Even More Than Money
21 July 2026Synopsis
Have you ever really asked yourself what your money is for?
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 itself is the tool.
Financial advisors Justin Castelli and Taylor Schulte set out a different framework for financial planning where money serves five essential purposes: Living, Changing, Dreaming, Giving, and Enduring. Through 20 profound, real-life stories of clients and their families, recounted by the financial advisors who worked with them, you’ll discover how to stop treating money as a destination, and start seeing it as a vehicle for a meaningful life.
From the career-woman who quit her high-stress job to fulfil her life-long dream of handing out tickets at baseball games, to the couple who were able to break from their savings spiral to realize their dream of living closer to the sea, these intimate retellings reveal that true fulfillment comes not from the size of your portfolio, but from aligning your resources with your deepest values and aspirations.
If you’re stuck on the treadmill of accumulation, this book is your invitation to step off. It’s your guide to transforming your question from “Do I have enough?” to the one that truly matters: “Am I using what I have in ways that matter most to me?”
Even More Than Money is the beginning of your journey toward a richer, more intentional life.
Details
21 July 2026
9781804091258Reviews
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.
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.
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.
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.
