Resources

This page contains affiliate links. See Disclosures for details.

 
 

Our Recommended Personal Finance Books

  1. I Will Teach You To Be Rich by Ramit Sethi

  2. Your Money or Your Life by Vicki Robin and Joe Dominguez (book notes)

  3. The Psychology of Money by Morgan Housel

  4. The Financial Diet by Chelsea Fagan and Lauren Ver Hage

  5. The Simple Path to Wealth by JL Collins

  6. The Good Your Money Can Do by Eva Yazhari

  7. The Book of Common Sense Investing by John C. Bogle (book notes)

  8. The Millionaire Mind and The Millionaire Next Door by Thomas J. Stanley

  9. The Energy of Money by Maria Nemeth, PhD

  10. The Automatic Millionaire by David Bach

  11. Women and Money by Suze Orman (book notes)

  12. The Broke Millennial by Erin Lowry (book notes)

  13. Clever Girl Finance by Bola Sokunbi

  14. The Do-Gooder’s Guide to Investing by Adrian Reif (book notes)

  15. The Resilient Investor by Hal Brill

  16. Invest Like You Give a Damn by Marc de Sousa-Shields

See other book reviews and summaries here.

 
 

Financial Apps and Tools

Fidelity - Great for no-cost, long-term investing. Watch this video to open your first account.

Mint - Great for budgeting and cash flow management. Puts everything in one place.

M1 Finance - Great for new tech savvy investors. Watch review and tutorial.

Personal Capital - Great for intermediate to advanced investors and those looking to gain an overall snapshot of investments + cash flow and transactions. The dashboard is FREE to use, but they also offer advisory services. Get $20 if you open and link an investment account with them. Find a full review here.

Vanguard - Great for low-cost, long-term investing.

WeBull - Great for those looking to do individual stock investing. Sign-up and get 2 free stocks once you fund your account. Not ready to invest? Use their Paper Trading platform to create a simulated portfolio without the risk of losing real money.

And if you are a data visualization or numbers nerd, this tracker may be the one for you. It’s available from @mywealthdiary over on Etsy and allows you to figure out your Crossover Point from “Your Money or Your Life” using a sleek graph and Google Sheets input.

 

Online Video Personal Finance Classes

  1. Start Late, Finish Rich with David Bach

  2. Money for Creative Professionals with Ramit Sethi

  3. Beginner’s Guide to Investing with Erin Lowry of Broke Millennial