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By Deevra Norling Last year while working at a shop that sold premium (i.e. expensive) kitchen appliances and cookware, I swiped the bank card of a customer making a purchase and it returned an error message. His lightning quick response was, “But there is money. I have a million in that bank account.” Isn’t that […]

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By Phoebe Venable Married couples fight over money and oftentimes divorce over it. This continues to be borne out by research. But there’s a relatively new wrinkle to this ancient verity. Not only are more and more women joining the American workforce, but a full 40 percent of all households with children under the age […]

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By Karen Demasters Financial advisors need practical experience in using behavioral techniques to help their clients deal with their finances, says one of the founders of the Financial Psychology Institute. There has been a lot of talk about behavioral finance in recent years, notes Brad Klontz, who along with his father, Ted Klontz, founded the […]

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By FA Staff Occidental Asset Management LLC, a registered investment advisory firm based in San Francisco, has hired two new planners to expand its behavioral financial planning efforts, Occidental announced Tuesday. Dr. Brad Klontz and Brian Davis have joined Occidental as managing principals. Klontz has been appointed executive director of financial psychology and behavioral finance. […]

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By Jim Ethridge SAN FRANCISCO–(BUSINESS WIRE)–Occidental Asset Management, LLC (OCCAM), a rapidly growing registered investment advisory firm (RIA), today announces the appointments of two Managing Principals to the executive leadership team: Dr. Brad Klontz, Psy.D., CFP®, Executive Director of Financial Psychology & Behavioral Finance, and Brian Davis, Executive Director of Strategy & Organizational Development. Continue Reading

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A few spots are still open in the “Exquisite Listening” workshop to be presented by Dr. Ted Klontz in July. The workshop will be held Thursday through Saturday, July 16, 17, and 18, at the K Bar S Lodge near Keystone, a beautiful and comfortable site in the Black Hills of South Dakota. You might […]

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By Autumn Cafiero Giusti What if you could purchase a lottery ticket without spending any money? With a prize-linked savings account, you could actually win big bucks just for saving a few pennies. And programs that give people prizes for saving money could be coming soon to a bank near you, thanks to federal legislation […]

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By Chloe Della Costa Whether you’re a big spender or a saver, your level of financial health may not be what it appears. Almost every consumer knows what it’s like to be stressed out by financial decisions, but for some, it goes beyond the occasional stressor to an underlying psychological problem. That’s where financial therapists […]

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So Money with Farnoosh Torabi

Published on 07 May 2015 by | Category: News, Updates

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By Farnoosh Torabi Our guest today explains it all as his profession, Dr. Brad Klontz is an award-winning Financial Psychologist and a Certified Financial Planner. He works as an associate professor of Personal Financial Planning at Kansas State University, and a partner of Occidental Asset Management, LLC. It’s a fee-only investment advisory firm in Northern […]

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Huffington Post: 4 Better Ways to Spend Your Tax Refund

Published on 29 April 2015 by | Category: News, Updates

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By Molly Triffin Picture this: You wake up one morning and head outside to get the newspaper. Sitting there on the stoop is a bag with your name on it. You open it and find a wad of cash — totaling $3,120! Your mind starts to race as you think about how you’ll spend this […]

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