Even More Than Money

Both powerful and deeply needed – Cary Carbonaro, CFP®, MBA, author, Women and Wealth
Twenty real stories from advisors sharing what theyve 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 isnt 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 isnt just for tomorrows security, its for todays 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 moneys true purpose.

Youll discover:

This isnt another book about maximizing returns. Its about maximizing your life.

Whether youre approaching retirement, navigating a major transition, or simply questioning whether youre truly living the life youve worked so hard to build, these stories will challenge your assumptions about wealth, security, and what it means to live well.

Because the goal isnt just having enough. Its knowing what enough is for.