Retire Richly Retirement Books
Investing Planning Longevity

Money Psychology

Retirement Planning

Time Wealth & Non-Financial Success

Asset Decumulation Strategies

FIRE Financial Independence Retire Early

Canadian Retirement Finances

Longevity & Aging

Social Security & Medicare

Estate Planning & Trust Law

Women Money & Finances

Investment Portfolios

RETIRE RICHLY BOOK RECOMMENDATIONS

We read a lot. On diverse topics. Noted below are groups of books on investing, retirement planning, time wealth and longevity. Also provided are specialist interest books on FIRE Financial Independence Retire Early, asset decumulation strategies, U.S. social security & medicare, Canadian retirement finances & more.

We hope that the highlighted books provide easy access to inspiring books that will help to educate, reflect and action a better retirement and fabulous second half of life. Enjoy.

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BOOK RECOMMENDATIONS - MONEY PSYCHOLOGY

Money psychology books explore the intricate relationship between human behavior and financial decision-making. They unveil how emotions, cognitive biases, and subconscious beliefs influence spending, saving, and investing. By understanding these psychological drivers, readers gain insight into their financial habits, enabling smarter, more intentional money management. These books offer practical strategies to overcome common pitfalls like impulsive buying or fear-driven investing. Ultimately, money psychology literature empowers individuals to cultivate healthier attitudes toward wealth, fostering long-term financial well-being and increased confidence in navigating economic challenges. They are essential tools for anyone seeking not just financial success, but sustainable money mindset growth

Morgan Housel - Psychology of Money - Timeless Lessons on Wealth Greed and Happiness

Dave Ramsey - The Total Money Makeover - A Proven Plan for Financial Peace

Morgan Housel - The Art of Spending Money - Simple Choices for a Richer Life

Scott Galloway - The Algebra of Wealth - A Simple Formula for Financial Security

Sahil Bloom - The 5 Types of Wealth - A Transformative Guide to Design Your Dream Life

Paris Woods - The Black Girls Guide to Financial Freedom - Build Wealth, Retire Early, and Live the Life of Your Dreams

Suze Orman - The Money Book for the Young, Fabulous & Broke

Andrew Hallam - Millionaire Teacher - The Nine Rules of Wealth You Should Have Learned in School

JL Collins - The Simple Path to Wealth - Your Road Map to Financial Independence and a Rich, Free Life

Taylor Larimore - Mel Lindauer - Michael LeBoeuf - The Bogleheads Guide to Investing

Bill Perkins - Die With Zero - Getting All You Can From Your Money And Your Life

Dave Ramsey - Baby Steps Millionaires - How Ordinary People Built Extraordinary Wealth - and How You Can Too

James Clear - Atomic Habits - An Easy & Proven Way to Build Good Habits & Break Bad Ones

T Harv Eker - Secrets of the Millionaire Mind - Mastering the Inner Game of Wealth

Robert Kiyosaki - Wisdom from Rich Dad Poor Dad - What the Rich Teach Their Kids About Money - That the Poor and the Middle Class Do Not!

Thomas Stanley - The Millionaire Next Door - The Surprising Secrets of Americas Wealthy

MJ DeMarco - The Millionaire Fastlane - Crack the Code to Wealth and Live Rich for a Lifetime!

Richard Thaler - Cass Sunstein - Nudge - Improving Decisions About Health, Wealth, and Happiness

Michael Lewis - The Big Short - Inside the Doomsday Machine

BOOK RECOMMENDATIONS - RETIREMENT PLANNING

Retirement planning books provide essential guidance for navigating the financial and emotional aspects of life after work. They help readers understand how to build, manage, and protect retirement savings while addressing concerns like longevity risk, healthcare costs, and lifestyle goals. These books blend practical strategies with psychological insights, encouraging thoughtful decision-making and realistic expectation setting. By exploring topics such as asset allocation, tax planning, and income sustainability, they empower individuals to create secure, fulfilling retirements. Ultimately, retirement planning literature offers the confidence and knowledge needed to approach later life with financial independence and peace of mind.

Taylor Larimore - Mel Lindauer - Richard Ferri - The Bogleheads Guide to Retirement Planning

Christine Benz - How to Retire - 20 lessons for a happy, successful, and wealthy retirement

Sylvia Gordon - Medicare Mamas Guide to Medicare and Social Security Retirement

Suze Orman - The Ultimate Retirement Guide for 50+ - Winning Strategies to Make Your Money Last a Lifetime

William Bengen - A Richer Retirement - Supercharging the 4% Rule to Spend More and Enjoy More

Cody Garrett - Sean Mullaney - Tax Planning To and Through Early Retirement

Emily Guy Birken - The 5 Years Before You Retire, Updated Edition - Retirement Planning When You Need It the Most

David McKnight - The Power of Zero - How to Get to the 0% Tax Bracket and Transform Your Retirement

Garrett Gunderson - Michael Isom - What Would the Rockefellers Do? - How the Wealthy Get and Stay That Way, and How You Can Too

Wade Pfau - Retirement Planning Guidebook - Navigating the Important Decisions for Retirement Success

BOOK RECOMMENDATIONS - FIRE FINANCIAL INDEPENDENCE RETIRE EARLY

Financial Independence Retire Early (FIRE) books focus on strategies to achieve financial freedom ahead of traditional retirement ages. They explore disciplined saving, aggressive investing, and lifestyle optimization to accelerate wealth accumulation. These books highlight the mindset shifts required to prioritize long-term goals over short-term gratification, emphasizing frugality, intentional spending, and smart earning. Beyond tactics, they address the psychological challenges of early retirement, such as identity and purpose. By combining practical advice with motivational insights, FIRE literature empowers readers to take control of their finances, unlock personal freedom, and design lives centered on choice rather than obligation.

Chris Mamula - Brad Barrett - Jonathan Mendonsa - Choose FI - Your Blueprint to Financial Independence

Scott Rieckens - Playing with FIRE (Financial Independence Retire Early) - How Far Would You Go for Financial Freedom?

Jacob Lund Fisker - Early Retirement Extreme - A Philosophical and Practical Guide to Financial Independence

Kristy Shen - Bryce Leung - Quit Like a Millionaire - No Gimmicks, Luck, or Trust Fund Required

Rachel Richards - Passive Income Aggressive Retirement - The Secret to Freedom Flexibility and Financial Independence

Grant Sabatier - Financial Freedom - A Proven Path to All the Money You Will Ever Need

Joe Dominguez - Vicki Robin - Your Money or Your Life - Transforming Your Relationship With Money and Achieving Financial Independence

Timothy Ferriss - The 4-Hour Work Week - Escape the 9-5 Live Anywhere and Join the New Rich

Elizabeth Willard Thames - Meet the Frugalwoods - Achieving Financial Independence Through Simple Living

BOOK RECOMMENDATIONS - WOMEN MONEY & FINANCES

Books on women, money, and finances address the unique financial challenges and opportunities women face throughout life. They cover topics like wage gaps, career breaks, investing confidence, and retirement security, while encouraging empowerment through knowledge and self-advocacy. These books blend practical financial advice with insights into societal and psychological factors that impact women’s money decisions. By fostering financial literacy and resilience, they help women build wealth, achieve independence, and overcome barriers to financial equality. Ultimately, this literature inspires confidence and equips women to take charge of their financial futures with informed, strategic decisions.

Suze Orman - Women & Money - Be Strong, Be Smart, Be Secure

Thomas Stanley - Millionaire Women Next Door - The Many Journeys of Successful American Businesswomen

Rebecca Walker - Women Talk Money - Breaking the Taboo

Sharon Lechter - Think and Grow Rich for Women - Using Your Power to Create Success and Significance

Tiffany Aliche - Get Good with Money - Ten Simple Steps to Becoming Financially Whole

Katie Gatti Tassin - Rich Girl Nation - Taking Charge of Our Financial Futures

Tori Dunlap - Financial Feminist - Overcome the Patriarchy’s Bullsh*t to Master Your Money and Build a Life You Love

Barbara Stanny - Secrets of Six-Figure Women - Surprising Strategies to Up Your Earnings and Change Your Life

Melinda French Gates - The Next Day - Transitions, Change, and Moving Forward

Alison Kosik - Whats Up With Women and Money? - How To Do All the Financial Stuff You Have Been Avoiding

Jean Chatzky - Women with Money - The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and, Yes, Rich) Life You Deserve

Simran Kaur - Girls That Invest - Your Guide to Financial Independence through Shares and Stocks

Camilla Falkenberg - Emma Due Bitz - Girls Just Wanna Have Funds - A Feminist Guide to Investing

BOOK RECOMMENDATIONS - ASSET DECUMULATION STRATEGIES

Asset decumulation strategies are essential frameworks guiding how retirees systematically draw down their accumulated wealth to sustain their lifestyle throughout retirement. Unlike accumulation, which focuses on growing assets, decumulation prioritizes managing withdrawals, preserving capital, and mitigating risks like longevity and market volatility. Effective decumulation balances income generation with capital preservation to ensure financial security over the long term. These strategies offer retirees clarity, discipline, and peace of mind, helping them transform savings into a dependable income stream. In today’s complex financial landscape, understanding decumulation is critical for maximizing retirement outcomes and safeguarding one’s legacy.

Tom Wheelwright - Tax-Free Wealth - How to Build Massive Wealth by Permanently Lowering Your Taxes

David McKnight - Tax-Free Income for Life - Step-by-Step Plan for a Secure Retirement

Frederick Vettese - Essential Retirement Guide - A Contrarians Perspective

Abraham Okusanya - Beyond The 4% Rule - The science of retirement portfolios that last a lifetime

Frederick Vettese - Retirement Income For Life - Getting More Without Savings More

Ed Slott - The New Retirement Savings Time Bomb - How to Take Financial Control, Avoid Unnecessary Taxes, and Combat the Latest Threats to Your Retirement Savings

Emily Brandon - Pensionless - The 10 Step Solution for a Stress-Free Retirement

Wade Pfau - How Much Can I Spend in Retirement? - A Guide to Investment-Based Retirement Income Strategies

Michael McClung - Living Off Your Money - The Modern Mechanics of Investing During Retirement with Stocks and Bonds

Moshe Milevsky - Alexandra Macqueen - Pensionize Your Nest Egg - How to Use Product Allocation to Create a Guaranteed Income for Life

BOOK RECOMMENDATIONS - INVESTMENT PORTFOLIO

Investment portfolios are carefully constructed collections of financial assets designed to achieve specific financial goals while managing risk. They combine various asset classes such as stocks, bonds, and cash to balance growth potential with stability. The primary benefit of an investment portfolio is diversification, which reduces risk by spreading investments across different sectors and instruments. Portfolios are tailored to an investor’s time horizon, risk tolerance, and objectives, enabling disciplined, strategic growth. Well-managed portfolios provide a roadmap for wealth accumulation, income generation, and capital preservation, making them foundational tools for long-term financial planning and security.

Sebastien Page - Beyond Diversification - What Every Investor Needs to Know About Asset Allocation

Alexander Green - The Gone Fishin Portfolio - Get Wise Get Wealthy and Get Green

William Bernstein - The Four Pillars of Investing - Lessons for Building a Winning Portfolio

Robert Hagstrom - The Warren Buffett Portfolio - Mastering the Power of the Focus Investment Strategy

William Bernstein - The Intelligent Asset Allocator - How to Build Your Portfolio to Maximize Returns and Minimize Risk

Richard Ferri - All About Asset Allocation

Randy Thurman - The All-Weather Retirement Portfolio

Andrew Lo - Stephen Foerster - In Pursuit of the Perfect Portfolio - The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest

Taylor Larimore - Mel Lindauer - Richard Ferri - The Bogleheads Guide to the Three-Fund Portfolio

Ian Ayres - Barry Nalebuff - Lifecycle Investing - A New, Safe, and Audacious Way to Improve the Performance of Your Retirement Portfolio

Michael Zwecher - Retirement Portfolios - Theory Construction and Management

Paul Merriman - Live it Up without Outliving Your Money! - 10 Steps to a Perfect Retirement Portfolio

John Bogle - The Little Book Of Common Sense Investing - The Only Way To Guarantee Your Fair Share Of Stock Market Returns

Burton Malkiel - Charles Ellis - The Elements of Investing

David McKnight - The Volatility Shield - How to Vanquish the 4% Rule & Maximize Your Retirement Income

BOOK RECOMMENDATIONS - U.S. SOCIAL SECURITY & MEDICARE

U.S. Social Security and Medicare are cornerstone federal programs providing financial and health security for millions of Americans. Social Security delivers monthly retirement, disability, and survivor benefits funded through payroll taxes, offering a dependable income base for retirees and vulnerable populations. Medicare is a comprehensive health insurance program primarily for those aged 65 and older, covering hospital, medical, and prescription drug costs. Together, these programs reduce economic uncertainty in retirement, ensuring access to essential income and healthcare services. Understanding their structure and benefits helps individuals plan effectively for retirement and long-term well-being in the face of rising healthcare costs and longevity.

Danielle Kunkle Roberts - 10 Costly Medicare Mistakes You Cannot Afford to Make

Ari Parker - It Is Not That Complicated - The Three Medicare Decisions to Protect Your Health and Money

Laurence Kotlikoff - Philip Moeller - Paul Solman - Get Whats Yours - The Secrets to Maxing Out Your Social Security

Mike Piper - Social Security Made Simple - Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less

Joseph Matthews - Social Security, Medicare & Government Pensions - Get the Most Out of Your Retirement and Medical Benefits

Retirewise - Social Security Simplified - Comprehensive Guide to Maximize Your Benefits, Understand Your Options, and Secure Your Retirement for Financial Independence

Tom Margenau - Social Security - 100 Myths and 100 Facts - Setting the Record Straight About Americas Most Popular and Most Misunderstood Government Program

Tom Margenau - Social Security - Simple & Smart

Jonathan Peterson - Social Security For Dummies

BOOK RECOMMENDATIONS - CANADIAN AUTHORS ON RETIREMENT FINANCES

Canadian retirement finances encompass a mix of government programs, personal savings, and employer-sponsored plans designed to support income stability in later life. Key pillars include the Canada Pension Plan (CPP), Old Age Security (OAS), and tax-advantaged accounts like Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs). Together, these provide a multi-layered approach to retirement income, balancing guaranteed benefits with flexible savings options. Effective management of these resources ensures financial independence, tax efficiency, and protection against inflation. Understanding Canadian retirement finances is crucial for building a sustainable retirement plan tailored to individual goals and changing economic conditions.

Robert Brown - Wealthing Like Rabbits - An Original Introduction to Personal Finance

Rejean Venne - 5 Years to Freedom - A Canadian Guide to Early Retirement

Frederick Vettese - Bill Morneau - The Real Retirement - Why You Could Be Better Off Than You Think, and How to Make That Happen

Frederick Vettese - Rule of 30 - A Better Way to Save for Retirement

Larry Bates - Beat The Bank - The Canadian Guide to Simply Successful Investing

David Chilton - The Wealthy Barber Returns - Dramatically Older and Marginally Wiser, David Chilton Offers His Unique Perspectives on the World of Money

Andrew Wilkinson - Never Enough - From Barista to Billionaire

Dan Bortolotti - Reboot Your Portfolio - 9 Steps to Successful Investing With ETFs

Anthony Gordon - The Art Of Retirement - The Canadian Guide To Retirement and Beyond

Jessica Moorhouse - Everything but Money - The Hidden Barriers Between You and Financial Freedom

David Trahair - The Procrastinators Guide to Retirement - A Financial Guide to Retiring in Ten Years or Less

Andrew Dagys - RRSPs and TFSAs For Canadians For Dummies

Andrew Dagys - Stock Investing For Canadians For Dummies

BOOK RECOMMENDATIONS - TIME WEALTH & NON-FINANCIAL SUCCESS

Time wealth and non-financial success focus on valuing time and personal fulfillment over monetary gain. Time wealth means having the freedom and flexibility to spend time on meaningful activities, relationships, and personal growth. Non-financial success includes achievements in health, happiness, purpose, and balanced living. Prioritizing these aspects leads to a richer, more satisfying life by aligning daily decisions with core values. Recognizing time as a finite and precious resource shifts the definition of success beyond financial metrics, helping individuals cultivate holistic well-being and long-lasting fulfillment.

Scott Galloway - The Algebra of Happiness - Notes on the Pursuit of Success Love and Meaning

Andrew Hallam - Balance - How to Invest and Spend for Happiness, Health, and Wealth

Alexander Green - Beyond Wealth - The Road Map to a Rich Life

Paul Millerd - The Pathless Path - Imagining a New Story For Work and Life

Morgan Housel - Same as Ever - A Guide to What Never Changes

BOOK RECOMMENDATIONS - LONGEVITY & AGING

Longevity and aging explore the biological, psychological, and social dimensions of growing older. Advances in medicine and lifestyle have extended life expectancy, but quality of life remains central. Understanding aging helps individuals optimize health, cognitive function, and independence over time. This field examines strategies for preventing chronic diseases, enhancing resilience, and promoting well-being in later years. Embracing longevity involves planning for both physical and emotional changes, enabling people to live longer, healthier, and more fulfilling lives. It reshapes how we view retirement, healthcare, and personal goals across the lifespan.

Peter Attia - Bill Gifford - Outlive - The Science and Art of Longevity

Casey Means - Good Energy - The Surprising Connection Between Metabolism and Limitless Health

Vonda Wright - Unbreakable - A Womans Guide to Aging with Power

Mark Hyman - Young Forever - The Secrets to Living Your Longest, Healthiest Life

Hector Garcia - Ikigai - The Japanese Secret to a Long and Happy Life

Mariza Synder - The Perimenopause Revolution - Reclaim Your Hormones, Metabolism & Energy

Kerry Burnight - Joyspan - The Art and Science of Thriving in Life's Second Half

Gabrielle Lyon - Forever Strong - A New Science-Based Strategy for Aging Well

Eric Topol - Super Agers - An Evidence-Based Approach to Longevity

Dan Buettner - The Blue Zones Kitchen - 100 Recipes to Live to 100

Dan Buettner - The Blue Zones - Lessons for Living Longer From the People Who Have Lived the Longest

Dan Buettner - The Blue Zones Solution - Eating and Living Like the Worlds Healthiest People

John Mackey - The Whole Foods Diet - The Lifesaving Plan for Health and Longevity

Howard Luks - Longevity Simplified - Living A Longer Healthier Life Shouldnt Be Complicated

Alan Castel - Better with Age - The Psychology of Successful Aging

BOOK RECOMMENDATIONS - ESTATE PLANNING & TRUST LAW

Estate planning and trust law are essential frameworks for managing and transferring assets according to an individual’s wishes. Estate planning involves creating wills, powers of attorney, and other documents to ensure smooth distribution of wealth, minimize taxes, and protect beneficiaries. Trust law governs legal arrangements where a trustee holds assets on behalf of beneficiaries, offering control, privacy, and flexibility in asset management. Together, these tools provide clarity, reduce family conflicts, and safeguard legacies. Understanding estate planning and trust law empowers individuals to secure their financial future and provide for loved ones while navigating complex legal and tax considerations.