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How Much Money Secrecy Equals Financial Infidelity?

Do you keep secrets about your spending from your significant other? Research shows that 44% of partners do. Some money secrets within a coupleship are matters of privacy or convenience, while others cross a line into financial infidelity. A recent survey by...

Money Scripts 2.0: How They Form

The term money scripts, describing the unconscious beliefs that underlie our financial decisions and behavior, has been used by financial planners and therapists for over 15 years. Since the term (coined by Brad Klontz, Ted Klontz, and I) was first published in my...
Five near-bankruptcies to help clients manage risk

Five near-bankruptcies to help clients manage risk

‘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...

Workaholism Is About Emotional Pain, Not Money

Are you a workaholic, or are you someone who works hard at what you love to do? Does the distinction really matter? As a recovering workaholic who loves what I do, I have to say that it does. Even though workaholism is generally considered a mark of success and...

When to Call Couples Financial Therapist

The last thing in the world I would ever want to be is a couples therapist. This is despite—or perhaps because of—the fact that for 40 years most of my work as a financial planner has been with couples. Helping individuals negotiate their relationship with money...