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More Than Money: Real Life Stories of Financial Planning Paperback – March 21, 2023

by Justin Castelli (Editor), Taylor Schulte (Editor), Shanna Due (Editor)
4.5 4.5 out of 5 stars 21 ratings
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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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  1. Print length
    248 pages
  2. Language
    English
  3. Publisher
    Harriman House
  4. Publication date
    March 21, 2023
  5. Dimensions
    5.5 x 0.55 x 8.45 inches
  6. ISBN-10
    0857199900
  7. ISBN-13
    978-0857199904
  8. See all details
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Editorial Reviews

About the Author

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.

Product details

  • Publisher ‏ : ‎ Harriman House (March 21, 2023)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 248 pages
  • ISBN-10 ‏ : ‎ 0857199900
  • ISBN-13 ‏ : ‎ 978-0857199904
  • Item Weight ‏ : ‎ 1 pounds
  • Dimensions ‏ : ‎ 5.5 x 0.55 x 8.45 inches
  • Customer Reviews:
    4.5 4.5 out of 5 stars 21 ratings

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Shanna Due

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Customer reviews

4.5 out of 5 stars
4.5 out of 5
21 global ratings

Top reviews from the United States

Amazon Customer
5.0 out of 5 stars Such honesty and care for the people that you serve
Reviewed in the United States on January 13, 2024
Verified Purchase
Such honest and care for the people you serve
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Amazon Customer
5.0 out of 5 stars This is what financial planning is about
Reviewed in the United States on March 22, 2023
Verified Purchase
I'm slightly biased since I am a part of the project but the stories within More Than Money paint a clear picture of what real financial planning looks like. The stories from the various financial advisors are in fact real stories, not fictitious tales, and readers will most certainly identify with at least one of scenarios, if not more. Readers will learn how a financial advisor focused on listening, understanding, and helping clients can help them navigate the emotions of finance and ultimately make the decisions that are best for them and their families.

More Than Money will also expose financial advisors to a more impactful way to serve clients...many advisors are still in organizations still focused on sales, not advice and planning. I hope the book helps advisors to look to do more for their clients and help them in more ways than just money.
3 people found this helpful
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George
5.0 out of 5 stars A Well-Written Interesting Collection of Financial Vignettes
Reviewed in the United States on March 22, 2023
Verified Purchase
A thoroughly enjoyable read! Taylor Schulte and Justin Castelli present a collection of examples of financial planning situations and solutions. It's an educational read... like sitting down with a book of financial short stories. There are multiple financial planners discussing particular experiences from their practices. So, you get a diverse set of example situations. It helps me to think about my own financial planning needs in a constructive way.
3 people found this helpful
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Amazon Customer
3.0 out of 5 stars Eh
Reviewed in the United States on August 6, 2023
Verified Purchase
I was initially hoping this book would be similar to Morgan Housel’s, The Psychology of Money. It is not, instead it is a collection of short stories from financial planners and advisors patting themselves on the back as they over exaggerate the impact they supposedly had on their clients lives. I’m sure the people who are in this book will get a kick out of it, but for your average personal finance enthusiast, there are better books. Also, not sure what was going on with the publishing, but this book is full of different sized text etc. which is quite distracting.
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karen hannan-jackson
5.0 out of 5 stars Exceeded My Expectations
Reviewed in the United States on April 28, 2023
Verified Purchase
More Than Money is unique and captivating and not what I expected. I was prepared for an educational but frankly, boring read but what I found was a book filled with real-life stories that I read in one sitting.

The blend of storytelling with financial planning is a refreshing approach that I found relatable and entertaining.
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Dan V
5.0 out of 5 stars Great short stories highlighting the power of planner
Reviewed in the United States on July 19, 2023
Verified Purchase
So many real stories that capture the power of financial planning. This shares how much more financial planning is than just investment management.
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Lisa Hayward
2.0 out of 5 stars Too light, not worth the $ nor time
Reviewed in the United States on September 12, 2023
Verified Purchase
Too light & superficial
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Robert J Bruner
5.0 out of 5 stars Excellent, thought provoking book about the power of financial planning
Reviewed in the United States on April 6, 2023
Verified Purchase
I loved the stories about REAL financial planning. It's so much more than just the numbers and charts. This book does an excellent job of explaining the WHY of financial planning. Loved it!
2 people found this helpful
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