Book – ‘Reboot Your Portfolio – 9 Steps to Successful Investing with ETFs’ – Dan Bortolotti
March 19, 2025
Efforts to "beat the market" are futile for most investors. A successful investment plan may use a passive index strategy with a diversified portfolio of very low cost Exchange Traded Funds (ETF) to capture market returns.
Read MoreBook – ‘The Gone Fishin Portfolio – Get Wise, Get Wealthy, and Get Green’ – Alexander Green
March 16, 2025
Individuals can achieve higher returns with moderate risk by following a long-term investment strategy based on low-cost index funds; that diversity across a specific set of asset classes; and with rebalancing annually.
Read MoreBook – ‘The Global Expatriates Guide to Investing – From Millionaire Teacher to Millionaire Expat’ – Andrew Hallam
March 13, 2025
Expatriates should take control of their financial futures by adopting simple, low-cost, and globally diversified investment strategies and navigating tax laws. Avoid financial advisors that sell high-fee products.
Read MoreBook – ‘Pensionless – The 10 Step Solution for a Stress-Free Retirement’ – Emily Brandon
March 10, 2025
People should take a proactive role in their financial planning. Increasingly, people bear most of the risk associated with retirements savings. Author frames several tactics to boost assets and cut costs.
Read MoreBook – ‘The Ultimate Retirement Guide for 50+: Winning Strategies to Make Your Money Last a Lifetime’ – Suze Orman
March 9, 2025
Financial planning for retirement may involve anxieties and fears. Uncertainties include Social Security; market volatility; and healthcare costs. Book stresses proactive approach and a “warrior mindset” to overcome challenges.
Read MoreBook – ‘The Joy of Retirement – Funding Happiness Freedom and the Life You’ve Always Wanted’ – David Borchard & Patricia Donohoe
March 9, 2025
The non-financial aspects of retirement are often overlooked. The book explores the opportunities for personal growth; creativity, and discovering one's authentic self during this life phase.
Read MoreBook – ‘The Power of Zero – How to Get to the 0% Tax Bracket and Transform Your Retirement’ – David McKnight
February 28, 2025
Given increasing taxes, the best way to protect retirement savings is to reach the 0% tax bracket. Book introduces and explains pros, cons and importance of fundamental buckets of money – taxable, tax-deferred and tax-free.
Read MoreBook – ‘Millionaire Teacher – The Nine Rules of Wealth You Should Have Learned in School’ – Andrew Hallam
February 28, 2025
Building wealth requires neither complex strategies nor high income. The book emphasizes simple, time-tested principles: spending less than you earn, investing early, using the power of compound interest, and minimizing investment fees.
Read MoreBook – ‘Die with Zero – Getting All You Can from Your Money and Your Life’ – Bill Perkins
February 28, 2025
Thought-provoking book challenges conventional wisdom of endless saving and delayed gratification. It prioritizes life experiences and purposeful expenditure while people are still healthy enough to enjoy it.
Read MoreBook – ‘Retirement Income For Life – Getting More without Saving More’ – Frederick Vettese
February 28, 2025
Asset decumulation during retirement can be surprisingly complex. The book proposes a five-part solution to help retirees generate a reliable income stream and make their savings last longer.
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