36 Money Quotes to Celebrate Three Years in Business

Let’s share some wise money quotes to celebrate our upcoming anniversary!


Well-Rounded Success is celebrating it’s three year anniversary as a Fee-Only Financial Planning firm! This small business experience certainly has been a pleasant whirlwind. Thank you to all of our clients, our colleagues, and our cheerleaders for the support the last three years!


We have a few celebrations planned throughout 2019 to celebrate our three year anniversary as a Financial Planning firm and our five year anniversary as an overall brand.


For some background, the Well-Rounded Success brand has existed since April, 2014 and I’ve been in the personal finance profession since October, 2012. I merged the Well-Rounded Success brand with Financial Planning when I left my last firm and launched my own in early 2016.


What we’re currently celebrating with this article is our overall launch as an independent Financial Planning firm in January, 2016. Here’s a time table to help you visualize our journey.

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Where to Find Our Favorite Money Quotes


Many of you read our e-newsletters where we share monthly financial tips and corny jokes. These digital newsletters are a ton of fun to create and we hope the readers find them helpful.



These newsletters are gaining a reputation since each one ends with a Corny Joke Reward. Many people tell me that they only open these communications so they can scroll down for the corny joke. Well, I hope they’re learning something while they scroll!


Since our first newsletter from January, 2016, a consistent staple of these communications is a Financial Quote. We thought it’d be fun to share the 36 different money quotes shared throughout the years.


Some of them are insightful, some of them will give you advice, and some of them will make you chuckle. Enjoy!


2018’s Financial Quotes


“Know what you own, and why you own it.”
Peter Lynch
“What you earn is sometimes just a factor of what your industry or company is willing to pay you. It doesn’t mean you work harder or have a more meaningful job. It doesn’t imply you’re smarter or better at negotiating a salary. It doesn’t convey that you went to a better school or are more ‘ambitious’ or have stronger skills. It is what it is. A neurosurgeon will always make more than a kindergarten teacher, but both bear equal weight in so many more important categories than money.”
Farnoosh Torabi
“Hope really does change someone’s situation more than their math does.”
Dave Ramsey
“Money is an echo of value. Which means the value simply must come first and the money you receive is a very natural and direct result of the value you provide.”
Bob Burg
“Money is something I understand only vaguely, and think about it only when I don’t have enough to finance my current enthusiasm, whatever it may be. All I know about money is that I have to have it to do things.”
Walt Disney
“Money is the opposite of the weather. Nobody talks about it, but everybody does something about it.”
Rebecca Johnson
“If you’re given a choice between money and sex appeal, take the money. As you get older, the money will become your sex appeal.”
Katherine Hepburn
“I claim that all decisions in life – large and small, financial or not – are governed by what I call the three fundamental trade-offs: risk versus return, today versus tomorrow, and self versus others. Preferences are basically the attitude with which people are solving these trade-offs.”
Shachar Kariv, Ph.D.
“The belief that our gut instincts can help us predict the future of the market is the kind of magical thinking that can wreak havoc on your financial plan. It also has nothing to do with real investing.”
Carl Richards
“Persist – don’t take no for an answer. If you’re happy to sit at your desk and not take any risk, you’ll be sitting at your desk for the next 20 years.”
David Rubenstein
“I love money. I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff too.”
Steve Martin
“The measure of achievement is not winning awards. It’s doing something that you appreciate, something you believe is worthwhile.”
Julia Child

2017’s Financial Quotes


“Things like spending more time with the family, having more integrity in one’s life, being more creative, taking more time for spiritual growth – these are far less expensive than a second home.”
George Kinder, CFP®
“Be thankful for what you have; you’ll end up having more. If you concentrate on what you don’t have, you will never, ever have enough.”
Oprah Winfrey
“Our budgets, net worth statements, tax returns, and our credit card and checking account statements all expose our conscious priorities with unparalleled accuracy and efficiency.”
Richard B. Wagner, JD, CFP®
“Everyday is a bank account, and time is our currency. No one is rich, no one is poor, we’ve got 24 hours each.”
Christopher Rice
“This planet has – or rather had – a problem, which was this: most of the people living on it were unhappy for pretty much of the time. Many solutions were suggested for this problem, but most of these were largely concerned with the movements of small green pieces of paper, which is odd because on the whole it wasn’t the small green pieces of paper that were unhappy.”
Douglas Adams
“Money is of no value; it cannot spend itself. All depends on the skill of the spender.”
Ralph Waldo Emerson
“Look, I’ve been doing this long enough to know that I can do absolutely nothing about the economy. But, I can do a lot about my own personal economy.”
Jean Chatzky
“A definition of a wealthy man: one whose income is $100 a year higher than his wife’s sister’s husband.”
H.L. Mencken
“There are people who have money, and people who are rich.'”
Coco Chanel
“Money is like manure. You have to spread it around or it smells.'”
Paul Getty
“When Socrates, for example, saw a pile of gold and jewelry being borne in procession through the streets of Athens, he exclaimed, ‘Look how many things there are which I don’t want.'”
Excerpt from the book, Status Anxiety, by Alain de Botton
“The simple options that have the largest impact on your financial success require discipline, patience, and hard work. They require that we apply those basic fundamentals over and over for years. It’s much easier to entertain ourselves with the fantasy of finding an investment that will give us a fantastic return than to save a little bit more money each month. But in the end, fantasy will fail us. The work will deliver.”
Carl Richards


2016’s Financial Quotes


“You only have to do a very few things right in your life so long as you don’t do too many things wrong.”
Warren Buffett
“Don’t judge each day by the harvest you reap, but by the seeds you plant.”
Robert Louis Stevenson
“Money is usually attracted, not pursued.”
Jim Rohn
“Wealth is ability to fully experience life.”
Henry David Thoreau
“A wise man should have money in his head, but not in his heart.”
Jonathan Swift
“The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.”
T.T. Munger
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Warren Buffett
“You miss 100% of the shots you don’t take.”
Wayne Gretzky
“You gain strength, courage, and confidence by every experience in which you really stop to look fear in the face. You are able to say to yourself, ‘I have lived through this horror. I can take the next thing that comes along.’ You must do the thing you think you cannot do.”
Eleanor Roosevelt
“A lot of people never use their initiative because no one told them to.”
“Always bear in mind that your own resolution to succeed is more important than any other.”
Abraham Lincoln
“You have to motivate yourself with challenges. That’s how you know you’re alive.”
Jerry Seinfeld


So you can see our future financial quotes, get on our list to receive these free monthly newsletters!


We’ll have some celebrations and announcements planned throughout 2019 so stay tuned. Again, thank you to all of our clients and supporters. Seeing Well-Rounded Success evolve throughout the years has been an amazing experience.


We commit to keep “chipping away” at improving our client experiences and our overall services. We also commit to listening to your feedback so please feel free to share your insights here.


High fives to you all and cheers to another year ahead!

Thanks for reading and if you want guidance on how to navigate your personal finances, please get in touch with me or learn more at Well-Rounded Success’ Services on the website.


Daniel C. AndrewsAbout the Author

Dan Andrews is the Leader & CERTIFIED FINANCIAL PLANNER™ of Well-Rounded Success. Dan enjoys guiding and encouraging individuals through a variety of money subjects with a focus on behavioral finance. Dan’s vision is to impact communities by encouraging individuals to define their own paths, handle their responsibilities, and to give back while on their journeys.


Photo by Gaelle Marcel on Unsplash


If you like this article, check out two more from our Well-Rounded Success blog:

31 Famous Quotes to Inspire a Well-Rounded Life

A New Chapter of Well-Rounded Success Begins