The 5 Types of Wealth Life Planner

by Sahil Bloom

This interactive companion to the New York Times bestselling book The 5 Types of Wealth will help you redefine your priorities and achieve true wealth for a happier, more fulfilled life


Your wealthy life may involve money, but in the end, it'll be defined by everything else. In his wildly popular New York Times bestselling book The 5 Types of Wealth, Sahil Bloom lays out exactly what defines a truly fulfilling time, social connections, mental wellbeing, physical health, and financial freedom. Designed to be revisited monthly, quarterly, and annually, this life planner grows with you as your goals evolve, helping you craft your definition of success and build your dream life.

This standalone planner builds on the principles that made The 5 Types of Wealth a viral success, including a quick-start overview of the 5 Types of Wealth framework, as well as exercises

Create your Life Razor, your central commitment that shapes all aspects of your life Define your Anti-Goals, the things you refuse to sacrifice on your journey Craft High-Leverage Systems, the 2-3 daily actions you'll take to make tangible, compounding forward progress. Track your Energy Calendar in order to identify which tasks and people are creating and draining energy in your life Visualize your Enough Life, to recalibrate your understanding of how much financial wealth you truly needNo matter where you are on your path-a recent graduate, midlife warrior, or retiree-and whether you're preparing a big life change or hoping to improve your life in small ways, The 5 Types of Wealth Life Planner is your toolkit to build a truly meaningful and fulfilling life.

208 pages, Hardcover

Published November 11, 2025

Reviews

[Stephanie DeMeritt · Rating 2 out of 5]

There were a couple valuable things in this book - the 5 types of wealth assessment, and a few ideas/prompts that seemed useful. But overall it felt like there was something missing — there were some lines provided to write your goals, without a mechanism to help you realistically arrive at those goals. I have done some similar books before that were a lot more effective in guiding you towards your decisions/goals. I am fairly self-motivated, disciplined, and skilled at creating goals — and I struggled with this. So I anticipate that someone who is less skilled at goal-setting might even have a more challenging time.

[Tina T. · Rating 5 out of 5]

This planner offers a thoughtful and intentional way to reflect on what “wealth” really means beyond finances. I appreciated how it encourages regular check ins and gentle self examination across areas like time, energy, relationships, and wellbeing. The prompts are clear and purposeful, making it easy to engage without feeling overwhelmed. It feels less like a rigid planner and more like a supportive tool for recalibrating priorities and staying aligned with what matters most.

[TP · Rating 3 out of 5]

Good

[Torrey C · Rating 3 out of 5]

Not without value, as it’s a chance for introspection. A little broad for my tastes