Money & Meaning: A Conversation About Retirement – Where Strategy Meets Purpose
Discover how timeless financial wisdom and modern planning strategies come together to help you navigate retirement with confidence.
About the Book
Money & Meaning: A Conversation About Retirement by Marc Linsky offers a fresh approach to retirement planning—blending over 40 years of experience with a unique narrative told through conversations with his late grandfather.
Rather than focusing solely on numbers, this book explores the deeper “why” behind financial decisions—helping readers align their wealth with their values, lifestyle, and legacy.
Who This Book Is For
This book is designed for individuals who:
- Are approaching or currently in retirement
- Want clarity around income, taxes, and long-term planning
- Feel uncertain about today’s complex financial landscape
- Want to align their financial decisions with purpose and legacy
What You’ll Learn
- How to build a retirement strategy that can withstand market volatility
- The role of growth in protecting purchasing power
- Ways to create more tax-efficient income in retirement
- How to transition from accumulation to distribution with confidence
- Why purpose and planning go hand-in-hand
Through an intergenerational conversation, Marc Linsky highlights what has stayed the same—and what has changed—in financial decision-making.
Featured In The
Media
Marc Linsky’s new book and insights on retirement planning were recently highlighted in Yahoo Finance.
About Marc Linsky
Marc Linsky is the founder of L3 Family Wealth Partners, with over 40 years of experience helping families navigate retirement. His approach focuses on helping clients move confidently into “Phase 2” of life—income, distribution, and legacy planning.