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Cover of The Index Card by Helaine Olen, Harold Pollack

The Index Card

Why Personal Finance Doesn't Have to Be Complicated

by Helaine Olen, Harold Pollack

4/5
Portfolio 256 pages January 5, 2016

Helaine Olen and Harold Pollack expand on the ten rules of personal finance that — they argue — can fit on a single index card and constitute everything most people need to know. Max your 401(k), pay off the credit card, buy inexpensive funds, and avoid the financial-services industry's expensive nonsense.

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Jim's Review

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Pollack's now-famous "all the financial advice you'll ever need fits on an index card" Tumblr post went viral in 2013, then he and Olen wrote a whole book to fill it out. The index card itself is the joke and the point — most personal finance is ten rules that nobody follows because the financial-services industry makes too much money confusing you. This book is for the friend who keeps asking what they should "do with their money" but doesn't want to read Bogleheads' 400 pages. Four worms. Short, friendly, and free of jargon. Pair with Sethi.

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