The most recommended planning books

Who picked these books? Meet our 65 experts.

65 authors created a book list connected to planning, and here are their favorite planning books.
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Book cover of The 7 Most Important Equations for Your Retirement: The Fascinating People and Ideas Behind Planning Your Retirement Income

Ben Le Fort Author Of The Investor's Mindset: Analyze Markets. Invest Strategically. Minimize Risk. Maximize Returns.

From my list on helping you invest your money and grow your wealth.

Why am I passionate about this?

I’ve been rather fixated with money and finances since I was a kid beating my friend's parents at Monopoly. I majored in economics and had a few rough years financially graduating into the depths of the great recession in 2010. In 2013 I completed my Master’s in finance and economics, took a day job in economic research, and have been moonlighting as a finance writer for the past five years.  

Ben's book list on helping you invest your money and grow your wealth

Ben Le Fort Why did Ben love this book?

This books takes the opposite approach to The Simple Path To Wealth; it covers a vast range of financial topics and historical figures while diving deep into the mathematics of a rational retirement plan. This book can be a challenging read at times, but it will make you smarter. Consider this a graduate school-level education in retirement.

By Moshe A. Milevsky,

Why should I read it?

1 author picked The 7 Most Important Equations for Your Retirement as one of their favorite books, and they share why you should read it.

What is this book about?

The 800 years of scientific breakthroughs that will help salvage your retirement plans

Physics, Chemistry, Astronomy, Biology; every field has its intellectual giants who made breakthrough discoveries that changed the course of history. What about the topic of retirement planning? Is it a science? Or is retirement income planning just a collection of rules-of-thumb, financial products and sales pitches? In The 7 Most Important Equations for Your Retirement...And the Stories Behind Them Moshe Milevsky argues that twenty first century retirement income planning is indeed a science and has its foundations in the work of great sages who made conceptual and…


Book cover of Restarting the Future: How to Fix the Intangible Economy

Edward J. Hoffman, Matthew Kohut, and Laurence Prusak Author Of The Smart Mission: NASA’s Lessons for Managing Knowledge, People, and Projects

From my list on creating and sustaining knowledge at work.

Why are we passionate about this?

The three co-authors of The Smart Mission: NASA’s Lessons for Managing Knowledge, People, and Projects have been at the center of organizational and leadership transformation. Dr. Ed Hoffman was NASA’s first Chief Knowledge Officer and the founding Director of the NASA Academy of Program, Project, and Engineering Leadership (APPEL). Matthew Kohut is the managing partner of KNP Communications. He has prepared executives, elected leaders, diplomats, scientists, and public figures for events ranging from television appearances to TED talks. Laurence Prusak was the founder and executive director of the IBM Institute for Knowledge Management and one of the founding partners for the Ernst and Young Center for Business Innovation.

Edward's book list on creating and sustaining knowledge at work

Edward J. Hoffman, Matthew Kohut, and Laurence Prusak Why did Edward love this book?

What will the future of work look like, and how can we prepare to navigate it successfully? This book is at the top of the list for understanding the profound shift that we are living through. The authors follow up their excellent Capitalism without Capital by continuing to describe a workplace based on intangibles. The economy today is driven by forces that place a premium on innovation, knowledge, ideas, and brand, and these intangibles are increasingly vital for growth and success. An outstanding book that provides a framework for the future of work.

By Jonathan Haskel, Stian Westlake,

Why should I read it?

1 author picked Restarting the Future as one of their favorite books, and they share why you should read it.

What is this book about?

From the acclaimed authors of Capitalism without Capital, radical ideas for restoring prosperity in today's intangible economy

The past two decades have witnessed sluggish economic growth, mounting inequality, dysfunctional competition, and a host of other ills that have left people wondering what has happened to the future they were promised. Restarting the Future reveals how these problems arise from a failure to develop the institutions demanded by an economy now reliant on intangible capital such as ideas, relationships, brands, and knowledge.

In this groundbreaking and provocative book, Jonathan Haskel and Stian Westlake argue that the great economic disappointment of the…


Book cover of The Long Game: How to Be a Long-Term Thinker in a Short-Term World

Jenny Foss Author Of Do This, Not That: Career

From my list on taking charge of your career.

Why am I passionate about this?

As a kid, I dreamed of becoming a California beach lifeguard. Considering I grew up in Michigan, this was a rather aspirational choice. To my parents’ relief, my career goals shifted over time, as I realized my gift for writing. I became a journalist then went into marketing. But after years of cranking out corporate content, I (sadly) burned out on it, dropped everything, and became a recruiter. Within months, I missed writing – so much so that I started a career-related blog, which became a thriving business dedicated to helping people move their careers forward. Gratefully, this work led to an amazing assignment, writing Do This, Not That: Career

Jenny's book list on taking charge of your career

Jenny Foss Why did Jenny love this book?

It’s hard to not want instant gratification, especially in our “get what you want, and now” culture. We see the shiny objects and opportunities for a quick win, and we chase them. Unfortunately, as Dorie Clark maps out in The Long Game, this frenetic behavior isn’t helpful if you want to achieve big goals. 

I discovered this book when life was starting to feel like a giant game of Whac-a-mole. Sure, I was achieving success, but I could never seem to find the time to get to a couple of long-range projects that really matter to me. 

The Long Game gave me several tangible tips for staying focused on my long-term goals in a world that pushes me, and all of us, to grab for those immediate, more shallow victories.

By Dorie Clark,

Why should I read it?

4 authors picked The Long Game as one of their favorite books, and they share why you should read it.

What is this book about?

A Wall Street Journal Bestseller

Your personal goals need a long-term strategy.

It's no secret that we're pushed to the limit. Today's professionals feel rushed, overwhelmed, and perennially behind. So we keep our heads down, focused on the next thing, and the next, without a moment to breathe.

How can we break out of this endless cycle and create the kind of interesting, meaningful lives we all seek?

Just as CEOs who optimize for quarterly profits often fail to make the strategic investments necessary for long-term growth, the same is true in our own personal and professional lives. We need…


Book cover of Your Business, Your Book: How to plan, write, and promote the book that puts you in the spotlight

Andrew Crofts Author Of Ghostwriting

From my list on ghostwriting and ghostwriters.

Why am I passionate about this?

I have been a ghostwriter for over thirty years, publishing more than a hundred books under other people’s names, as well as those under my own name. It has allowed me to live a hundred different and varied lives and it is a profession I like to encourage all writers to consider. Several of my own novels have featured ghostwriters as central characters, including Secrets of the Italian Gardener and What Lies Around Us.

Andrew's book list on ghostwriting and ghostwriters

Andrew Crofts Why did Andrew love this book?

Ginny Carter is another very experienced ghostwriter and in this book, she explains exactly why it is good for business people to write books in order to promote themselves, their companies, and their products. Since most successful business people do not have the time to write the books themselves, her eloquent arguments will inevitably lead them to hiring ghostwriters such as Ginny – and myself.

By Ginny Carter,

Why should I read it?

1 author picked Your Business, Your Book as one of their favorite books, and they share why you should read it.

What is this book about?

*WINNER OF THE BUSINESS BOOK AWARDS 2020!*

If you're a coach, consultant, or speaker who makes a living from your expertise, this is for you. It's the guide you need to help you plan, write, and promote the book that elevates your authority, increases your visibility, and gets more clients saying 'yes'. Because creating such a book is a challenge. Where do you start? How do you keep going until the end? And what do you do when you've finished? Don't let your book stay in your head - allow it to come to life and make a positive difference…


Book cover of Finish Big: How Great Entrepreneurs Exit Their Companies on Top

John F. Dini Author Of Your Exit Map: Navigating the Boomer Bust

From my list on business owners planning a transition.

Why am I passionate about this?

I have been a coach to business owners for the last 25 years, with a concentration on exit planning for the last twelve. During that time I have personally worked with over 500 owners. I’ve written 4 books on the subject, two of which were award winners. I’ve seen so many owners who built excellent businesses, but are stymied by how to leave them without deserting their employees and customers. Almost two-thirds of business owners over 60 years old have no plan for the transition of their businesses. I am on a mission to fix that.

John's book list on business owners planning a transition

John F. Dini Why did John love this book?

Bo Burlingham is an original editor for Inc. Magazine, leading that publication from its founding in Boston through its acquisition and relocation to New York CIty. This collection of “real life” exiting stories is entertaining and a quick read. The subjects are actual business owners, although most had middle-market companies that attract far more interest than the average Main Street (Under $3,000,000 value) businesses. As the author says, “No two exits are exactly alike.” 

By Bo Burlingham,

Why should I read it?

1 author picked Finish Big as one of their favorite books, and they share why you should read it.

What is this book about?

Bo Burlingham, the bestselling author of Small Giants, returns with Finish Big, an original guide to exiting your company successfully and gracefully.

"Finish Big is for all those founder/leaders who want to do more than take...it is for the ones who want to leave something behind." Simon Sinek, author of Start with Why and Leaders Eat Last

"Practical and profound, fast-moving and thought-provoking, masterful in its clear prose and compelling stories- Bo Burlingham has once again done a tremendous service in deploying his craft." Jim Collins, author of Good to Great and co-author of Built to Last and Great by…


Book cover of The Friend Zone

Greta Rose West Author Of Rivers Between Us: A Small-town Western Romance

From Greta's 3 favorite reads in 2023.

Why am I passionate about this?

Author Romance author Hot cowboy creator Cat and hockey obsessed Former momager

Greta's 3 favorite reads in 2023

Greta Rose West Why did Greta love this book?

Another unputdownable book! This was my first Abby Jimenez story, and I was hooked from pretty much the first page. There’s so much sass!

The main characters Josh and Kristen get stuck together planning their best friends’ wedding. The Friend Zone is filled with hilarity, witty band references, and sexy banter, but there are also deep emotional issues. My editor recommended this book to me. He must know me well because I fell in love and will read anything Ms. Jimenez writes forevermore!

The second book in the Friend Zone series, The Happy Ever After Playlist was just as good, and I’m about to crack open book 3.

By Abby Jimenez,

Why should I read it?

1 author picked The Friend Zone as one of their favorite books, and they share why you should read it.

What is this book about?

Fall in love with this hilarious and heartwarming USA Today bestselling romantic comedy that LJ Shen calls "an absolute treat."

Kristen Peterson doesn't do drama, will fight to the death for her friends, and has no room in her life for guys who just don't get her. She's also keeping a big secret: facing a medically necessary procedure that will make it impossible for her to have children.

Planning her best friend's wedding is bittersweet for Kristen -- especially when she meets the best man, Josh Copeland. He's funny, sexy, never offended by her mile-wide streak of sarcasm, and always…


Book cover of The Key to Happily Ever After

Zara Raheem Author Of The Retreat

From my list on the powers of sisterhood.

Why am I passionate about this?

I’ve always had a soft spot for books on sisterhood. Perhaps it’s because I have a sister, but it’s partly because I’ve also lucked out on wonderful girlfriends who’ve taken the role of sisters at various stages of my life. There is an immense power in female relationships, and it’s a theme I often explore through my writing. Both my novels, The Marriage Clock and The Retreat center around strong women who consistently and generously show up for each other. I’ve compiled a list of books to celebrate the many sisters in our lives—through blood and friendship. I hope you find them as enjoyable to read as I have!

Zara's book list on the powers of sisterhood

Zara Raheem Why did Zara love this book?

As someone perpetually in search of a good romcom, I found this story of three sisters who have inherited their family’s wedding planning business delightful.

While there is no shortage of spats and disagreements as each sister attempts to define her role within the business and family, when disaster strikes, it’s lovely to see them rally together and help each other find her own happily ever after. 

By Tif Marcelo,

Why should I read it?

2 authors picked The Key to Happily Ever After as one of their favorite books, and they share why you should read it.

What is this book about?

One of BuzzFeed's "Books Coming Out This Summer That You Need to Seriously Read" * One of Bustle's "New Romance Novels to Make Your Spring Reading Even Dreamier Than You Imagined"

A charming romantic comedy about three sisters who are struggling to keep the family wedding planning business afloat-all the while trying to write their own happily-ever-afters in the process.

All's fair in love and business.

The de la Rosa family and their wedding planning business have been creating happily ever afters in the Washington, DC area for years, making even the most difficult bride's day a fairytale. But when…


Book cover of New Sales. Simplified.: The Essential Handbook for Prospecting and New Business Development

Dave Kurlan Author Of Baseline Selling: How to Become a Sales Superstar by Using What You Already Know about the Game of Baseball

From my list on to become a sales superstar.

Why am I passionate about this?

I've been selling professionally since 1973, and in the sales training and development business for more than 36 years. I founded Objective Management Group, the world’s leading provider of sales force evaluations and sales candidate assessments, and we have data on 2.2 million salespeople. OMG measures 21 Sales Core Competencies, so that’s around 250 findings on 2.2 million salespeople or close to 500 million data points! I've personally trained and coached tens of thousands of salespeople, sales managers, and sales leaders and I have published nearly 2,000 articles on my multi-award-winning blog, Understanding the Sales Force. I was installed in the Sales & Marketing Hall of Fame in 2013. 

Dave's book list on to become a sales superstar

Dave Kurlan Why did Dave love this book?

Everyone needs a handbook and New Sales. Simplified. is a good choice! I like Mike Weinberg’s book for several reasons, the first being his emphasis on Prospecting. While most sales experts have caved to the mob that runs the online marketing platforms that promised to replace salespeople, Mike flies in the face of the “prospecting is dead” crowd and shows you how to do it and how to get results. A must-have in any salesperson’s library!

By Mike Weinberg,

Why should I read it?

1 author picked New Sales. Simplified. as one of their favorite books, and they share why you should read it.

What is this book about?

No matter how much repeat business you get from loyal customers, the lifeblood of your business is a constant flow of new accounts. Packed with tested strategies and anecdotes, New Sales. Simplified. offers a proven formula for prospecting, developing, and closing deals.

With refreshing honesty and some much-needed humor, sales expert Mike Weinberg examines the critical mistakes made by most salespeople and executives, then provides tips to help you achieve the opposite results.

In New Sales. Simplified., you will learn how to:

Identify a strategic list of genuine prospects Draft a compelling, customer focused "sales story" Perfect the proactive telephone…


Book cover of Asylum Road

Jenna Clake Author Of Disturbance

From my list on abusive and toxic relationships.

Why am I passionate about this?

I’m a poet, novelist, and Senior Lecturer in Creative Writing at Teesside University in the UK. I like to write and read about particularly gender power dynamics, and how those come to play in domestic situations. I love lyrical novels and books that explore characters’ interiority, and I’m interested in how, generally speaking, ‘toxic’ and ‘abusive’ relationships have become synonymous – even though they are quite different. These novels helped me write my own, and I hope you’ll enjoy reading them as much as I did!

Jenna's book list on abusive and toxic relationships

Jenna Clake Why did Jenna love this book?

Anya and Luke like to listen to true crime podcasts together, but they refuse to share much else: Anya tries to hide her body hair, her family, how she escaped from Sarajevo, and her concern that Luke will leave her.

Luke is stoical, difficult to read, and Anya feels isolated from his wealthy, middle-class English family. When they get engaged, it seems as though Anya might finally be able to settle, but the declaration of commitment only sets off a series of events, estrangements, and secrets that will unravel Anya’s world.

With the tension and pacing of a thriller, and the introspection of a woman who has only known precarity, Sudjic’s novel is terrifying and gripping. 

By Olivia Sudjic,

Why should I read it?

1 author picked Asylum Road as one of their favorite books, and they share why you should read it.

What is this book about?

'An eerily familiar reflection of our current moment ... It continues to haunt me' NATASHA BROWN, I PAPER BOOKS OF THE YEAR
'I will go wherever she takes me. A phenomenal book' DAISY JOHNSON
'A brilliant, scalding novel ... sharp, intricately layered, impossible to forget' MEGAN HUNTER
'Stunning ... beautifully written and deeply unsettling' BOOKSELLER, EDITOR'S CHOICE

CHOSEN AS A 2021 BOOK TO LOOK OUT FOR BY OBSERVER, INDEPENDENT, FINANCIAL TIMES, EVENING STANDARD, GRAZIA, STYLIST, ELLE THE NATIONAL, FIVE BOOKS AND BURO

A couple drive from London to coastal Provence. Anya is preoccupied with what she feels is a relationship…


Book cover of Work Optional: Retire Early the Non-Penny-Pinching Way

Jonathan Chevreau Author Of Findependence Day

From my list on financial independence and retirement.

Why am I passionate about this?

I am a veteran semi-retired Canadian financial journalist who has long made a distinction between the terms “Retirement” and “Financial Independence.” I  recently turned 70 and have been financially independent since my early 60s BUT I am not yet retired. I coined the term Findependence in my financial novel Findependence Day, and since 2014 have been running the Financial Independence Hub blog, with new blogs every business day.

Jonathan's book list on financial independence and retirement

Jonathan Chevreau Why did Jonathan love this book?

I’ve always like the phrase “Work Optional” to describe the state of being financially independent enough that you don’t have to work for money anymore, but nevertheless choose to for reasons like having a purpose, or structure.

Work Optional is also the title of another fine American book on Financial Independence, bearing the subtitle Retire Early the Non-Penny-Pinching Way. The author is an American woman, Tanja Hester, who “retired” early at age 38, along with her husband Mark, who was then 41. I put the word “retired” in quotes because, as is usually the case with advocates of the so-called FIRE movement (Financial Independence, Retire Early), Hester didn’t actually retire to do nothing.

Generally, I find that when FIRE proponents say they “retired” at 30 or 40, what they really mean is they quit working as salaried employees for a corporation, to launch what amounts to an encore career built…

By Tanja Hester,

Why should I read it?

1 author picked Work Optional as one of their favorite books, and they share why you should read it.

What is this book about?

A practical action guide for financial independence and early retirement from the popular Our Next Life blogger.

In today's work culture, we're expected to hustle around the clock. But what if you could escape the traditional path and get on one that doesn't require working full-time until age 65? What if you could wake up every day without an alarm clock and do the things you love most?

Tanja Hester and her husband Mark left their crazed careerist lifestyle to live their dream life in Lake Tahoe, retiring early from high-stress careers. Now Tanja will help you map out a…