#226 - The Labor of Dying
What if the hardest financial planning work isn’t about numbers—but sitting with someone who’s dying? Rose Zealand reframes birth and death as parallel forms of “labor,” involving both the individual and their circle of care. She exposes a critical gap in traditional planning: when a midlife diagno…
#227 - Witnessing Heals More Than You Think
What if the most powerful thing you could offer another person isn’t advice—but presence? In this conversation, Rick Kahler explores a profound shift in financial therapy through the lens of end-of-life work: the quiet power of “witnessing.” Drawing on insights from death doula Rose Zealand, he rev…
#228 Adult Children—Who’s Watching Your Parents’ Money?
Rick Kahler spotlights the overlooked impact of a daily money manager through Maggie Knowles’ in-home work with seniors—where the real value isn’t just paying bills, but serving as an emotionally attuned gatekeeper. Sitting at kitchen tables, she catches costly errors, notices subtle shifts, and br…
Ep 125: Financial Therapy
Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CIFSP, is a pioneer in integrating financial planning and psychology. Rick is a co-founder of financial therapy and a founding board member and Past-Chair of the Financial Therapy Association. In 2021 he also founded IFS Informed Financial Therapy™. He is a Cer…
Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler
You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the most carefully considered succession plans can unravel, forc…
#229 She Hit Her Freedom Number — and Nothing Got Better
Prudence Zhu did everything right. She grew up in China, worked private equity in West Africa, earned an MBA, built a career in corporate finance, invested in real estate and stocks, and spent decades working toward her freedom number. Then she hit it — and nothing changed. The problems she thought…
#230 Your Parts Are Running Your Dating Life — Not You
Most people go into a relationship hoping chemistry is enough — Dr. Kristine Anthis has sat with enough couples in deep pain to know it isn't. In this conversation with Rick Kahler, the IFS-trained psychologist and certified matchmaker reveals what traditional matchmaking almost never touches: the …
#231 The Biggest Money Myth Ruining Your Dating Life
Nobody on a first date asks about money scripts. But according to Dr. Kristine Anthes, that silence is where relationships start breaking down. In this follow-up conversation with Rick Kahler, Kristine gets into the mechanics of IFS-informed matchmaking — how she prepares clients before a date, deb…
#232 The Boxes in the Caregiver’s Attic
Every time a caregiver sets something aside to deal with later, a box gets added to the attic. Then the garage. Then the crawlspace. Then the storage unit down the street. In this conversation with Rick Kahler, death doula and financial planner Rose explores what happens when helpers — caregivers, …
#233 Breanna Blaney's Journey From Private Equity to Purpose
Breanna Blaney spent years at war with herself — one side chasing money in private equity, the other on a meditation cushion wondering if any of it mattered. That tension broke open when she looked around at clients who had more wealth than they could ever spend and still weren't fulfilled. In this…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,821,944و قسمت های195,422,442بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
سرمایه‌گذاری روی دانش بیشترین بازده را دارد؛ پس پادکست گوش می‌دهم.
‐ Benjamin "Llamacorn" Franklin
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
