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Month: April 2021

The Need for a Team Approach to Advice

The Need for a Team Approach to Advice

EDUCATE CLIENTS ABOUT THE NEED FOR A TEAM APPROACH TO ADVICE April 30, 2021 | Rick Kahler One of the most common reasons new clients seek me out is the loss of their long-standing financial advisor. It’s not unusual for someone to have been with the same advisor for...

How to Handle a Team Member Retirement

One of the most common reasons new clients seek me out is the loss of their long-standing financial advisor. It’s not unusual for someone to have been with the same advisor for decades. I have clients that have been with me for over 40 years. In my experience, the...

Empowered Money Mindset Summit

Rick Kahler will be a guest at The Empowered Money Mindset Virtual Summit, tomorrow, April 23rd, from 9:00am to 3:00pm MDT. Join them for this 1-Day Event to Empower your mind around, wealth, money, abundance, and freedom! Learn from 10 experts on wealth creation and...

Catastrophe Reinsurance: A Unique Asset Class

Typically, we view insurance not as an investment, but as tool to protect assets or replace income. However, investing in one type of insurance, called reinsurance, is becoming increasingly popular. It even might be considered an asset class all of its own....

The Harmful Power of Mistaken Money Beliefs

I often say that understanding money and how it works is a 21st Century survival skill. This is not an exaggeration. What you don’t know about money—as well as what you think you do know about money—has the potential to literally kill you and those you love. A...