Though geared mainly toward financial planning professionals, this book should be of interest to anyone nearing or in retirement. Though a bit techinical at times, the reader will come away with an understanding of how portfolio management differs in retirement, why cash flow flooring is so important during retirement years, the calculation of flooring needs, and alternative solutions for flooring.

A book by a physician for physicians.  It's obvious physicians are both smart and hard working, but when it comes to money many make some pretty horrible financial decisions.  If you are a physician (or even if you're not), read this book before it's too late.  Your finances and retirement years will be much better for it.

As we move through a period of prosperity and away from economic downturns, investors tend to open themselves up to more risk without even knowing it.  Published not long after the 2007-2008 financial crisis, with this little book Jason Zweig had fresh in his mind the perils of letting one's guard down.  This book is a great summary of those perils we tend to forget about until they show up expectedly and often violently as well as sage advice on how to avoid them.  Make no mistake, risks are always lurking.

This book should be required reading!  Originally published as a series of pamphlets and distributed by banks/insurance companies in 1920-24, they were then bound together and published as a book in 1926.  Set in ancient Babylon, the author offers a series of short parables to describe and explain what it takes to live a financially secure and settled life.  Truely timeless and sage advice!

In his final book, Jack Bogle tells of his background and involvement in the incredible yet unlikely story of Vanguard. He discusses challenges, failures, successes, and the importance doing what is right. We also get a history of several funds and what was learned from not only those that succeeded, but also those that failed. The work isn't done, though, and Jack describes what he sees as the challenges and opportunities for the industry going foward. He concludes with "What Really Matters:  A Memoir". I am grateful this book was completed before the passing of the great Jack Bogle for whom all investors should feel indebted.

Barbarians at the Gate chronicles not only the rise and fall of RJR Nabisco, but also the evolution of corporate American culture from the Guilded Age through the end of the "greed is good" corporate raider era of the 1980s. It provides an entertaining and disturbing insight of how corporate culture morphed from one of executive trusteeship, to one of them placing their own interests well ahead of the owners and employees.

The Go-Go Years chronicles the 1960s, a time when the Great Crash of 1929 and following depression were all but forgotten.  A young new breed of hot hands had entered a Wall Street ripe with takeovers, conglomerations, scams, and market crashes. This book not only reminds us there's nothing new when it comes to the behavior of people, but also depicts a very radical turning point in the development of markets and related technologies.

This a fantastic history starting in 1920 when Wall Street was ruled by private clubs of the wealthy elite, relying solely on the probity of such men for order and fairness. During the roaring ‘20s, however, such honor amongst men could not hold against the alure of quick profit.  Pool operators manipulating markets, banks reducing lending standards and offering shady investments, and general gambling amongst men; all coming to a head in the Great Crash of 1929.  Up until the 1930s, Wall Street was self-regulated, but the fallout from the Great Crash was too much for the country to bear.  The US government would soon come to regulate through passage of the 1933 Banking Act, Securities Exchange Act of 1934, and the creation of the Securities & Exchange Commission; none of which was thinkable until things fell apart. The book also follows the remarkable rise and fall of Richard “Dick” Whitney, but I won’t spoil that story for you.  If you enjoy history, read this book!

In this book Jonathan Clements, a long time personal finance writer at the WSJ, provides practical advice about how to think about and manage our finances in a way that puts money in its place to allow a more comfortable and fulfilling life. The book is built around 5 ideas: 1) Focus on what truly creates happiness 2) Plan on living a long life 3) To be human is to be hardwired for poor financial management 4) Think big picture by focusing on each paycheck 5) Some games are best won by not losing

Easy to read and fast-paced book that helps reframe spending, saving, money, investing, and happiness.  "Things that have never happened before happen all the time."  "Save for the sake of saving" because although you might not know how you will eventually spend it.  Saving now allows future flexibility, which is perhaps the most freeing thing of all.  Somewhat out-of-place is the last chapter which discusses how the U.S. consumer got to where we are now and it's a fascintaing thread of history.

This is a great book for anyone considering preserving real estate as a family legacy.  At first glance, leaving a piece of property to heirs might seem straight-forward, but difficult issues often begin to arise not long after inheritance.  This book details ways in which these issues can be planned for before they transpire, helping to not only keep property in the family for generations to come, but also to avoid rifts between family members themselves.