Financial Planning Roundup: New Book Recommendation

Over all the years I’ve been writing this blog, Ben Carlson is among the top few writers I’ve linked to most often (Jim Dahle and Christine Benz are probably the competitors).

Ben recently released a new book, which I just finished reading: Risk and Reward: How to handle market volatility and build long-term wealth. In short, it’s excellent. It would be on my short list of books to recommend to a new investor, and I think it’s a fun read for any experienced investor who enjoys good investment writing.

The book drills home the “…and now stick with the plan” lesson, in a variety of ways: stories, history, and (as you’d expect from Ben’s blog) a whole bunch of great charts for anybody who is a visual learner.

• Risk and Reward: How to handle market volatility and build long-term wealth (on Amazon)
• Links to the book on other various bookstores

Other Recommended Reading

• 4 Reasons We’re Spending Our HSA Money Now from Jim Dahle
• The 4 Abilities Every Investor Needs to be Successful from Ben Carlson
• The Many Utilities of Retirement from William Bernstein and Edward McQuarrie
• IRS stops billions in identity theft refunds but needs data earlier, report says from Martha Waggoner
• Microsoft to Discontinue SMS as Multi-Factor Method, in Favor of Passkeys from Microsoft
• Worried about that CP53E QR code? IRS updates FAQs from Martha Waggoner
• Client Data Exposed in Registered Investment Adviser Data Breaches from Patrick Donachie
• A Free Social Security Analysis Tool — Robert Brokamp interviews me for the Motley Fool Hidden Gems podcast (Spotify link here)

Thanks for reading!