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

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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Golden Gate University
Dec 16

GGU Financial Planning Graduate Authors Paper in Prestigious Journal

By Russell Kroeger, CFP®, EA

The September 2017 issue of the peer-reviewed Journal of Financial Planning explored opportunities and challenges for the next generation of financial planners and clients. The cover story of the issue, Serving Millennial Clients with a 3-Step Model was co-authored by Russell Kroeger, CFP®, EA, who is pursuing a Master’s Degree in Advanced Financial Planning at GGU. From 2015 to […]

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Journal of Financial Planning
Dec 16

Serving Millennial Clients with a 3-Step Model

By Russell Kroeger, CFP®, EA

Here, we propose a framework based on the six-step financial planning process through which financial planners can engage millennial clients. Use the framework to harness financial planning policies as decision-architecture to overcome the unique challenges millennials face and prepare them to be stewards of the resources they will accumulate and inherit. The framework is a […]

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Sep 22

Rule Over Yourself

By Russell Kroeger, CFP®, EA

Rule Over Yourself “Would you have a great empire? Rule over yourself.” – Publius Syrus Syrus’ words come partly from personal experience as he transitioned from a Syrian brought to Rome as a slave, to earning his freedom and then ultimately his effort being rewarded by the right to be educated. His words are also […]

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Sep 05

Explore Your Limitless Life

By Russell Kroeger, CFP®, EA

Have you ever dreamt of a life that is an unquestionable expression of your most authentic and ideal being? A life experience that also impacts the people/communities you care about in a way that reflects your values and beliefs? If you haven’t, we invite you to explore what that might look like because your life […]

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The path to true wealth
Aug 22

Choose Expansiveness

By Russell Kroeger, CFP®, EA

Setting the Foundation Nothing happens in isolation. Generally, positives beget positives, and negatives beget negatives. Actions build on top of each other and will either expand the future or constrain it. While some of the constraints are placed on us (i.e. biological/genetic), many we place on ourselves (i.e. how we choose to use our resources, […]

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Jul 22

The Future – Luck or Design?

By Russell Kroeger, CFP®, EA

We all have dreams and aspirations for how our future plays out. In fact, our ability to contemplate the future is what differentiates humans from other species. This allows us to spend time creating tools, such as language or the wheel, for the benefit of our future selves and our offspring. The question is, however, […]

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