Tag: Money Scripts
Apr 5, 2021
“Mom, I can’t take time off work today to take you to your doctor’s appointment, so I’ve arranged to pay for an Uber driver instead.” The elderly parent’s need for transportation is met. The son or daughter’s obligation and...
Mar 15, 2021
“Mom and pop shop.” This common term for a small family-owned business makes it sound like a cozy little operation where the owners live and work harmoniously together to make their shared dream come true. The reality, for couples who are both personal and...
Mar 1, 2021
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...
Dec 21, 2020
A popular money script is to assume that fame, accomplishments, and excellence in one’s field equate to financial security. Like any money script, this can be true in some cases and incorrect in others. But it is interesting to me that the common attitude is that...
Dec 14, 2020
The Christmas shopping season is in full swing. Some shoppers overspend on gifts and end up paying off credit card bills for months. Others drive themselves crazy trying to find exactly the right gifts for the right people. Others hate shopping so much that they find...
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