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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 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 […]

Rating: Bogey The subtitle is what really grabbed me… integrating behavioral finance and investment management. Could this be it? Something that can co-exist, the strong academic research the investment world has, along with the influx of technology and information? Sorry, no. YES – this book has some clear and concise information on the behavior economics […]

Rating: Bogey Okay – I won’t order any more books by Swedroe, I promise! Larry happens to be a part of an organization that I sort of connect with. One that espouses, that it is behavior more than special skill to be a successful investor. And YES, for every chapter of just crap, and confusion, […]

Rating: Bogey I’m finishing up my deep dive into a writer I have some connection with. I just can’t help myself when Amazon recommends other books, and I can get them for .01! That being said – my reading of Larry have been a steady decline. This one for sure, quickly jumps into the Financial […]

Rating: Bogey I give this a bogey mostly because of my personal preference in golf books. This is really more of more a story of his life in golf, than an instruction book. A quick read for sure, written mostly as 1 page snippets of Harvey’s golf-life, spanning 50 plus years. A connection of sorts […]

Rating: Bogey As is the case with many books – this book has a phenomenal premise and poor execution. Don’t forget I write my reviews from my perspective as someone who has spent almost 20 years trying to help develop financial peace for families. This book is strong with advice pieces liken to throwing mud […]

Rating: Bogey Over the years, I’d usually align myself pretty closely to the Founder of Vanguard’s writings. Low Cost, Transparent approach to investing overall does resonate with me. This book however is more of a Political statement, and at that a pretty poor one. It never sits well with me when an author cloaks their […]

Rating: Bogey This book is somewhat known as a classic in financial literature. Written satirically (I think), panning off of the economics writer Adam Smith (no it’s not really him). For me this book has just seen time pass it by. This book is supposed to be whimsical, playing on the great theme of Wall […]