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Book Review

Patrick Kelly is an accomplished writer of retirement books with decades of industry experience. In Seven Secrets to a Happy Retirement, Kelly puts forth the lessons that he believes are essential to living a life in retirement that is truly rewarding. Kelly opens the book with his goal to “give you a vision of just […] Read more

Unscrewed: Retirement Secrets Wall Street Prays You Never Learn is a short book with a good amount of insight. The book is written by Barry H. Harrin, with contirbutor Raymond Leeper. Harrin and Leeper definitely push Indexed Universal Life, and they  focuses on working with experienced agents. Both happen to be an experienced agents, and […] Read more

If you’re interested in learning about the 0% tax “bucket” and other retirement saving strategies, you owe it to yourself to read Look Before You LIRP by David McKnight. LIRP stands for Life Insurance Retirement Plan, and in the book McKnight identifies what he believes to be the best type of LIRP available today. Are […] Read more

The Five Retirement Myths book attacks some common beliefs in America today and, as always, Patrick Kelly is tremendously persuasive. Patrick Kelly is an accomplished author of retirement books. His first book “Tax-Free Retirement,” and his second book “The Retirement Miracle” were both best sellers. He’s written others, but recently I read his short book […] Read more

Exposing the dark side of the personal finance industry is something that everyone appears to do well. If you go talk to a stock broker he’ll tell you the horrific stories of the insurance industry. A fee based investment advisor will shed light on the dark underbelly of the commission based advisors. And of course […] Read more

Money, Wealth, Life Insurance: How the Wealthy Use Life Insurance as a Tax-Free Personal Bank to Supercharge Their Savings is a concise and well written book that gives all the basics of Infinite Banking. It’s simply straight-forward – and I love that. The examples are easy to follow and the chapters are pretty thin on […] Read more

Zero to One is currently in my top five list of entrepreneurial books. I love reading books by founders, and this book is written by a “Founder of Founders.” Peter Thiel is essentially the “Don” of the PayPal Mafia, which is a group of former PayPal employees that have since gone on to start seven […] Read more

Overall Impressions Billion Dollar Blueprint: What Banks Don’t Want You to Know about Life Settlements by Stephen Gardner is a quick read, with some really helpful information about a little known asset – Life Settlements. For those unfamiliar with Life Settlements – which may be most of the population – these are simply contracts to […] Read more

One of our key philosophies here at Insurance and Estates is ABL, Always Be Learning. That is why we offer financial book reviews. We try to find amazing ideas that are not mainstream and help bring attention to the ideas via our financial book reviews. For this go around we are reviewing The Secret Asset. […] Read more

At Insurance and Estates, we believe that you should always be learning. We write these book reviews as much for our own personal gain as to help our readers. By reviewing various financial books, particularly those outside of the mainstream, we produce new ideas that help shape the way we think about money and finance. […] Read more