Archive for the ‘Jake’s Reading List’ Category

The Five Types of Wealth: A Bigger View of Prosperity

July 2, 2025

We often talk about financial growth, protection, and legacy. But a book that’s stuck with me —The Five Types of Wealth—offers a broader, more human lens on prosperity. It defines wealth not just in dollars, but in five key forms: This framework reminded me of the question we often ask our clients, “what are you […]

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“Everyday Dharma” by Suneel Gupta

April 1, 2025

“Everyday Dharma” by Suneel Gupta teaches that fulfillment comes not from chasing success but from aligning daily actions with a deeper sense of purpose. Dharma isn’t about achieving more—it’s about living in a way that feels meaningful and joyful. Gupta outlines eight practices to help integrate dharma into work and life, including setting intentions, embracing struggle, […]

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LIT: Life Ignition Tools: Use Nature’s Playbook to Energize Your Brain, Spark Ideas, and Ignite Action” by Jeffrey Karp

March 3, 2025

Life Ignition Tools is particularly appealing to busy, successful individuals because it focuses on practical, time-efficient strategies that can be seamlessly integrated into a demanding lifestyle. The book emphasizes the importance of maximizing impact without overhauling one’s routine, providing tools for enhancing productivity, managing stress, and maintaining a growth-oriented mindset. Its straightforward, actionable steps are designed […]

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Reading List: Ego is the Enemy by Ryan Harris

February 3, 2025

“Ego is the Enemy by Ryan Harris”  is an amazing book that changed the way I think about how I can control my reaction to external events.  These days we have lots of “external events” whether it is a change to the Capital Gains Inclusion Rate or a 3 year old clogging a toilet with […]

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