Here’s a compilation of the resources we reference. This is an evolving list, so check back often!
Deciding When to Retire | Personal Finance Basics | Preparing Mentally/Emotionally for Retirement |
Personal Finance Basics
- “Your Money or Your Life” — Vicki Robin and Joe Dominguez (teaches how to track and understand your spending)
- “The Next Millionaire Next Door: Enduring Strategies for Building Wealth” — Thomas J. Stanley and Sarah Stanley Fallaw (habits and myths on building wealth).
- “Stop Acting Rich” — Thomas J. Stanley (more habits and myths on building wealth).
- “Everyday Millionaires” – Chris Hogan (how managing spending, time and consistent investing builds wealth).
- “Retire Inspired” – Chris Hogan (imagine the kind of retirement you want so you remain motivated to achieve it).
- “Uncommon Sense” — Lynn G. Robbins (basic info on managing your personal finances)
Preparing emotionally/mentally for retirement
- “How to Retire Happy, Wild and Free: Wisdom you won’t get from your financial advisor” — Ernie Zelinski (how to plan for retirement from the psychological perspective, instead of the financial perspective)
- “Thrive in Retirement” — Eric Thurman (how to mentally prepare for the next chapter in your life)
- “The Blue Zones of Happiness: Lessons from the World’s Happiest People” — Dan Buettner (research on what truly brings people happiness)
- “Happy Retirement: The Psychology of Reinvention” — Kenneth S. Shultz (a personal change management guide for retirement, especially for anyone who may be fearful or unsure about how to build a fulfilling life)
Deciding when to retire
- “Die with Zero” – Bill Perkins (discusses his beliefs around the importance of balancing time, energy and money across the various stages of life)
- “The Joy of Not Working” — Ernie Zelinski (how to maximize the value you get from your leisure time)
- “You Can Retire Sooner Than You Think” — Wes Moss (figure out the kind of lifestyle you want to have and how much you’ll need for it)
- “What the Happiest Retirees Know” – Wes Moss (research he’s conducted on habits of the happiest retirees and habits of the unhappiest retirees)
- “Die Broke” — Stephan Pollan (his 4-step financial plan for a satisfying life)
- “Career Asset Management: Getting Ahead, Staying Ahead and Using your Head to Maximize Your Career” — Michael Haubrich (excellent book for people who may not want to retire completely, but want to dial back or switch careers)
- “The Joy of Retirement” – David C. Borchard (a career coach’s advice for the next chapter in your life)