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The Truly Rich Life Project—Because the richest lives are built on more than money.
Melissa Moss, CFP®
30 episodes
5 months ago
The Truly Rich Life Project—Because the richest lives are built on more than money. This is a show for the builders, dreamers, and legacy-makers who are investing in more than portfolios — they’re investing in a life that means something. Hosted by Melissa Moss, a Certified Financial Planner® and purpose-driven storyteller, The Truly Rich Life Project explores the real currency of life: connection, creativity, contribution… and yes, sometimes cash. Through real conversations with entrepreneurs, community leaders, everyday legends, and unexpected success stories, this podcast is about using money as a tool — not the goal. If you're building wealth to support your family, your values, and a future worth living… you're in the right place. Subscribe for weekly episodes that bring insight, inspiration, and a little financial wisdom to help you live richly — in every sense of the word. New episodes are released weekly. Subscribe now and take the first step towards your Truly Rich Life! Connect with Melissa: https://melissamoss.co/newlsetter/ https://www.facebook.com/melissamosswealth https://www.linkedin.com/in/melissarmoss/ Melissa Moss is a Registered Representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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All content for The Truly Rich Life Project—Because the richest lives are built on more than money. is the property of Melissa Moss, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Truly Rich Life Project—Because the richest lives are built on more than money. This is a show for the builders, dreamers, and legacy-makers who are investing in more than portfolios — they’re investing in a life that means something. Hosted by Melissa Moss, a Certified Financial Planner® and purpose-driven storyteller, The Truly Rich Life Project explores the real currency of life: connection, creativity, contribution… and yes, sometimes cash. Through real conversations with entrepreneurs, community leaders, everyday legends, and unexpected success stories, this podcast is about using money as a tool — not the goal. If you're building wealth to support your family, your values, and a future worth living… you're in the right place. Subscribe for weekly episodes that bring insight, inspiration, and a little financial wisdom to help you live richly — in every sense of the word. New episodes are released weekly. Subscribe now and take the first step towards your Truly Rich Life! Connect with Melissa: https://melissamoss.co/newlsetter/ https://www.facebook.com/melissamosswealth https://www.linkedin.com/in/melissarmoss/ Melissa Moss is a Registered Representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Show more...
Investing
Education,
Business,
Courses
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012 | Stop Scrolling Those Sales! Here's What Really Matters This Black Friday
The Truly Rich Life Project—Because the richest lives are built on more than money.
5 minutes 48 seconds
11 months ago
012 | Stop Scrolling Those Sales! Here's What Really Matters This Black Friday
In this special holiday episode, Melissa Moss shares thoughtful perspectives on holiday spending, giving, and what truly matters during the festive season. Holiday Spending Statistics - Average US consumer plans to spend $1,063 on holiday purchases in 2023 - Up 7.9% from $985 in 2020 - Increased from $1,006 in 2022 Key Tips & Insights - Consider being a shareholder in businesses where you shop - Support local businesses - $68 of every $100 spent locally stays in your local economy - Don't feel pressured by Black Friday/Cyber Monday sales Charitable Giving Information - Holiday season accounts for 30% of annual charitable donations - Qualified Charitable Distribution (QCD) opportunity: - Available for those 70½ or older - Up to $100,000 annually from IRA - Can reduce taxable income - Must go directly to qualified charities Alternative Holiday Activities - Family game night instead of doorbusters - Walking with friends rather than online shopping - Focus on creating memories with loved ones Stay Connected - Subscribe to Melissa's newsletter: melissamoss.co/newsletter - Leave a rating and review - Subscribe to never miss an episode Legal Disclaimer Melissa Moss is a registered representative with securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA SIPC. The opinions voiced in the show are for general information only and are not intended to provide specific advice or recommendations for any individual.
The Truly Rich Life Project—Because the richest lives are built on more than money.
The Truly Rich Life Project—Because the richest lives are built on more than money. This is a show for the builders, dreamers, and legacy-makers who are investing in more than portfolios — they’re investing in a life that means something. Hosted by Melissa Moss, a Certified Financial Planner® and purpose-driven storyteller, The Truly Rich Life Project explores the real currency of life: connection, creativity, contribution… and yes, sometimes cash. Through real conversations with entrepreneurs, community leaders, everyday legends, and unexpected success stories, this podcast is about using money as a tool — not the goal. If you're building wealth to support your family, your values, and a future worth living… you're in the right place. Subscribe for weekly episodes that bring insight, inspiration, and a little financial wisdom to help you live richly — in every sense of the word. New episodes are released weekly. Subscribe now and take the first step towards your Truly Rich Life! Connect with Melissa: https://melissamoss.co/newlsetter/ https://www.facebook.com/melissamosswealth https://www.linkedin.com/in/melissarmoss/ Melissa Moss is a Registered Representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.