Even More Than Money

Five Ways To Design Your Financial Life

De: Justin Castelli, Shanna Due, Taylor Schulte

Narrado por: Greg Lockett

'Both powerful and deeply needed' — Cary Carbonaro, CFP®, MBA, author, Women and Wealth
'Twenty real stories from advisors sharing what they've actually seen' — Carl Richards, author, Your Money
'Genuinely transformative' —Tim Maurer, CFP®, RLP®, author, Simple Money

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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.

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'Even More Than Money is a guide to the stuff that actually matters' —Carl Richards, author, Your Money

Reseñas de la Crítica

By sharing real stories and real lives, Even More Than Money brings humanity to financial planning in a way that is both powerful and deeply needed. It will resonate not only with financial professionals, but with anyone who understands that money is never just money. (Cary Carbonaro, CFP®, MBA, author, Women and Wealth)

If you've ever wondered what financial planning looks like when it's really working, start here. Inside are twenty real stories from advisors who stopped pretending they had all the answers and started telling the truth about what happens when money meets life. (Carl Richards, author, Your Money)

Even More Than Money is a powerful reminder that true wealth isn’t measured by what you accumulate, but by how intentionally you use your resources to live with purpose. (Jamie Hopkins, CEO, Bryn Mawr Trust Advisors)

Even More Than Money offers twenty stories told firsthand by the advisors who were in the room; what they quietly reveal is that every money decision is really a life decision (and vice versa). (Tim Maurer, CFP®, RLP®, author, Simple Money)

The love these financial planners have—for their calling, for their clients—illuminates their deeply felt stories. Readers will come to this book for the education, but they'll stay for that love. (Nick Murray, author, Simple Wealth, Inevitable Wealth)

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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.

(Morgan Housel, author of The Psychology of Money)

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. (Downtown Josh Brown, CEO of Ritholtz Wealth and star of CNBC’s The Halftime Report)

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. (Carl Richards, author of The Behavior Gap and Your Money)

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. (Luis F. Rosa, CFP® EA, co-founder of BLatinX Internship)