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Giving Is Receiving Guide

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Reading List

Personal Finance

The Simple Path to Wealth: Your Roadmap to Financial Independence and a Rich Free Life – JL Collins
The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness – Morgan Housel
I Will Teach You To Be Rich: No Guilt. No Excuses. No B.S. Just a 6-Week Program That Works – Ramit Sethi
Tipped: The life changing guide to financial freedom for waitresses, bartenders, strippers, and all other service industry professionals – Barbara Sloan
Enough: True Measures of Money, Business, and Life – John C. Bogle & Bill Clinton (forward)
The Undoing Project: A Friendship That Changed Our Minds – Michael Lewis

Investing

Little Book of common sense investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns – John C. Bogle, L.J. Ganser, et al.
The Investment Answer: Learn to Manage Your Money & Protect Your Financial Future – Gordon Murray, Daniel C. Goldie, et al.
The BogleHeads Guide to Investing – Taylor Larimore, Mel Lindauer and Michael LeBoeuf
The FAMA Portfolio: Selected Papers of Eugene F. Fama (very technical) – Eugene Fama, John H. Cochrane, et al.
Stocks for the Long Run: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies – Jeremy Siegel
The Intelligent Investor: The Definitive Book On Value Investing – Benjamin Graham & Jason Zweig

Money History

Rainbow’s End: The Crash of 1929 – Maury Klein
Once in Golconda: A True Drama of Wall Street 1920-1938 – John Brooks
The Go Go Years: The Drama and Crashing Finale of Wall Street’s Bullish 60s – John Brooks
con: How America Lost It’s Mind in the Internet Era – John Cassidy
American Sucker – David Denby
When Genius Failed: The Rise and Fall of Long-Term Capital Management – Roger Lowenstein
A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation – Scott Nations
Devil Take the Hindmost: A History of Financial Speculation – Edward Chancellor
An Empire of Wealth: The Epic History of American Economic Power – John Steele Gordon
The Commanding Heights: The Battle for the World Economy – Daniel Yergin & Joseph Stanislaw

Money Biography

Morgan: American Financier – Jean Strouse
Titan: The Life of John D. Rockefeller, Sr. – Ron Chernow
The Snowball: Warren Buffett and the Business of Life – Alice Schroeder
Buffett: The Making of an American Capitalist – Roger Lowenstein

Money in the Context of Life

Mindful Money: Simple Practices for Reaching Your Financial Goals and Increasing Your Happiness Dividend – Jonathan DeYoe
Just Enough: Tools for Creating Success in Your Work and Life – Laura Nash & Howard Stevenson
Money and the Meaning of Life – Jacob Needleman
The Soul of Money: Reclaiming the Wealth of Our Inner Resources – Lynne Twist
Natural Capitalism – Paul Hawken, Amory B. Lovins, & L. Hunter Lovins

Family and Money

Family Wealth: Keeping In in the Family – How Family Members and Their Advisors Preserve Human, Intellectual, and Financial Assets for Generations – James E. Hughes Jr.
Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values – Roy Williams & Vic Preisser
Wealth in Families – Charles W. Collier
Silver Spoon Kids: How Successful Parents Raise Responsible Children – Eileen Gallo, Jon Gallo, et al.
Raising Financially Fit Kids – Joline Godfrey

Long-term Positive Trends

The Rational Optimist: How Prosperity Evolves – Matt Ridley
Progress: Ten Reasons to Look Forward to the Future – Johan Norberg
Abundance: The Future is Better Than Your Think – Steven Kotler & Peter H. Diamandis

Thinking / Writing

Poor Charlie’s Almanac: The Wit and Wisdom of Charles T. Munger – Peter D. Kaufman & Warren E. Buffet
The War of Art: Break Through the Blocks and Win Your Inner Creative Battles - Steven Pressfield
Turning Pro: Tap Your Inner Power and Create Your Life’s Work – Steven Pressfield
Tribes: We Need You To Lead Us – Seth Godin
The Practice: Shipping Creative Work – Seth Godin
Anything You Want: 40 Lessons for a New Kind of Entrepreneur – Derek Sivers
Hell Yeah or NO: What’s Worth Doing – Derek Sivers
Start with Why: How Great Leaders Inspire Everyone to Take Action – Simon Sinek

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Jonathan K. DeYoe is the founder of Mindful Money. The opinions voiced and all accompanying materials are for general information only and are not intended to provide specific advice to any individual. Past performance is no guarantee of future results. All indices are unmanaged and cannot be invested in directly. Investing involves risks including possible loss of principal. There can be no assurance that any technique or strategy discussed on Mindful Money will be suitable for any particular investor and there is no guarantee of any specific outcome. Mindful Money renders no individual advice. Personal Financial Planning and Investment Advice are offered only to clients who have signed an advisory agreement with EP Wealth, a registered investment advisor. If you have the minimum investment of $500,000 and are seeking individual advice - please contact Jonathan at EP Wealth and he will connect you with a qualified advisor.