Even More Than Money

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
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
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 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
Money can make your life better, easier, and more comfortable in times of crisis; the key is to have a real plan and an advisor who is comfortable pushing you to do what is best, even when you cannot see it at the time. – Matthew Halloran, TEDx speaker and author, Shut the F Up and Listen

Taylor Schulte, CFP®

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

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

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.

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