Reading List

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Why read this book?

It will change the way you perceive money and wealth for the better.

What I like:

Kiyosaki does a fabulous job of reframing how many of us think about money and wealth. If you take nothing else away from this book, understand the difference between an asset and a liability and remember to always pay yourself first.

What I don't like:

Kiyosaki has made a large portion of his fortune through real estate investing and much of his advice can seem to push people to follow suit. While many have become wealthy acquiring real estate and the principle of acquiring assets that will continually put money in your pocket is wise, securing financing may be difficult for some and real estate carries certain risks that not everyone is comfortable with. 

Disclaimer: I make a small commission if you purchase the book via my link. However, there is no additional cost to you.

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Why read this book?

It gives you all the fundamental knowledge to get your financial life in order.

What I like:

Kobliner has a way of taking material many would find excruciatingly boring and converting it into a palatable read for people at all levels of financial literacy. She presents information that everyone should have a grasp on in an educational yet simplistic manner. Whether you fancy yourself a personal finance expert or you can't remember the last time you thought about money, there is something for you to learn from this book.

What I don't like:

While Kobliner does an exceptional job at breaking concepts down for people at all levels, this book is difficult to get through in one sitting. By nature it reads more like a textbook than a novel. My other major issue with this book is that it will require updates. Laws governing areas of personal finance change relatively frequently (IRA contribution limits, for example). This will effect some of the material covered in the book and I think it's important for people trying to become financially literate to have the most up to date information from the get go. I fear having to jump around to different sources may frustrate and confuse personal finance novices.

Disclaimer: I make a small commission if you purchase the book via my link. However, there is no additional cost to you.

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Why read this book?

Asset allocation is the most important part of the investment process. After reading this book you will have all the fundamental knowledge you need to set up your portfolio's allocation.

What I like:

Asset allocation is something many novice investors overlook. When we first fund our brokerage accounts we want to find and invest in the next Apple or Amazon and see our account balance skyrocket. However, most investors should be considering the entirety of their portfolio with every investment they make. Many pundits advocate for diversifying your portfolio without giving the details necessary to do so. Ferri shows the thought process investors should go through when coming up with their ideal asset allocation. 

What I don't like:

The book can be a little too technical for beginners. You have to have a pretty solid investment knowledge base to understand everything Ferri talks about.

Disclaimer: I make a small commission if you purchase the book via my link. However, there is no additional cost to you.

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