Retirement Planning/Investing Books

Pizza Man · 2022-01-14T19:30:16Z

I have spent and continue to spend a lot of time on retirement planning/investing (I confess, I love it ???? ) and have read a lot of blogs and books over the past 5 years in preparation for our retirement (now 3 years in). So I thought I would list the books I have in my home library. But first, I read two books I got from the public Library that are so good I will be adding them to my library (as soon as they show up at Half-Priced-Books). The first is one of the best books on retirement planning/investing I have read. It is The Psychology of Money - Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel, 2020. The second is the 2020 updated How to Make Your Money Last by Jane Bryant Quinn, a very good overall retirement planning book. Now my library: Control Your Retirement Destiny by Dana Anspach, 2nd Edition 2016, probably the best overall retirement planning book and the one I would recommend people start with. The next three books are by guys who also have very good blogs: Can I Retire Yet? by Darrow Kirkpatrick, 2016. Keys to a Successful Retirement by Fritz Gilbert, 2020. I think he has the best blog Choose FI - Your Blueprint to Financial Independence by Chris Mamula & Brad Barrett, 2019. More of an emotional/how I am feeling book, not one of my favorite books. Others: The 5 Years Before You Retire by Emily Guy Birken, 2014. Your Complete Guide to a Successful & Secure Retirement by Larry Swedroe & Kevin Grogan, 2019. Those with a tax bent: Don't Retire Broke - An Indispensable Guide to Tax-Efficient Retirement Planning and Financial Freedom by Rick Rodgers, CFP, 2017. A Concise Guide to Taxes in Retirement by Bruce Larsen, updated for 2020. I highly recommend this book. The Tax Bomb in your Retirement - How the ROTH IRA Can Help You Avoid It by Josh Scandlen, 2019. Taxes Made Simple by Mike Piper, CPA, 2019. Not a retirement book but good. On Social Security: Social Security Sense by Dana Anspach, CFP, RMA 2016. A little out of date so there may be newer ones by others. Hard core reading: A Random Walk Down Wall Street - The Time tested Strategy for Successful Investing by Burton Malkiel, 1973 updated in 2020. The original Investment book. Irrational Exuberance - Revised and Expanded Third Edition by Robert Shiller, 2015. Yes, the Nobel Prize winner. Hard hard core reading: Living Off Your Money - The Modern Mechanics of Investing During Retirement with Stock and Bonds by Micharl H. McClung, 2015. If you don't like numbers, run away as fast as you can ????. Literally half the book is charts and tables. Two books I just started reading are Retirement Planning Guidebook by Wade Pfau, 2021 and Income Strategies by William Reichenstein, 2019. So far they both seem very good. There you have it, hours and hours of joy await you!!!!!! Pizza Man