In the summer of 2015, I went on an epic road trip called the Road to Financial Wellness. The road trip was a grassroots and social media experiment to turn local money discussions into a national conversation on financial well-being. My team and I drove 10,218 miles in 30 days, zigzagging across the country and speaking with over 8,000 people in 38 states during the month of June. Our mission was to break the last social taboo—money—and empower people through stories that would educate and inspire them to learn more about personal finance and to live their dream lifestyles.
I wanted people to understand that financial success—however you choose to define that success—only matters if you’ve found a balance between money and life. I used the term financial wellness to describe that state of living in which your well-being is measured by the quality of your life, not just by wealth.
On the road trip I asked seminar attendees to think of their lives as their very own road-trip adventures. We all have a start and an end point. We may not have any control over where we start, but we decide where we end up. The path you choose, the skills you acquire, and the tools you use can go a long way in making your road trip an enjoyable and rewarding ride.
Imagine yourself planning a trip across the country, with a starting point in New York City and an end point on the West Coast. You set off on your adventure with excitement but soon realize you ...