The New CFP Book on the Psychology of Financial Planning – Advisor Perspectives Podcast

by | Jul 20, 2022 | News Room Media

Gaining Perspective podcast

The New CFP Book on the Psychology of Financial Planning

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About This Episode

The CFP Board published a book called the Psychology of Financial Planning. This groundbreaking new material incorporates interpersonal components of financial planning and the effects of money on individuals. My guests today are here to talk about that book.

About Our Guests

Dave Yeske is the founder and managing director of Yeske Buie, a registered investment advisor based in Vienna, VA with offices in San Francisco. He writes frequently and serves as an editor for the Journal of Financial Planning and teaches at Golden Gate University.

Rick Kahler is founder of Kahler Financial Group, based in Rapid City, SD. He is a pioneer in integrating financial planning and psychology. Rick is one of the founders of financial therapy and recognized internationally for his pioneering work in that field.

Show Notes

Here is a link to purchase The Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior.

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