Reading List & Pro

What we read, and what we teach.

Books the team recommends for everyday families, plus study material for professionals who want to work the way we do.

See the reading list →For professionals
Books we actually recommendPro study track7 Disciplines
1Watch2Take the 7 Disciplines Test3Talk to us
Reading list

Start with these

A short list, on purpose. Each one maps to a discipline from the 7 Disciplines Test.

The Richest Man in BabylonGeorge S. Clason · Cash flow, emergency fund. The oldest rules still work: pay yourself first, live on the rest.
The Total Money MakeoverDave Ramsey · Debt management. Kaden's pick for getting out of consumer debt with a plan you'll actually follow.
The Psychology of MoneyMorgan Housel · Growth. Why behavior beats brilliance, and why time is the most powerful thing on your side.
Tax-Free WealthTom Wheelwright · Tax strategy. How the tax code is written to reward certain choices, and how to use it legally.
The Simple Path to WealthJL Collins · Growth. A plain-English case for simple, low-cost, long-term investing.
Built to SellJohn Warrillow · Business & exit. Why a business that depends on you is worth less, and how to fix it.

We don't earn anything from these recommendations. Check your library first.

For professionals

The Pro track

Advisors, agents, CPAs and attorneys who want to work the way we do: one connected plan instead of five separate ones. The Pro track is built around Mike Wilson's study material, the reading list and The Wealth Strategist Podcast.

  • Take the 7 Disciplines Test as a professional and check your own fundamentals first
  • Work through one specialty track: tax, law, insurance, mortgage or investing
  • Study material from Mike Wilson (coming soon on this page)
  • Episodes of the podcast, each tied to one or more disciplines
Take the test as a pro →Watch the podcast →
Coming soon

Mike Wilson's study material

Reading, worksheets and session recordings for professionals working through the 7 Disciplines. We'll post it here as it's finished. Want to know when? Book a call and mention the Pro track.

Ask about the Pro track →
Next step

Talk with Garrett

Professionals: 30 minutes on how the Pro track works and whether partnering makes sense. Everyone else: a free discovery call.

You'll meet with Garrett Alcorn · 30 min · Google Meet

Free 30-minute call. No cost, no pressure. Trouble seeing times? Open the booking page.

Need accounting or taxes first? Request a time with Nik. Wills or trusts? Send a request to Mike Nellinger.

Book recommendations are opinions of the team; we receive no compensation for them. Education only. See our full disclosures in the footer.