9 Personal Finance Books To Read This Year


After my last post, How To Transform Your Finances in 12 Months, many of you were curious what personal finance books I’ll be reading in 2017. At the time I hadn’t decided completely, so I asked you for suggestions and gave it some thought, and this is the list I’ve come up with!

MONEY – Master The Game: 7 Simple Steps to Financial Freedom by Tony Robbins

I’ve heard Tony Robbins interviewed a few times on the Tim Ferriss podcast, as well as watched his documentary, I Am Not Your Guru, on Netflix. While I think he’s a little over the top sometimes, I love his direct and inspiring approach to problem solving. Nevertheless, I’m not sure what to expect from this book so I wouldn’t say I have high hopes. We’ll see.

From Amazon:

“Based on extensive research and one-on-one interviews with more than 50 of the most legendary financial experts in the world—from Carl Icahn and Warren Buffett, to Ray Dalio and Steve Forbes—Tony Robbins has created a simple 7-step blueprint that anyone can use for financial freedom.”

Sounds good to me.

The Simple Path To Wealth: Your Roadmap to Financial Independence and a Rich, Free Life by JL Collins

This book came the most recommended by you, so I’m eager to check it out. This is clearly an American book, so it speaks in the lingo of 401Ks and Roth IRAs, but the philosophy of building wealth is consistent across borders so I’m really excited to read it.

From Amazon:

“The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here’s an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective. The simple approach I created is not only easy to understand and implement, it is more powerful than any other.”

You guys know I’m always a fan of simple and shortcuts, so this book is a must-read.

Pragmatic Capitalism: What Every Investor Needs To Know About Money & Finance by Cullen Roche

This is another book that I hadn’t heard of but came recommended by two readers, so I figured I’d check it out. I love thinking about my personal finances in the context of large national and global forces and events that impact them, so this book was an easy pick.

From Amazon:

“Cullen Roche combines his expertise in global macro portfolio management, quantitative risk management, behavioral finance, and monetary theory to explain to readers how macroeconomics works, and provides insights and suggestions for getting the most out of their investment strategies.”

A little worried it might be a heavy read, but my brain needs some exercise. It’s been a long time since I finished that MBA.

The Value of Simple: A Practical Guide to Taking The Complexity Out of Investing by John Robertson

I received a copy of this book directly from John in 2015, but didn’t get a chance to read it. It’s been sitting on my bookshelf ever since, and I thought now was as good of a time as any to finally crack it open.

From Amazon:

“With a focus on developing good processes to minimize the room for human error and step-by-step instructions, the book will walk you through the elements of managing your finances for the long term: how to devise a savings plan, stick to it through automation, determine how to allocate funds balancing risk and reward, invest using low-cost index funds, track your investments, and deal with the inevitable issue of taxation.”

You can read John’s blog, Blessed By The Potato, or find him on reddit as holypotato.

Market Masters: Interviews With Canada’s Top Investors by Robin Speziale

I met Robin in a Toronto Starbucks because I am an extroverted eavesdropper and interrupted his conversation at the next table once I heard they were geeking out about money. He refused to give me a free copy of his book, but I managed to snag one from a more generous soul (aka. The Borrowell office) a week later. It nearly cost me an overweight luggage fee at the airport, but I did actually manage to get the mammoth of the book home.

From Amazon:

“These interviews delve into each investor’s investment philosophies, strategies, and processes, as well as their successes, challenges, and outlooks in the market. Learn proven investing strategies, processes, and approaches that you can easily apply to the market to make your winnings more plentiful, predictable, and profitable.”

We’ll see, Robin.

Other books you may enjoy…

There are a few books I’ve already read but strongly recommend in case you’re looking for a few titles to round out your financial literacy goals this year.

The Wealthy Barber Returns by David Chilton is part of the Canadian personal finance tome. Praised for its direct and easy-to-follow strategies, this is the best book available to those feeling overwhelmed by the prospect of getting their finances under control. Whether you need help paying off debt or saving for retirement, this book is your perfect starting point. There is a US version for American readers, too!

Stop Overthinking Your Money by Preet Banerjee is a quick read of easy instructions on everything personal finance. The whole book is excellent, but the insurance chapter is the one I found the most helpful.

The Value of Nothing by Raj Patel won’t give you saving or debt repayment tips, but it will get you thinking about money in a very big way. Why do diamonds or Big Macs cost what they do? This book explores the history, philosophy, neuroscience and sociology that determines prices.

The Intelligent Investor by Benjamin Graham is as boring as a textbook but infinitely more valuable. As time goes on, I find some strategies and methods in this book losing their utility (it was first published in 1949), but it’s still my go-to investing book. You will probably learn more about investing than you will ever use, but hey, you can never know too much!

Happy reading!


  1. Thanks for these suggestions! I’ve been looking for more personal finance books to read, so this is right up my alley. My specific goal for 2017 is to learn more about the basics of investing. It seems like a lot of people magically understand and know investing, but I need some background “Investing For Dummies” kind of stuff.

  2. Thanks for the mention Bridget, hope you like it!

  3. Thanks! I was hoping for some new books to read. I have two more to read before I need new ones. There’s a few I never heard of so this is a great list.

  4. Great picks! I love reading but always lean towards fiction and one of my goals this year is to read more books that will teach me things. I’ve read a few of these, including The Intelligent Investor which is a slog but essential reading, so I’ll have to work through the rest.

    • Bridget Casey (Author)

      I find I go through phases… sometimes I’m all fiction (just finished about 5 months of that haha) and then I switch to all non-fiction.

      I love reading one fiction and one non-fiction book simultaneously, then I don’t get them mixed up!

  5. Jover

    Good list, and I am definitely going to check out 9not literally, who even goes to the library anymore? 😉 haha) some of these books!
    My faves from my 2016 reading include: The Millionaire Next Door, The Automatic Millionaire, and The Richest Man in Babylon.

    • Bridget Casey (Author)

      hahaha even the library does ebooks now!!

      I like the Millionaire Next Door but it needs an update! The numbers don’t even make sense anymore.

  6. I recommended Pragmatic Capitalism! I can promise you it is not a heavy read. I actually read through almost half of it on a flight from St. Louis to Austin. It’s a good read for anyone interested in finance, even people who are new to the topic!

    Looking forward to hearing what you think of it.

  7. Amanda

    I’m reading (and working through the exercises in) Overcoming Underearning by Barbara Stanny. Great book for examining our beliefs about money and wealth.

  8. Janice

    I received Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School for Christmas and it was exactly what I needed to get my finances in order. The thought of investing used to feel intimidating. Now I’m confident enough to follow through on my goal of starting to invest by the end of January.

  9. Excellent list Bridget! Have you read the ultimate classic Think and Grow Rich? I think that I have read of listened to the audio tapes at least ten times. It’s helped so much with the accumulation of real estate assets and personal wealth. Keep up the fantastic blogging 😀