Dear Community, Tax Day is fast approaching here in the United States. It’s probably our least-beloved holiday, poor thing. And we have strong FEELINGS about it! Tax Day means different things to different people. Whether you … It’s time to take a deep breath and listen. You don’t get to decide when Tax Day comes. But you CAN decide how you respond to it. No matter how you relate to our economic system, YOU are the only one who gets…
Financial Therapy Method
Dear Friend, I’m often invited as a guest on other people’s podcasts, and sometimes, they are so good that I just have to share them with you. A couple of weeks ago, I had the pleasure of being interviewed on my dear friends, Krista and Will Vandever’s show, The Art of We, to talk about couples, parenting and money. Krista and Will are a beautiful couple who are committed to helping couples create thriving relationships. Not only are they committed to…
On the pod: Rick Kahler on the importance of money emotions in financial planning.
Dear Friend, Today, I bring you a lovely conversation I just had with my friend and colleague, Rick Kahler. We just had a wonderful chat about all things financial therapy within the realm of financial planning, and I can’t wait for you to have a listen. Of all my colleagues in the finance space, Rick is one of my longest running friendships. He’s one of the first financial planners I met when I was in the early years of developing…



