
Even More Than Money
Synopsis
What if the greatest risk isn't running out of money—but running out of life before you use it?
Most people approach money backwards. They obsess over the mechanics—the budgets, the investment strategies, the ever-present desire to get more. They don’t stop to consider that money is only a tool.
Even More Than Money shares 20 transformative stories told by financial advisors of real people that they have helped. Within these thought-provoking, real-life examples, one thing becomes clear: money isn't just for tomorrow's security, it's for today's purpose. From a corporate executive who traded her corner office for a ticket booth at Wrigley Field, to a couple who spent two decades building their wilderness dream, to a widow who learned that true wealth comes from letting go, these stories reveal what happens when we align our resources with what matters most.
Through five powerful frameworks: Living, Changing, Dreaming, Giving, and Enduring, the stories from the financial advisors in this book guide you beyond traditional planning into a richer understanding of money's true purpose.
You'll discover:
- Why the most successful savers often struggle most with spending
- How to give yourself permission to use what you've earned
- The art of balancing security with the courage to pursue bold dreams
- Why waiting until "someday" may mean never living at all
This isn't another book about maximizing returns. It's about maximizing your life.
Whether you're approaching retirement, navigating a major transition, or simply questioning whether you're truly living the life you've worked so hard to build, these stories will challenge your assumptions about wealth, security, and what it means to live well.
Because the goal isn't just having enough. It's knowing what enough is for.
Details
About the author
Reviews
Praise for More Than Money
Forget the textbooks, this is what happens in the real world. Life is messy and unpredictable—this book tells stories of how to deal with it.
Justin Castelli and Taylor Schulte have used their superpowers to assemble an instant classic anthology. This collection of ideas from America’s up-and-coming class of talented advisors has something for everyone.
Money is power ... the hard part is aligning that power with what's actually important to us. That's a journey, and this is a guidebook.
Financial planning is not just about numbers. In More Than Money the Advisor Growth Community shows how impactful and lifechanging financial planning can be. The collection of stories in the book are a testament to how advisors can help clients unleash the power within and see new possibilities.
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