Tag: Financial Coaching
Feb 19, 2024
Thirty years ago, jogging with a friend, I told him about the difficult time I was having financially. Even though my business’s earnings were very good, the profitability wasn’t where it needed to be. After listening to me for several miles, he said something I’ve...
Dec 16, 2014
Investment Success Based on Client Behavior as well as PortfolioWatch this video on YouTube There’s an essential aspect of investing that, most likely, neither you nor your financial planner have been trained to see: Your long-term financial success is based...
Jul 20, 2012
“Sometimes financial literacy doesn’t work.” That’s what Rick told Anne Kates Smith of Kiplinger’s Personal Finance magazine for an article published in the August issue. Not that Rick is opposed to financial literacy. But he and other...
Jul 19, 2010
“Amid all the chaos and anxiety wrought by the tumultuous stock market and murky economic outlook, a small but growing number of advisers are enlisting the help of therapists — not for themselves but for their clients.” Lisa Shidler from Investment News...
Apr 5, 2010
Someone who owns a business or has accumulated some wealth is likely to have the support of a network of financial professionals, such as bookkeepers, accountants, attorneys, and financial planners. That same level of support would certainly be useful for anyone just...
