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More Than Money Spiral-Bound | 2023-03-21

Justin Castelli (Edited by) Taylor Schulte (Edited by) Shanna Due (Edited by)

★★★★☆+ from Up to 30 ratings

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Real Life Stories of Financial Planning

This is a collection of stories based on actual clients showing how REAL financial planning impacts their lives. The impact shows up in all walks of life from young to old, from those in debt to those who are wealthy; in all situations from designing a lifestyle they want to dealing with a catastrophic event. This book illustrates how valuable financial planning is.

Publisher: Macmillan
Original Binding: Trade Paperback
Pages: 248 pages
ISBN-10: 0857199900
Item Weight: 0.8 lbs
Dimensions: 5.5 x 0.6 x 8.5 inches
Customer Reviews: 4 out of 5 stars Up to 30 ratings
Taylor Schulte, CFP(r) 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). As a CFP(r) 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.

Shanna Due is an Accredited Financial Counselor (AFC (r)), 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.