This book is the “bible” for the early retirement community, but it’s about more than quitting your day job – it’s about changing your relationship with money and recognizing that money = life energy.

Your Money or Your Life, by Vicki Robin

Just as the title says:

“The Simple Path to Wealth: Your road map to financial independence and a rich, free life” by J L Collins

A straightforward approach on investment allocations:

“The Investor’s Manifesto” by William J. Bernstein

If you’re just starting and want an easy-to-read primer (and don’t mind the rather obnoxious title):

“I will teach you to be rich” by Ramit Sethi

To learn more about how to align your investments with your values, while achieving your financial goals: 

“Activate Your Money: Invest to grow your wealth and Build a Better World” by Janine Firpo

Really helped us understand why it’s so hard for our brains to make good decisions around spending, and what we can do about it:

Dollars and Sense by Dan Ariely and Jeff Kreisler

This book probably only resonates with a particular type of person, but it really blew open our minds about the possibilities and benefits of financial independence:

“Early Retirement Extreme” by Jacob Lund Fisker  

If you want to be able to model things like passion project income, big future expenses, and varied spending and savings patterns:

If you want something simple:

If you want a FIRE (financial independence early retirement) calculator:

Simple one:

Complex one:

While we’re all for a DIY approach, the reality is that many of us don’t have the time, interest, or confidence to do our own financial planning. And even when we have the skills, there’s benefit to working with an expert third party. Case in point: Even we hire a financial advisor to help us stay objective with our money.

If you’d like to learn more about working with us, schedule a free call