New Book

Most Families Drift.
A Few Families Decide.
Which Will Yours Be?

Learn how ordinary families can move beyond the traditional retirement script and intentionally build a legacy that grows stronger with each generation.

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Beyond
ONE
&
DONE
What If Retiring
Is Just the Beginning?
Anson McDaniel
&
Meghan Rea
About the Book

Most Retirement Planning Ends
Where This Book Begins.

"I'm not writing this book from a place of having it all figured out. I haven't arrived. I'm not standing at the top of the mountain waving down at you, telling you how great the view is up here. I'm on the trail. If you picked this up because something in you keeps whispering 'there has to be more than this' — you and I are going to get along just fine."

— Anson, from the Introduction

The will is signed. The trust is funded. The beneficiaries are updated. Done. One & Done.

This book is for the families who sense there has to be more than that. Not more money. More meaning. More intention. More of the kind of wealth that doesn't show up on a balance sheet but shows up in a hospital room when a man takes stock of his entire life and doesn't mention a single dollar.

Not more money. More meaning.

From Chapter 1

"It was July 2008. He was ninety-two years old, slipping in and out of consciousness. Then he opened his eyes, looked at me with complete clarity, and said: 'Son, you know I'm the richest man alive. I wouldn't trade places with anyone.'

I knew his bank account. It wasn't impressive by any conventional measure. So I leaned in and asked him to tell me why.

What came next stopped me cold. He didn't mention a single dollar."

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Inside the Book

Inside Beyond One & Done

You'll meet a ninety-two-year-old man calling himself the richest man alive from a hospital bed. A family who said yes to something larger than themselves at a dining-room table on the night after Christmas. A bronze goat trophy that years of family tradition rotates around. A grandfather's smile across a crowded room. A twenty-three-year-old standing up at a family gathering to give a talk about what it means to belong to her family — because that's just what her family does now.

This book is the framework that turns moments like these into a way of building something that lasts more than one generation.

These aren't case studies. They're real moments from real families — including ours — who decided their story would be more than work, save, retire, divide equally, done.

Meet the Authors

Two Generations. One Vision.

A Father & Daughter Team
Anson McDaniel

Anson

Anson has spent more than forty years in financial planning, and a long time figuring out that the industry was answering the wrong question. He's the youngest of seven, the son of an Iwo Jima chaplain who died at ninety-two calling himself the richest man alive — a sentence that changed how Anson thinks about wealth. He lives in Colorado with Beth, his wife of 44 years. They have three children, nine grandchildren, and a family that gathers every year for what's now known as Cousins Week.

Meghan Rea

Meghan

Meghan was a hairstylist for sixteen years before she joined her father's practice in 2025 and discovered she'd been living the Infinite Legacy her whole childhood without knowing it had a name. She and her husband Brien are raising two daughters in California and building their own version of what she watched her parents build. In the book, she writes from the other side of the table — from the middle of building it, not from the end.

Before You Close This Page

There's a question that took us a long time to ask out loud:

What is all of this actually for?

This book is our answer.

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