For decades, many Americans relied on pensions and simpler financial systems. Today, retirement has become more complex—requiring individuals and families to take greater control over their financial future.
That shift is exactly what inspired Marc Linsky to write Money & Meaning: A Conversation About Retirement.
Explore the Bookhttps://l3fwp.com/book
After more than 40 years of working with families, Marc noticed something important:
While financial tools, markets, and strategies have evolved, the emotions and decisions surrounding money have remained largely the same.
To bring this idea to life, Marc chose a unique format—an ongoing conversation with his late grandfather. Through this intergenerational dialogue, the book offers both perspective and practical guidance, bridging generations of financial thinking.
Today’s retirees face challenges that previous generations didn’t:
Money & Meaning helps simplify these challenges by focusing on what truly matters—building a strategy that supports both financial security and personal purpose.
The insights in the book mirror the planning philosophy at L3 Family Wealth Partners—helping clients move from accumulation into what the firm calls “Phase 2” of life.
This includes:
Rather than relying on one-size-fits-all solutions, the focus is on creating a personalized plan that evolves with each client’s needs.
Marc Linsky’s new book and approach to retirement planning were recently featured in Yahoo Finance, highlighting the importance of blending timeless financial wisdom with modern strategies.
Read the Yahoo Finance article
Retirement isn’t just about numbers—it’s about meaning.
Money & Meaning is designed to help you think more clearly about both—so you can move forward with greater confidence, clarity, and purpose.
If you’re thinking about retirement—or already in it—this is a conversation worth having.