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  • Writer's pictureTravis Parry

Ep 60: Financial Planning and Psychology with Rick Kahler




More About This Episode:

Today’s guest is Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, CCIM, and the president of Kahler Financial Group. Rick is a pioneer in integrating financial planning and psychology, is one of the founders of financial therapy, and is recognized internationally for his pioneering work in that field.

In this episode, Rick Kahler shares the ups and downs that led to his passion for financial planning and psychology. We will dive deep into self-reflection, seeking balance, and the traps many advisors fall into.

Join us today to learn about these things:

· Here is how Rick got started on his journey to integrating finance and psychology. (2:23)

· Rick struggled with workaholism, and here is the process that led him to recovery. (6:57)

· Is it a hobby, or is it work? (11:02)

· Here is what Rick has seen that many advisors struggle with. (7:33)


More about our guest:


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