NextGen Planners Podcast

By Russell Kroeger, CFP®, EA

Dec 16
NextGen Planners Podcast

Question Adam asks Russell:

  • Russell’s background in Financial Planning
  • What he does and who he works with
  • His thoughts on serving younger clients
  • Why he co authored a research paper for the Journal of Financial Planning
  • What is policy based financial planning?



About the Author

Explorer of life, ideas, possibilities, and limitations. Nothing of me is original, I am the combined effort of everyone I've ever known. #UtProsim