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Financial Literacy Books
16
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
3
Theory 101
Theory 202
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
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