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Financial Books

by Rick Kahler

THE PSYCHOLOGY OF FINANCIAL PLANNING

A pioneering new book designed to help financial planners at all career stages gain a better understanding of people’s financial decision-making and to strengthen their client relationships.

Rick Kahler, MS, CFP®, CFT-I™, CeFT® is a co-author of The Psychology of Financial Planning.

6 PRINCIPAL KNOWLEDGE TOPICS EXPLORED IN THE BOOK

The book is structured around the six Principal Knowledge Topics that comprise CFP Board’s Psychology of Financial Planning domain:

  1. Client and planner attitudes, values, and biases
  2. Behavioral finance
  3. Sources of money conflict
  4. Principles of counseling
  5. General principles of effective communication
  6. Crisis events with severe consequences

Each chapter provides an overview of a key topic related to one of these Principal Knowledge Topics, followed by a review of the theoretical underpinnings and a discussion of the topic’s application to the practice of financial planning, including one or more case studies.

Read more about CFP Board’s PSYCHOLOGY OF FINANCIAL PLANNING™ program here.

Rick Kahler, CFP®, has co-authored four important financial books that are making a difference in how people perceive, react to, and handle money.

Understanding the role money plays in your life and your perceptions of it are key to making successful financial decisions.

His newest book is Wired For Wealth: Change The Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential.

His previous titles are:

  • Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
  • The Financial Wisdom of Ebenezer Scrooge: 5 Principles to Transform Your Relationship with Money
  • Conscious Finance, which was chosen by the Wall Street Journal as Recommended Reading in 2006.
Conscious Finance by Rick Kahler

Conscious Finance

By Rick Kahler, CFP®, and Kathleen Fox

Conscious Finance is the first book to offer financial integration in a self-help format.

It is designed to help readers understand and permanently change the underlying emotional issues that keep them making the same money mistakes over and over.

The Financial Wisdom of Ebenezer Scrooge by Rick Kahler

The Financial Wisdom of Ebenezer Scrooge

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

Discover the 5 Essentials to Financial Freedom and Prosperity.

Ebenezer Scrooge would seem an unlikely source from which to glean financial wisdom: However, Dickens’s classic tale of how Scrooge found his true course in life is a powerful model we all can benefit from today.

Facilitating Financial Health

Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

This book is an essential resource for financial professionals. It provides cutting-edge tools to help clients transform money from a major source of stress to a valued resource for building more satisfying lives.

These tools of Facilitating Financial Health will enhance the work of financial planners, investment advisers, debt/credit counselors, money managers, coaches, and psychotherapists.

Wired for Wealth: Change the Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential

Conscious Finance

By Rick Kahler, CFP®, and Drs. Ted & Brad Klontz

The biggest threat to your financial health is not a recession; it’s your brain.

Drawing on the results of a landmark survey of people’s money habits, as well as their decades of work improving their clients’ financial lives, the authors show you how you can rewire your brain for wealth.