Financial Therapy a Resource for Family-Owned Businesses

“Mom and pop shop.” This common term for a small family-owned business makes it sound like a cozy little operation where the owners live and work harmoniously together to make their shared dream come true. The reality, for couples who are both personal and...

Taxes, Emotions, and Your Money Scripts

Someone recently asked if I knew of a CPA that was trained as a financial therapist. I admitted I didn’t. I even chuckled at the peculiar combination—until I realized it’s probably just as peculiar for an investment-loving CFP like me to be trained in financial...

Change Money Behavior With Financial Therapy Tools

Problematic money behaviors are never about the money. Frequent readers of this column have seen me write about that over and over again. Suggesting cognitive action steps can only resolve about 20% of these behaviors. Take, for example, the challenge of making...

Making Sense Of Confusing Stock Market Behavior

Watch this video on YouTube One of the most asked questions I get is, “Why is the stock market going up when the economy continues to get worse? This makes no logical sense.” More workers file for unemployment every week. Over 20% of our workforce is...

Coping With COVID-19 Transition

Watch this video on YouTube Taking in the current news feels surreal. Is this a sci-fi movie, or is it really happening? Media reports offer continuous information on the number of new cases, new deaths, shortages and panic buying, government orders locking down...