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Tag: managing wealth

Asset Protection Advice from Rick Kahler

Watch this video on YouTube “It isn’t how much money you make that matters; it’s how much you get to keep.” Recent years have shown most investors that an unfavorable stock market or global financial crisis can threaten their nest eggs. A potentially greater threat,...

Not Enough Money? Just Get More from “the Rich”

Watch this video on YouTube Over the past year, Rapid City’s country club rebuilt its 50-year-old club house. An article in the Rapid City Journal on the opening of the new building elicited several online comments, including these: • “And for [those] who...

Financial Planning Fees You See and Those You Don’t

Watch this video on YouTube Not long ago I was meeting with a couple who were relatively new clients. We were going over data on a recent mutual fund investment, and I commented that I was surprised to see the fund offered a commission of 2.25%. As a fee-only...

Is Your Financial Planner a Millionaire? Should You Care?

Lately, I’ve been asking financial professionals this question: “Should your clients care whether you’re a millionaire?” I’ve asked financial planners, financial therapists, and clients. The responses were varied, given with considerable...