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.
017 | Why I Do This: From Nonprofits to Financial Planning and Creating What Really Matters
The Truly Rich Life Project—Because the richest lives are built on more than money.
17 minutes 15 seconds
10 months ago
017 | Why I Do This: From Nonprofits to Financial Planning and Creating What Really Matters
Welcome to Plan the Retirement You Want, the podcast where we help the guys and gals next door build lasting wealth for their families. Whether you're balancing career and kids, running a business, or entering your peak earning years, this show is your guide to turning financial concerns into clear, actionable strategies.
In today’s episode, host Melissa Moss, Certified Financial Planner™ professional with Main Street Advisors, gets personal about why she chose a career in financial planning. She shares stories from her past work with StopAfib.org, a nonprofit supporting people with atrial fibrillation, and reflects on the impact of financial preparedness when it comes to accessing life-changing opportunities.
Melissa highlights the power of saving, investing, and planning for what truly matters—creating a future where financial stress doesn’t hold you back from opportunities to improve your life and those of your loved ones. You’ll hear a heartfelt perspective on handling life’s unexpected challenges and staying focused on what you can control.
What You’ll Learn Today:
Why Melissa switched from working in nonprofits to financial planning
The importance of having discretionary income for opportunities that matter
How planning and investing early can transform your financial future
Why “nothing goes according to plan” and what to do about it
Resources Mentioned:
Learn more about atrial fibrillation and patient resources at StopAfib.org.
Sign up for Melissa’s newsletter for exclusive retirement tips and event invitations: melissamoss.co/newsletter.
Call to Action:
If you enjoyed today’s episode, please leave a rating and review—it helps others discover the show and makes Melissa’s day! Don’t forget to subscribe so you never miss an episode.
Connect with Melissa:
Schedule a virtual coffee: plantheretirementyouwant.com/coffee
Follow Melissa on social media for daily retirement planning insights.
Disclaimer:
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 the 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.
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.
