Book Club

A major roadblock for many who want to achieve financial success is their discomfort talking about money. When someone experiences financial hardship, often they feel ashamed and don’t reach out for help or take action. As a result, financial hardship snowballs over years and even across generations.

Recent Topics

Leading with Gratitude

Workers want and need to know their work is appreciated. Showing gratitude to employees is the easiest, fastest, most inexpensive way to boost performance. New research shows that gratitude boosts employee engagement, reduces turnover, and leads team members to express more gratitude to one another—strengthening team bonds. Studies have also shown that gratitude is beneficial for those expressing it and is one of the most powerful variables in predicting a person’s overall well-being—above money, health, and optimism.

July 2020

With Chester Elton

Work Your Money, Not Your Life

Studies show that if you’re like the majority of young professionals, you feel dissatisfied with your job, your finances, or your overall station in life. It can seem impossible to disentangle the work stuff, the money stuff, and the personal stuff, because they’re all inextricably linked. But the good news is, you don’t have to go at it alone: Work Your Money, Not Your Life is your all-in-one guide to achieving both your career and financial goals so that you can get where you want to be.

June 2020

With Roger Ma

Time Smart

There’s an 80% chance you’re poor. Time poor, that is.  Four out of five adults report feeling they are time-poor: They have too much to do and not enough time to do it. And the consequences are severe. The time-poor experience less joy each day. They laugh less. They are less healthy, less productive, and more likely to divorce. In one study of 2.5 million Americans, time stress produced a stronger negative effect on happiness than unemployment.

May 2020

With Ashley Whillans

Habits of the Investing Greats

Investing is an exercise based upon constant failure and disappointment, drenched with mental distractions, obsessions, worries, manias, and even superstitions. It’s an exercise that should have positive results, but far too often doesn’t. Or as author Ron DeLegge II says, “The best built investment portfolio accompanied by poor habits will achieve superior results with great difficulty.”

 

 

April 2020

With Ron DeLegge

Cashflow is King

Whether you are saving, investing, or spending… the fact is, we all need cash flow. It represents our financial lifeblood. Which is why you need Cash Flow Is King! This book will help you maximize your cash flow on a reliable, tax advantaged, and even guaranteed basis.

 

March 2020

With Mark Mappa

The Geometry of Wealth

How does money figure into a happy life?  In The Geometry of Wealth,behavioral finance expert Brian Portnoy delivers an inspired answer based on the idea that wealth, truly defined, is funded contentment. It is the ability to underwrite a meaningful life. This stands in stark contrast to angling to become rich, which is usually an unsatisfying treadmill.

At the heart of this groundbreaking perspective,Portnoy takes readers on a journey toward wealth, informed by disciplines ranging from ancient history to modern neuroscience. He contends that tackling the big questions about a joyful life and tending to financial decisions are complementary, not separate, tasks.

February 2020

With Brian Portnoy

Safety-First Retirement Planning

Two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue of where a retirement plan is best served: in the risk/reward trade-offs of a diversified and aggressive investment portfolio that relies primarily on the stock market, or in the contractual protections of insurance products that integrate the power of risk pooling and actuarial science alongside investments. The probability-based approach is generally better understood by the public. It advocates using an aggressive investment portfolio with a large allocation to stocks to meet retirement goals.

January 2020

With Wade Pfau

How to Retire on Dividends

Wall Street warns you to withdraw only 4% a year when retired. But Main Street retirees have an advantage. You can obtain 6%, 7% and even 8% annual dividend yields–triple or even quadruple the S&P 500’s yield–without reducing principal or taking on unnecessary risk. Skip Wall Street’s low-yielding, blue-chip, “dividend aristocrat” BS and learn how from Brett and Tom!

December 2019

With Tom Jacobs

Money for the Rest of Us

You manage your own money. You understand the basics of investing and diversifying your portfolio. Now it’s time to invest like a pro for greater profits―with investment expert David Stein, host of the popular weekly podcast, “Money for the Rest of Us.” He’s created a unique ten-question template that makes it easy for individual investors like you and I.

November 2019

With David Stein

Millennial Money Makeover

Over half of Millennials are freaked out by their finances. Luckily, with Millennial Money Makeover readers now have a guide to help them navigate the financial issues of their time. Certified public accountant Conor Richardson offers a refreshingly helpful and elegantly designed program to tackle essential money matters. 

October 2019

With Conor Richardson

How to Be a Financial Grownup

The book walks you through some of the biggest money decisions you’ll make regarding real estate, investing, debt management, careers, friends and money, family finances, and even health and wellness. You’re guided by proven examples and given the information you need to make choices that are right for you.

September 2019

With Bobbi Rebell

The Every Day Bucket List Book

Without having to quit your day job and become a digital nomad? If so – you’re in the right place.  As of busy working parent, I struggled to find free time for myself. I spent years watching other people carry out their travel bucket lists. I felt stuck and thought I wouldn’t be able to do any of these until I was older and had more freedom.  Then I thought, “What am I waiting for?” 

August 2019

With Karen Cordaway

Mom and Dad, We Need to Talk

As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances, you’ll learn the best ways to approach this issue, along with a wealth of financial and legal information that will help you help your parents into and through their golden years.

July 2019

With Cameron Huddleston

From Here to Financial Happiness

From Here to Financial Happiness is the day-by-day guide for anyone dreaming of a better life. Whether you’re dealing with debt, uncertain about retirement or simply want to get a grip on your finances, this book can put you on the road to happiness with a simple 11-week journey. 

June 2019

With Jonathan Clements

Making Money Simple

In personal finance, the number of choices and complexity of each option makes it difficult to get started.Making Money Simple gives you a clear starting point, focuses only on the most important decisions to make, andcreates a saving system that quietly nudges your finances in the right direction without regular effort on your part.

May 2019

With Peter Lazaroff

The Feel Rich Project

Feeling rich is the difference between just existing and being gloriously, deeply, passionately alive, living the very best life you were born to lead.

What does feeling rich have to do with actually being rich? Plenty, it turns out. Your beliefs and feelings about money drive how you see yourself and how you define “rich.”

April 2019

With Michael Kay

Wealth By Design

Build your own wealth vision, invest wisely, and create the financial freedom you want

The most powerful word in wealth building is choice. Don’t limit your financial future based on conventional wisdom. Understand your personal financial drivers, take control of your money, and leverage it to create your ideal future, not somebody else’s version of security.

March 2019

With Kimberly Foss

What We’re Doing

The Money Alignment Academy Book Club addresses common financial roadblocks, provides tools and content that create a safe environment for sharing and learning, and presents a community of support to create productive financial habits.

How It Works

Each month, a personal finance author will be interviewed on the Money Savage podcast. Through advance communications, you’ll learn about which book will be featured on the show so you can promote it for your upcoming Book Club meeting. Additionally, you’ll be provided with a guide for establishing the group and facilitating meetings, including book discussion guides.

Ready to get started?

Enroll now or get in touch!