Every year, we hear the same question from physicians: What should I read or listen to if I want to get better with money without drowning in jargon?

In this episode, we step back from tactics and spreadsheets to talk about the personal finance books and podcasts our planning team consistently recommends.

Daniel Wrenne is joined by Theresa Scheu to walk through a curated list of books and shows that have shaped how our planners think about money, behavior, and decision-making.

Rather than technical investing manuals, these recommendations focus on habits, mindset, values, and long-term perspective.

The conversation spans classics like The Richest Man in Babylon and The Millionaire Next Door, newer favorites like The Psychology of Money and The Wealth Ladder, and podcasts that help make sense of both personal decisions and the broader economic landscape.

Listen in to hear why so many of these recommendations emphasize behavior over brilliance, how thinking intentionally about spending can be just as important as saving, and common themes that show up again and again.

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