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What better way to get to know us than getting inside our heads. Book Insight keeps up with Phil’s voracious appetite for reading. Each book is rated so if you want Phil’s top picks. Click the “Hole in One” in the tag cloud. Giving Insight is Phil’s commentary on managing your financial life. Beyond Insight give you tips on how to make your life simpler from our service team. 
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Rating: Birdie Hmmmmm. A bald financial guy, this should be interesting! Funny, a friend said I reminded them of Larry Winget. Not knowing who he was – I picked up a couple books. For me – good quick reads, rooted in personal responsibility – a bit more bombastic then I personally, but nothing dangerous within […]

Rating: Double Bogey Classic garbage financial literature– an author trying to disturb a little, promise success, and simply smears a catch-all bucket full of financial factoids as if somehow that helps people. You know I have a bias, and these types of books do not rest well with me– because the reality is they are […]

Rating: Birdie Dr. Dwyer’s books for me are generally hit or miss, and often a reiteration of what he has said somewhere else. Yet in this genre of books sometimes it’s simply the timing of when you read it that might cause it to really strike a chord with you. For me– this book gave […]

Rating: Birdie Amazing find for the dynamic ‘thrifter’ that I am! At first I wondered how Amy escaped my purview till now. Ends up, after she achieved the success she needed through her own thrift – and then she retired! She eventually enjoyed the fruits she reaped through choosing to living frugally… for a time! […]

Rating: Par Another good one. And when I say good I think the bar may be a little higher when it comes to investment related book – simply because there is so much garbage out there, designed to confuse and simply sell books based on fear and greed. What you’ll find from the Endowment Manager […]

Rating: Eagle Winner Winner Chicken Dinner! After a bunch of stinkers, finally something of value! This book hits on each piece of success, personal growth, psychology, and personal responsibility I routinely look for. Further, my classic test of would I pass this on to people I know…YES! Teachers, parents, leaders, keep reading! Get this book, […]

Rating: Double Bogey The subtitle got me – has to be about self-responsibility right? What a freeing lesson to be learned I’m sure. Well, be prepared to be disappointed. Amazing that a PhD can liken mindset to simply flipping a switch. Really, just flip the switch eh? Okay – turn mine on please! Sure, I […]

Rating Bogey Another great premise run amuck! Take someone who retired early…. forever, cross that with a sustainable life zealot and you get a distorted picture of what so many people could benefit from. Yes – there are some visceral parts of this book that I think can have merit. How it views your life […]

Rating: Bogey Any book that hints that things are done to you, how you need to manage what you have, and disavow any choice you have to make things happen personally, just directly conflicts with not only my experience, but also my world view. Try to pay off your credit cards… really, just try. Guess […]

Rating: Bogey Love the intention of this book, as I am always looking to personally grow. Having three boys, with one “queen” in the house has its challenges for sure. The trend in books of late, to drag you through all the negative statistics out there (1 parent families, drug abuse, neglect, bullying), just gets […]