Notes from the Shelf

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Managing money can feel overwhelming, but the right books can make all the difference. Over the years, I’ve read several finance books that have changed the way I think about saving, investing, and building wealth. Whether you’re looking to get out of debt, grow your income, or master investing, these books offer practical advice and strategies to help you take control of your financial future. Here are the most helpful finance books I’ve read—and why they’re worth your time.

1. Choose FI: Your Financial Blueprint for Financial Independence by Brad Barrett, Chris Mamula, and Jonathan Mendonsa

Choose FI: Your Financial Blueprint for Financial Independence is truly a blueprint. It stems from the Choose FI podcast with interviews and personal stories from the authors. Each section of the book discusses different levers you can use in your financial independence journey, from making more to spending less, and shares practical ways of accomplishing each in a way that aligns with your personal values.

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2. The One-Page Financial Plan by Carl Richards

The One-Page Financial Plan details how to make a financial roadmap to capture your financial situation and goals in a single page. This helps provide a clear, high-level summary to guide your financial decisions without being too overwhelmed with the small details.

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3. The Psychology of Money by Morgan Housel

The Psychology of Money presents biases, flaws, behaviors, and attitudes that affect financial outcomes and shows how your thoughts around money can work for and against you. It’s extremely helpful to know how your psychology can affect your money habits.

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Let me know what finance books you’ve found to be most helpful in your financial journey!

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