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...
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....
Watch 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 “Assessing Spirituality in Financial Life...
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...
