As access to information and technology continues to grow, financial planning and investment participation has hit an all-time high. Individuals of all ages can develop sound and healthy financial habits and taking personal responsibility for their values, wealth and their future.
Research shows that it comes down to four factors:
Security – During economic uncertainty, knowledge and long-term planning are essential.
Values – Social and sustainable investments are becoming more and more important because they mitigate long-term risks and offer competitive returns.
Autonomy – Your finances - your choice what to do with them.
Planning Ahead – Private investments are always an option if retirement and pensions are not enough.
With so many resources available, Bend Lifestyle shares a list that includes books, audio books and popular podcasts on the subjects of investing, financial health and planning for the future.
The List
- The Psychology of Money by Morgan Housel. Topics: Behavioral finance lessons on money, wealth, and contentment and how personal emotions influence our investment decisions. Whether you’re a beginner or professional, this book dives deep into the ‘why’ and then the ‘how’ and understanding the behavior before the action.
- The Automatic Millionaire by David Bach. This New York Times bestseller is a straightforward, one-step plan to financial independence by automating savings and investments, removing the need for budgets or intense willpower. The core premise is to ‘pay yourself first’ by automatic deductions and saving, allowing everyone to build long-term wealth through small and consistent behaviors.
- Get Good with Money by Tiffany Aliche. Another New York Times bestselling book, a 10-step guide designed to help readers achieve financial wholeness and wellbeing and a state of financial security, peace, and stability regardless of income bracket. This guidebook provides a practical, actionable plan for managing debt, boosting savings, increasing income, and investing to build long-term wealth.
- Financial Feminist by Tori Dunlap is an empowering, actionable guide designed to help women achieve financial independence. It combines the basics of personal finance like budgeting, investing and debt payoff.
- Make Money Easy: Create Financial Freedom and Live a Richer Life by Lewis Howe is a guide to shifting money mindsets, healing financial anxieties, and aligning finances with achieving lasting prosperity. It focuses on emotional and psychological wealth rather than just budgeting, offering seven healthy habits to build financial peace and abundance.
- Richer, Wiser, Happier by William Green. This book is chock full of conversations with successful investors like Sir John Templeton, Charlie Munger, ETF pioneer Jack Bogle, mathematician Ed Thorp, Will Danoff, Laura Geritz, Joel Greenblatt and Howard Marks, whose memos Warren Buffett never missed. It depicts their mindsets, reveals what drives their success and offers inspiration for every reader that goes far beyond money. These real life biographies are not only interesting; they're motivating and applicable to current economics.
- How to Be a Rich Old Lady by Amanda Holden. This national bestseller is a life changing path to the financial freedom that all ‘old ladies’ deserve. Amanda Holden spent years working in investment management, where she saw exactly who gets access to the power, ease, and opportunity money can bring—and it wasn’t people like her friends. She also saw how the financial system is designed to feel exclusive and confusing. Holden left her finance job to launch Invested Development, a financial education company where she has taught more than 25,000 students how to invest with radical clarity, accessibility, and joy.
- The Money Guy Show podcast focuses on tax strategies, financial planning and building wealth. It’s a weekly personal finance podcast providing actionable, entertaining advice to help listeners build wealth and achieve financial independence. It offers expert guidance on investing, debt management, and tax planning through the proprietary Financial Order of Operations (FOO).
- We Study Billionaires podcast is the flagship stock investing podcast featuring interviews and analysis of world-class investors like Warren Buffett, Ray Dalio, and Howard Marks. Hosted by Stig Brodersen, Preston Pysh, William Green, and others, it focuses on teaching listeners to apply billionaire investment strategies to the stock market and other private investment opportunities.
- The Intrinsic Value podcast hosted by Shawn O'Malley and Daniel Mahncke, focuses on analyzing individual companies to estimate their intrinsic value per share. It features hot weekly topics like covering business models, competitive advantages, and valuation, while building a real-time, curated portfolio of stocks and investments.
- Women on the Verge of a Financial Breakthrough podcast is a weekly podcast designed for women looking to take control of their financial futures by demystifying complex financial terms and concepts. Hosted by Caitlin Meredith and financial expert and founder of Black Barn Financial, Sara Glakas, the show breaks down investing terms and gives listeners accessible and actionable advice.
During economic uncertainty, knowledge and long-term planning are essential when it comes to taking responsibility for your personal finances.