Tag Archives | financial life planning

The Spiritual Aspect of Financial Planning

What does spirituality have to do with financial planning? That was my first thought when Stephen Brody, CFP, ChFC, EdD, contacted me about being interviewed for his doctoral dissertation on “Assessing Spirituality in Financial Life Planning.” The incongruity of the idea intrigued me, so I agreed. Financial life planning is an integrated approach sometimes described […]

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Most Planners Could Use A Little Psychology

This week I was honored to speak to the Financial Behavior in Retirement Summit in Chicago on Monday.  Pamela Black, of Financial Planning News, was there and covered my remarks.  She quotes me as saying, “We need more skills than what we learned in CFP courses. We are number crunchers, not  therapists. So we lack information […]

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