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Most Planners Could Use A Little Psychology

This week I was honored to speak to the Financial Behavior in Retirement Summit in Chicago on Monday.  Pamela Black, of Financial Planning News, was there and covered my remarks.  She quotes me as saying, “We need more skills than what we learned in CFP courses. We...

Practicing the Financial Planning We Preach

Watch this video on YouTube Would you be comfortable taking weight-loss advice from a dietician or a fitness trainer who was overweight? Would you trust a surgeon who was unwilling to be a patient in the hospital to which he sent his patients? Probably not. Yet...

“Son, Can You Co-Sign My Loan?”

This week I spoke with Lyneka Little of ABC News about the pitfalls of turning family relationships into business ones.  It’s something I know more than a little bit about. As the result of the Great Recession, more and more parents are asking their children to...

Are Financial Planners All Talk and No Walk?

Michael Kitces, Nerd’s Eye View blog,  has a pertinent posting on his blog today regarding a topic I am passionate about, the need of financial planners to have their own financial planner.  His post was inspired by a webinar I was to do for national...

When Lending Becomes a Family Affair

Intra-family loans are certainly a popular topic with my clients.  Just last week I had three separate conversations with clients regarding loans to children.  Apparently, intra-family loans are popular topic with the financial press,...