Recommended Financial Planning Books


Don’t Sweat the Small Stuff About Money

by Richard Carlson, Ph.D.

Replete with fascinating ideas and new concepts for everyone from businesspeople to those who manage the money in their households, Don’t Sweat the Small Stuff About Money reveals how to live a life that’s more wealthy, productive, and carefree.

The Millionaire Next Door

by Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D.

Most of the truly wealthy in the United States don’t live in Beverly Hills or on Park Avenue. They live next door.  In fact, the glamorous people many of us think of as “rich” are actually a tiny minority of America’s truly wealthy citizens—and behave quite differently than the majority.

Millionaire Women Next Door

by Thomas J. Stanley, Ph.D.

Millionaire Women Next Door presents a variety of groundbreaking concepts involving the personality, lifestyle, motives, beliefs, and spending habits of economically successful American businesswomen.

On the Brink

by Henry M. Paulson, Jr.

More than an account about numbers and credit risks gone bad, On The Brink is an extraordinary story about people and politics, all brought together during the world’s impending financial Armageddon.

The Starbucks Experience

by Joseph A. Michelli

Filled with real-life insider stories, eye-opening anecdotes, and solid step-by-step strategies, this fascinating book takes you deep inside one of the most talked-about companies in the world today.


by Malcolm Gladwell

In this stunning book, Malcolm Gladwell takes us on an intellectual journey through the world of “outliers”–the best and the brightest, the most famous and the most successful. He asks the question: what makes high-achievers different?

The Last Lecture

by Randy Pausch

A combination of humor, inspiration and intelligence, this book reminds us that leaving a legacy is about the importance of overcoming obstacles, of enabling the dreams of others, of seizing every moment – it’s about living!

The Ultimate Gift

by Jim Stoval

What would you do to inherit a million dollars? Would you be willing to change your life? The journey may be a better gift than a million dollars.


by Steven D. Levitt and Stephen J. Dubner

Levitt and Dubner show that economics is, at root, the study of incentives—how people get what they want, or need, especially when other people want or need the same thing. In Freakonomics, they explore the hidden side of . . . well, everything.



2018 was a year of historical fiction for me. I became absolutely obsessed with the genre after reading All the Light We Cannot See. My book choices focused on World War II and the bravery of the many who fought during that time, as well as their families and communities. I learned about the French Resistance, spies, and the dedication and courage of so many Europeans, whether fighting on the front or not. My favorites were Beneath a Scarlet Sky, which is based on the true story of Pino who joins the underground railroad and then joins the German army acting as a spy. There is also a love story mixed in there. I also enjoyed The Tattooist of Auschwitz, and The Nightingale.

The House of Broken Angels and The Devil’s Highway (with a shout out to Love in the Time of Cholera)

by Luis Alberto Urrea

Throughout the year, my children were telling me that my books are too depressing, so I did branch out to read The House of Broken Angels and The Devil’s Highway, both by Luis Alberto Urrea. The former is a lighter take on One Hundred Years of Solitude, and is a breezier read about an extended Mexican family and their celebration of life and love. The latter is a non-fictional account of 26 migrants trying to cross the border from Mexico, where only 12 actually made it. In today’s time where discussions of immigration are front and center in our political discourse, reading a book about the literal and figurative journey across the border was eye-opening and humbling all at the same time. And for those interested in Latino culture, my favorite remains Love in the Time of Cholera by Gabriel Garcia Marquez (Gabo), an epic love story.

Love in the Time of Cholera

by Gabriel Garcia Marquez

Many people know “Gabo” for his Nobel Prize winning novel, One Hundred Years of Solitude, which was recommended to me by a dear friend and avid reader.  Although I enjoyed One Hundred Years of Solitude immensely (once I survived the first hundred pages), my favorite novel by Gabo is Love in the Time of Cholera.  It is a story about a young Florentino and Fermina who fall in love.  But, Fermina chooses to marry a wealthy man and Florentino, ever the romantic, reserves his heart for Fermina for over fifty years while engaging in some very peculiar behavior.  Her husband dies at last, and you need to read the book to find out the rest!  This book will bring tears to your eyes (it did with me), reminding all of us of the timelessness and endurance of love.

Another fun book by Gabo is Memories of My Melancholy Whores, a quick and easy read, also about passion and love, but in a most unconventional way.

Rita Hayworth and Shawshank Redemption ( the book and the movie)

a short story by Stephen King

Shawshank Redemption is one of my favorite movies, as I fall in love with the characters and their stories over and over again.  So much to learn and all the time in the World for our friends Red and Andy to teach those lessons of friendship, hope, and redemption to us.  Many do not know that Shawshank is based on the short story by Stephen King, Rita Hayworth and Shawshank Redemption, from his 1982 collection Different Seasons, subtitled Hope Springs Eternal.

In this story, Andy is an unjustly imprisoned banker who seeks a strange and startling revenge after receiving a life sentence.  The book, like the movie, is a slow burn and builds up to a magnificent ending every time, and can be summed up in one of my all time favorite quotes: “Remember that hope is a good thing, Red, maybe the best of things, and no good thing ever dies.”  Watching Andy methodically use the principles of geology, “time and pressure,” to accomplish his grand feat is a joyful relief for all those who believe in justice and dreams.  Andy admonishes us, “It always comes down to just two choices.  Get busy living or get busy dying.”  Need I say more?