Blog
Financial Planner’s Net Worth–Right Answer to Wrong Question
https://www.youtube.com/watch?v=8YMSWMGWm7E What's your net worth? Financial professionals like me think nothing of asking clients this question. If the tables were turned, though, and clients or...
A Fast Way to Find Out if a Financial Advisor is a Fiduciary
https://www.youtube.com/watch?v=6mp24yiffPI If you consult an attorney or a doctor, you don't have to ask whether their advice is intended to serve your best interests. It's understood they have a...
Bob Veres: Fee-Only Financial Planning
Financial journalist Bob Veres takes an insightful look at what fee-only financial planning really means in a September 8 article published at Valuewalk.com. The article is titled "What is...
Does Your Financial Advisor Owe You Trust?
https://www.youtube.com/watch?v=eE0KYquSxcc In today’s complex world of technology, regulations, and finance, a critical life skill is finding advisors and service providers we can trust. Few of us...
Managing Your Career As An Asset
https://www.youtube.com/watch?v=vJD0sW4Q3ic Is your career part of your net worth? Should you include it as an asset class in a diversified investment portfolio? While we consider careers as...
Can You Trust the Stock Market?
https://www.youtube.com/watch?v=KcjUbzRwKj8 If you keep your life savings in certificates of deposit or a savings account at your local bank, that decision may be based on a common money script:...
Bankrate Article Takes a Look at Money Scripts
A recent Bankrate article by Clark Palmer takes a look at some of the beliefs about money that can keep people stuck in financially ineffective behavior. Palmer refers to a 2012 study on money...
Protect Financial Resources From Yourself
https://www.youtube.com/watch?v=7HjEVDRb_ho After three decades as a financial planner, I'm seeing more and more clients reach, not just retirement, but their final years. An issue that becomes...
Financial Therapy With Dave Jetson
A new advice talk show, called the Daily Helpline, is being aired on Fox television stations. Dave Jetson's work in financial therapy is highlighted in one of the segments, in which financial...
Make the Most of 529 College Savings Plan
https://www.youtube.com/watch?v=yHHUm3talgw When it comes to 529 college savings plans, the best strategy is to start early and start big. Don't wait to set up an account until your teenager is...
Research Cited; Planners Needing Planners
An article in Financial Planning by Ann Marsh, published August 4, 2014, is an excellent discussion of the reasons financial planners are well served by having their own planners. Rick is cited in...
Clarify Financial Planning Advice With Reflective Listening
https://www.youtube.com/watch?v=nZxUqC1Ehdo Here's a useful bit of advice I got from one of my staff members several years ago: "Rick, your clients don't understand half as much about investing as...
Free Initial Consultation
Kahler Financial Group offers a free initial consultation with one of our skilled financial planners in Rapid City for retirement, businesses, investment, or personal wealth management. We welcome the opportunity to spend time with you, discussing your individual needs, asking and answering questions, reviewing our unique services, and confirming that KFG is the best fit for helping you achieve your financial goals. Please note that there will be no specific investment or financial planning advice given at this meeting. Please note: At KFG we made a list of all of the things we do for our clients. We’re at 106 things so far . . .