Hey, everyone, really quick before we start the show, I have some really fun news to share

that I've been keeping from you. As of March 23rd, 2023, so about three months from now,

I will officially be a published author. That's pretty wild to say out loud for the first time.

But for the last 18 months or so, I've been hard at work with my friends and fellow financial

advisors, Justin Costelli and Shana Do. And together, we have curated, read, and edited 27 different

true stories written by practicing financial planners. The book is called More Than Money,

real life stories of financial planning, and it's officially being published

by Harriman House. Yes, the same Harriman House that published Morgan Housels, The Psychology of

Money, which I know many of you are familiar with and has now sold over two million copies.

More Than Money is the first of its kind. It's a collection of inspiring true stories that reveal how real clients applied financial

planning to achieve tangible results that changed their lives, not how they made a quick buck

or squeezed out a few extra percentage points on their returns or the tactics they use to save

millions of dollars for retirement. These stories feature real people from all walks of life,

young and old, those in debt and those with a lot of 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.

My favorite part of this entire project is that every single contributor, every author,

agreed to donate 100% of net proceeds from this book to non-profit organizations dedicated

to improving financial literacy, diversity within the profession, and expanding

access to pro bono financial planning around this country. In other words, the more books we sell,

...