Summer Reading Recommendations

Summer is upon us, which means there is no better time to catch up on your reading. While beach reads can be a fun escape, you can also use this time to learn new ways to improve your financial health. Here are my recommendations for the three must-read books from finance experts. Add them to your summer reading list!

1. The New Retirementality: Planning Your Life and Living Your Dreams...at Any Age You Want by Mitch Anthony

This Mitch Anthony book is a compelling read that explores the latest retirement realities. Filled with relatable anecdotes and useful suggestions that will make you reconsider the meaning of retirement, it offers insightful tips on how to self-direct your future by becoming your own benefits director. Anthony teaches you how to take command of your own life with the resources you have.

2. Wealth in Families by Charles Collier

This is a helpful read for those looking to learn more about intergenerational wealth management. This book focuses on the role philanthropy can play in helping families establish their own set of positive values with regards to the management and preservation of wealth. It explains how to use wealth as an opportunity to benefit both family members and society at large. Collier’s extensive background as a philanthropic advisor at Harvard makes this one of the best reads on practical philanthropy.

3. Strangers in Paradise — How Families Adapt to Wealth Across Generations by James Grubman

Written by prominent wealth psychologist James Grubman, this book combines clear advice with real-world examples to outline the challenges facing wealth’s “immigrants and natives.” It suggests new strategies to approach wealth psychology and family dynamics, and is a great read for families searching for financial wisdom and long-term success.

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