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Simplify and Enjoy Podcast


Feb 2, 2022

Learn how to find the best personal finance book for you and your family!

Best Personal Finance Books for Your Journey

One of the things I love and appreciate about books is how accessible they are and affordable for a lot of people. When you're starting the beginning of your financial journey, chances are your finances aren't in a good spot.

It’s not always clear what your first steps should be or even what type of budget would work for you. Naturally you’re going to want to see what’s out there. 

If you’re grabbing a ton of them, like when you’re trying to do a deep dive especially with money, your local library can be a treasure trove.

But then there’s this other challenge, how do you find the right book for you? That can be a struggle because there's always a new book coming out.

Today we’re all about finding that personal finance book that lights a fire and gets that spark going for improving your finances.

Which is why I’m thrilled Kate Moody is joining in today’s episode. She’s a personal financial educator and coach and former librarian.

In this episode, we’ll discuss:

  • A way to scan and hone in on helpful personal finance books
  • The three different types of experts to consider when choosing your books
  • Tips on vetting personal finance podcast and videos

I hope you enjoy! 

Resources to Manage Your Money Easier

If you want to chat some more about creating better money habits, questions, or share your own tips please join us over at Thriving Families on Facebook.

Thank You to Our Sponsor Coastal!

thanks to our podcast sponsor Coastal Credit Union. If you want to live better, you have to bank better!

Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today.

As a credit union, Coastal serves its members first including an annual loyalty bonus.

We've been members for years and love their service and competitive rates on checking and savings accounts!

Rollover Your 401(k) Easily with Capitalize

We’re grateful for wonderful partners like Capitalize. Not only do they support the podcast, but they help make managing your money so much easier. 

Did you know that it’s estimated that there are currently over 24 million “forgotten” 401(k) accounts? In fact, the average American changes jobs every 4 years

And because of the Great Resignation, you or someone you know might be changing jobs even more 

It’s an extreme case of out of sight and out of mind. Is your old 401(k) in there somewhere, left behind at a job you're no longer with?

One huge benefit with an IRA is you get to choose how your money is invested, not your old employer. 

If you want to consolidate your old 401(k) and have more options with how you invest, it may be time to roll them over into an IRA.  

With Capitalize, they handle the process from start-to-finish – for FREE. They handle the process from start-to-finish, and yes that includes calling the 401(k) provider on your behalf. 

Find out how and get started today

Note: Interview is edited for clarity and length.

Support the Podcast!

Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it.

  • Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share.
  • Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher.
  • Grab a copy of Jumpstart Your Marriage and Your Money

Music and Photo Credits

Music in this episode was provided by artists from Audiio.