All Posts by Russell Kroeger, CFP®, EA

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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

May 22

Make Your Life A Journey

By Russell Kroeger, CFP®, EA

(7-Minute Read) We’ve all heard some iteration of “life is a journey, not a destination”. But does that mean that destinations are wrong? And how do we know whether we are on a journey or whether we are simply moving toward a destination? On the surface we understand that we must overcome some distance to […]

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Apr 22

The Embarrassment of Riches

By Russell Kroeger, CFP®, EA

(10 Minute Read) Making a choice is tough. How can we determine what is meaningful enough to pursue?  What do we need to know to prepare for our journey? Who do we look to for insights to increase the probability of a preferred experience? When do we know if it is time to reorient our […]

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Mar 22

Don’t Tax Yourself

By Russell Kroeger, CFP®, EA

(10 Minute Read) It’s everyone’s favorite time of the year – Tax Season! I can’t tell you how often people ask me how to pay as little tax as possible. Because we want to act within the legal boundaries of our system, tax evasion strategies are out of the question. However, there are legal strategies […]

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Feb 22

The Space in Between

By Russell Kroeger, CFP®, EA

(5 Minute Read) We are often so consumed by the past (replaying it, explaining it, finding fault in it) or with the future (projecting it, fearing it, worshiping it) that it is easy to forget about The Space in Between. We are so busy moving from one activity to the next that we neglect what […]

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Jan 21

Life is Continuous

By Russell Kroeger, CFP®, EA

In honor of Mommom, my spunky 97-year-old grandmother who passed away on December 23rd, I’m sharing what started as a personal reflection of her life and love. What follows are lessons learned from my reflections, and questions that I will regularly revisit to help make sure Mommom’s life doesn’t end with her death. Mommom’s Life […]

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Presenting at 2018 FPA NorCal
Dec 16

Serving Young Professionals – An Inflection Point in Human Progress

By Russell Kroeger, CFP®, EA

Millennials are the largest generation in the United States and stand to inherit trillions of dollars in the coming decades. Serving young professionals is a growing segment and concern. Considering the technological and social forces affecting Millennials, Financial Planners have a unique opportunity to impact our society by serving this generation as they become the […]

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Far West Roundup
Dec 16

Far West Roundup – Presenter

By Russell Kroeger, CFP®, EA

The presenters for this session of the Far West Roundup (yes, they’re both Millennials…) will describe their three-step framework for taking Millennial clients through the financial planning process. How do you meet their needs while speaking to their worldviews and unique generational traits? Yusuf and Russell will explain how they’ve incorporated ideas from the profession’s […]

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YAFPNW FPA Activate
Dec 16

You’re a Financial Planner Now What? Podcast (YAFPNW)

By Russell Kroeger, CFP®, EA

You’re a Financial Planner, Now What? (YAFPNW) is a podcast supported by the Financial Planning Association we’ll be working with FPA’s Journal in the Round podcast to discuss changes in the financial planning industry for planners and clients alike. We sit in with Yusuf Abugideiri, Russel Kroeger, Lisa Kirchenbauer, and Andrew Mehari to discuss how millennials are changing financial planning, different […]

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NextGen Planners Podcast
Dec 16

NextGen Planners Podcast

By Russell Kroeger, CFP®, EA

November 13th, 2017 – The NextGen Planners Podcast Building the Next Generation of Financial Planners 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 […]

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PR Newswire Press Release
Dec 16

PR Newswire Press Release

By Russell Kroeger, CFP®, EA

via PR Newswire The model is based on grounded concepts, including policy-based financial planning® and the financial planning process, that originate from some of the brightest minds in the profession. These concepts provide a strong foundation on which the authors build an argument for the importance of understanding generational worldviews, addressing the balance between instant and delayed […]

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