Benable — create shareable lists of things you recommend!
E.g., products you love, local businesses, travel recs - you can add anything to a Benable list!
Financial Literacy Books
32
items 🧠 Build Wealth. Protect Your Future. Take Control. This list is a collection of the exact tools, books, and resources I use to create a smarter, more secure financial life—both for myself and my family. From powerful books that teach real wealth-bui...
Sections
4
Theory 101
Theory 202
Theory 303
Can’t Recommend Enough
Theory 101
💡 Theory 101: Foundations of Wealth & Protection This section is your starting point—five powerful books that lay the groundwork for understanding how money really works. Together, they challenge conventional thinking and introduce smarter ways to build, protect, and pass on wealth. Fro...
Money. Wealth. Life Insurance. by Jake Thompson is a powerful read that breaks down how life insurance can be more than just protection—it can be a tool for building wealth. Whether you're just starting to learn about financial planning or you're dee...
Money. Wealth. Life Insurance. Strategies
The Retirement Miracle by Patrick Kelly is a concise, reader-friendly book that explores how to build a secure retirement using strategies that minimize market risk and taxes. Kelly emphasizes the use of permanent life insurance products to grow wea...
If you're interested in alternative retirement planning methods that prioritize safety and tax advantages, this book provides clear insights into how life insurance can play a pivotal role in your financial future.
If you're interested in alternative retirement planning methods that prioritize safety and tax advantages, this book provides clear insights into how life insurance can play a pivotal role in your financial future.
The Retirement Miracle - Patrick Kelly: Books
Saving Your Future: Basic Principles of Building a Financial Foundation is a concise, beginner-friendly guide that breaks down personal finance into clear, actionable steps. It covers essential topics like budgeting, saving, debt management, the Rul...
Saving Your Future: Financial Building Basics
The Power of Zero by David McKnight is a concise and impactful guide that outlines strategies to achieve a tax-free retirement. McKnight emphasizes the importance of proactively shifting assets into tax-free vehicles, such as Roth IRAs and certain l...
The Power of Zero: Get to 0% Tax
Stress-Free Retirement by Patrick Kelly is a concise guide that challenges traditional retirement planning methods. Kelly critiques conventional strategies like relying solely on stock market investments, highlighting their exposure to market volatil...
If you're seeking a retirement strategy that prioritizes stability and minimizes risk, this book offers valuable insights into alternative financial tools that could help achieve those goals.
If you're seeking a retirement strategy that prioritizes stability and minimizes risk, this book offers valuable insights into alternative financial tools that could help achieve those goals.
Stress-Free Retirement: Patrick Kelly
Theory 202
📘 Theory 202: Advanced Strategies for Growth & Legacy These books take you beyond the basics and into deeper financial strategies that build on the foundation set in Theory 101. Theory 202 dives into advanced topics like tax-free retirement planning, using life insurance as a wealth-building too...
Tax-Free Retirement by Patrick Kelly is an easy-to-read book that explains how to retire without worrying about future taxes. Instead of relying only on 401(k)s or IRAs, it shows how life insurance can help you grow money safely and access it tax-fre...
Tax-Free Retirement 10th Anniv. Edition
Look Before You LIRP by David McKnight is a concise guide that builds upon the concepts introduced in The Power of Zero. In this book, McKnight emphasizes that while Life Insurance Retirement Plans (LIRPs) can be effective tools for achieving a tax-f...
Look Before You LIRP: Life Insurance Plans
The Volatility Shield by David McKnight is a short, story-driven book that highlights the risks of relying solely on traditional retirement strategies. Through the fictional tale of Ted Hardy, a retired NFL player who unexpectedly depletes his $3 mi...
The book introduces the concept of a "volatility shield"—a financial strategy designed to protect retirement savings from market fluctuations and sequence-of-return risks. By incorporating tools like permanent life insurance, this approach aims to pr...
If you're seeking a quick and engaging read that offers insights into safeguarding your retirement against market volatility, The Volatility Shield is a valuable resource.
The book introduces the concept of a "volatility shield"—a financial strategy designed to protect retirement savings from market fluctuations and sequence-of-return risks. By incorporating tools like permanent life insurance, this approach aims to pr...
If you're seeking a quick and engaging read that offers insights into safeguarding your retirement against market volatility, The Volatility Shield is a valuable resource.
The Volatility Shield: Maximize Returns
The Family Bank Strategy by David T. Phillips introduces a method to build and preserve wealth across generations using permanent life insurance. By creating your own "family bank," you can access funds tax-free, protect your estate from creditors, a...
The Family Bank Strategy: Personal Tax Guide
The Wealth Physician by Dr. Michael B. Turner takes a fresh look at wealth building through the lens of both financial and physical health. It focuses on how permanent life insurance, particularly Indexed Universal Life (IUL), can be used as a tool t...
The Wealthy Physician: Truth About Medical Practitioners
The Financial Pocketknife by James L. Stoddard Jr. is a straightforward guide that introduces Indexed Universal Life (IUL) insurance as a versatile financial tool. The book addresses common financial challenges—such as inflation, taxes, and market v...
The Financial Pocketknife: Beating Killers
Theory 303
Advanced Wealth Strategies for Financial Independence
Theory 303 is a curated collection of high-impact financial education books that challenge conventional wisdom and introduce next-level strategies for building lasting wealth. This section is designed for individuals ready to go beyond basic budgetin...
Becoming Your Own Banker – R. Nelson Nash This book challenges traditional thinking about money management and introduces a system where you take control of the banking function in your own financial life. It explains how understanding the flow of mo...
Becoming Your Own Banker: Unlock the Infinite Banking Concept
Financial Miseducation of the Poor and Middle Class: The Index Universal Life Umbrella – Dr. Marshall James Cowell
This book exposes how traditional financial systems and government policies disproportionately disadvantage the poor and middle class. Dr. Cowell argues that the top 1% manipulate these systems to accumulate wealth, leaving others vulnerable to debt ...
This book exposes how traditional financial systems and government policies disproportionately disadvantage the poor and middle class. Dr. Cowell argues that the top 1% manipulate these systems to accumulate wealth, leaving others vulnerable to debt ...
Financial Miseducation of the Poor and Middle Class: The Index Universal Life ...
Tax-Free Income for Life – David McKnight
This book addresses two major financial risks in retirement: rising tax rates and the possibility of outliving one's savings. It critiques traditional strategies like the Three Percent Rule and single premium immediate annuities, suggesting they may ...
This book addresses two major financial risks in retirement: rising tax rates and the possibility of outliving one's savings. It critiques traditional strategies like the Three Percent Rule and single premium immediate annuities, suggesting they may ...
Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement
The Trump Tax Cut: Your Personal Guide to the New Tax Law – Eva Rosenberg
This book provides a comprehensive guide to the Tax Cuts and Jobs Act (TCJA) of 2017, offering strategies to maximize financial benefits under the new tax code. It includes over 200 tips on deductions, write-offs, and legal loopholes, such as immedia...
This book provides a comprehensive guide to the Tax Cuts and Jobs Act (TCJA) of 2017, offering strategies to maximize financial benefits under the new tax code. It includes over 200 tips on deductions, write-offs, and legal loopholes, such as immedia...
The Trump Tax Cut: Your Personal Guide to the New Tax Law
The LASER Fund: How to Diversify and Create the Foundation for a Tax-Free Retirement – Douglas R. Andrew, Emron D. Andrew, Aaron R. Andrew
This book introduces a financial strategy designed to provide tax-free retirement income, emphasizing the importance of liquidity, safety, predictable rates of return, and tax advantages. It critiques traditional retirement vehicles like 401(k)s and ...
The book also provides real-life examples of individuals who have utilized this approach to achieve financial security, fund business ventures, and leave a legacy for their families. It serves as a guide for those seeking to diversify their retiremen...
This book introduces a financial strategy designed to provide tax-free retirement income, emphasizing the importance of liquidity, safety, predictable rates of return, and tax advantages. It critiques traditional retirement vehicles like 401(k)s and ...
The book also provides real-life examples of individuals who have utilized this approach to achieve financial security, fund business ventures, and leave a legacy for their families. It serves as a guide for those seeking to diversify their retiremen...
The LASER Fund: How to Diversify and Create the Foundation for a Tax-Free ...
What Your CPA Isn't Telling You: Life-Changing Tax Strategies – Mark J. Kohler
This book delivers powerful tax strategies often overlooked by traditional accountants. It encourages readers to shift their mindset from employee to entrepreneur, showing how owning even a small side business can unlock major tax benefits. Key topic...
This book delivers powerful tax strategies often overlooked by traditional accountants. It encourages readers to shift their mindset from employee to entrepreneur, showing how owning even a small side business can unlock major tax benefits. Key topic...
What Your CPA Isn't Telling You: Life-Changing Tax Strategies ...
Everyone Ends Up Poor!: Why Financial Planning Is All Backwards And How To Fix It – Curtis Ray
This book dismantles the traditional financial planning model, arguing that conventional advice often leads people to run out of money in retirement. Curtis Ray introduces a strategy focused on maximizing compound interest, reducing risk, and increas...
This book dismantles the traditional financial planning model, arguing that conventional advice often leads people to run out of money in retirement. Curtis Ray introduces a strategy focused on maximizing compound interest, reducing risk, and increas...
Everyone Ends Up Poor!: Why Financial Planning Is All Backwards And How To ...
Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not To Be – Bryan S. Bloom
This book challenges traditional financial teachings by exposing how many accepted truths can actually lead to poor financial outcomes. Bryan Bloom shares his personal journey as a CPA, revealing that common strategies—like relying heavily on tax-def...
This book challenges traditional financial teachings by exposing how many accepted truths can actually lead to poor financial outcomes. Bryan Bloom shares his personal journey as a CPA, revealing that common strategies—like relying heavily on tax-def...
Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not ...
The 770 Account: How to Fund Your Own Worry-Free, 100% Tax-Free Retirement – Tom Dyson
This book introduces a financial strategy designed to provide a tax-free retirement income through a specialized savings approach. It emphasizes the importance of consistent, protected growth, offering a method to accumulate wealth without exposure t...
This book introduces a financial strategy designed to provide a tax-free retirement income through a specialized savings approach. It emphasizes the importance of consistent, protected growth, offering a method to accumulate wealth without exposure t...
The 770 Account How to Fund Your Own Worry-Free, 100% Tax-Free Retirement
What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way...and How You Can Too – Garrett B. Gunderson & Michael G. Isom
This book explores the financial strategies employed by the Rockefeller family to build and preserve wealth across generations. It emphasizes the importance of establishing a family trust, creating a detailed Statement of Purpose, and implementing a ...
This book explores the financial strategies employed by the Rockefeller family to build and preserve wealth across generations. It emphasizes the importance of establishing a family trust, creating a detailed Statement of Purpose, and implementing a ...
What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way .. ...
IUL ASAP: How to Win the Financial Game of Life, Invest Like the Wealthy, and Generate Tax-Free Income with One 3-Letter Word – Shirley Luu
This book presents a strategy for achieving financial security by leveraging a financial vehicle that offers tax-free income, protection against market losses, and consistent growth. Shirley Luu emphasizes the importance of financial literacy and pro...
This book presents a strategy for achieving financial security by leveraging a financial vehicle that offers tax-free income, protection against market losses, and consistent growth. Shirley Luu emphasizes the importance of financial literacy and pro...
IUL ASAP: How to Win the Financial Game of Life, Invest Like the Wealthy ...
Top 25 Ways an IUL Can Secure Your Financial Future: And Build a Tax-Free Family Bank! – Mark J. Quann & Josh Shapiro
This book outlines how to utilize a financial strategy that offers tax-free growth, protection against market downturns, and the ability to create a personal "family bank." The authors detail methods for leveraging this approach to fund investments i...
This book outlines how to utilize a financial strategy that offers tax-free growth, protection against market downturns, and the ability to create a personal "family bank." The authors detail methods for leveraging this approach to fund investments i...
Top 25 Ways an IUL can Secure Your Financial Future: And Build a Tax-Free ...
The Business Owner's Guide to Financial Freedom: What Wall Street Isn't Telling You – Mark J. Kohler & Randall Luebke
This book provides a comprehensive roadmap for entrepreneurs aiming to achieve financial independence by leveraging their businesses effectively. Kohler and Luebke introduce the 4x4 Financial Independence Plan, which emphasizes optimizing existing re...
This book provides a comprehensive roadmap for entrepreneurs aiming to achieve financial independence by leveraging their businesses effectively. Kohler and Luebke introduce the 4x4 Financial Independence Plan, which emphasizes optimizing existing re...
The Business Owner's Guide to Financial Freedom: What Wall Street ...
Get Me to ZERO™: Use the I.R.S. Tax Code to Pay as Little as ZERO Income Taxes During Retirement and Have a Better Life – Mark J. Orr, CFP
This book outlines a comprehensive approach to retirement planning that emphasizes minimizing tax liabilities to enhance financial security. Mark J. Orr presents seven synergistic tax strategies designed to reduce or eliminate income taxes during ret...
This book outlines a comprehensive approach to retirement planning that emphasizes minimizing tax liabilities to enhance financial security. Mark J. Orr presents seven synergistic tax strategies designed to reduce or eliminate income taxes during ret...
Get Me to ZERO™: Use the I.R.S. Tax Code to Pay as Little as ZERO Income ...
The Doctor’s Wealth Preservation Guide by Roccy DeFrancesco, JD, CWPP, CAPP, MMB, is a practical and strategic resource for physicians looking to protect and grow their wealth. Written by a former personal injury attorney and medical clinic operation...
Key Topics Covered:
Asset Protection: Methods to safeguard both personal and professional assets from lawsuits, market volatility, the IRS, and long-term care costs.
Tax Reduction: Strategies to legally reduce income taxes—potentially saving physicians tens of thousands of dollars annually—without relying on risky tax shelters.
Estate Planning: A guide to avoiding common mistakes that can result in excessive taxation on inherited wealth, with practical tips to protect heirs.
Financial Planning: Techniques to preserve investment principal while still allowing for growth when markets perform well.
Practice Management: Advice on running a more efficient and profitable medical practice with easy-to-implement improvements.
Endorsed as a “physician’s financial bible,” the book has also been approved for continuing medical education credits. It provides a clear, jargon-free overview of the most important financial issues facing doctors today and serves as an excellent co...
Key Topics Covered:
Asset Protection: Methods to safeguard both personal and professional assets from lawsuits, market volatility, the IRS, and long-term care costs.
Tax Reduction: Strategies to legally reduce income taxes—potentially saving physicians tens of thousands of dollars annually—without relying on risky tax shelters.
Estate Planning: A guide to avoiding common mistakes that can result in excessive taxation on inherited wealth, with practical tips to protect heirs.
Financial Planning: Techniques to preserve investment principal while still allowing for growth when markets perform well.
Practice Management: Advice on running a more efficient and profitable medical practice with easy-to-implement improvements.
Endorsed as a “physician’s financial bible,” the book has also been approved for continuing medical education credits. It provides a clear, jargon-free overview of the most important financial issues facing doctors today and serves as an excellent co...
The Doctor's Wealth Preservation Guide
Can’t Recommend Enough
⭐ Can’t Recommend Enough: Game-Changers for Mindset & Momentum These books have had a major impact on how I think, work, and grow. They cover everything from mastering your habits and mindset to building real financial literacy and learning how to confidently start conversations that lead to opportunit...
Building an Empire by Brian Carruthers is a comprehensive guide for anyone interested in network marketing. Drawing from his extensive experience, Carruthers provides practical strategies to build a successful and sustainable business. The book cove...
Whether you're new to network marketing or looking to enhance your existing business, Building an Empire offers valuable insights to help you achieve your goals.
Whether you're new to network marketing or looking to enhance your existing business, Building an Empire offers valuable insights to help you achieve your goals.
Building an Empire: Complete Blueprint
Atomic Habits by James Clear is a straightforward guide to building better habits and breaking bad ones. It shows how small changes, done consistently, can lead to big results over time. Using four simple steps—make it obvious, attractive, easy, and ...
Atomic Habits: Tiny Changes by James Clear
The Power of One More is a motivational book by Ed Mylett that focuses on pushing just a little further in every area of life—one more rep, one more call, one more moment of belief. It’s all about how doing “just one more” can lead to massive results...
The Power of One More: Ultimate Guide to Happiness
Rich Dad Poor Dad is a personal finance classic that compares two mindsets about money: one from Robert’s highly educated but financially struggling father, and one from his wealthy mentor. The book breaks down the importance of financial education, ...
Rich Dad Poor Dad: Money Lessons for Kids
Ice Breakers! is a quick and practical guide to starting conversations that naturally lead to sharing your business. Tom Schreiter shows how to break the ice without feeling awkward or salesy. It’s full of easy scripts and real-world examples that he...
Ice Breakers! Get Prospects to Request Presentations
Emotional Intelligence 2.0 – Dr. Travis Bradberry & Dr. Jean Greaves
This book offers a practical guide to enhancing emotional intelligence (EQ), a critical skill set for personal and professional success. It breaks down EQ into four core competencies: self-awareness, self-management, social awareness, and relationshi...
This book offers a practical guide to enhancing emotional intelligence (EQ), a critical skill set for personal and professional success. It breaks down EQ into four core competencies: self-awareness, self-management, social awareness, and relationshi...
Emotional Intelligence 2.0: Bradberry, ...