Someone recently asked if I knew of a CPA that was trained as a financial therapist. I admitted I didn’t. I even chuckled at the peculiar combination—until I realized it’s probably just as peculiar for an investment-loving CFP like me to be trained in financial...
“What do you do for a living?” is a common question when we’re introduced to someone new. If there’s no time for conversation I’ll answer, “I am a financial advisor.” The discussion is usually over. If the social situation allows...
Financial Wisdom For The Holidays by Lori Walsh | In the Moment Show 950 Hour 11/30/2020 https://kahlerfinancial.com/wp-content/uploads/2020/09/Financial-Wisdom-for-the-Holidays-.mp3 South Dakota Public Broadcasting Radio In The Moment with Lori Walsh… November 30,...
Problematic money behaviors are never about the money. Frequent readers of this column have seen me write about that over and over again. Suggesting cognitive action steps can only resolve about 20% of these behaviors. Take, for example, the challenge of making...
Watch this video on YouTube As a long-time advocate of blending financial planning with counseling, I’ve had years of seeing the benefit for clients. I have come to see financial counseling as an investment: one that can pay greater dividends than investments in...
