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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 It’s funny how I stumbled onto this book. I was actually working with my coach about the very same principle then on another tangent while searching for the most recent work of Charles Koch, when I seem to stumble onto this book by some divine intervention they have the same last name….go figure. […]

Rating: Bogey Just a bad version/attempt at updating a classic…..The Millionaire Next Door. In the vein of books that try to capitalize on the current fear out there….the great recession, or an over powerful government that takes more and more taxes. This book try’s to state the world is stacked against you, and Money Secrets […]

Rating: Bogey With mixed feelings, I would give this book a overall negative slant. YES – there are truly helpful points, and 1 or two great images – something Carl is known for. Yet, in classic, you may be an advisor, just not my advisor fashion, many parts of his writings frustrate the crap out […]

Rating: Bogey I’d echo my previous read by Mike. That this book had a chance to be par (the greater concept of focusing your business), but in the end he gets in his own way. I think there may be a solid book somewhere in this one, but he interjects too many other stories, and, […]

Rating: Bogey This book was a tough one -several parts are Birdie worthy, then this book seems to fizzle a bit, possibly garnering a Par rating. You know the kind, you are on the green in 2, with a 5-footer, which you scoot by the cup, for a shoe kick par. You walk off the […]

Rating: Bogey Recommended by a colleague -this is actually quite an old book. And for me, it shows its age. In the guise of the old PMA (Positive Mental Attitude), this book is loaded with stories, and probably takes 150 pages more than it needs to, to express some of its finer points. For me, […]