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More Than Money

Real-Life Stories of Financial Planning

By Justin Castelli , Shanna Due , Taylor Schulte
Cover of More Than Money (Paperback) by Justin  Castelli , Taylor  Schulte and Shanna  Due Cover of More Than Money (Ebook - phone) by Justin  Castelli , Taylor  Schulte and Shanna  Due Cover of More Than Money (Ebook - tablet) by Justin  Castelli , Taylor  Schulte and Shanna  Due

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About the Authors

Justin Castelli

Justin Castelli is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana and a co-founder of Advisors Growing as a Community (The AGC). More importantly, he is a husband and a father to three boys.

As a CFP® practitioner, he focuses on helping clients identify their passions in life and make them the focus of their financial lives. Justin is also the creator of ... Read more on Justin Castelli

Shanna Due

Shanna Due is an Accredited Financial Counselor (AFC ®), co-founder of The Due Collaborative consulting group and Due Financial. Whether working with her financial planning clients, consulting through The Due Collaborative, or volunteering in support of her local community and military families, Shanna is committed to seeing individuals use their capital, time, treasure, and talents to create a ... Read more on Shanna Due

Taylor Schulte

Taylor Schulte, CFP® is the founder of Define Financial, a fee-only financial planning firm dedicated to helping people over age 50 lower taxes, invest smarter, and retire with confidence. He’s also the co-founder of Advisors Growing as a Community (The AGC) and host of the Stay Wealthy Retirement Show, a Forbes top 10 podcast. Schulte was named as the #3 top independent financial advisor by ... Read more on Taylor Schulte

Contents Listing

Foreword by Christine Benz

Introduction

The Power to Work
The Gift of Time - Michael Kelly
A Lighthouse in the Storm - Christopher Clepp
Corporate Release Valve - Vincent R. Barbera

The Power to Play
When Should You Start Taking Social Security Benefits? Or Why 35 the Common “Wait Until You Reach Full Retirement Age!” Advice is NOT Always Right - Marguerita Cheng
Successful Transfer of the Family Business - Brett K. Fellows

The Power to Change
Cents Don't Always Make Sense - Matt Fizell
Where We Belong - Kevin D. Christensen
Finding a New Life Plan - Michael H. Baker
Picking up the (Financial) Pieces - Douglas M. Lynch

The Power to Preserve
Optimizing Your Assets to find Financial Peace - Simon A. Tryzna
High Earners, Not Wealthy...Yet - Jordan Benold
What Matters Most - Steven Fox

The Power to Celebrate
What the Hat Lady of Hollywood Taught Us - Andrew Martz
The American Dream - Dana J. Menard

The Power to Grieve
The Emotional Journey No One Talks About After the Sale of a Business - David Kuzma
From Listening to Action: Baby Steps to Navigating Widowhood - Todd Bessey
You Missed a Few Classes - Stephanie W. McCullough

The Power of Family
Connected by Family Money - Nicola Tomlin
A Change of (Retirement) Plans - Todd A. Bryant
The Blindspot of Longevity - Amar Pandit

The Power of Independence
Be Careful Who You Trust - Cathy Curtis
Golden Years - Jessica L Fahrenholz
Planning for Disability - Matthew G. Ricks
Living Your Own Financial Life - Kevin Mahoney

The Power to Give
Living Today, Planning for Tomorrow - Elliott Appel
Save a Life? - Shanna Due

The Power to Receive
From Unanswered Questions to Financial Confidence - Melissa Joy
The Dining Room Table—Where a Family Meets and Where You Meet Your Family Jeffrey J. Smith
Foreword by Christine Benz

Introduction

The Power to Work
The Gift of Time - Michael Kelly
A Lighthouse in the Storm - Christopher Clepp
Corporate Release Valve - Vincent R. Barbera

The Power to Play
When Should You Start Taking Social Security Benefits? Or Why 35 the Common “Wait Until You Reach Full Retirement Age!” Advice is NOT Always Right - Marguerita Cheng
Successful Tra ...

Jacket Text

Despite an expansive array of financial planning tools, advice, and gurus, putting real financial planning into practice is deeply personal—and incredibly difficult.

More Than Money: Real-Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.

These stories by award-winning financial advisors feature people from all walks of life—young and old, those in debt and those with great wealth—and a wide variety of situations, from designing a desired lifestyle to dealing with catastrophe. They show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better.

These leaders in a growing industry remind us that financial planning is more than dollars and cents—it is about resourcing dreams and improving lives in the near-term and beyond.

Financial planning is More Than Money.

Contributions from: Elliott Appel, Michael H. Baker, Vincent R. Barbera, Jordan Benold, Todd Bessey, Todd A. Bryant, Marguerita Cheng, Kevin D. Christensen, Christopher Clepp, Cathy Curtis, Shanna Due, Jessica L. Fahrenholz, Brett K. Fellows, Matt Fizell, Steven Fox, Melissa Joy, Michael Kelly, David Kuzma, Douglas M. Lynch, Kevin Mahoney, Andrew Martz, Stephanie W. McCullough, Dana J. Menard, Amar Pandit, Matthew G. Ricks, Jeffrey J. Smith, Nicola Tomlin, Simon A. Tryzna.

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