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The Holiday Gift Worth Giving–Financial Literacy: 5 Money Books That Can Change Lives

December 17, 2018

Struggling to find holiday gifts for your family and friends this year?  If you believe as we do that everyone, young and old, rich and poor, struggle with money at some point in their lives, then a gift of financial literacy can have real meaning and change lives.  Here are Logbook Financial Planning's 5 favorite money books that we gave to our ongoing clients this year:


1. The Soul of Money:  Transforming Your Relationship with Money & Life By Lynne Twist, 2017 (newest version)  


Who is it for? 40s, 50s, 60s, 70s–people who are focused on money despite their wealth, budding philanthropists, and those looking to make an impact with their resources


Why is it awesome?  It makes you think deeply about money and your life.  How can you view money from a perspective of abundance and not from a position of scarcity?  How can you let go of your fears around money? We think the scene with Mother Theresa will completely change your thinking about the "rich and famous."


Favorite quote:  "Each of us experiences a lifelong tug-of-war between our money interests and the calling of our soul.  When we’re in the domain of soul, we act with integrity. We are thoughtful and generous, allowing courageous, and committed. We recognize the value of love and friendship.  We admire a small thing well done. We experience moments of awe in the presence of nature and its unrefined beauty. We are open, vulnerable, and heartful. We have the capacity to be moved, and generosity is natural.  We are trustworthy and trusting of others, and our self-expression flourished….when we enter the domain of money, there often seems to be a disconnect from the soulful person we have known ourselves to be."


2. Smart Couples Finish Rich Revised & Updated: 9 Steps to Creating a Rich Future for You and Your Partner By David Bach, 2018 (newest version)


Who is it for?  All ages–new couples getting started in their adult lives together and mature couples who want to communicate better about money.  


Why is it awesome?  There are super helpful sections about how exactly to get organized financially (simple, elegant) and how to improve couples’ communication around money.  We love the "Money Date" concept and how to pull it off.


Favorite quote:  "Working on your money together significantly improves the chances not only of your succeeding financially but of your staying together as a couple."


3. The New Retirementality:  Planning Your Life and Living Your Dreams....At Any Age You Want By Mitch Anthony, 2014 (newest version)


Who is it for? 50s, 60s, 70s–people who are not looking forward to retiring and those worried about this major life transition.


Why is it awesome?  Mitch Anthony is our favorite speaker in the entire financial services industry and his book is full of homespun wisdom about the next phase of your life.  Don't be a failed retiree, read Mitch's book well in advance of leaving your career.


Favorite quote: "A second half of life can mean a second wind–not just a breeze but a gust to fill our sails.  It is time in life to contribute, learn and try new things."


4. 30 Lesson for Living: Tried & True Advice from the Wisest Americans By Karl Pillemer Ph.D., 2012


Who is it for? 30s, 40s, 50s, 60s, 70s–everyone who can use advice about happy marriages, parenting, successful and fulfilling careers, living without regrets, and aging fearlessly.


Why is it awesome?  Karl Pillemer interviewed more than 1,000 Americans between 70 and 100-years-old about living well.  Not strictly about money, this is an important book about life. Guaranteed to make you laugh and cry and want to do better in your own life in many different areas.


Favorite quote: “I have had to live simply but eventually I realized that it is the best way for me to live.  To know what is enough, not to use more than my share of the earth’s resources, to recognize the difference between wants and needs, to enjoy the pleasure of making something broken of use again and learning to appreciate simple pleasures has made my life more satisfying and less worrisome.  Happiness does not depend on how much we have but is based on personal success of skills and artistry, a sense of humor, the acquisition of knowledge, the refinement of character, the expression of gratitude, the satisfaction of helping others, the pleasure of friends, the comfort of family and the joy of love."


5. What Your Financial Advisor Isn't Telling You:  The 10 Essential Truths You Need to Know About Your Money By Liz Davidson, 2017


Who is it for? 20s, 30s, 40s–do-it-yourself investors, people struggling with debt, and others who are not yet ready to pay for financial advice from a fiduciary financial planner.


Why is it awesome?  Liz has a jaundiced, no-holds-barred view of financial advisors but, unfortunately, too many bad actors in the industry deserve her scorn.  We like the sections about taking advantage of all of your employee benefits (often underutilized and underappreciated) and how to blast your way out of debt.


Favorite quote: "To be your own advisor–you need knowledge, time and the ability to act rationally to changes in your financial situation and maintain a prudent course of action and not an emotional one."


We hope you found something on this list for yourself or someone special in your life.  Happy reading and happy holidays!


As a former Foreign Service Officer and Air Force pilot, I’m passionate about continuing to serve those in government and the military.  Our services and publications are designed for individuals and families in these communities. Follow me – Chris Cortese - on LinkedIn so you can continue to benefit from our expertise.


Chris Cortese
Financial Planner & Founder
Logbook Financial Planning, LLC



“Investment advisory services are offered through Logbook Financial Planning, LLC, a Licensed Investment Adviser in the state of Maine and Registered Investment Adviser in the state of Virginia” “All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.” “Logbook Financial Planning, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.”



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