Tag: Healthy Money Relationships

Financially Stuck? Start Moving With The Power of the “Micro Yes”

Have you ever felt financially stuck? Maybe you want to save part of your paycheck, but you can’t seem to get started. Or you worry about your future financial wellbeing, but you don’t know where or how to start investing. Or you need a will, but finding an attorney...

Rate Your Financial Wellbeing: Part Two

Continuing last week’s exploration of characteristics that define financial wellbeing, this week we’ll look at eight positive C’s and their negative counterparts. Again, I suggest considering where you see yourself along the spectrum between each pair. 1....

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...