Tag: financial life planning
Oct 23, 2023
Is the work you do to make a living a job, a career, or a calling? Recognizing the difference can pay you great dividends in many ways. A job is a paid position of regular employment that puts bread on the table but doesn’t necessarily provide a lot of satisfaction or...
May 16, 2022
Whenever I surf television cable news channels, I can’t help but notice the plethora of ads for financial planning. Some of them sound compelling, even to me. I often find myself thinking, “Dang, that’s exactly what we do.” Then I notice the...
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....
Dec 18, 2017
Ask if Advisors Follow Their Own Investment AdviceWatch this video on YouTube 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...
Nov 18, 2010
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...
