Purposeful Wealth — The Book

Live Retirement With Purpose, Not Fear

A practical guide to building wealth that reflects your values — and a retirement plan that lets you live fully, give generously, and leave a lasting legacy.

Purposeful Wealth book — a guide to intentional financial planning

Now Available

The Book That Changes How You Think About Money

Purposeful Wealth introduces the Red Brain/Blue Brain framework and the Seven Types of Wealth — a proven approach to retiring with confidence, clarity, and meaning.

  • Understand the neuroscience behind financial fear — and how to overcome it
  • Discover the Seven Types of Wealth beyond just money
  • Build a retirement plan grounded in your values and purpose
  • Learn how to give generously without jeopardizing your future
  • Create a legacy that reflects what matters most to you
  • Access free assessments and workbooks to put the ideas into action

Watch the Story

What Is Purposeful Wealth?

Inside the Book

A New Framework for Retirement

Most retirement books focus on numbers. Purposeful Wealth focuses on meaning — and gives you the tools to align both.

Red Brain vs Blue Brain — the neuroscience of financial peace

Red Brain vs. Blue Brain

Learn how fear-driven financial decisions (Red Brain) differ from purpose-driven ones (Blue Brain) — and how to shift your mindset for lasting peace.

Seven Types of Wealth

Money is just one dimension. Explore financial, relational, physical, intellectual, spiritual, experiential, and legacy wealth — and how to cultivate all seven.

Purpose-Driven Planning

Move beyond spreadsheets. Build a retirement plan that reflects your values, honors your relationships, and funds the life you actually want to live.

Generosity Without Fear

Discover how to give generously — to family, community, and causes you care about — without compromising your financial security.

Legacy That Lasts

Define what you want to leave behind — not just financially, but in values, stories, and impact — and build a plan to make it real.

Free Assessments Included

Put the book's ideas into practice with four free workbooks and assessments — including the Red Brain/Blue Brain quiz and the Seven Types of Wealth profile.

Our Partner

Scheeler Financial Group

Wealth management rooted in purpose.

Rick Scheeler and the team at Scheeler Financial Group work with individuals and families to build retirement plans grounded in purpose. From investment strategy to legacy planning, they bring decades of experience and a values-first approach.

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Retirement Planning
Investment Management
Estate & Legacy Planning
Insurance Solutions
Tax-Efficient Strategies
Business Owner Planning

Reader Reviews

What Readers Are Saying

"Well written. Easy read. Gives a well rounded perspective on the ins and outs of how to live comfortably in retirement years without fear, and holding back on investments, and spending. Highly recommend, especially to those of us that haven't been so involved with the plan while our partners have been in charge of the financial plan."

MJ F.

Verified Reader

"Clear, practical, and full of heart. Rick makes the case that wealth is a tool for living with purpose, and he gives you a roadmap to do it. A must-read for anyone who wants their money to mean something."

Michelle D.

Verified Reader

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Get in Touch

Ready to Explore Your Purpose?

Whether you have a question about the book or want to explore working with Scheeler Financial Group — we'd love to hear from you.

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scheelerfinancialgroup.com

(513) 883-6100

Scheeler Financial Group · Mason, Ohio

PURPOSEFUL WEALTH

Building wealth with intention, purpose, and a clear vision for the future. Purposeful Wealth is your guide to financial confidence and lasting prosperity.

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Ready to take control of your financial future? Connect with Scheeler Financial Group today.

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Scheeler Financial Group LLC ("SFG") is a registered investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. SFG's CRD number is 342671. SFG only transacts business in states where it is properly registered or exempt from registration requirements.

The information on this website is for informational purposes only and does not constitute investment, tax, or legal advice. Please consult qualified legal or tax professionals regarding your individual situation. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal.

For additional information about SFG, including our services, fees, and conflicts of interest, please refer to our Form ADV Part 2A (Brochure) and Form ADV Part 3 (Client Relationship Summary), available at adviserinfo.sec.gov or by contacting us at (513) 883-6100.

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