About this session
Let's face it, money and emotion go hand in hand in nearly every financial planning conversation, whether we like it or not. “Financial Therapy” isn’t just the latest buzzword; it’s a growing area of practice that Dick Wagner, building on Rick Kahler’s work, saw as essential to the profession’s future in Financial Planning 3.0.
In this session, we’ll take a candid look at why financial therapy is gaining traction and what it means for today’s planners. We’ll explore:
- The emotional and cognitive barriers that derail both clients and advisors.
- Common myths that keep professionals from engaging more deeply.
- Why the most effective planners serve as guides—not therapists, but trusted sources of perspective.
We’ll clarify what financial therapy is (and isn’t), how it aligns with Wagner’s vision for a more holistic approach, and what it looks like in practice. You’ll leave with practical ways to start building skill in this area, regardless of your current role, level of experience, or skepticism.
Whether you're just beginning to explore the emotional side of money or already blending therapeutic insight into your work, this session will offer fresh perspective and actionable ideas to support clients in more meaningful ways.
Rick Kahler, MS, CFP®, CFT™, CeFT®, Founder of Kahler Financial Group
Friday, Aug 22, 2025
12:00 PM CT
Live Webinar
Rick Kahler
Presenter
Rick Kahler, MS, CFP®, CFT™, CeFT®, is a pioneer in integrating financial planning with psychology. As the founder of Kahler Financial Group, Rick became South Dakota’s first fee-only CFP® in 1983 and has been shaping the profession ever since.
Rick practices IFS Informed Financial Therapy, combining Internal Family Systems (IFS) with financial planning to help clients understand the deeper dynamics behind their money choices. He holds certifications as a Certified Financial Therapist™ and Certified Financial Transitionist®, and is a Certified IFS Practitioner. Rick co-founded the Financial Therapy Association and has been recognized as one of Investopedia’s 100 most influential financial advisors, as well as a recipient of InvestmentNews’ Innovator Award.
A Distinguished Adjunct Professor at Golden Gate University, Rick has co-authored seven books on money psychology and behavioral finance, including Conscious Finance and Facilitating Financial Health. His early work in financial therapy was featured on ABC’s 20/20 and highlighted by The Wall Street Journal.
Rick’s approach was influential in the late Dick Wagner introducing the concept of financial therapy as a necessary evolution in financial planning, as described in Wagner’s book, Financial Planning 3.0.
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