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Learning Center

Below is a curated list of content related to saving, investing, and financial planning and from thought leaders in the industry. I have organized the information by format (books, podcasts, and blogs) so you can consume the information according to your preferences.  Check back here periodically for new content.


The One-Page Financial Plan: Written by Carl Richards, best known for his “Sketch Guy” sharpie drawings in his New York Times column.  This is a short, simple book whose title says it all.

The Millionaire Next Door: Written by Thomas Stanley and William Danko, first published in 1996, a groundbreaking examination of America’s rich—exposing for the first time the seven common qualities that appear over and over among this exclusive demographic.  

Your Money and Your Brain:  Written by Jason Zweig (writer for the Wall Street Journal).  Drawing on the latest scientific research, Zweig discusses what happens in your brain when you think about money and tells investors how to take practical, simple steps to avoid common mistakes and become more successful.

The Little Book of Common Sense Investing: Written by Jack Bogle, legendary founder of Vanguard, and creator of the first index fund.  This book is full of good advice on topics like the power of diversification, the tangible impact of expenses of investment returns, long-term investing vs short-term speculating, and the risk of relying on past performance to name a few.  

All About Asset Allocation: Written by Richard Ferri, this book covers the basic theory, importance, and application of an asset allocation strategy, reviews the major asset classes and offers a wide variety of ETF’s and mutual funds to gain exposure to each, and offers tools and tactics to implement and adjust an asset allocation strategy over the course of your lifetime.

How a 2nd Grader Beat Wall Street:  Written by Allan Roth, this book reminds us that the most important investment principles are actually simple truths that we lose sight of as our lives and investment approaches grow more complicated.  This is a “back to basics” book that can simplify our financial lives while improving our investment results.


The Truth about Money with Ric Edelman:  Ric gives you comprehensive, educational advice that is both entertaining and useful – on investments, IRAs, retirement planning, mortgages, insurance, college planning, and much more!  

Planet Money:  Planet Money is a podcast and blog produced by NPR. Using “creative and entertaining” dialogue and narrative, Planet Money claims to be “The Economy Explained”

Stacking Benjamins: an award-winning podcast that focuses on helping others build wealth.  Tune in for informative and entertaining interviews on various financial topics, including investing and creating multiple income streams.

Radical Personal Finance: Financial adviser Joshua J. Sheats takes you on a journey toward financial health. Through storytelling and interviews, Sheats helps listeners work on their financial issues and build wealth with proven strategies and tools. 


Dough Roller is a blog about money. How to make it, give it, save it, and spend it in a way that moves you closer to financial freedom.  Here you can find insights on everything from asset allocation to zero coupon bonds, savings yields, real estate investing, and raising financially fit kids.

Wise Bread This site is about being smart with your money – or as its tagline says, “Living Large on a Small Budget”. They cover a broad range of money-related topics – from opening a Roth IRA for your child to reusing detergent bottles as a way to spend less and save more.

Atypical Finance This blog has a heavy focus on the importance of budgeting (as you’ll see as soon as you arrive), but there is also good content on other personal finance topics such as home ownership, an emergency fund, living below your means, and debt management.

Financial Samurai Since the financial crisis, more than 30 million visitors have stopped by Financial Samurai to learn, share, and grow. This popular blog and website delves deep into investing, real estate, retirement planning, career strategies, money philosophy, and more, so we can all achieve financial independence sooner, rather than later.