Jan 3, 2022
What makes life worth living? This question is at the heart of financial life planning and financial therapy. I remember my late mentor Dick Wagner, CFP, talking about reviewing a person’s financial statement during a visit to Japan. Along with the normal...
Dec 27, 2021
Gaining the emotional awareness to transform our relationship with money requires taking a difficult but critical journey into the past. As described last week, Ebenezer Scrooge made that journey with the guidance of the Ghost of Christmas Past. Only then was he ready...
Nov 22, 2021
Last week’s column on being financially stuck focused on getting help. But what if, for various reasons like affordability or availability, outside help isn’t a practical option? There are some steps you can take yourself to begin getting financially...
Oct 25, 2021
The difference between a traditional financial planner and one that practices financial life planning is significant. The former focuses on the dollars and cents of making good financial decisions, while the later adds the more complex human component to the process....
Oct 18, 2021
One of the most influential financial planning organizations I participate in doesn’t officially exist. The Nazrudin Project is an eclectic, holistic group of financial life planners, therapists, authors, educators, and coaches. It is leaderless, with no...
Aug 23, 2021
For our ancestors, even as recently as the 19th Century in many places, survival skills were hands-on. If you didn’t know how to build a house, farm, hunt, butcher animals, sew, and cook, you couldn’t provide well for your family. Money skills were largely...
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