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Financial Planning Books

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The Millionaire Next Door: The Surprising Secrets of America's Wealthy The Millionaire Next Door: The Surprising Secrets of America's Wealthy (Paperback)
by (shelved 24 times as financial-planning)
avg rating 4.06 — 138,753 ratings — published
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The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness (Paperback)
by (shelved 18 times as financial-planning)
avg rating 4.27 — 364,322 ratings — published 2020
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The Intelligent Investor The Intelligent Investor (Paperback)
by (shelved 17 times as financial-planning)
avg rating 4.23 — 157,850 ratings — published 1949
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I Will Teach You to Be Rich: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works I Will Teach You to Be Rich: No Guilt. No Excuses. No BS. Just a 6-Week Program That Works (Paperback)
by (shelved 14 times as financial-planning)
avg rating 4.20 — 65,643 ratings — published 2009
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The Total Money Makeover: A Proven Plan for Financial Fitness The Total Money Makeover: A Proven Plan for Financial Fitness (Hardcover)
by (shelved 13 times as financial-planning)
avg rating 4.22 — 98,736 ratings — published 1994
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The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns (Hardcover)
by (shelved 12 times as financial-planning)
avg rating 4.15 — 27,666 ratings — published 2007
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Rich Dad Poor Dad: What the Rich Teach Their Kids About Money—That the Poor and Middle Class Do Not! Rich Dad Poor Dad: What the Rich Teach Their Kids About Money—That the Poor and Middle Class Do Not! (Paperback)
by (shelved 12 times as financial-planning)
avg rating 4.08 — 761,612 ratings — published 1997
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Your Money or Your Life Your Money or Your Life (Paperback)
by (shelved 11 times as financial-planning)
avg rating 3.98 — 31,431 ratings — published 1992
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The Richest Man in Babylon The Richest Man in Babylon (Hardcover)
by (shelved 11 times as financial-planning)
avg rating 4.23 — 253,640 ratings — published 1926
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Advice That Sticks: How to give financial advice that people will follow Advice That Sticks: How to give financial advice that people will follow (Kindle Edition)
by (shelved 9 times as financial-planning)
avg rating 4.13 — 301 ratings — published
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Die with Zero: Getting All You Can from Your Money and Your Life Die with Zero: Getting All You Can from Your Money and Your Life (Hardcover)
by (shelved 8 times as financial-planning)
avg rating 3.88 — 41,937 ratings — published 2020
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The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life (Kindle Edition)
by (shelved 8 times as financial-planning)
avg rating 4.41 — 36,742 ratings — published 2016
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The Excellent Investment Advisor The Excellent Investment Advisor (Hardcover)
by (shelved 8 times as financial-planning)
avg rating 4.57 — 214 ratings — published 1996
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The One-Page Financial Plan: A Simple Way to Be Smart About Your Money The One-Page Financial Plan: A Simple Way to Be Smart About Your Money (Hardcover)
by (shelved 8 times as financial-planning)
avg rating 3.76 — 2,047 ratings — published 2015
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A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Hardcover)
by (shelved 8 times as financial-planning)
avg rating 4.15 — 42,103 ratings — published 1973
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Nudge: Improving Decisions About Health, Wealth, and Happiness Nudge: Improving Decisions About Health, Wealth, and Happiness (Paperback)
by (shelved 7 times as financial-planning)
avg rating 3.84 — 96,864 ratings — published 2008
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Storyselling for Financial Advisors: How Top Producers Sell Storyselling for Financial Advisors: How Top Producers Sell (Hardcover)
by (shelved 7 times as financial-planning)
avg rating 3.92 — 319 ratings — published 2000
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Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy (Hardcover)
by (shelved 6 times as financial-planning)
avg rating 3.66 — 119 ratings — published 2000
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Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor (Paperback)
by (shelved 6 times as financial-planning)
avg rating 4.09 — 3,079 ratings — published 1999
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The Wealthy Barber: The Common Sense Guide to Successful Financial Planning The Wealthy Barber: The Common Sense Guide to Successful Financial Planning (Paperback)
by (shelved 6 times as financial-planning)
avg rating 4.02 — 11,611 ratings — published
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Simple Wealth, Inevitable Wealth Simple Wealth, Inevitable Wealth (Hardcover)
by (shelved 5 times as financial-planning)
avg rating 4.32 — 1,036 ratings — published 1999
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Thinking, Fast and Slow Thinking, Fast and Slow (Hardcover)
by (shelved 5 times as financial-planning)
avg rating 4.16 — 616,551 ratings — published 2011
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The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Hardcover)
by (shelved 5 times as financial-planning)
avg rating 3.79 — 1,954 ratings — published 2012
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Behavioral Investment Counseling Behavioral Investment Counseling (Hardcover)
by (shelved 5 times as financial-planning)
avg rating 4.66 — 192 ratings — published 2008
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One Up On Wall Street: How to Use What You Already Know to Make Money in the Market One Up On Wall Street: How to Use What You Already Know to Make Money in the Market (Paperback)
by (shelved 5 times as financial-planning)
avg rating 4.29 — 42,136 ratings — published 1988
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The Bogleheads' Guide to Investing The Bogleheads' Guide to Investing (Hardcover)
by (shelved 5 times as financial-planning)
avg rating 4.29 — 11,038 ratings — published 2006
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Retirement Income for Life: Getting More Without S Retirement Income for Life: Getting More Without S (Paperback)
by (shelved 4 times as financial-planning)
avg rating 3.98 — 469 ratings — published
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The History of Financial Planning: The Transformation of Financial Services The History of Financial Planning: The Transformation of Financial Services (Kindle Edition)
by (shelved 4 times as financial-planning)
avg rating 3.47 — 15 ratings — published 2009
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Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists (Paperback)
by (shelved 4 times as financial-planning)
avg rating 4.46 — 72 ratings — published 2008
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Predictably Irrational: The Hidden Forces That Shape Our Decisions Predictably Irrational: The Hidden Forces That Shape Our Decisions (Hardcover)
by (shelved 4 times as financial-planning)
avg rating 4.12 — 133,168 ratings — published 2008
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The Trust Mandate: The behavioural science behind how asset managers REALLY win and keep clients The Trust Mandate: The behavioural science behind how asset managers REALLY win and keep clients (Kindle Edition)
by (shelved 4 times as financial-planning)
avg rating 4.60 — 10 ratings — published
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Let's Talk Money Let's Talk Money (Paperback)
by (shelved 4 times as financial-planning)
avg rating 4.43 — 4,469 ratings — published 2018
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Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets (Incerto) Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets (Incerto)
by (shelved 4 times as financial-planning)
avg rating 4.08 — 73,669 ratings — published 2001
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How to Make Your Money Last: The Indispensable Retirement Guide How to Make Your Money Last: The Indispensable Retirement Guide (Hardcover)
by (shelved 4 times as financial-planning)
avg rating 4.14 — 1,308 ratings — published 2015
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Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School (Paperback)
by (shelved 4 times as financial-planning)
avg rating 4.28 — 7,339 ratings — published 2011
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All Your Worth: The Ultimate Lifetime Money Plan (A Guide to Personal Finances) All Your Worth: The Ultimate Lifetime Money Plan (A Guide to Personal Finances)
by (shelved 4 times as financial-planning)
avg rating 4.15 — 2,279 ratings — published 2005
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Think and Grow Rich Think and Grow Rich (Paperback)
by (shelved 4 times as financial-planning)
avg rating 4.16 — 395,221 ratings — published 1937
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The New Financial Advisor The New Financial Advisor (Hardcover)
by (shelved 4 times as financial-planning)
avg rating 4.38 — 153 ratings — published 2001
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The Trusted Advisor The Trusted Advisor (Paperback)
by (shelved 4 times as financial-planning)
avg rating 3.81 — 5,185 ratings — published
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The Four Pillars of Investing: Lessons for Building a Winning Portfolio The Four Pillars of Investing: Lessons for Building a Winning Portfolio (Hardcover)
by (shelved 4 times as financial-planning)
avg rating 4.24 — 6,474 ratings — published 2002
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Stocks for the Long Run : The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies Stocks for the Long Run : The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies (Hardcover)
by (shelved 4 times as financial-planning)
avg rating 4.16 — 4,009 ratings — published 1994
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The Elements of Investing The Elements of Investing (Hardcover)
by (shelved 4 times as financial-planning)
avg rating 4.07 — 3,059 ratings — published 2009
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Financial Peace Revisited: New Chapters on Marriage, Singles, Kids and Families Financial Peace Revisited: New Chapters on Marriage, Singles, Kids and Families (Hardcover)
by (shelved 3 times as financial-planning)
avg rating 4.27 — 17,330 ratings — published 1992
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The Art of Spending Money: Simple Choices for a Richer Life The Art of Spending Money: Simple Choices for a Richer Life (Hardcover)
by (shelved 3 times as financial-planning)
avg rating 4.11 — 26,242 ratings — published 2025
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Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (Kindle Edition)
by (shelved 3 times as financial-planning)
avg rating 4.34 — 276 ratings — published
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The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime (Revised & Updated for 2025) The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime (Revised & Updated for 2025)
by (shelved 3 times as financial-planning)
avg rating 4.23 — 2,192 ratings — published
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Ask: How to Relate to Anyone Ask: How to Relate to Anyone (Hardcover)
by (shelved 3 times as financial-planning)
avg rating 4.01 — 94 ratings — published
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Your Retirement Income Blueprint: A Six-Step Plan to Design and Build a Secure Retirement Your Retirement Income Blueprint: A Six-Step Plan to Design and Build a Secure Retirement (Paperback)
by (shelved 3 times as financial-planning)
avg rating 4.04 — 98 ratings — published 2011
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Common Stocks and Uncommon Profits and Other Writings (Wiley Investment Classics) Common Stocks and Uncommon Profits and Other Writings (Wiley Investment Classics)
by (shelved 3 times as financial-planning)
avg rating 4.14 — 16,894 ratings — published 1957
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“We were not born just to increase the GDP of our nation. We were born to live a purposeful, meaningful, and fulfilling life.”
Dr. Sanjay Runwal, HOW TO LIVE LIFE? SBOP LIVING - FOR LIFE AFTER 55/60

Jason Hishmeh
“As AI reshapes financial planning in 2025, FP&A teams gain the power of real-time forecasts but face the problems of data quality gaps. It's important to blend human oversight with automated insights to deliver decisions that adapt well to market shifts.”
Jason Hishmeh, The 6 Startup Stages: How Non-technical Founders Create Scalable, Profitable Companies

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