Bill Wants a Boat

The perfect amusing storytelling read for anyone who wants to improve their personal finances - from teens and young adults, to experienced people looking for new money management tips. 

The funny and relatable stories in this book use storytelling as an innovative and effective way to teach personal finance lessons. Bill, Penny, and Florin Shillington’s money anecdotes have been designed to teach and amuse at the same time. Bill is clueless with money but can’t wait to retire. His wife, Penny, has a strong plan but needs to keep cleaning Bill’s financial mess again and again. Their millennial son, Florin, has his own fresh take.

In each of the 21 short stories, readers will gain insight on a particular area of personal finance, including: 

• The difference between “good debt” and “bad debt”


• The attributes of “earned income,” “portfolio income,” and “passive income,” and which one can enable you to quit your job


• Why leasing a car sounds like a great deal but isn’t


• That buying a yacht may put a dent on your retirement dreams (maybe you knew this one already?)


• How to manage credit cards, reduce your tax bill, examine retirement plans, and much more!

Besides relatable anecdotes, the book includes footnotes with academic observations and definitions, and bulleted lists of financial pointers, with the short stories connecting to build a bigger story in which the characters develop and evolve as the book progresses.

COMPLETE LIST OF STORIES: