The great money reset Change your work, change your wealth, change your life

The coronavirus pandemic has pushed people to "align their financial lives with their deepest values and desires," writes CBS News business analyst Schlesinger (The Dumb Things Smart People Do with Their Money) in this spirited if familiar guide. The epic disruption to work and home situations caused people to reconsider how they're spending, saving, and investing their money, Schlesinger suggests, and put their happiness at the center of their financial decisions. She uses callers from her radio show, Jill on Money, as case studies on how to build one's "best life": the story of Julie, who wants to retire early, offers a lesson in budgeting ("a bit of discipline around spending" goes a long way, Schlesinger advises), while Steve's desire to find ways to save on taxes leads to a breakdown of Roth IRAs. The author's frank, down-to-earth tone is a draw--"I used to call this 'plan F,' " she writes, "as in I could tell my boss to f-- off at any time and know that I would be just fine"--but her advice is, for the most part, superficial and brief, offering only very basic financial insights. Fun to read but low on useful takeaways, this one doesn't quite come together. (Jan.)

Award-winning CBS News business analyst Schlesinger (The Dumb Things Smart People Do with Their Money) shows how to rejuvenate personal financial plans and increase income at any stage of life. Focusing on the key question Is this really how I want to live? the work will appeal to those contemplating major life changes, such as early retirement, new midlife careers, and first-time entrepreneurship. Through the author's experiences as a radio and TV business commentator and podcaster, she is able to anticipate questions and concerns that individuals may have. Each chapter illustrates its lessons by telling interesting stories about how others used money as a tool to achieve their dreams and achieve financial freedom. These lessons will help readers avoid costly mistakes. VERDICT Since many public library readers are embarking on new life adventures in this COVID era, this title is recommended as a first purchase for all business collections. Academic library collections that support certified financial planner preparation can also benefit with this title.--Caroline Geck