I’ve used YNAB (You Need A Budget) for years and really like the software, the company, and the founder. We’re thinking about retirement, and so I decided to brush up on some investing strategies. I listen to Jesse’s podcast every Monday, so I decided to give this book a read.

It was short, and Jesse delivers using his very fresh voice. He lays out his strategies, explains different investment options, and then stakes a claim. He’s a reasonable guy, a CPA, and successful. That being said, I didn’t buy into his overall strategy because, while his may be tax and fee efficient, I feel like he sacrifices gains in order to save on fees.

It’s good to get perspective and to hear all sides.

Would I recommend: NO