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.
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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..
