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Tag: financial therapist

How Far Should Your Planner Go to Save You From Yourself?

Watch this video on YouTube Suppose one of my clients has his heart set on using half of his retirement account to buy each of his grandchildren a new car. Or a client in a panic over falling markets wants to sell all her stocks and buy gold. What is my responsibility...

How To Get Out Of A Money Rut

By my experience, about one-third of Americans do money well.  They understand how to save more, spend less, and make wise financial choices.  That leaves a staggering two-thirds of Americans that do money poorly.  They struggle to save, spend too much,...

Financial Therapy Comes To Grand Rapids

I am back from a three-day trip to Grand Rapids, Michigan, where I was honored to co-facilitate a financial therapy workshop with therapist Amy West, founder of The Center of Unlimited Possibilities, Spring Lake, Michigan.  In addition to the workshop, I met with some...