Financial Planning Books

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Top 8 Financial Planning Books [Updated 2021]

Financial Planning books will help you to know how to plan a personal budget, how to save, how to invest and also how to plan for insurance, estate, retirement, tax, and all other activities which are included with the money. Below is the list of such financial planning books that you must read in 2021 –

  1. The Million-Dollar Financial Advisor ( Get this book )
  2. The Financial Peace Planner ( Get this book )
  3. Private Wealth Management ( Get this book )
  4. I Am Net Worthy ( Get this book )
  5. The Dumb Things Smart People Do with Their Money ( Get this book )
  6. Peace Of Mind Planner  ( Get this book )
  7. Beyond Blessed  ( Get this book )
  8. 2021 Budgeting Planner Keep Calm and Budget on ( Get this book )

Let us discuss each of the Financial Planning books in detail along with its key takeaways and reviews.

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#1 – The Million-Dollar Financial Advisor

Powerful Lessons and Proven Strategies from Top Producers

Author: David J Mullen Jr

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

Book Review:

The Best Financial advisers are well qualified and skillful to succeed with irrespective of market conditions. The book has been written based on the interviews with the top fifteen advisors, each doing worth of million dollars business. They have explained the universal successful principles in thirteen distinct lessons in a step by step procedure for immediate implementation.

Key Takeaways

  • Longtime approach.
  • Marketing.
  • Mindset.
<< Get this book >>

#2 – The Financial Peace Planner

A Step-by-Step Guide to Restoring Your Family’s Financial Health

Author: Dave Ramsey

The Financial Peace Planner: A Step-by-Step Guide to Restoring Your Family's Financial Health

Book Review:

The author clearly explains how to come out of the debt situation when you’re deeply struck in it, with his own experience. When the author was completely bankrupt, he has completely rebuilt his financial life. This is the essential book when you’re in debt. This book will be life-changing for debt-ridden people.

Key Takeaways

  • How to clear a debt.
  • Assess the urgency of the situation
  • Creating a realistic budget.
  • Understanding the flow of money.
<< Get this book >>

#3 – Private Wealth Management

The Complete Reference for the Personal Financial Planner, Ninth Edition

Author: G. Victor Hallman, Jerry S. Rosenbloom

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

Book Review:

This latest edition provides you to operate in today’s markets, from setting financial objectives and executing the planning process to investing in equities and fixed income securities to retirement income planning to methods for lifetime wealth transfers, Insurance, Real Estate, Alternative InvestmentsAlternative InvestmentsA financial asset that is different from the conventional investment categories such as stocks and cash is referred to as an alternative investment. Private equity, hedge funds, venture capital, real estate/commodities, and tangibles such as wine/art/stamps are all examples of alternative investments.read more, and many more about the wealth.

Key Takeaways

  • A variety of economic benefits and investment products.
  • New developments in estate and marital deduction planning.
  • Education planning.
  • Retirement Plans.
  • Management.
<< Get this book >>

#4 – I Am Net Worthy

The Financial Master Plan For Millennials

Author: Chris Smith

I Am Net Worthy - The Financial Master Plan For Millennials

Book Review:

This book provides a practical, step-by-step approach to tackle 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, etc.read mores for today’s young adults, i.e., from student loans to savings accounts, cars to credit scores. The author and the financial expert Chris Smith, along with 9 different co-authors, had written the book by collecting different perspectives of the people with a common goal in mind for financial independence. The book also guides you to stop spending on unwanted things and put your money to work a healthy financial future.

Key Takeaways

<< Get this book >>

#5 – The Dumb Things Smart People Do with Their Money

Thirteen Ways to Right Your Financial Wrongs

Author: Jill Schlesinger

The Dumb Things Smart People Do with Their Money: Thirteen Ways to Right Your Financial Wrongs

Book Review:

The author clearly explains the thirteen mistakes you’re making with your money without even knowing it. This book will definitely help you to avoid such kind of mistakes and blind spots. This also mainly concentrated on the pay down debt, Maximize Retirement contributions, and beef up an emergency fund, college financing, Insurance, and Real estate. The author clearly explained the mistakes we make in finance and how to overcome them.

Key Takeaways

  • Retirement Planning.
  • Avoiding Bad habits.
  • Not to follow the wrong financial advice.
<< Get this book >>

#6 – Peace Of Mind Planner

Essential Information & Instructions For Loved Ones & Caretakers; 

Author: Kathryn Bartlett

Peace of Mind Planner: Everything You Need to Know When I'm Gone End of Life Planner for Affairs and Last Wishes

Book Review:

This book is helpful to us when we are alive and good for the people we love when we are no more. One can write all the details of the properties, wishes and also about the funeral and burial arrangements and also instructions to the caretakers, financial informationFinancial InformationFinancial Information refers to the summarized data of monetary transactions that is helpful to investors in understanding company’s profitability, their assets, and growth prospects. Financial Data about individuals like past Months Bank Statement, Tax return receipts helps banks to understand customer’s credit quality, repayment capacity etc.read more, dependents, Insurance, Medical, and legal key contact.

Key Takeaways

<< Get this book >>

#7 – Beyond Blessed

God’s Perfect Plan to Overcome All Financial Stress

Author: Robert Morris and Dave Ramsey

Beyond Blessed: God's Perfect Plan to Overcome All Financial Stress

Book Review:

Everyone wants to get rid of all the financial stress they are facing and enjoy what God has intended for us. But this is not as easy as we think; the authors have clearly explained in this book how to overcome such financial stress and be relieved. This book shares the Biblical Principles, personal stories, and practical insights to help you overcome debt and reach your financial goals, experience the joy God intends for you, and bless others.

Key Takeaways

  • Biblical Principles.
  • Managing Finances.
<< Get this book >>

#8 – 2021 Budgeting Planner Keep Calm and Budget on

Yearly and Monthly Money Management Budget & Expenses Planner Journal Notebook. 

Author: Sara Lept

Budgeting Planner 2021 Keep Calm and Budget On: Personal Finance Tracker Notebook and Money Management

Book Review:

In order to get your finance in order, this budget planner will help you a lot. This book will help you to achieve the goals and track your savings and expenses. By maintaining and following this book, it is easy to track your finance.

Key Takeaways

  • Finance Tracker
  • Annual summary
  • Budget worksheet.
<< Get this book >>

Recommended Articles

Here is the list of books on Financial Planning. Here we provide some of the top textbooks of Financial Planning to read in 2021 & a sneak peek at what it proposes & takeaways. You may refer to the following books to learn more –

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