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Personal FinanceCurated Directory — Courses, Videos, Books & Websites

45 Resources

9 Books

13 Websites

23 Videos

Top Rated

The Total Money Makeover

The Spender's Guide to Debt-Free Living

Get a Financial Life

About Personal Finance

Explore the world of personal finance, where you'll find essential tools and insights to master budgeting, saving, investing, and debt management. Whether you're looking to build wealth, plan for retirement, or achieve f…

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The Total Money Makeover

The Total Money Makeover

A straightforward, step-by-step plan to get out of debt and build a solid financial foundation. The book focuses on 'baby steps' and behavioral changes to help readers gain control over their monthly budgeting. **Author:** Dave Ramsey **ISBN:** 9781595555274

The Spender's Guide to Debt-Free Living

The Spender's Guide to Debt-Free Living

This book chronicles the author's journey through a 'spending fast' to pay off nearly twenty-four thousand dollars in debt. It provides practical templates and encouragement for readers looking to radically change their relationship with money. **Author:** Anna Newell Jones **ISBN:** 9780062431479

Anna Newell Jones

Get a Financial Life

Get a Financial Life

A comprehensive resource for people in their twenties and thirties who want to master the basics of money management. It covers budgeting, taxes, banking, and insurance in a clear and organized format. **Author:** Beth Kobliner **ISBN:** 9781476782386

Free Financial Planning Tools

Free Financial Planning Tools

Free Financial Planning Tools · Required Minimum Distribution Calculator · Compound Interest Calculator · Savings Goal Calculator · Social Security Retirement ...

personal finance tips

financial planning

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Top Personal Finance Resources

The Total Money Makeover

The Total Money Makeover

A straightforward, step-by-step plan to get out of debt and build a solid financial foundation. The book focuses on 'baby steps' and behavioral changes to help readers gain control over their monthly budgeting. **Author:** Dave Ramsey **ISBN:** 9781595555274

The Spender's Guide to Debt-Free Living

The Spender's Guide to Debt-Free Living

This book chronicles the author's journey through a 'spending fast' to pay off nearly twenty-four thousand dollars in debt. It provides practical templates and encouragement for readers looking to radically change their relationship with money. **Author:** Anna Newell Jones **ISBN:** 9780062431479

Anna Newell Jones

Get a Financial Life

Get a Financial Life

A comprehensive resource for people in their twenties and thirties who want to master the basics of money management. It covers budgeting, taxes, banking, and insurance in a clear and organized format. **Author:** Beth Kobliner **ISBN:** 9781476782386

Free Financial Planning Tools

Free Financial Planning Tools

Free Financial Planning Tools · Required Minimum Distribution Calculator · Compound Interest Calculator · Savings Goal Calculator · Social Security Retirement ...

personal finance tips

financial planning

r/personalfinance

r/personalfinance

r/personalfinance: Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. Join our community, read the PF…

personal finance tips

personal finance

Kiplinger | Personal Finance News, Investing Advice ...

Kiplinger | Personal Finance News, Investing Advice ...

Leader in personal finance news and business forecasting. Get trusted advice on investing, retirement, taxes, saving, real estate, cars, college, insurance.

personal finance tips

The 30-Day Money Cleanse

The 30-Day Money Cleanse

This interactive guide helps readers identify their 'money triggers' and restructure their spending habits in just one month. It focuses on mindfulness and aligning your spending with your personal values. **Author:** Ashley Feinstein Gerstley **ISBN:** 9781492667704

Ashley Feinstein Gerstley

15 Personal Finance Tips to Help Manage Your Money

15 Personal Finance Tips to Help Manage Your Money

15 Personal Finance Tips to Help You Manage Your Money Better · 1. Create a Simple Budget You Can Stick To · 2. Track Your Spending Regularly · 3.

personal finance tips

money management

5 Sites to Help You Save - Pioneer Bank

5 Sites to Help You Save - Pioneer Bank

If you're looking to learn, these five sites all provide great personal finance resources with succinct information and an array of helpful tools.

personal finance tips

Budgeting 101

Budgeting 101

Part of the '101' series, this book provides a crash course in creating a budget that actually works for your lifestyle. It breaks down complex financial concepts into easy-to-understand lessons for beginners. **Author:** Michele Cagan **ISBN:** 9781507208922

Personal Finance Resources: Websites - GUIDES

Personal Finance Resources: Websites - GUIDES

Videos on various topics, including credit, saving, budgeting, debt, taxes, car buying, and more. From Bank of America and Khan Academy.

personal finance tips

financial resources

Personal Finance and Financial Basics

Personal Finance and Financial Basics

Budgeting: Spend less than you earn and prepare for emergency costs, like a medical expense or car repair. · Managing debt: Eliminate high-interest debt, like ...

personal finance tips

Personal Finance Education & Tips from Better Money Habits

Personal Finance Education & Tips from Better Money Habits

Learn about personal finance education with Better Money Habits. Get tips on saving for the future, buying a house, or reaching your other financial goals.

personal finance tips

personal finance

Personal Finance

Personal Finance

Personal finance coverage and advice from MarketWatch. Featuring The Moneyist, daily real estate coverage and more.

personal finance tips

The Millionaire Next Door

The Millionaire Next Door

An eye-opening study into the habits of America's wealthy that reveals most millionaires live surprisingly frugal lives. This book reinforces the value of budgeting and discipline over high-consumption lifestyles. **Author:** Thomas J. Stanley **ISBN:** 9781589795471

Thomas J. Stanley

NerdWallet: Finance smarter

NerdWallet: Finance smarter

NerdWallet makes it easy to find the right financial product for you. Our Nerds do all the research so you don't have to.

personal finance tips

1 Basic Principles of Life and Health Insurance and Annuities

1 Basic Principles of Life and Health Insurance and Annuities

The video breaks down how life (term vs. whole), health (premiums, deductibles, networks, out‑of‑pocket maximums) and annuity (fixed vs. variable, tax‑deferred growth, surrender charges, income riders) products function so you can see the real costs, benefits and trade‑offs. It offers practical decision rules—when term life fits temporary income replacement, when cash‑value policies or annuities may serve long‑term wealth transfer or guaranteed retirement income, and how to weigh premium affordability, liquidity needs, underwriting risks and policy exclusions. Watch if you want a concise checklist of the specific questions to ask a financial professional (coverage needs, beneficiaries, fees, riders, surrender periods, tax treatment) and concrete criteria to decide whether to buy, compare, or skip each product.

Insurance Basics

The Best Retirement Websites, Blogs, Books & Podcasts

The Best Retirement Websites, Blogs, Books & Podcasts

This curated list highlights top retirement planning resources across websites, blogs, books, and podcasts, prioritizing sources that deliver concrete tools—calculators, withdrawal and tax strategies, Social Security optimization, and step-by-step guidance—rather than abstract theory. Expect deep-dive books for comprehensive frameworks, blogs and case studies for niche tactics and real-world examples, websites for interactive planners and policy updates, and podcasts for bite-sized expert interviews and behavioral tips you can implement quickly. If you want a time-efficient learning path, use websites for immediate calculations and rules checks, read one or two recommended books for structure, and subscribe to a podcast and a blog to stay current and translate ideas into actionable steps.

Free Financial Planning Tools

Free Financial Planning Tools

Free calculators — including a Required Minimum Distribution tool, compound interest and savings-goal planners, and Social Security retirement estimators — let you model withdrawal timing, project investment growth, and set precise contribution targets. By inputting balances, expected returns, and retirement age you can quantify tax-driven RMD impacts, compare savings scenarios side-by-side, and see how delays or extra contributions change your long-term income, making abstract planning decisions immediately tangible. Ideal for savers and near-retirees who want to test withdrawal strategies, validate savings targets, or prepare questions for an advisor, these free interactive tools let you rapidly iterate scenarios while serving as practical aids rather than substitutes for personalized financial advice.

14 Websites For Retirement Planning

14 Websites For Retirement Planning

This curated list consolidates authoritative federal resources (Social Security Administration, IRS), benefit and Medicare guides, and reputable calculators so you can quickly verify benefit estimates, tax rules, and eligibility without hunting across multiple sites. It highlights practical tools—claiming-strategy calculators, RMD and tax-planning checklists, and fee-comparison pages—so you can model retirement income streams and withdrawal strategies to see tax and longevity impacts before making decisions. Use it as a time‑saving research hub to run scenarios and gather documentation ahead of a financial-advisor meeting, but remember these resources inform choices rather than replace personalized advice for complex tax, estate, or health-care tradeoffs.

The Actual Net Worth in Retirement to Be Considered Wealthy (2026)

The Actual Net Worth in Retirement to Be Considered Wealthy (2026)

The video translates "wealthy" into concrete net-worth benchmarks by tying desired annual retirement income to safe withdrawal rates and showing what nest egg you'll actually need once 2026-era taxes and RMDs are factored in. It highlights practical levers—tax-efficient withdrawals, converting or sequencing account types before RMD age, and realistic longevity/healthcare assumptions—that materially change required balances. If you want a personalized target instead of vague rules of thumb, the walkthrough plus the linked RMD calculator gives clear next steps to compute your goal, prioritize actions, and adjust savings or spending.

Retirement Planning

retirement planning

Is Your 401k a Tax Trap? Discover the Truth!

Is Your 401k a Tax Trap? Discover the Truth!

The video argues traditional 401(k)s can be a "tax trap" because pre-tax deductions defer taxes that may be paid later at higher rates while leaving you constrained by distribution rules and limited control. It gives practical fixes — compare your current vs. expected retirement tax bracket, pursue Roth conversions or backdoor Roths, use after‑tax contributions or business retirement plans (solo 401(k), SEP) to tax‑diversify and retain liquidity. Watch if you want concise, actionable tax‑planning tactics to reduce future taxable distributions and evaluate whether employer plans or tax‑free alternatives better suit your goals.

tax-free investing

Top 5 Tax Strategies For High Income Earners To Reduce Tax

Top 5 Tax Strategies For High Income Earners To Reduce Tax

The creator lays out five actionable strategies—maximizing tax-advantaged retirement vehicles (401(k)/solo 401(k) plus backdoor and mega-backdoor Roth conversions), shifting income into tax-favored business structures, and strategically timing income and deductions—to legally defer or recharacterize taxable income for high earners. You’ll get concrete tactics like bunching charitable donations through donor-advised funds, using tax-loss harvesting and tax-efficient asset location (municipal bonds/muni ETFs) for taxable accounts, and leveraging real-estate cost segregation or accelerated depreciation if you own property. Watch if you want hands-on checklists, threshold numbers and common pitfalls (AMT, phaseouts, audit flags) so you can estimate real dollar impact and decide which strategies to pursue with your CPA.

How To Pay ZERO Taxes In Retirement

How To Pay ZERO Taxes In Retirement

The video walks through a step-by-step approach to potentially pay zero taxes in retirement by sequencing withdrawals across taxable, tax‑deferred, and Roth accounts and using targeted Roth conversions—demonstrated with a $126,700 withdrawal example. It highlights practical levers you can use: time conversions to stay within low tax brackets, manage taxable income around Social Security and Medicare thresholds, and minimize required minimum distribution impact to avoid common tax triggers. Watch if you want concrete numbers and decision rules rather than theory, and consider the offered free consultation to see whether this strategy can be tailored to your situation.

retirement planning

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