More Than Money: Real-Life Stories of Financial Planning

About

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). More importantly he is a husband and a father to three boys. 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. 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 (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.