Recommended Reading List


One of the key things we do with those who are investigating our strategies for themselves is to encourage them do their own research. The internet will have no shortage of "keyboard warrior experts" to claim how "they're right and we're wrong." (I've found that "the internet" is full of data... but low on wisdom.)


While my blog has been read by many industry leaders and compliance experts, it's also good to reference 3rd party resources that don't have any vested interest whether or not one decides to move forward with us. They're just books, but they're very good!


Each of these links will be for the Kindle edition of these books so you can immediately purchase and read them:


Leave Behind Material (by request)

- by Thomas F. Love


Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not To Be

- by Bryan Bloom, CPA


Confessions of a CPA: The Truth About Life Insurance

- by Bryan Bloom, CPA


Confessions of a CPA: The Capital Equivalent Value of Life Insurance

- by Bryan Bloom, CPA


The Power of Zero, Revised and Updated: How to Get to the 0% Tax Bracket and Transform Your Retirement

- by David McKnight


Don't be Debt-Free & BROKE: Debt; The Good, the Bad, and the Ugly

- by Matt Love


What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too

- by Garrett Gunderson


No Stone Left Unturned: How to Cash In On This Hidden Treasure in the Tax Code (That Can Save You Hundreds of Thousands in Retirement)

- by Daniel Rondberg


The AND Asset: The secret way to save and use your money at the same time

- by Caleb Guilliams


The EUREKONOMICS™ Dazzling Dozen

- by Jeffrey Reeves, MA


Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

- by Robert Kiyosaki

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