Personal Finance 101

Want a big picture overview of what you should know about your money to get started on the journey to financial wellbeing? Here are some of my favorite foundational personal finance resources. If you want to dive deeper into specific topics such as budgeting, debt paydown, investing and more… just pop on over to those individual subject pages to find detailed financial wisdom for these components of your overall financial health.

Books

On My Own Two Feet: A Modern Girl’s Guide to Personal Finance by Manisha Thakor & Sharon Kedar. This book is the equivalent of a college-level personal finance 101 class (and way more fun!) Short and jargon-free, it walks you through the core elements of saving, investing, and protecting your money. After reading you’ll not only understand why personal finance skills are extra important for women too have,you’ll also feel super jazzed about implementing this timeless advice #StartingNow.

The Index Card: Why Personal Finance Doesn’t Have to be Complicated by Helaine Olen & Harold Pollack. This book provides 10 clear and powerful financial rules to live by. The underlying premise is that for each key topic in personal finance, the most vital points can be summarized succinctly on, well, an index card! It’s one of the few personal finance primers where I agree 100% with everything the authors’ say. I like to think of this book as “The Life-Changing Magic of… Simplifying Your Finances.”

On-Demand Courses

If you want to learn this material in more of a class-like setting, I recommend taking my course! (of course : ) It’s called Financial Wellbeing: Gaining Wisdom, Balance and Joy and is offered through The Omega Institute. Added Bonus: I teach this course pro-bono which means 100% of the tuition goes to Omega, an amazing non-profit. Id you’re looking for something different head on over to Clever Girl Finance where you will find wonderful topic-specific courses and more. Or check out Dave Ramsey’s Financial Peace University.

Online Resources

Behavior Gap – this website is home base for Carl Richards, the New York Times personal finance columnist known as “The Sketch Guy.” Carl’s underlying premise is that any personal finance advice worth taking should be straight-forward and clear enough to be explained on a cocktail napkin with a sharpie (truly!) His work around money mindsets is phenomenal. I had the privilege of working with Carl at Buckingham Asset Management and he is a gem of a human. Join his email list to receive a weekly sketch. And then subscribe and listen to his podcast. You won’t regret it.

Get Rich Slowly – curated by J.D. Roth, who started writing a blog by this name in 2006 to share his journey of getting out of debt. By implementing the action steps he blogged about, today he is enjoying an early retirement! This website contains fantastic articles on the basics of money (earning, spending, saving, investing) as well as content on a money mindset. This is my favorite go-to recommendation when people ask me for a comprehensive, engaging online personal finance 101 content hub.