The 8 Best Financial Planning Books [Updated 2022]
Financial planning books will help you learn how to plan a personal budget, how to save, how to invest, and also how to plan for insurance, estate, retirement, taxes, and all the other activities that come with money. Below is the list of such financial planning books you must read in 2022 –
- the million dollar financial advisor ( get this book )
- the financial peace planner ( get this book )
- private wealth management ( get this book )
- am net worth ( get this book )
- the dumb things smart people do with their money ( get this book )
- peace planner ( get this book )
- more than blessed (get this book)
- 2021 budget planner keep calm and budget on (get this book)
Let us discuss each of the financial planning books in detail along with their key points and reviews.
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#1 – the million dollar financial advisor
powerful lessons and proven strategies from the best growers
author: david j mullen jr
book review:
The best financial advisors are well-qualified and skilled at succeeding regardless of market conditions. The book has been written based on interviews with the fifteen best advisors, each doing business worth millions of dollars. have explained the universal success principles in thirteen different lessons in a step-by-step procedure for immediate implementation.
key points
- long-term focus.
- marketing.
- mindset.
#2 – the financial peace planner
a step-by-step guide to restoring your family’s financial health
author: dave ramsey
book review:
The author clearly explains how to get out of the debt situation when you are deeply affected by it, with his own experience. when the author was completely bankrupt, he has completely rebuilt his financial life. this is the essential book when you are in debt. this book will change the lives of people burdened by debt.
key points
- how to pay off debt.
- assess the urgency of the situation
- create a realistic budget.
- understand the flow of money.
#3 – private wealth management
the complete reference for the personal financial planner, ninth edition
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author: g. victor hallman, jerry s. rose flower
book review:
This latest edition enables you to trade today’s markets, from setting financial goals and running the planning process to investing in stocks and fixed income securities, planning retirement income, and methods for lifetime wealth transfers, insurance , real estate, alternative investmentsalternative investmentsalternative investments refer to investments made in assets classified as non-traditional investment vehicles. read more, and much more about wealth.
key points
- a variety of financial benefits and investment products.
- new developments in marital and estate deduction planning.
- educational planning.
- retirement plans .
- administration.
#4 – I am net worthy
the financial master plan for millennials
author: chris smith
book review:
This book provides a practical, step-by-step approach to personal financePersonal FinancePersonal finance is a way to save, invest, and grow a person’s money. it can be for an individual or a family as a whole and requires a certain level of financial education, such as tax laws, investment opportunities, etc. read more for today’s young adults, that is, from student loans to savings accounts, cars and credit scores. Author and financial expert Chris Smith, along with 9 different co-authors, wrote the book by collecting different perspectives from people with a common goal in mind for financial independence. the book also guides you to stop spending on unwanted things and put your money to work for a healthy financial future.
key points
- the basics of money when investing in savings.
- long-term investinglong-term investinglong-term investments are financial instruments such as stocks, bonds, cash, or real estate assets that a business intends to held for more than 365 days in order to maximize earnings and are reported on the asset side of the balance sheet under the heading of non-current assets. read more.
- personal finance.
#5 – the dumb things smart people do with their money
thirteen ways to correct your financial mistakes
author: jill schlesinger
book review:
The author clearly explains the thirteen mistakes you are making with your money without even knowing it. this book will definitely help you avoid these kinds of mistakes and blind spots. this too focused primarily on paying down debt, maximizing retirement contributions, and bolstering an emergency fund need. Since it is available for retirement, the savings invested in the emergency fund acts as a savior during unforeseen circumstances. emergencies can be a sudden job loss, emergency medical problems, or large losses in the financial market. read more, college financing, insurance and real estate. the author clearly explained the mistakes we make in finance and how to overcome them.
key points
- retirement planning.
- avoid bad habits.
- don’t follow the wrong financial advice.
#6 – quiet planner
essential information & instructions for loved ones & caregivers;
author: kathryn bartlett
book review:
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This book is useful to us when we are alive and good for the people we love when we are gone. one can write down all the details of the estates, wishes and also about the funeral and burial arrangements and also the instructions for the caretakers, financial information financial information financial information refers to the summary data of monetary transactions that are useful for investors in understanding the profitability of the company, its assets and growth prospects. Financial data about people, such as bank statements from previous months, tax return receipts, help banks understand a customer’s creditworthiness, ability to pay, etc. read more, dependents, insurance, medical and legal key contacts.
key points
- financial planningfinancial planningfinancial planning is a structured approach to understanding your current and future financial goals and then taking the necessary steps to achieve them. because this does not start or end in a specific time frame, it is known as an ongoing process.read more after death.
- last words to friends and family.
- belonging and desires.
#7 – beyond blessed
God’s perfect plan to overcome all financial stress
author: robert morris and dave ramsey
book review:
everyone wants to get rid of all the financial stress they face and enjoy what God has intended for us. but this is not as easy as we think; The authors have clearly explained in this book how to overcome that financial stress and feel relieved. This book shares biblical principles, personal stories, and practical insights to help you overcome debt and reach your financial goals. Financial Goals Financial goals are goals set by an individual to achieve financial milestones or plans. In other words, they are financial goals that a person wants to achieve in a certain time.read more, experience the joy that God has for you and bless others.
key points
- biblical principles.
- managing finances.
#8 – budget planner 2021 keep calm and budget
annual and monthly money management budget & daily expense planner notebook.
author: sara lept
book review:
To get your finances in order, this budget planner will help you a lot. This book will help you reach goals and track your savings and spending. By keeping and following this book, it’s easy to keep track of your finances.
key points
- finance tracking
- annual summary
- budget spreadsheet.
recommended articles
here is the list of books on financial planning. here we provide some of the best financial planning textbooks to read in 2022 & a preview of what it proposes & takeaway you can refer to the following books for more information –
- financial advisor books
- best finance books of all time
- best business finance books of all time
- corporate finance books
- the 7 best books on fixed income
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