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.
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.
The Truly Rich Life Project—Because the richest lives are built on more than money.
26 minutes 24 seconds
11 months ago
015 | Well F#@k: An Insurance Wake-Up Call
When a high school classmate was struck by a car during a training run for a charity race, it highlighted just how quickly life can change – and how crucial proper insurance coverage is for protecting your family's future. n this episode, Certified Financial Planner Melissa Moss shares a powerful personal story and breaks down the essential insurance coverage that mid-career professionals need to protect their wealth-building journey.
In This Episode:
- A real-life story of how quickly circumstances can change
- Why most health insurance coverage isn't enough, and what to look for in your policy
- The disability insurance gap that could devastate your wealth-building plans
- How to calculate the right amount of life insurance for your family
- Why successful professionals need umbrella coverage (and how much)
- Critical coverage gaps that most people don't discover until it's too late
Key Insurance Types Covered:
Health Insurance and HSAs
Disability Insurance (both short and long-term)
Life Insurance
Umbrella Liability Coverage
Notable Quotes
"Life can change in an instant. One moment you're training for a charitable cause, the next, your family's entire future hangs in the balance."
"Your ability to earn an income is your biggest asset. For someone earning $200,000 a year in their mid-30s, we're talking about millions in future earnings potential. That's an asset worth protecting."
Take Action Now
Ready to protect your family's future? Here's what to do next:
-->First, pull out all your insurance policies. Yes, right now. Schedule an hour this week to review:
1. Your health insurance summary of benefits
2. The declaration pages of your disability policies
3. Your life insurance coverage details
4. Your liability coverage limits on auto and home insurance
5. Your umbrella policy (or lack thereof)
Email: melissa@melissamoss.co
Website: melissamoss.co
Note: This episode is for educational purposes only and should not be taken as specific insurance advice. Please consult with qualified insurance and financial professionals regarding your individual situation.
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.
