Tag: financial planner
Apr 13, 2026
You’re thinking about rolling over your 401(k). Or maybe you just inherited some money and you’re not sure what to do with it. Where do you go for advice? You talk with a friend, and they have some ideas. Your brother-in-law has opinions about index funds....
Mar 23, 2026
How do you find a competent, ethical financial advisor? An approach I have recommended for years is to interview planners, ask questions, and persist until you get clear answers. Under a relatively new SEC rule, getting those answers is becoming harder to do. This...
Dec 23, 2020
Spending Too Much During The Holidays? by Lori Walsh | In The Moment...December 16, 2020 Show 962 Hour 1 https://kahlerfinancial.com/wp-content/uploads/2020/12/Spending-Too-Much-During-The-Holidays.mp3 In The Moment … December 16, 2020 Show 962 Hour 1 People tend to...
Sep 30, 2013
The Cost of SEC ComplianceWatch this video on YouTube “I’m the auditor, and I’m here to help you.” Now, there’s a phrase to send cold chills down anyone’s spine. It doesn’t matter whether you’re a taxpayer, a company...
Jan 10, 2013
The day we hired Lisa, we asked her if it was possible that she could delay starting for 6 weeks and she said, “I’ll make it work.” That night Darla gave us her six-week notice. Rick called Lisa the next morning and asked...
