence to take control over their long-term financial goals and journey toward financial freedom in retirement. The Coffeehouse Investor's Ground Rules encourages listeners to ignore stock market "rules" and "perfect portfolio" pursuits to focus on the only three essential components to long-term financial security: saving, investing, and planning.

Mutual Fund Mastery is your step-by-step guide to building lasting wealth using simple, low-risk strategies that actually work. Whether you're brand new to investing or looking to strengthen your retirement plan, this clear and practical audiobook will show you how to make smart, confident decisions with mutual funds, index funds, and ETFs.

You’ve got the idea. You crave freedom, flexibility, and fulfillment. But then reality hits - legal forms, business plans, taxes, operations. Where do you even start? Most businesses don’t fail because the idea is bad, but because the execution is flawed. Entrepreneurs get stuck in confusion, skip key steps, or burn out trying to do everything alone.

Earn and save more money while protecting your finances and families from crisis Wouldn’t it be great if life were perfect, or just predictable? Recent times have been anything but. With rising rents, expensive mortgages, student loans, debts, and dreams deferred, most of us parents found our...

The Wealth Creation Myth is the third audiobook from author and wealth management veteran Ed Moldaver. This guide explores the wealth creation and preservation landscape in a way that no other audiobook has. Ed's multi decade career provides the foundation to understand the three basic pillars of the wealth management industry, what works, what doesn't, and why.

Is the dream of a secure retirement keeping you up at night? Do you have a growing pile of financial paperwork you've been avoiding? You're not alone—and there's a better way. In this straightforward guide, veteran financial advisor Allen Thomas draws from over three decades of experience to demystify the retirement planning process. Through his proven Four Pillars approach, Allen transforms the overwhelming maze of financial decisions into a clear, manageable path to retirement security. This isn't just another book about numbers and investments.

This book contains strategies to save money, invest, and reduce taxes. Such strategies include opening a SEP IRA, contributing to your 401K, maximizing life insurance, and many more. It is intended to help all incomes levels, but in particular, people of high net-worth such as business owners, doctors, and lawyers, etc. The book contains strategies that could help your overall financial plan after consulting with a fiduciary professional.

Two mega-bestselling authors with decades of experience in teaching people how to achieve extraordinary wealth and success share their secrets. Mark Victor Hansen, cocreator of the phenomenal Chicken Soup for the Soul series, and Robert G. Allen, one of the world’s foremost financial experts...

Unlock Your Hidden Paycheck offers innovative strategies for enhancing financial well-being through smart tax planning and turning hobbies into profitable businesses. It demystifies complex tax concepts, empowering listeners to discover "phantom income" and leverage tax benefits for wealth generation.