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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: 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: Birdie Brene’ Brown is a researcher at heart. She explores these critical generational patterns we’ve all been raised on – shame, not measuring up, perfectionism, anxiety, etc. I appreciate that there are several chapters I get total engrossed in – hearing the ‘gremlins’ in your head or feeling like that little boy who is […]

Rating: Birdie Again – in disclosure, I attend Willow Creek where Bill is the Senior Pastor, so I am well read in most of Bill’s books – and as one can guess, I like pretty much everything he pens. For me, this book was a surprise, and in that a pleasant one. There are often […]

Rating: Birdie Interesting read for me. It had moments of an Hole in One to Eagle rating, yet in the end it wore on me, bringing itself down to a mere Birdie Rating. Larry is surely gifted in sharing some truly remarkable explanations of markets, brokers, and investing attributes. Yet as often occurs, the book […]

Rating: Birdie This is my second read by Derek. And frankly there is not too much I don’t like about his books. Quick reads, entrepreneurial focused, and no BS. He shares his mistakes which I love – I mean the I always win in Vegas stories just grow old over time. He also happens to […]

Rating: Birdie For me, this book is probably an Eagle as I have a certain love for Philosophy and find great fulfillment in Personal Growth. Yet, I can imagine a greater audience might not see everything I do in this book. This book can represent a huge challenge and at the same time profound introspection. […]

Rating: Birdie Two declarations to start: 1st – this is an economics book, no lets expand on that…. it’s an economics book written by a Nobel Prize recipient…… and yes it reads as one. 2nd – I can’t help but think readers will align its greater world view with politics, which is fair. Yet my […]

Rating: Birdie There really isn’t a book written by Patrick I probably wouldn’t like. Yet, I am selective. This is a good book, especially for anyone in a leadership position, and/or for anyone who conducts meetings. A parable layout, walks you through a turnaround company scenario – yet can be applied to anyone who wants […]