09/02/2026
I had the opportunity to spend some time visiting with author and speaker Mitch Anthony, someone I’ve long considered an “advisor to advisors.”
Mitch has spent decades challenging those of us in the financial profession to think beyond investments, products, and numbers and focus on what money is actually supposed to accomplish in people’s lives.
We had a great conversation about his more recent book, The New Retirementality, and the changing way people think about retirement, not simply as an age or finish line, but as another chapter of life with purpose, meaning, and choices.
We also discussed his Audible book, God, Man, and Mammon, which explores the relationship between faith, money, stewardship, and the role wealth plays in our lives.
I always appreciate conversations that challenge me to think differently about the work I do. At the end of the day, financial planning isn’t just about helping people accumulate money. It’s about helping people use what they’ve accumulated to live the life they want, serve the people and causes they care about, and leave the legacy they choose.
Great conversation with a great thought leader in our profession. Thanks for the time, Mitch.