Breanna Blaney spent years at war with herself — one side chasing money in private equity, the other on a meditation cushion wondering if any of it mattered. That tension broke open when she looked around at clients who had more wealth than they could ever spend and still weren't fulfilled. In this conversation with Rick Kahler, Blaney talks about what drove her to build the Anya Institute and the Integrative Wealth Advisor certification, where advisors maintain a daily self-connection practice and spend months doing their own inner work before sitting across from a client. She lays out her human operating systems framework — survival, achievement, creation — and argues that most of the profession is stuck in achievement mode, treating money as a scorecard instead of asking what it's actually in service of. Her bigger point is that advisors have a rare door into someone's entire life, and most aren't walking through it 

 #BreannaBlaney, #RickKahler, #FinancialTherapy, #IntegrativeWealth, #WealthManagement, #FinancialPlanning, #MoneyMindset, #BehavioralFinance, #HolisticFinance, #FinancialWellness, #PurposeDriven, #MoneyAndMeaning, #EmotionalIntelligence, #PersonalGrowth, #InnerWork, #SelfConnection, #AdvisorDevelopment, #WealthAdvisor, #LeadershipDevelopment, #ConsciousLeadership, #HumanOperatingSystems, #MeaningfulWealth, #LifePurpose, #AdvancedWellbeing 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Every time a caregiver sets something aside to deal with later, a box gets added to the attic. Then the garage. Then the crawlspace. Then the storage unit down the street. In this conversation with Rick Kahler, death doula and financial planner Rose explores what happens when helpers — caregivers, financial professionals, first responders — never go back for step two. She describes witnessing as one of the most transformational acts one human can offer another, and explains why it demands more interior work than most people realize. Rick connects her insights to IFS in ways that surprise even him. The two land on a truth that applies far beyond end-of-life care: you can't take a client somewhere you haven't gone yourself, and the boxes you haven't unpacked have a way of showing up anyway, usually at the worst possible moment.

 #RoseZealand, #RickKahler, #DeathDoula, #FinancialPlanner, #FinancialTherapy, #Caregiving, #CaregiverSupport, #Witnessing, #IFS, #InternalFamilySystems, #EmotionalHealing, #GriefSupport, #EndOfLifeCare, #MentalWellness, #BurnoutPrevention, #CompassionFatigue, #HelpingProfessionals, #FinancialPsychology, #EmotionalResilience, #PersonalGrowth, #TraumaInformedCare, #SelfAwareness, #HolisticHealing, #FinancialWellness, #LifeTransitions, #EmotionalIntelligence, #TherapeuticPresence, #HealingJourney, #ProfessionalDevelopment, #ClientCare 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Nobody on a first date asks about money scripts. But according to Dr. Kristine Anthes, that silence is where relationships start breaking down. In this follow-up conversation with Rick Kahler, Kristine gets into the mechanics of IFS-informed matchmaking — how she prepares clients before a date, debriefs them after, and slowly brings money into the conversation through values rather than net worth. Rick shares his own story of insisting on a prenup, watching parts take over the negotiation, and ending up without one. The real insight isn't about what someone earns or owns — it's about psychological flexibility, whether a person's money parts are rigid or can bend. Two people with identical net worth can still be financially incompatible. Two people with different financial pictures can thrive. What actually predicts the relationship is what's running underneath the numbers. 

 #DrKristineAnthes, #KristineAnthes, #RickKahler, #FinancialTherapy, #MoneyScripts, #InternalFamilySystems, #IFS, #RelationshipPsychology, #FinancialCompatibility, #EmotionalCompatibility, #CouplesAndMoney, #MoneyMindset, #PsychologyOfMoney, #BehavioralFinance, #FinancialPsychology, #DatingAdvice, #HealthyRelationships, #CouplesTherapy, #RelationshipCoaching, #Prenup, #LoveAndMoney, #FinancialWellness, #RelationshipValues, #EmotionalIntelligence, #PersonalFinance, #MoneyConversations, #ConsciousDating, #RelationshipGoals, #EmotionalHealing, #FinancialLiteracy 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Most people go into a relationship hoping chemistry is enough — Dr. Kristine Anthis has sat with enough couples in deep pain to know it isn't. In this conversation with Rick Kahler, the IFS-trained psychologist and certified matchmaker reveals what traditional matchmaking almost never touches: the internal parts that choose our partners for us, and the money scripts quietly running the relationship before the first date ends. She describes a woman who keeps almost signing up, always one career milestone away from being ready for love, and you can feel the protector in the room. Rick and Kristine are building something the field has never seen: an emotional and financial compatibility framework designed to prevent the rupture that couples therapy has to repair years too late. What if the person you chose wasn't really chosen by you? 

 #DrKristineAnthis, #KristineAnthis, #RickKahler, #FinancialTherapy, #InternalFamilySystems, #IFS, #MoneyScripts, #RelationshipPsychology, #CouplesTherapy, #RelationshipCompatibility, #EmotionalCompatibility, #FinancialCompatibility, #Matchmaking, #DatingAdvice, #HealthyRelationships, #MoneyMindset, #FinancialPsychology, #PsychologyOfMoney, #LoveAndMoney, #RelationshipGoals 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Prudence Zhu did everything right. She grew up in China, worked private equity in West Africa, earned an MBA, built a career in corporate finance, invested in real estate and stocks, and spent decades working toward her freedom number. Then she hit it — and nothing changed. The problems she thought money would solve were still there, sharper than ever. In this conversation with Rick Kahler, the certified financial therapist and author of A Couples Guide to Money unpacks what that anti-climactic moment taught her about the difference between financial knowledge and financial healing. She introduces her three-tier money scripts framework — what you believe alone, what you believe as a couple, and what culture and family wired into both of you long before you met. Hitting your number isn't the finish line. For a lot of people, it's where the real work finally begins. 

 #PrudenceZhu, #RickKahler, #FinancialTherapy, #MoneyScripts, #FreedomNumber, #FinancialFreedom, #FinancialHealing, #MoneyMindset, #BehavioralFinance, #FinancialPsychology, #CouplesAndMoney, #MoneyBeliefs, #FinancialWellness, #WealthMindset, #PersonalFinance, #FinancialIndependence, #PsychologyOfMoney, #MoneyAndRelationships, #FinancialGrowth, #FinancialEducation 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Rick Kahler spotlights the overlooked impact of a daily money manager through Maggie Knowles’ in-home work with seniors—where the real value isn’t just paying bills, but serving as an emotionally attuned gatekeeper. Sitting at kitchen tables, she catches costly errors, notices subtle shifts, and brings awareness to decisions that others—planners, accountants, even family—rarely see. In that space, trust becomes everything. With no authority to decide, she instead guides, reflects, and raises flags when something feels off, blending practical oversight with emotional intelligence. The result is a unique layer of protection and clarity—helping seniors stay independent longer while ensuring their financial lives remain grounded, visible, and cared for in ways traditional roles simply don’t provide.

 #RickKahler, #MaggieKnowles, #DailyMoneyManager, #SeniorCare, #AgingInPlace, #FinancialCaregiving, #FinancialWellness, #MoneyManagement, #SeniorFinancialCare, #FinancialProtection, #ElderCare, #FinancialPlanning, #CareCoordination, #FinancialOversight, #FraudPrevention, #FinancialSecurity, #MoneyAndAging, #IndependentLiving, #TrustedAdvisor, #BehavioralFinance, #EmotionalIntelligence, #ClientCare, #FinancialAdvocacy, #ElderFinancialSafety, #PersonalFinance, #CaregiverSupport, #FinancialProfessionals, #AgingAdults, #LoveAndMoneyPodcast, #FinancialTherapy, 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

What if the most powerful thing you could offer another person isn’t advice—but presence? In this conversation, Rick Kahler explores a profound shift in financial therapy through the lens of end-of-life work: the quiet power of “witnessing.” Drawing on insights from death doula Rose Zealand, he reveals how transformation doesn’t come from fixing—but from creating a space of non-judgment where clients feel fully seen. In that space, burdens begin to loosen on their own. The conversation also exposes a hidden truth about burnout: it’s not just doing too much—it’s what helpers don’t process. Ultimately, growth isn’t a technique, but an ongoing practice of doing your own work before holding space for others.

 #RickKahler, #RoseZealand, #FinancialTherapy, #DeathDoula, #EndOfLifePlanning, #Witnessing, #HoldingSpace, #ClientCare, #EmotionalWellness, #MoneyAndEmotions, #BehavioralFinance, #FinancialWellness, #CompassionateCare, #PersonalGrowth, #SelfAwareness, #BurnoutPrevention, #MentalHealth, #HelpingProfessionals, #FinancialAdvisor, #TherapeuticPractice, #EmotionalIntelligence, #MindfulLeadership, #ProfessionalDevelopment, #ClientRelationships, #HumanConnection, #TransformationalGrowth, #NonJudgment, #FinancialProfessionals, #LoveAndMoneyPodcast, #HealingAndGrowth, 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

What if the hardest financial planning work isn’t about numbers—but sitting with someone who’s dying? Rose Zealand reframes birth and death as parallel forms of “labor,” involving both the individual and their circle of care. She exposes a critical gap in traditional planning: when a midlife diagnosis hits, technical advice collides with shock and emotional shutdown. As both CFP® and death doula, she works in that space—where timing matters more than urgency. Push too fast, and clients retreat. Move with readiness, and real progress begins. Her insight is clear: money shapes care, but presence and trust determine whether planning can actually happen. 

 #FinancialPlanning #FinancialTherapy #EstatePlanning #EndOfLifePlanning #DeathDoula #CFP #FinancialAdvisor #CarePlanning #LegacyPlanning #LifeTransitions #MoneyAndEmotions #BehavioralFinance #FinancialWellness #PersonalFinance #FinancialEducation #Caregiving #TrustAndPlanning #ClientRelationships #MidlifeTransitions #FinancialConversations #MoneyMatters #EmotionalWellbeing #WealthPlanning #FamilyCare #FinancialProfessionals #FuturePlanning #FinancialHealth #LifePlanning #RoseZealand #LoveAndMoneyPodcast 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Under the leadership of Dr. Megan Ford, the University of Georgia is training the next generation of financial therapists in a way few institutions can. Inside the Love and Money Center, financial planning students and couple and family therapy students learn side by side—sometimes even sitting together with real clients as money stress and relationship conflict unfold in real time. Rather than separating numbers from emotions, Dr. Ford’s model teaches future professionals how deeply intertwined they are and how to collaborate when those worlds collide. With low- to no-cost services for the community and structured supervision for students, this isn’t just interdisciplinary education—it’s the intentional shaping of a new profession 

 #FinancialTherapy #FinancialTherapist #MoneyAndRelationships #FinancialPlanning #CouplesTherapy #FamilyTherapy #BehavioralFinance #MoneyMindset #FinancialWellness #FinancialEducation #UniversityOfGeorgia #FutureOfFinance #MoneyStress #RelationshipHealth #PersonalFinance 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values.. 

Why do smart, capable people ignore advice they genuinely believe is good for them? In this episode, Joy Slabaugh—a CFP® and Certified Internal Family Systems (IFS) Therapist—joins the conversation to explore why behavior change rarely comes from better information alone. Joy explains how IFS helps financial planners understand the internal conflicts people experience around money, and why working with “parts” often succeeds where logic, pressure, and persuasion fail. The discussion reframes the advisor’s role—not as fixing or convincing—but as facilitating self-led clarity, trust, and follow-through, offering a powerful framework that benefits both the people seeking help and the professionals who serve them.

 #financialtherapy, #behavioralfinance, #moneymindset, #internalfamilysystems, #IFStherapy, #moneypsychology, #financialplanning, #advisorlife, #clientbehavior, #behaviorchange, #emotionalintelligence, #selfleadership, #mindsetmatters, #moneyhabits, #financialwellness, #trusttheprocess, #innerwork, #clientrelationships, #financialadvisor, #psychologyofmoney, #decisionmaking, #humanbehavior, #moneycoaching, #professionaldevelopment, #advisorypractice 

A podcast that blends the nuts and bolts of financial advice with the emotions that drive our money decisions.
Join Rick Kahler, CFP®, CFT™, as he blends practical financial wisdom with the emotional insights that shape our choices. Discover how financial therapy can help you make money decisions that truly align with your values..