A growing collection, one conversation
From rethinking the assumptions in your current plan to building an income stream you can rely on, the books move together — each one a deeper layer of the same financial mentor.
Moneywork
— Fuel Your Freedom with Dividend Income
Moneywork lays out the strategy Paul L. Durso came to after years of testing every other approach in his advisory practice. He explains why value investing beats growth investing over long horizons, how dividend-growth stocks compound into a paycheck that often outpaces inflation, and how to stop letting headlines run your portfolio. The book covers what to look for in a durable payer, why headline yield is often a trap, the tax placement that quietly decides your real return, and the emotional habits that turn a good strategy into a working one — all written in the warm, plain voice of someone who has had this conversation with thousands of clients.
Built to Serve
— The Surprisingly Simple Path to Unstoppable Advisory Success
Built to Serve is Paul Durso's argument against the prospecting treadmill. It opens with the day he quit his firm to buy a watch that read BOSS — not because he wanted authority, but because he wanted his time back. From there he lays out the Freedom Framework of income, time, choice, and purpose, the Three-Day Framework for client work, and a co-planning service model that grows by deepening relationships instead of chasing new ones. The book is part memoir, part operating manual, threaded with stories about racehorses, marshmallows, and the C12 conversation that taught him to give his playbook away.
Mastering the Art of Financial Planning
— Your GPS to Retirement
Mastering the Art of Financial Planning is Paul L. Durso's roadmap for anyone who has been told they didn't save enough, didn't plan well enough, or won't be able to retire. Built around the Simplicitree planning approach, it strips retirement down to what actually moves the needle — an income strategy that pays your bills whether the market is up or down. Durso walks through the financial dangers most plans ignore (fear and greed, mutual fund traps, the 401(k) tax surprise, the 80-percent-of-income myth) and rebuilds the plan from the income up. Cooking-show analogies and decades of client stories keep it grounded; the underlying methodology keeps it serious.
reThink. rePlan. RETIRE!
— A Patent Pending Approach To Retiring With Confidence
reThink. rePlan. RETIRE! is where the Simplicitree Financial Analysis first stepped out from behind Paul L. Durso's practice and onto the page. The cover tells the story in a single image: a balance scale weighing the house — family, lifestyle, the life you actually want to live — against the percentage signs of an investment statement. The book invites readers to pause, audit the assumptions sitting underneath their current retirement plan, and rebuild the math with structure instead of optimism. It is the foundation his later books expand on, and a useful first stop for anyone who suspects their current plan was put together without a real framework.
Shortfall
— Fix What's Broken. Find What's Missing. Build a Plan That Finally Works.
Shortfall is taking shape as the next book in the Durso collection — a working framework that asks readers to start their retirement planning with the truth before the strategy. The early outline treats shortfall not as a math problem to hide from, but as a diagnosis: the honest gap between what a retirement plan covers and what a life actually costs. From there the book moves toward surplus — the point where dividends, structure, and stewardship begin producing the kind of margin that turns ordinary planning into a real source of peace. The third part is reserved for the strategies most planning books open with: taxes, income, long-term care, legacy, giving. The intended reader is the investor at or near retirement, carrying the questions that keep good savers awake, who would rather face the hard math early than be surprised by it later.
10x Freedom
— Seven Lessons That Change How Leaders Grow
10x Freedom is being developed from material Paul Durso has been teaching live to advisors and business owners — a set of seven lessons that move leaders away from the 2x grind of more effort and more control, and toward the 10x rhythm of vision, identity, and structure. The early framework runs through the recurring images that anchor the room: rowboats and ships, backpacks and bricks, vision stories written in future tense. Each lesson is paired with the stories of the leaders who lived through it, so the chapters move between teaching and narrative without losing either thread. The intended audience starts with advisors and growing business owners, but the working outline is broad enough to reach any leader who senses that the next level is less about doing more and more about becoming someone new. It is the leadership companion to Built to Serve.