In my experience as a financial professional, I've come to believe that "When you meet resistance, you are moving too fast." This principle holds true in relationships, especially in my role as a financial advisor and therapist. The common misconception is that people seek financial professionals solely for financial advice. Professionals often assume that when they provide what seems like an obvious solution to a client's problem, the client will readily accept it and express gratitude for their wisdom and write a big check. However, this is often wishful thinking.
A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values..
