Opinions are Alexandra's own. This site is not affiliated with any of the companies or people mentioned or linked to. Information on this site is for educational purposes only and is not to be taken as specific advice. Speak with a financial professional to determine what is appropriate for your personal financial situation. ©2019 by Alexandra Wilson, CFP®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

01 | 2020 - Reading List


Podcasts

Check out the newest additions to my Podcasts for Planners list. This month I added Everyday Courage by Jillian Johnsrud and House Hacking by Andrew Kerr.



Blogs

These books aren’t about money — but they can change how you think about it

MarketWatch


Alexandra Wilson, a certified financial planner in Lawrenceville, Ga. recently read “Measure What Matters” by John Doerr, the Silicon Valley-based investor and venture capitalist. “The book opened my eyes to the power of OKRs [Objectives and Key Results],” she said. “I use them to keep me on track, focused and motivated.”


THE BEST TAX SOFTWARE 2020 – WHAT’S THE BEST TAX PROGRAM FOR ME?

The College Investor


Smart Money Habits That Will Make You Rich In 2020

$PEAKING OF CENT$


What is an Irrevocable Trust and How Does It Work?

The Street


Improve Your Finances: 5 Exercises to Use to Build Better Money Habits

Beyond Your Hammock


Know Your Why

SmartPath



Books

This month I'm reading Atomic Habits by James Clear. He has an email newsletter that I highly recommend you sign up for too - jamesclear.com/3-2-1