Financial Education Resources

Investing
Four Pillars of Investing, 2nd edition, by William Bernstein
The Bogleheads’ Guide to Investing, 2nd edition, by Taylor Larimore et al
The Bogleheads’ Guide to the Three-Fund Portfolio by Taylor Larimore
The Simple Path to Wealth, 2025 edition, by JL Collins
A Random Walk Down Wall Street, 2024 edition, by Burton Malkiel
Investing in ETFs for Dummies, 2nd edition, by Russell Wild

Retirement planning
Can I Retire?, 2023 edition, by Mike Piper (CPA)
How to Make Your Money Last, 2020 edition, by Jane Bryant Quinn
Retirement Planning Guidebook, 2nd edition, by Wade Pfau
The Bogleheads' Guide to Retirement Planning by Taylor Larimore et al
The Retirement Savings Time Bomb Ticks Louder by Ed Slott (CPA)
Your Complete Guide to a Successful and Secure Retirement, 2nd edition, by Larry Swedroe and Kevin Grogan
How to Retire with Enough Money by Teresa Ghilarducci (PhD)
How to Retire by Christine Benz

General personal finance
How to Think About Money by Jonathan Clements
Money Guide 2016 by Jonathan Clements
The Dumb Things Smart People Do with Their Money by Jill Schlesinger (CFP)
The Great Money Reset by Jill Schlesinger (CFP)
Get Money by Kristin Wong
I Will Teach You To Be Rich, 2nd edition, by Ramit Sethi
Finance for the People by Paco de Leon

More philosophical/psychological perspectives on money
Your Money or Your Life by Vicki Robin
The Psychology of Money by Morgan Housel
MoneyZen by Manisha Thakor (MBA, CFP, CFA)
Taking Stock by Jordan Grumet
The Soul of Money by Lynne Twist

For women
On My Own Two Feet by Manisha Thakor (MBA, CFP, CFA)
Women with Money by Jean Chatzky
Girls That Invest by Simran Kaur
Financial Feminist by Tori Dunlap

For BIPOC and immigrant communities
You Deserve to Be Rich by Troy Millings and Rashad Bilal
Financially Lit! by Jannese Torres
Rich AF by Vivian Tu

For freelancers
Solo 401(k): The Solopreneur’s Retirement Account by Sean Mullaney (CPA)
Independent Contractor, Sole Proprietor, and LLC Taxes by Mike Piper (CPA)

For couples
Money for Couples by Ramit Sethi (as well as his podcast)

Sustainable/ethical investing
Your Essential Guide to Sustainable Investing by Larry Swedroe and Samuel Adams
Sustainable by Terrence Keeley
Money for Change by Kara Perez

Taxes
Taxes Made Simple by Mike Piper (CPA)
Taxes 101 by Michele Cagan (CPA)

Social Security
Social Security Made Simple by Mike Piper (CPA)
Social Security 101, 2nd edition, by Michele Cagan (CPA) and Alfred Mill

Saving for college
The Price You Pay for College by Ron Lieber