In this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money.
Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It was Buffett’s relationship with money that got him here – the idea that the wealthy have the duty to help fix the ills of society. We use Buffett to understand the common money scripts and how advisors should be identifying them within their clients.
- What exactly a money script is and how they are formed
- The four main categories money scripts fall into
- How advisors could identify their client’s beliefs and behaviours around money
- How to address and change negative money scripts
- And more
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About Our Guest:
His firm, specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele. Rick specializes in investment advising and financial planning services for business owners, professionals, and retirees.