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.
016 |The Silent Gift: Why Wills and Trusts Are Essential for Modern Families (feat. Brandi Sluss)
The Truly Rich Life Project—Because the richest lives are built on more than money.
29 minutes 23 seconds
11 months ago
016 |The Silent Gift: Why Wills and Trusts Are Essential for Modern Families (feat. Brandi Sluss)
Listen in to an insightful conversation with Georgia attorney Brandi Sluss on the Plan the Retirement You Want podcast. A dedicated advocate for families and individuals, Brandi brings her wealth of experience in family law and estate planning to help you understand how to protect your legacy both during your lifetime and beyond.
We explore essential estate planning strategies, common pitfalls to avoid, and how to ensure your wishes are properly documented. Whether you're just starting to think about estate planning or looking to update your existing plans, Brandi's practical insights will help you take concrete steps toward securing your family's future.
Brandi, who founded Brandi Sluss Law in 2022, combines her extensive background in family law with her passion for estate planning to offer a unique perspective on protecting what matters most. Don't miss this valuable discussion about one of retirement planning's most crucial yet often overlooked aspects.
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.
