“What is true about money?” A flippant answer to this question might be something like, “That I ought to have more of it.” Going a little deeper, however, we can come up with a list of characteristics, truisms if you will, to describe what money is and is not. Some of...
What makes life worth living? This question is at the heart of financial life planning and financial therapy. I remember my late mentor Dick Wagner, CFP, talking about reviewing a person’s financial statement during a visit to Japan. Along with the normal...
One of the most influential financial planning organizations I participate in doesn’t officially exist. The Nazrudin Project is an eclectic, holistic group of financial life planners, therapists, authors, educators, and coaches. It is leaderless, with no...
Watch this video on YouTube “Save more, spend less, and don’t do anything stupid.” According to the late Dick Wagner, CFP, this sentence summed up financial planning. Simplistic? Certainly. But it also contains a great deal of truth. A. Save more....
This is a tribute that was shown to around 300 financial planners at the opening of the annual FPA Retreat. It was at this retreat 35 years ago I first met Dick Wagner. I came to know Dick as an immensely caring, passionate, wise, and conscientious soul. He was...
