Summer is one of my favourite times of year. We get outdoors to enjoy the sunshine, relax, spend time with our loved ones and catch up on our reading. It’s also a great time to brush up on our financial smarts.
I wanted to share some of my top summer reading picks and resources that will help you improve your financial wellness and support your goals, so I did a quick podcast about them.
Give this one a listen and check out the resources and books I find useful and what is next on my reading list. After you’re done, let me know which ones you like! I always love hearing what people enjoy and find helpful. Happy summer and happy reading.
Hello, and welcome to another round of, “Our Heart of Money Talks”. This is episode 30 and I’ve got a few good summer finds for you today. I got a couple of books that you should read and a few websites that you might find interesting to check out.
All of these things have to do with money in some way, but trust me, they’re a little bit more interesting than you think.
I found a couple of websites and they’re free! I think in today’s day and age, the first thing we’re doing is hitting the Google site before you go make that appointment with your financial planner or accountant – we’re hitting Google on our phones and checking things out.
In my free time, I found a few good things. One is a free tool that helps people learn about medical treatments and prepare them for decision-making during a pandemic. This has been important to talk about considering all the COVID complications but is something that gets missed.
So we might do wills, power of attorneys but sometimes we’re not quite digging deep into the health directives. We’re giving direction for if we pass away. But how about if we’re just going through a serious illness? What are some of our wishes?
So this is a free website and I thought it was interesting – www.PlanWellGuide.com can help people learn about medical treatments and prepare them for decision-making during a serious illness. During a pandemic, this has been important to talk about considering all the COVIS complications.
It’s called www.PlanWellGuide.com. Check it out. It’s interesting and something you can do on your own.
Your eyes might be glazing over and this one might be a little bit more boring, but it’s the one to do that is the hardest for most people, and that is completing your will
So what if you could do it online, super fast and super easy?.
So there’s a couple of different websites that I have visited and can help get you going.
There is www.willful.co or www.epilogue Wills.com. They’re fast and simple services online. If your situation is easy, think no blended families, no properties or cabins – just straight forward, then check out these websites. Something is better than nothing and these are easy peasy ways to get you started.
www.Obolx.com is an app that helps you visualize your personal goals alongside your financial and health milestones for your entire family. It helps conceptualize your life and your time.
Now, this sounds like something right up my alley. It sounds like big-picture thinking. You can map it out and you can track it and it’s all digital and in an app that sounds like heaven. So this one is supposed to help you conceptualize your life, your time and map it out. So I’m interested in this one.
Www.Oblox.com has an app that helps you visualize your personal goals – please check it out and let me know what you think. It’s going to be on my summer list.
Okay, now I want to jump into a couple of books because if you’re hitting the beach or the hammock, maybe you have some free time. These are some books that I highly recommend, and if you’ve already read them, pull them off the shelf and review again.
Or if they’re new, this is going to be a perfect time for you to kick the procrastination bucket and pick it up. This one classic – The Wealthy Barber.
We’ve all heard of the “Wealthy Barber” by David Chilton. It’s a great book. The first time it came out, his book was focused more on savings. The second book, which is “The Wealthy Barber Returns” is just as good. It’s about spending less. It’s a great read that is super easy to understand and full of some good information.
So pull that one out and reread it.
The other one is “Money Talks” by Gail Vaz Oxlade. Don’t know her? She is no BS, British woman that used to have a show years ago. She has ways to bring up money at the dinner table for folks who were taught not to discuss money at the dinner table. She says it like it is.
I loved how it started bringing couples together on the same page about money. I actually think she kick-started the talking about money movement and in everyday language – no BS, with a British woman wearing dowdy clothes on her TV show. She got rid of the suit, the suspenders and took away all the facade of ego when it comes to talking about money.
I recommend this book called Money Talks. It’s a great read.
This other one is I think it’s going to be funny full disclosure here. I haven’t actually read this one, but it’s my summer camping book this year that I’m going to tackle. I have to check it out because apparently it has the best humour and money talk. Yes! Sign me up. This one is called Wealthing Like Rabbits by Robert Brown. Take on this book. The summary from what I’ve read is that saving is fun. And so I was reading about it when you weave in zombies, sex and Westeros, obviously my curiosity was piqued. I’m going to pick it up and read it.
I think you guys should give these all a try, check out the websites, read these books, and then send me a note with your favorite book or your money app. If you have new finds, send them my way. That’s it. Till next week, take care.