The New CFP Book on the Psychology of Financial Planning By Advisor Perspectives July 20, 2022 Listen to the Podcast About This Episode The CFP Board published a book called the Psychology of Financial Planning. This groundbreaking new material incorporates...
‘We’re really glad you made all these mistakes.’ This financial planner uses his five near-bankruptcies to help clients manage risk. By Morey Stettner July 19, 2022 Like many financial advisers, Rick Kahler runs a successful practice. But he may be the only one who...
Investment advice is not financial planning. This is an important distinction to understand when you go shopping for financial advice. Do you only need help with investment decisions, or do you need guidance on all aspects of your financial life? Investment advisors...
Is maintaining good physical health a worthwhile investment? The statistics suggest that in the long run, poor health will cost far more than the money or time it takes to maintain good health. Most of us might say we agree with this conclusion, but our behaviors say...
One in four Americans didn’t get a routine medical checkup in 2019, and 3.3 million Americans have never had a regular checkup. These alarming statistics were presented in a March 18, 2020, Business Insider article by Zoe Ettinger. The flipside of these numbers—which...
