#198 - Why Most Financial Planners Aren’t Equipped To Help Couples—And How To Find One The Financial Therapy Podcast

Content provided by Rick Kahler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick Kahler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The Financial Therapy Podcast - It's Not Just About The Money »
#198 - Why Most Financial Planners Aren’t Equipped to Help Couples—And How to Find One

6d ago 28:33

MP3•Episode home

Merging finances as a couple isn’t just about numbers—it’s about navigating emotions, values, and long-held money beliefs. Many financial planners aren’t trained to handle the dynamics of couples’ financial decision-making, which can lead to unresolved conflicts and misaligned goals. But some advisors are embracing skills from financial therapy and conflict resolution to better support couples in making shared financial choices. Rick Kahler shares insights from his own journey, including training designed for couples therapists, to help couples find an advisor who truly understands their unique challenges. The right planner can help both partners feel heard, reduce money conflicts, and create a financial plan that works for both.

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 financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

198 episodes

#Trading #Business #Rick Kahler #Financial Therapy #Financial Coaching #Life Planning #Financial Psychology #Money Issues #Money Scripts #Fitness #Mental Health #Society #Relationship #Therapy