Financial Advisor Books

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List of Top 10 Financial Advisor Books [Updated 2021]

Here we explain the top 10 books of financial advisor to read in 2021 that can be very helpful in capitalizing our earnings and building and securing our financial status.

  1. The Total Money Makeover ( Get this book )
  2. The Simple Path to Wealth ( Get this book )
  3. Financial Fitness Forever ( Get this book )
  4. The Book on Making Money ( Get this book )
  5. The Million-Dollar Financial Advisor ( Get this book )
  6. I Am Net Worthy ( Get this book )
  7. Everyday Millionaires ( Get this book )
  8. The Leverage Equation ( Get this book )
  9. Financial Freedom ( Get this book )
  10. How much money do I need to retire? ( Get this book )

Let us discuss each of the financial advisor books in detail, along with its key takeaways and reviews.

Financial Advisor Books

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#1 – The Total Money Makeover

Author: Dave Ramsey

The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness

Book Review:

In an easily relatable manner, this financial advisor book interestingly highlights the systematic 7 steps for efficiently managing money and expenses. The author also does a perfect job of outlining the basics of changing harmful money habits.

Key Takeaways:

  • The simple and straightforward game plan for making over the money habits
  • Design a full proof plan for paying all debts, i.e., installments for home, car loan, etc
  • Recognize the 10 most dangerous myths about money
  • Secure a big fund for emergencies and retirement
<< Get this book >>

#2 – The Simple Path to Wealth

Author: JL Collins

The Biology of Belief 10th Anniversary Edition

Book Review:

A unique and approachable take on investing where the author gives his message in a visual and interesting manner. This book is perfect for beginners and even seasoned investors who are against short term investment strategies and speculation. Here are a few of the offerings by the author in this funny yet effective book:

<< Get this book >>

#3 – Financial Fitness Forever

Author: Paul Merriman

Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind

Book Review:

This book provides a very clear explanation of the investment strategies that the author provides to the readers based on statisticsStatisticsStatistics is the science behind identifying, collecting, organizing and summarizing, analyzing, interpreting, and finally, presenting such data, either qualitative or quantitative, which helps make better and effective decisions with more and facts without any speculation. Following is a list of a few of the questions that the author tries to answer through his strategies in this book:

<< Get this book >>

#4 – The Book on Making Money

Author: Steve Oliverez

The Book on Making Money

Book Review:

The book provides an unconventional yet believable approach to building wealth, opposing the traditional ideas like getting a good education, scoring high grades, and finding a steady job, which ultimately leaves people with a heavy debt burden. The author encourages the readers to earn passive income, launch a start-up, invest in the stock market.

Key Takeaways:

Here’s a brief view of a few of the learnings that the book imparts:

<< Get this book >>

#5 – The Million-Dollar Financial Advisor

Author: David J. Mullen, Jr.

The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers

Book Review:

Based on the interviews with 15 top advisors with several million dollars’ worth of business every year, the book distills their guiding principles to succeed. In the book, the author gives an ample amount of strategies that can be used by wealth managers and financial advisors to build wealth.

Key Takeaways:

  • Step-by-step lessons and principles for immediate application by veteran and new financial professionals
  • Developing a long-term approach
  • The best financial advisors are well equipped to succeed regardless of the market condition
<< Get this book >>

#6 – I Am Net Worthy

Author: Chris Smith

I Am Net Worthy - The Financial Master Plan For Millennials

Book Review:

This book tries to cover all the essential aspects of personal financePersonal FinancePersonal Financing is a way of saving, investing, and growing an individual's money. It can be for an individual or a family as a whole and requires some level of financial literacy such as tax laws, investment opportunities, more for today’s young adults, and while doing so, the author teams up with 9 different millennial co-authors in each chapter. The book provides a practical, step-by-step approach to tackling personal financesPersonal FinancesPersonal Financing is a way of saving, investing, and growing an individual's money. It can be for an individual or a family as a whole and requires some level of financial literacy such as tax laws, investment opportunities, more.

Key Takeaways:

  • The basics of money from saving to investing
  • How to create a proper budget to not overspend
  • Purchasing a car or home
  • Long term investing
<< Get this book >>

#7 – Everyday Millionaires

Author: Chris Hogan

Everyday Millionaires

Book Review:

Based on the studies and research from interviews conducted for over 10,000 millionaires, this financial advisor book busts the myth that a person’s income or background has got nothing to do with building wealth. Citing examples of ordinary people, the author tries to eradicate the common notion that being a millionaire requires special talent or a lucky break.

Key Takeaways:

  • Stories about the background of millionaires and their guiding philosophies
  • Millionaires live on less than they make
  • Millionaires Avoid debt, invest, are disciplined and responsible
  • One of the core principal it promotes is to avoid excessive risk in terms of investment
<< Get this book >>

#8 – The Leverage Equation

Author: Todd Tresidder

The Leverage Equation: How to Work Less, Make More, and Cut 30 Years Off Your Retirement Plan (Financial Freedom for Smart People)

Book Review:

The author, who is also a former hedge fund manager, highlights the principles, strategies, and tools needed to grow wealth in time to get the most out of it. The book interestingly shows how to use multiple types of leverage to actually reduce risk while accelerating results.

Key Takeaways:

  • The hidden trap of regular paychecks and how to overcome it
  • The 9 principles of leverage that maximize your financial results
  • The right (and wrong) way to apply each of the six types of leverage
<< Get this book >>

#9 – Financial Freedom

Author: Grant Sabatier

Financial Freedom: A Proven Path to All the Money You Will Ever Need

Book Review:

Providing an approach to make more money in less time so that the time saved can be utilized in enjoying life, the author highlights that while one’s ability to make money is limitless, one’s time is not. There’s also a limit to how much you can save, but not to how much money you can make.

Key Takeaways:

  • Save money without giving up what makes you happy
  • Create a simple, money-making portfolio that only needs minor adjustments
  • Think creatively to make money
<< Get this book >>

#10 – How much money do I need to retire?

Author: Todd R. Tresidder

How Much Money Do I Need to Retire?: Uncommon Financial Planning Wisdom for a Stress-Free Retirement (Financial Freedom for Smart People Book 5)

Book Review:

Focused on early retirement planning, this book presents straightforward and concise advice on how to retire wealthy. The author disagrees with the traditional and conventional approach to building a retirement portfolio and advocates that incorrect estimation can make people underspend or overspend.

Key Takeaways:

A few of the major takeaways of the book are as follows:

  • Three strategies to maximize spending today while protecting for the future
  • How to calculate the amount of money you really need to retire
  • The five critical assumptions that can destroy your financial security
<< Get this book >>

This has been a guide to Financial Advisor Books. Here we provide the list of the top 10 best financial advisor books to read in 2021 & a sneak peek at what those books propose & takeaways. You may refer to the following books to learn more –


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