Nonfiction books written by working financial advisors, planners and wealth managers: on retirement, building wealth, money and family, and the questions their clients ask most. Each book's description names its author in that role.
This list holds 8 books published between 2017 and 2021, 1 with an audiobook edition. A book is on it only when its own description says, by name, that the author is a financial advisor or planner. Books that are only about financial advisors, or whose descriptions do not say, are left off. The most-rated on Amazon come first.
Frazer Rice · 2018
They say a fool and his money are soon parted, and, for the 1 percent, this is especially true. The more wealth one has, the more risks to their financial security. But with the right knowledge, planning, and guidance, the affluent can not only preserve their…
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Jim Dew · 2018
It’s exciting when entrepreneurs hit big financial success! At the same time, they are left with many questions. “What are my next steps?” “Who can I ask for help?” “Am I missing out on valuable information?” They are managing millions of dollars in personal…
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Scott Danner · 2021 · Audiobook
In the land of finance, discipline equals freedom. As a financial advisor, you know this better than anyone else. To your clients and community, you offer expertise, which enables them to achieve their goals and become financially independent. But what about…
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Mark Baird · 2017
The road to financial security can be a confusing, often daunting path for many Americans. But lifelong financial health is now possible for everyone, regardless of their income level, simply by following Mark Baird’s eight essential rules of money…
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Terry Lineberger · 2018
Creating a financially secure future today is harder than ever before. Student loans and high costs of living prevent young professionals from building a nest egg, while their parents struggle to help without limiting their child's ability to be self…
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Sam Marrella
You're thinking about your financial future and wondering how much you'll need to save to retire comfortably. But the real question you should be asking yourself is, "What is my income going to be and where is it going to come from after I retire?" The…
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Jonathan Satovsky · 2019
Most of us never reach our financial potential because we get in our own way, straying from careful long-term planning. In Your Rich Life, veteran assets manager and financial planner Jonathan Satovsky delivers frank talk on how to stay out of your own way…
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A Father's Guide to Leaving Your Legacy
Mark A. Aho · 2018
You want your children to be successful, and you’ve always worked hard to raise them with strong spiritual values. In today’s uncertain world, these goals are more essential than ever. And now you can help the people you love achieve financial security…
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