What can you and your kids do to assure your financial plan won’t be sabotaged by family money scripts? There are a number of steps to take and all require dealing with you and your children’s emotional vulnerabilities. Find out five specific steps that can guard against your financial plan going off the rails and sacrificing your emotional and financial wellbeing in your last years.
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The Biggest Risk to a Senior’s Financial Plan, Your Kids | Part Two
About Rick Kahler:
Rick Kahler, MSFP, CFP ® , CFT-1™, CeFT ® , Certified Internal Family Systems℠ Practitioner, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP ® ) in South Dakota in 1983. In 2020 he became one of the first Certified Financial Therapist-Level I (CFT-I™,) in the nation.
His firm, specializing in the integration of investment advising, financial planning, financial coaching, and financial therapy, serving small business and real estate owners, professionals, and retirees, as well as individuals and families.
He served on and chaired the South Dakota Investment Council and served in leadership capacities with the Financial Planning Association and the National Association of Financial Planning Advisors. Kahler is also a nationally renowned speaker and educator. In 2003, National American University recognized Mr. Kahler with the Alumni Distinguished Service Award.
Interested in working with Rick Kahler, MSFP, CFP®, CFT-1™, CeFT®, Certified Internal Family Systems℠ Practitioner? Please go to our website, Book a Financial Therapist Appointment and fill out a request for a 30-minute free consultation.
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