Have you ever really asked yourself what your money is for?
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 itself is the tool.
Financial advisors Justin Castelli and Taylor Schulte set out a different framework for financial planning where money serves five essential purposes: Living, Changing, Dreaming, Giving, and Enduring. Through 20 profound, real-life stories of clients and their families, recounted by the financial advisors who worked with them, you’ll discover how to stop treating money as a destination, and start seeing it as a vehicle for a meaningful life.
From the career-woman who quit her high-stress job to fulfil her life-long dream of handing out tickets at baseball games, to the couple who were able to break from their savings spiral to realize their dream of living closer to the sea, these intimate retellings reveal that true fulfillment comes not from the size of your portfolio, but from aligning your resources with your deepest values and aspirations.
If you’re stuck on the treadmill of accumulation, this book is your invitation to step off. It’s your guide to transforming your question from “Do I have enough?” to the one that truly matters: “Am I using what I have in ways that matter most to me?”
Even More Than Money is the beginning of your journey toward a richer, more intentional life.
Author Information
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 Investopedia in 2021. His contributions are regularly featured in Kiplinger, Business Insider, and CNN.
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 the All About Your Benjamins blog and podcast and recently launched a new creative effort called PRST. Passion is the driver behind all of Justin’s endeavors and experiments in life, and he is inspired to help more people find their passions and purpose in life.
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 life focused on making an impact in the world around them. She has served as a board member, an advisor, seminar leader, and coach to hundreds of participants ranging from teens to retirees. Shanna currently lives in Williamsburg, Virginia with her husband, two children, and rescue pup. In her free time, you can find her on the sidelines cheering on her children, searching for a hidden mountain lake, or reading a book on her latest obsession.
