The most recommended planning books

Planning is easy, but execution is hard. Nonprofit leaders can gain a clear, practical understanding of how to measure and execute an organization's progress toward social impact goals with the clear, simple, and compelling four disciplines of execution.

It is simply terrific for putting strategy into practice. You will learn the key concepts from 4DX. We found reading it like getting a new set of glasses that brings the world of management into focus and allows us to see a pathway to success.

Money is the biggest concern for most people thinking about retirement. Suze Orman is the queen of straight-talk about how best to manage your finances during this chapter of your life. She explains practical steps you need to take to make sure you have enough money to last your lifetime. I love that she is ruthless about making readers consider the long-term effects of their purchases and financial decisions.

Set in small-town Alabama, Sophie is working at the local florist while dreaming all the big city dreams but slowly falling for love interest, Andrew. I’m a sucker for slow-burn romances told in unconventional ways while enjoying a good Southern setting, and this book has it! Enemies-to-lovers over the course of a year’s events and with a heavy dose of family dynamics bubbling to the surface? Yes, please!

My mom and I are competing to see who can give away more copies of this book; we love it that much. Both of us have been bedside caregivers for dying relatives and have seen firsthand how beautiful that process can be if people are prepared.

I love how the book is designed with nice, large print, lovely illustrations, and little snacks of insight sprinkled throughout in boxes and “fast facts.” This book is the essential What to Expect When You’re Expecting–but for death.

If you could only read one book on retirement planning (other than mine of course!), this is the one I’d recommend. 

It covers a wide range of financial planning and investment topics: life-planning, goal-setting, investment strategy, financial stress-testing, spend-down strategies, tax-management, social security, Medicare, annuities, insurance, reverse mortgages, estate planning, elder abuse, and more

However, while comprehensive, it also does not get too “deep” in the weeds and is filled with wise counsel.  

This is the quintessential bible for anyone that is into branding and marketing from the man that created iconic advertising and marketing campaigns. The title implies it all, in this business of music or rather entertainment overall, at times, the ideas get stale and redundant, it’s in those moments that you have to move against the fray of society and trends and simply ZAG, while everyone else is Zigging. I found this to be a necessity in understanding how to navigate in a sea of people that do exactly what I did, the concepts and information given are evergreen. Whether an independent creative or one attached to a machine, your personal brand messaging (and at times you are a brand) is important and Marty has the answers.

I love explainer books, especially regarding infrastructure, because the world isn’t the way it is naturally; it was designed, and it’s important to know how parking really does explain the world (even more so than soccer, I should say). And once you do, you can’t unsee how we’ve given over the world to cars instead of people, how parking lots dominate our environment, and how this will become a huge problem as climate change turns them into either lakes or heat generators.

The book also puts paid to the idea of governments privatizing public infrastructure for short-term financial gain. It will also help you understand why you feel conflicted when your town turns its main drag into a pedestrian plaza, which you hate when trying to find a space but love once you get out of your car.

John is the founder of the International Exit Planning Association, the organization that grants the Certified Business Exit Planning Consultant (CBEC) designation I’d place this book much higher than fourth, except that it was written in 2008, and could use some updating on legal and tax issues. Nonetheless, the first half is definitely the best in discussing the psychological and emotional issues of an owner separating from the business.

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!

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… show more.