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 C...
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, fo...
#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 thoug...
#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: th...
#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, d...
#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 th...
#234 Most Advisors Skip the Real Work- Breanna Blaney on Mastery and Money
Most financial planners want the tools first. Give me the exercises, the frameworks, the scripts. Breanna Blaney says that impulse is the exact thing holding them back. In this conversation with Rick Kahler, Blaney lays out her integrative wealth approach, where advisors spend nearly four months ...
Estate Planning Awareness
To recognize National Estate Planning Awareness Week, here's a snippet from our recent webinar with Juliet Kalib and Rick Kahler. Juliet is a trusts and estates attorney and Rick is a fee-only financial planner as well as a financial therapist. If you want to see the full hour, you can sign up h...
#235 She Tripled Her Income After Grad School and Nothing Changed
PJ Gunter tripled her income after graduate school and nothing changed. Same debt, same borrowing, same cycle her parents modeled, her dad used to brag his credit was "bad enough to stand up and fight you." When she sought help, she got caught in a loop. The financial planner sent her to a thera...
