Stay Financially Savvy

Use these resources to take control of your own future and better understand all aspects of financial services.

Video Resource Library

Learn more about the types of financial strategies that can help you take control of your wealth, build a secure financial future and meet your short and long-term life objectives.


Our Recommended Reads

We have personally read all of the books listed here and see significant value in them. Order your copy by following the link! If you have any questions while reading, feel free to reach out to one of our staff members.


Confessions of a CPA: Why What I Was Taught To Be True Has Turned Out Not To Be

by Bryan S. Bloom

The author writes: “Just like in our cars, there are some things we don’t see that others do. But if we just turn our head 20 degrees, we will see things we have never seen before. This book will help you to turn your head 20 degrees and to discover something wonderful that you have never seen before.” We highly recommend this book to help you get a better understanding of your money.


The Bank On Yourself Revolution: Fire Your Banker, Bypass Wall Street, and Take Control of Your Own Financial Future

by Pamela Yellen

A follow-up to her first book (Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future), The Bank On Yourself Revolution further explains this proven method for growing your wealth safely and predictably every year regardless of whether the markets go up or down. Read this book and learn how thousands of people have taken control and secured their own financial futures.


The Secret to Lifetime Financial Security

by Pamela Yellen & The Nation’s Foremost Financial Security Professionals
Chapter 14: “How to Free Yourself From the Slavery of Debt” by John J. Shedenhelm

CelebrityPress™ describes the book: “Between the covers of The Secret to Lifetime Financial Security, the nation’s best and brightest financial advisors show you how to stop worrying about the next market crash and achieve the financial security and peace of mind you deserve. These authors will help you discover little-known ways to turn your back on Wall Street and grow and protect your hard-earned dollars, learn how to fire banks and credit card companies and become your own source of financing.” Grab a copy of the best-selling book featuring John, one of our Bank On Yourself advisors!


The Richest Man in Babylon

by George S. Clason

Tony Robbins recommends this classic, and we agree! Tony said in his book “Money: Master the Game:” “As a young man, I came across George Samuel Clason’s classic book ‘The Richest Man in Babylon,’ which offered commonsense financial advice told through ancient parables. I recommend it to everyone.”


The Power of Zero: How to Get to the 0% Tax Bracket and Transform Your Retirement

by David McKnight

David McKnight is the author of this Amazon #1 best-selling book and documentary film, “The Power of Zero.” He shows why you could be paying more taxes than you ever thought possible in retirement and what you can do about it now. We highly recommend this book (and the documentary) if you have any retirement investments, such as 401(k) plans, CDs, IRAs, stocks, bonds, annuities, insurance policies or real estate.


How Privatized Banking Really Works - Integrating Austrian Economics with the Infinite Banking Concept

by L. Carlos Lara, Robert P. Murphy

What if there was a solution to government intervention and our current money madness? The problem is so pervasive that a solution seems impossible and yet, there is a solution, as presented in this book. The ideas presented are not as far-fetched as you might think, and our team can help you implement them in your personal strategy. Read this book to learn more.


Guaranteed Income: A Risk-Free Guide to Retirement

by Barry James Dyke

The book’s description says it best: “We are witnessing the collapse of the American pension system. The country’s solution to this problem has been to adopt the 401(k). Funded with highly speculative mutual funds, the 401(k) has proven a colossal failure. Let Guaranteed Income show you how you can safely create the risk-free retirement income you desire.”


Great Wall Street Retirement Scam What THEY Don't Want You to Know about 401ks, IRA and Other Plans

by Rick Bueter

Wall Street is filled with politics, greed and a sense of control over employer-sponsored savings programs. Rick Bueter explains this Wall Street “scam,” as he calls it, and puts in plain English how to avoid this trap. Rick writes: “When you finish reading, you will know the truth about where and how financial security in retirement is created. It's the truth THEY don't want YOU to know!” We agree!


Mastery: The Keys to Success and Long-Term Fulfillment

by George Leonard

This one is not necessarily about money management, but we highly recommended it for personal development — which is also important! Author George Leonard shows how the process of mastery can help us attain a higher level of excellence and a deeper sense of satisfaction and fulfillment in our daily lives.

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