Books for Planning for a Great Retirement

These are some of my favourite books for planning for retirement.

I’ve included Amazon links to make it easy to find out more about them.

The links are Amazon affiliate links – which means that if you buy a book through Amazon, they’ll give me a whopping 5% commission!

Anyway… here they are…

How To Take Your Pension Pot – Nick Bamford

A very practical book, written by a retirement and pensions expert.

It’s aimed at the ordinary consumer, like you and me, who wants to get the best from their retirement pot.

I read this, twice, about a year before I took early retirement, and… well… now I’m experiencing the benefits.

Beyond The 4% Rule – by Abraham Okusanya

This book is a bit more technical.

But if you’re going to be doing your own investing within your pension pot (such as within a SIPP) and drawing down rather than buying an annuity, I’d say it’s a brilliant resource.

This book has given me some great advice and tips for managing my SIPP more effectively.

Ready, Steady, Retire!: Plan Your Way to Success in a Redefined Retirement – Justin King & Martin Bamford

Practical ideas for the Baby Boomer generation looking for a successful retirement.

It even tackles issues such as “who’s going to finance this huge “baby boomer” generation when we’ve all retired?

And it’s so good that they even made a film out of it. Here’s the trailer for the film (and a good guide to what the book’s about).

Here’s my own review of the book.

The Financial Wellbeing Book – Chris Budd

A book for creating financial peace of mind.

Instead of worrying, make sure you have a clear path to your goal of retirement. This book will help you do that. And you’ll be helping out the Penny Brohn Cancer Centre because the author is donating all the profits there.

Although the book isn’t limited to retirement issues, it deals with the financial principles to help you to plan to get there without worry.

The Meaningful Money Handbook – Pete Matthew

Possibly the best finance book of them all because it’s a how-to book written by a knowledgeable and incredibly helpful financial planner and podcaster.

It’s everything you need to know, and everything you need to do, to secure your financial future.

There’s a great section in the book all about investing wisely so that you can build up your pension pot and still sleep well at night.

I wrote a review on this book in my blog, here.

A selection of helpful books to help you plan for a great retirement. #retirement #earlyretirement #financialplanning #money Share on X

Other Brilliant Money Books

These are some other great books I’ve read

They’re not strictly about retirement – but I couldn’t leave them out because they have lots of helpful and practical guidance, ideas, and inspiration for your journey to a successful retirement.

The Money Plan – Warren Shute

It’s an easy and interesting read. It makes great financial sense.

And if you follow what it says, you’ll reward yourself with a much more secure financial future.

I loved reading this book because I could agree with almost everything Warren says – and I’ve proved it works.

Rich Dad, Poor Dad – Robert Kiyosaki

Someone once asked me: “Of all the books you’ve ever read, which has had the most influence on you?”

I wasn’t allowed to count the Bible, so this is the book I chose…

Rich Dad Poor Dad started me believing that there’s much more to life than a simple repetitious 9-5 job.

It’s a (true?) story which teaches us powerful lessons about what makes some people rich and some people poor – and how you can choose which you’ll be. I’ve read it 3 times (as you can see by how dog-eared my copy is), and I’ve been inspired every time.

The Richest Man in Babylon – George Clason

It’s a parable. A fable.

It’s claimed to be a modern-day classic that holds the secrets to keeping your money – and making more.

Although I haven’t read the actual book, I have listened to it performed on audio – several times – and it certainly made me think about my financial priorities.

So if you prefer to read stories and ancient parables, I think you’ll enjoy this.