Certified Financial Group, LLC · Books

Big ideas.
Simple lessons.
A wiser tomorrow.

From rethinking retirement risk to helping the next generation understand money, explore books that make financial conversations more approachable—and more meaningful.

Retirement Perspectives Lessons for Every Generation Available on Amazon

The Bookshelf

A fresh perspective starts
with the next page.

Two different books. One shared purpose: helping readers think more clearly about money, the choices they make, and the future they want to create.

01 / RETIREMENT Safe Money Miracle book cover Paperback · Available on Amazon
Rethink Your Retirement

Safe Money Miracle How to Safeguard Your Retirement

After losing everything in the market and falling deeply into debt, Lyle Boss came away with lessons that reshaped his approach to retirement planning. Together with co-author Dave Anderson, he shares those lessons through real client stories and a closer look at the risks people take with their money.

Safe Money Miracle invites readers to rethink their relationship with money, look beyond returns alone, and consider whether the risks they are taking align with the retirement they want.

The book explores a more protection-focused approach to retirement and encourages a practical question: Is the potential return worth the risk?

  • Retirement Planning
  • Understanding Risk
  • Real Client Stories

See Amazon for current pricing, availability, and edition details.

02 / THE NEXT GENERATION How Santa Became Santa book cover Paperback · Ages 6 and Up
Financial Wisdom Starts Early

How Santa Became Santa One Elf at a Time — The Abridged Version

Some of life’s most important lessons about money are never taught in school. They are learned over years—often through the school of hard knocks. This series was created to teach those lessons earlier.

Designed for young people ages 6 and up, the series uses simple, memorable stories to explain powerful financial principles in a way that is fun and easy to understand. The lessons are simple enough for a child to grasp, yet meaningful enough to benefit readers of any age.

Each story turns wisdom that can take decades to learn into an enjoyable lesson about money, time, choices, and life—giving young readers a foundation they can carry into the future.

  • Ages 6+
  • Family Conversations
  • Money, Time & Choices

See Amazon for current pricing, availability, and edition details.

Read more about the series & the author

The goal isn’t to overwhelm young readers with complicated financial concepts. It’s to give them a foundation of financial wisdom they can carry with them for the rest of their lives.

Experience turned into everyday lessons.

David Anderson is a financial advisor with more than 30 years of experience in financial planning, investing, tax strategies, and estate planning. Throughout his career, Dave has worked with people from nearly every financial background—from those struggling with homelessness to billionaires—giving him a unique perspective on what money can, and cannot, do for our lives.

Dave believes that building wealth doesn’t have to be complicated. He teaches simple, practical concepts designed to help people make better decisions with the money they have today while building greater financial security for tomorrow.

At the heart of Dave’s philosophy is a simple idea: Money is about more than money. It’s about time, choices, and freedom. When you understand the basic principles of how money works, you can begin putting your money to work for you—giving you more freedom to spend your time doing the things that matter most.

Through this simple series, Dave will break down some of the most important financial concepts that many people were never taught—concepts that can mean the difference between feeling financially trapped and having a clear path forward.

Simplicity is the key.

Too often, financial advice focuses on what people should do without explaining why they should do it. Dave believes that understanding the logic behind a financial decision is just as important as the decision itself. When you understand the why, you are better equipped to make confident financial decisions for yourself.

This series is designed to cut through the jargon and complexity of personal finance and replace it with straightforward ideas you can actually understand and use. Dave will guide you through the often-tangled world of money, investing, taxes, and financial planning—one simple concept at a time.

The goal isn’t simply to have more money. The goal is to understand how money works so you can have more control over your time, your choices, and your future.

A Philosophy Worth Sharing

“Money is about more than money.
It’s about time, choices, and freedom.”

Turn a new perspective
into a meaningful conversation.

Have a question about your own financial future? Connect with Certified Financial Group, LLC to discuss your goals and the next steps that make sense for you.

Let’s Start a Conversation

Books are provided for general education and are not personalized investment, tax, or legal advice. Financial strategies involve risks, costs, and limitations; any contractual guarantees depend on the issuing company’s claims-paying ability. Amazon purchases are completed on Amazon’s website.