The Financial Therapy Podcast - It's Not Just About The Money
192 episodes - English - Latest episode: 3 days ago -Research tells us that 90% of all financial decisions are made emotionally, not logically. For nearly four decades, Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions. What makes his financial world view different from most financial experts? He blend the nuts and bolts of financial advice with the emotions that drive making them. Every financial behavior, whether it appears illogical to you or others, makes perfect sense when we understand the underlying beliefs, feelings, and thoughts. Good money decisions are not just about money. Check out https://thefinancialtherapypodcast.com/ for more information.
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Episodes
156 - A Penny for Your Thoughts: What Does Finding Money Reveal About You?
April 23, 2024 09:00 - 28 minutes - 19.6 MBHave you ever spotted a coin on the ground and had an internal debate about picking it up? That seemingly insignificant decision might actually reveal a lot about your unconscious beliefs around money. We tend to develop "money scripts" - deeply held assumptions about wealth, abundance, and our own financial worthiness. Would you bend over for a penny, a quarter, or only a dollar bill? Your answer, along with the emotions and thoughts it triggers, could offer surprising insights into your re...
155 - African Psychology & Financial Therapy - Finding Freedom & Boundaries – Dr. Prince Sarpong
April 16, 2024 09:00 - 31 minutes - 21.4 MBDive deeper with Dr. Prince Sarpong and Rick as they discuss the complex relationship between financial freedom and community harmony. Discover how embracing healthy boundaries within the Ubuntu philosophy can unlock true liberation. Learn how prioritizing relational well-being alongside financial goals leads to a more fulfilling and meaningful life. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped p...
154 - When African Psychology Meets Financial Therapy–Dr. Prince Sarpong
April 09, 2024 09:00 - 30 minutes - 21.2 MB"Your money troubles run deeper than you think," says Dr. Prince Sarpong. Explore the impact of "Black Tax" and the Ubuntu philosophy on financial culture. Learn how cultural expectations, enabling dynamics, and community connection influence financial decisions. Discover a fresh perspective on financial freedom that goes beyond just the numbers. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped peop...
When African Psychology Meets Financial Therapy–Dr. Prince Sarpong - #154
April 09, 2024 09:00 - 30 minutes - 21.2 MB"Your money troubles run deeper than you think," says Dr. Prince Sarpong. Explore the impact of "Black Tax" and the Ubuntu philosophy on financial culture. Learn how cultural expectations, enabling dynamics, and community connection influence financial decisions. Discover a fresh perspective on financial freedom that goes beyond just the numbers. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped peop...
153 - Unlocking Financial Harmony - The 8 C's and 5 P's of Well-being
April 02, 2024 09:00 - 29 minutes - 20.5 MBTired of focusing on negative financial behaviors? Discover a path to true financial well-being! This episode unveils the positive traits that define a healthy relationship with money, guiding you from "tranquility" to "compassion" and beyond. Navigate the financial landscape with more clarity and confidence, fostering a sense of stability and contentment. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has he...
Unlocking Financial Harmony - The 8 C's and 5 P's of Well-being - #153
April 02, 2024 09:00 - 29 minutes - 20.5 MBTired of focusing on negative financial behaviors? Discover a path to true financial well-being! This episode unveils the positive traits that define a healthy relationship with money, guiding you from "tranquility" to "compassion" and beyond. Navigate the financial landscape with more clarity and confidence, fostering a sense of stability and contentment. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has he...
Escaping the Guru Trap - Breaking Free from Destructive Financial Cults with Jillian Knight – Part 2 - #152
March 26, 2024 09:00 - 30 minutes - 21.3 MBJoin LMFT Jillian Knight and Rick as they delve deeper into the dangers of rigid financial communities. Explore tactics like shame, guilt, and manipulation used to control members. Learn to recognize these red flags and protect yourself from harmful group dynamics, even if they appear helpful on the surface. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integr...
152 - Escaping the Guru Trap - Breaking Free from Destructive Financial Cults with Jillian Knight – Part 2
March 26, 2024 09:00 - 30 minutes - 21.3 MBJoin LMFT Jillian Knight and Rick as they delve deeper into the dangers of rigid financial communities. Explore tactics like shame, guilt, and manipulation used to control members. Learn to recognize these red flags and protect yourself from harmful group dynamics, even if they appear helpful on the surface. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integr...
Escaping the Guru Trap: Jillian Knight's Story – Part 1 - #151
March 19, 2024 09:00 - 31 minutes - 21.4 MBFinancial gurus promise riches, but can they trap you in shame and rigidity? Therapist Jillian Knight, LMFT, shares her personal story, revealing the red flags of extreme devotion and leader manipulation. Discover how this experience shaped her unique approach to financial freedom and empower yourself to make healthy choices. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people make better money d...
151 - Escaping the Guru Trap: Jillian Knight's Story – Part 1
March 19, 2024 09:00 - 31 minutes - 21.4 MBFinancial gurus promise riches, but can they trap you in shame and rigidity? Therapist Jillian Knight, LMFT, shares her personal story, revealing the red flags of extreme devotion and leader manipulation. Discover how this experience shaped her unique approach to financial freedom and empower yourself to make healthy choices. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people make better money d...
150 - Master Your Emotions on the Financial Rollercoaster
March 12, 2024 09:00 - 30 minutes - 20.7 MBImagine making a smart investment, then watching the market plunge. Panic sets in, your dream yacht vanishes, and "lost money" haunts you. This episode equips you to navigate emotional waves and make calmer financial decisions. Learn how to anchor your well-being and ride the market with confidence! A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating fin...
Master Your Emotions on the Financial Rollercoaster - #150
March 12, 2024 09:00 - 30 minutes - 20.7 MBImagine making a smart investment, then watching the market plunge. Panic sets in, your dream yacht vanishes, and "lost money" haunts you. This episode equips you to navigate emotional waves and make calmer financial decisions. Learn how to anchor your well-being and ride the market with confidence! A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating fin...
Uncovering Hidden Gems – AI vs. Authentic Intelligence with Susan Bradley - Part 2 - #149
March 05, 2024 10:00 - 26 minutes - 18.3 MBDive deeper with Susan and Rick as they continue their captivating conversation. Explore how Susan's work with financial planners empowers financial therapists. They'll delve into the future, questioning the role of Artificial Intelligence and championing the power of Authentic Intelligence in both professions. Get ready for insightful perspectives and a glimpse into the evolving landscape of financial wellness. #money #values #financialplanning #financialtherapy #financialpodcast #rickkahl...
Uncovering Hidden Gems – AI vs. Authentic Intelligence with Susan Bradley - Part 2
March 05, 2024 10:00 - 26 minutes - 18.3 MBDive deeper with Susan and Rick as they continue their captivating conversation. Explore how Susan's work with financial planners empowers financial therapists. They'll delve into the future, questioning the role of Artificial Intelligence and championing the power of Authentic Intelligence in both professions. Get ready for insightful perspectives and a glimpse into the evolving landscape of financial wellness. #money #values #financialplanning #financialtherapy #financialpodcast #rickkahl...
149 - Uncovering Hidden Gems – AI vs. Authentic Intelligence with Susan Bradley - Part 2
March 05, 2024 10:00 - 26 minutes - 18.3 MBDive deeper with Susan and Rick as they continue their captivating conversation. Explore how Susan's work with financial planners empowers financial therapists. They'll delve into the future, questioning the role of Artificial Intelligence and championing the power of Authentic Intelligence in both professions. Get ready for insightful perspectives and a glimpse into the evolving landscape of financial wellness. #money #values #financialplanning #financialtherapy #financialpodcast #rickkahl...
Uncovering Hidden Gems – The Intersection of Financial Transitions & Financial Therapy with Susan Bradley – Part 1 - #148
February 27, 2024 10:00 - 30 minutes - 21.2 MBBuckle up for a thought-provoking ride with Susan Bradley and Rick! Decades of conversations, never recorded until now, unfold as they explore the groundbreaking intersection of financial transitions and financial therapy. Be surprised as they uncover hidden gems, sparking insights for financial planners and therapists alike. Join this spontaneous, unrehearsed discussion and discover how financial well-being goes deeper than just numbers. A podcast that blends the nuts and bolts of financi...
148 - Uncovering Hidden Gems – The Intersection of Financial Transitions & Financial Therapy with Susan Bradley – Part 1
February 27, 2024 10:00 - 30 minutes - 21.2 MBBuckle up for a thought-provoking ride with Susan Bradley and Rick! Decades of conversations, never recorded until now, unfold as they explore the groundbreaking intersection of financial transitions and financial therapy. Be surprised as they uncover hidden gems, sparking insights for financial planners and therapists alike. Join this spontaneous, unrehearsed discussion and discover how financial well-being goes deeper than just numbers. A podcast that blends the nuts and bolts of financi...
147 - A Fiduciary Advisor Is Not Enough Anymore
February 20, 2024 10:00 - 30 minutes - 20.9 MBThe real issue isn’t whether your financial advisor is a fiduciary, it’s whether they have a conflict of interest. Here is the sad truth. Most Americans believe they already receive objective, fiduciary advice. The overwhelming odds are that they don’t, especially if the advisor has a conflict of interest over how they are paid. Some data suggests less than 3% of financial advisors are free of a compensation conflict-of-interest. A podcast that blends the nuts and bolts of financial advic...
A Fiduciary Advisor Is Not Enough Anymore - #147
February 20, 2024 10:00 - 30 minutes - 20.9 MBThe real issue isn’t whether your financial advisor is a fiduciary, it’s whether they have a conflict of interest. Here is the sad truth. Most Americans believe they already receive objective, fiduciary advice. The overwhelming odds are that they don’t, especially if the advisor has a conflict of interest over how they are paid. Some data suggests less than 3% of financial advisors are free of a compensation conflict-of-interest. A podcast that blends the nuts and bolts of financial advic...
146 - One Set of Money Scripts We Don’t Talk About
February 13, 2024 10:00 - 29 minutes - 20.5 MBWhat money scripts has Rick never thought of, has he never covered in any of the books he’s authored? Surveys show that if the average American didn’t have these money scripts, they would do things differently. Every American has money scripts on this topic, and yet it isn’t a topic that is top on the list to discuss on date night, or any other night. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has help...
One Set of Money Scripts We Don’t Talk About - #146
February 13, 2024 10:00 - 29 minutes - 20.5 MBWhat money scripts has Rick never thought of, has he never covered in any of the books he’s authored? Surveys show that if the average American didn’t have these money scripts, they would do things differently. Every American has money scripts on this topic, and yet it isn’t a topic that is top on the list to discuss on date night, or any other night. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has help...
Understanding the Emotional Landscape of Debt Forgiveness - #145
February 06, 2024 21:00 - 29 minutes - 20.3 MBEmbark on an insightful journey as we explore the nuanced emotions surrounding student loan forgiveness in this episode. Prompted by a recent inquiry from a talk-show host, Rick delves into the emotional terrain, especially for those who never carried student debt or did not qualify for forgiveness programs. What might it feel like for individuals who paid off their student loans or whose education debt isn't eligible for forgiveness, to witness others being relieved of their financial burde...
145 - Understanding the Emotional Landscape of Debt Forgiveness
February 06, 2024 21:00 - 29 minutes - 20.3 MBEmbark on an insightful journey as we explore the nuanced emotions surrounding student loan forgiveness in this episode. Prompted by a recent inquiry from a talk-show host, Rick delves into the emotional terrain, especially for those who never carried student debt or did not qualify for forgiveness programs. What might it feel like for individuals who paid off their student loans or whose education debt isn't eligible for forgiveness, to witness others being relieved of their financial burde...
Beyond Roadblocks: Unleashing Productive Conversations - #144
January 30, 2024 10:00 - 26 minutes - 18.6 MBStuck in conversation quicksand? Words go in, progress comes out… nowhere? It's not you, it's the 12 communication roadblocks lurking everywhere! These sneaky hurdles focus on your agenda, not the other person’s needs, leaving them defensive, overwhelmed, and the productive conversation you crave in the dust. But wait! There's light beyond the roadblocks! This episode uncovers all 12 culprits, showing you how they sabotage even the best intentions. You'll learn to spot them in the wild, mas...
144 - Beyond Roadblocks: Unleashing Productive Conversations
January 30, 2024 10:00 - 26 minutes - 18.6 MBThese 12 roadblocks can prevent you or your clients from listening effectively because they focus on the professional’s agenda rather than the client’s needs. They can also leave the listener on the defensive or feeling a plethora of emotions, which makes it very difficult to have a productive conversation. After listening to these 12 Roadblocks, you may be left thinking, as I was, “what’s left?” Find out! A podcast that blends the nuts and bolts of financial advice with the emotions that ...
Empower, Don't Advise: Unlocking People's Potential - #143
January 23, 2024 10:00 - 29 minutes - 20.2 MBEver find yourself drowning in a sea of financial advice? We are hesitant, decisions stalled, progress stuck. We all encounter this at some time in life. In this episode, we dive deep into the hidden currents of the "advice trap," exploring why unsolicited wisdom can actually paralyze action. Learn to navigate the murky waters of psychology, where seeking guidance often masks an unwillingness to commit. Discover the liberating power of shifting from handholding to self-efficacy, where well-...
143 - Empower, Don't Advise: Unlocking People's Potential
January 23, 2024 10:00 - 29 minutes - 20.2 MBMost professionals make their living giving advice. Many of us go to lawyers, doctors, therapists, accountants, and financial planners for their advice. Early in my career I was more than willing, even eager, to oblige dispensing advice, solicited or not. At the heart of seeking advice is when we may be contemplating making a change in the status quo, I say “contemplating” because when we ask advice, we are often not completely ready to take action and follow that advice. Today, I try to av...
142 - Resistance Means You’re Moving Too Fast
January 16, 2024 10:00 - 28 minutes - 20.2 MB“When you meet resistance, you are moving too fast.” This is a truism that I hold to when it comes to relationships, especially in my capacity as a financial therapist. The illusion is that people come to financial planners and therapists for financial advice. Financial professionals often assume that when they give advice that would seem an obvious solution to a problem, the client will take it, act on it, and profusely thank the planner for their wisdom. That is often magical thinking. In...
Resistance Means You’re Moving Too Fast - #142
January 16, 2024 10:00 - 28 minutes - 20.2 MB“When you meet resistance, you are moving too fast.” This is a truism that I hold to when it comes to relationships, especially in my capacity as a financial therapist. The illusion is that people come to financial planners and therapists for financial advice. Financial professionals often assume that when they give advice that would seem an obvious solution to a problem, the client will take it, act on it, and profusely thank the planner for their wisdom. That is often magical thinking. In...
141 - Talking Money, a Taboo Topic in Both the US and Africa
January 09, 2024 10:00 - 27 minutes - 19.5 MB“Money conversations are hard; people refuse to talk about money.” We know that is true in the US, and it’s equally true in Africa. Join Rick in an interview with Peter Kwadwo Asare Nyarko, the Executive Director of the Centre for Financial Literacy Education Africa. In bringing his passion for financial wellbeing to Africa and building a successful organization in 13 African countries, there were times when he felt like giving up. “Money Skills are 21st century survival skills,” and that do...
Talking Money, a Taboo Topic in Both the US and Africa - #141
January 09, 2024 10:00 - 27 minutes - 19.5 MB“Money conversations are hard; people refuse to talk about money.” We know that is true in the US, and it’s equally true in Africa. Join Rick in an interview with Peter Kwadwo Asare Nyarko, the Executive Director of the Centre for Financial Literacy Education Africa. In bringing his passion for financial wellbeing to Africa and building a successful organization in 13 African countries, there were times when he felt like giving up. “Money Skills are 21st century survival skills,” and that do...
140 - A Dire Prediction With a Massive Miss
January 02, 2024 10:00 - 28 minutes - 19.8 MBAt the height of the pandemic recession, a June 22, 2020, headline in The Capitalist.com caught my eye: “Dollar Will Plunge 35%, Lose Status as World Reserve Currency.” This was quoting Stephen Roach, a senior fellow at Yale University and the former chairman of Morgan Stanley Asia, someone who is well respected by his peers. As it turned out, he was wrong and some who followed his advice lost millions. Why are vulnerable parts of us with “unfinished business: so susceptible to following gu...
A Dire Prediction With a Massive Miss - #140
January 02, 2024 10:00 - 28 minutes - 19.8 MBAt the height of the pandemic recession, a June 22, 2020, headline in The Capitalist.com caught my eye: “Dollar Will Plunge 35%, Lose Status as World Reserve Currency.” This was quoting Stephen Roach, a senior fellow at Yale University and the former chairman of Morgan Stanley Asia, someone who is well respected by his peers. As it turned out, he was wrong and some who followed his advice lost millions. Why are vulnerable parts of us with “unfinished business: so susceptible to following gu...
Cognitive Biases That Harm Long Term Care Decisions - #139
December 26, 2023 10:00 - 28 minutes - 19.5 MBNeeding long-term care (LTC) is largely not something that is an unknown. This issue isn’t “if,” it’s “when.” I was recently talking with a client about the difficulty in having instant options available when deciding to go into independent or assisted living. LTC facilities often have waiting lists that are months or years long. When you need a unit now, options can be non-existent. And three long-term biases often keep us from acting in time to avert a crisis. In many cases people need t...
139 - Cognitive Biases That Harm Long Term Care Decisions
December 26, 2023 10:00 - 28 minutes - 19.5 MBNeeding long-term care (LTC) is largely not something that is an unknown. This issue isn’t “if,” it’s “when.” I was recently talking with a client about the difficulty in having instant options available when deciding to go into independent or assisted living. LTC facilities often have waiting lists that are months or years long. When you need a unit now, options can be non-existent. And three long-term biases often keep us from acting in time to avert a crisis. In many cases people need t...
Transitioning to Full-Time Travelers with Tamala Floyd #138
December 19, 2023 10:00 - 29 minutes - 20.3 MBLearn how Tamala Floyd, Certified IFS Therapist and Lead Trainer, transitioned her life to become a full-time traveler at no additional cost to, or significant change in, her lifestyle. She explains the preparation, both financially and emotionally, that it took to embark on this grand adventure, which may surprise you as much as it did Rick! A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people m...
138 - Transitioning to Full-Time Travelers with Tamala Floyd
December 19, 2023 10:00 - 29 minutes - 20.3 MBLearn how Tamala Floyd, Certified IFS Therapist and Lead Trainer, transitioned her life to become a full-time traveler at no additional cost to, or significant change in, her lifestyle. She explains the preparation, both financially and emotionally, that it took to embark on this grand adventure, which may surprise you as much as it did Rick! A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I™, has helped people m...
137 - Faux Financial Intimacy
December 12, 2023 10:00 - 28 minutes - 19.7 MBAre you and your spouse truly aligned when it comes to finances? Do you rarely experience conflicts about money? If so, you might have achieved financial intimacy in your relationship. Financial intimacy, however, goes beyond merely sharing financial information; it involves feeling safe and comfortable discussing any money-related topic with your partner. This level of intimacy requires vulnerability and honesty about your feelings, beliefs, needs, and behaviors around money. Unfortunately,...
Faux Financial Intimacy #137
December 12, 2023 10:00 - 28 minutes - 19.6 MBAre you and your spouse truly aligned when it comes to finances? Do you rarely experience conflicts about money? If so, you might have achieved financial intimacy in your relationship. Financial intimacy, however, goes beyond merely sharing financial information; it involves feeling safe and comfortable discussing any money-related topic with your partner. This level of intimacy requires vulnerability and honesty about your feelings, beliefs, needs, and behaviors around money. Unfortunately,...
Toxic Financial Positivity - #136
December 05, 2023 10:00 - 29 minutes - 20.3 MBPositive thinking about money can be beneficial, but it can also be harmful if it leads us to suppress our emotions. Emotions like joy, gratitude, and love are crucial for making sound financial decisions. However, when we deny ourselves the opportunity to fully experience our emotions, it can negatively impact our mental and financial well-being. Take a quick quiz to see if you, or those close to you, might be caught up in toxic financial positivity. A podcast that blends the nuts and bolt...
136 - Toxic Financial Positivity
December 05, 2023 10:00 - 29 minutes - 20.3 MBPositive thinking about money can be beneficial, but it can also be harmful if it leads us to suppress our emotions. Emotions like joy, gratitude, and love are crucial for making sound financial decisions. However, when we deny ourselves the opportunity to fully experience our emotions, it can negatively impact our mental and financial well-being. Take a quick quiz to see if you, or those close to you, might be caught up in toxic financial positivity. A podcast that blends the nuts and bolt...
Resistance Means You're Moving Too Fast - #135
November 28, 2023 10:00 - 29 minutes - 20.2 MBIn 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 ...
135 - Resistance Means You're Moving Too Fast
November 28, 2023 10:00 - 29 minutes - 20.2 MBIn 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 ...
134 - Exploring Money Scripts of Around Long-Term Care
November 21, 2023 05:00 - 30 minutes - 21.1 MBIn Charles Dickens' "A Tale of Two Cities," he expertly demonstrates that appearances can be deceiving. This theme extends beyond the novel and applies to various aspects of life, including the contrasting approaches to long-term care taken by two seemingly similar families. Both families share numerous similarities in terms of race, political parties, religious beliefs, sexual orientation, family size, age, income, and net worth. At first glance, one might assume that their approaches to lo...
133 – How Much Do Emotions Affect Your Definition of Rich?
November 14, 2023 10:00 - 29 minutes - 20.3 MBHow much money do you need to have to be considered rich or wealthy? The best answer is “it depends,” considering your definitions of rich and wealthy. Are they terms defined by one’s net worth, income, or overall wellbeing? Is the context local, national, or global? Depending on the definition, one could qualify as rich in one context and impoverished in another. A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them. Rick Kahler, CFP®, CFT-I...
132 - The Money Scripts of Paying a Child for In-home Healthcare
November 07, 2023 10:00 - 29 minutes - 20.4 MBWith people living longer, I've noticed that my older clients, who are particularly aware of their declining physical capacities, are increasingly open to the idea of receiving in-home health care, can be expensive, and many seniors may struggle to afford all the in-home care they really need. One potential solution for seniors who require in-home care but can't afford professional caregivers is to compensate a child or another family member for providing the necessary assistance. However, t...
131 - Rick's Recap of the 2023 FTA Conference
October 31, 2023 09:00 - 29 minutes - 20.5 MBWhat is the Financial Therapy Association? Rick recently attended the 14th Financial Therapy Conference held in Charlotte, NC. He talks a little about the history of this relatively new organization and a few of his personal highlights of the many discussions he had with so many in attendance, both legends and first timers. He gives some insights as to future projects, sessions, and podcasts that are on his mind. A podcast that blends the nuts and bolts of financial advice with the emoti...
130 – If Only My Partner Would Change, Things Would Be Great!
October 24, 2023 09:00 - 30 minutes - 20.7 MB“If my partner would change, we would resolve our conflict about when and where we should retire!” “My spouse doesn’t understand that I work hard for us!” These are common statements uttered in frustration about money and work conflicts. So, how do couples make their conversations constructive and create financial intimacy? Rick’s guest Deb Kaplan shares how to utilize the tools necessary for a constructive conversation: listen, suspend judgment, become curious, practice compassion, and foc...
129 - What Can Be Emotional About Travel Insurance?
October 17, 2023 09:00 - 24 minutes - 17 MBOne important thing to take along when you travel abroad is travel insurance. I needed to use mine on three international trips this year, one to London in January, one to Puerto Rico that I didn’t take in February, and one to Budapest in May. These are the only international trips I’ve taken since January 2020. Obviously, my post-pandemic travel is not going well. While traveling back to the U.S. with a 102-degree fever is miserable, the pain is even worse if you don’t have medical coverage...
128 - Dealing With The Emotional Trauma of Insolvency
October 10, 2023 09:00 - 29 minutes - 20.1 MBPersonal bankruptcy is not something I’ve addressed in the podcast, which surprises me given the approximately one million people a year who file for bankruptcy in the U.S. I’ll be the first to admit that listening to a podcast on insolvency or bankruptcy doesn’t relate to most of us, however by one source 25% of us are insolvent. The topic can be as scintillating as reading about the details of estate planning or planning a funeral. It’s easy to hit the delete key and move on to happier ...