Recommended Reading List

One of the key things we do with those who are investigating our strategies for themselves is to encourage them do their own research. The internet will have no shortage of "keyboard warrior experts" to claim how "they're right and we're wrong." (I've found that "the internet" is full of data... but low on wisdom.)

While my blog has been read by many industry leaders and compliance experts, it's also good to reference 3rd party resources that don't have any vested interest whether or not one decides to move forward with us. They're just books, but they're very good!

Each of these links will be for the Kindle edition of these books so you can immediately purchase and read them:

Leave Behind Material (by request)

• by Thomas F. Love

Blog Post: Nerds Eye View blog: How Life Insurance Loans Really Work and Why It's Problematic to "Bank on Yourself."

kitces.com-How Life Insurance Loans Really Work And Why Its Problematic To Bank On Yoursel

Download COM-HOW LIFE INSURANCE LOANS REALLY WORK AND WHY ITS PROBLEMATIC TO BANK ON YOURSEL • 348KB

• by Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

• Michael is a self-proclaimed financial planning 'nerd' and (admittedly) not a huge fan of using life insurance in this way! The reason I reference his blog is that it is not only technically correct in the mechanics of what we do, but he also outlines some of the warnings and pitfalls and frankly some misrepresentations of how some of these policies are being shared with the public.

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

• by Bryan Bloom, CPA

Confessions of a CPA: The Truth About Life Insurance

• by Bryan Bloom, CPA

Confessions of a CPA: The Capital Equivalent Value of Life Insurance

• by Bryan Bloom, CPA

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

• by David McKnight

Don't be Debt-Free & BROKE: Debt; The Good, the Bad, and the Ugly

• by Matt Love

What Would the Rockefellers Do?: How the Wealthy Get and Stay That Way, and How You Can Too

• by Garrett Gunderson

No Stone Left Unturned: How to Cash In On This Hidden Treasure in the Tax Code (That Can Save You Hundreds of Thousands in Retirement)

• by Daniel Rondberg

The AND Asset: The secret way to save and use your money at the same time

• by Caleb Guilliams

Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom

• by Robert Kiyosaki

Of course, I have my own blog articles, booklets, and white papers that, while I may have a bias towards what I love to talk about, are well cited and researched.