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Year: 2023

Letting Financial Planning Clients Take the Lead

Letting Financial Planning Clients Take the Lead

Letting Financial Planning Clients Take the Lead By Rick Kahler, posted on emoneyadvisor.com December 11, 2023 No two people are the same, so it makes sense that no two financial plans will be the same. Helping a client negotiate their financial and emotional...

Searching For Joy In Holiday Giving

One of my clients, whose immediate family includes 30 people, has described himself as a Grinch when it comes to Christmas gift-giving. “Every year I swear I’m going to shop early, and every year I procrastinate. I never know what to get for people, and it seems...

Wealth Equals Wellbeing Only If You Spend It When You Need To

In A Christmas Carol, Charles Dickens vividly brought to life one of fiction’s most famous misers, Ebenezer Scrooge. He was a “tight-fisted hand at the grindstone, a squeezing, wrenching, grasping, scraping, clutching, covetous, old sinner! Hard and sharp as flint,...

How to Find a Qualified Financial Therapist

If last week’s column helped you determine that you would benefit from consulting a financial therapist, how do you find one? Rule number one: don’t automatically assume that someone who advertises they are a financial therapist is qualified. Anyone can call...

How to Know When Financial Therapy Might Help

What is a financial therapist, and how do you know when you need one? Basically, a financial therapist fills the gap between financial planners (often numbers specialists who don’t understand psychology), and therapists (often behavioral change specialists who don’t...