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Tag: nazrudin

Financial Planning Wisdom From Nazrudin Project

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...

A Huge Loss for the Financial Planning Profession

Watch this video on YouTube The financial planning profession lost one of its most significant figures this past week. Richard Wagner, my friend and mentor, died suddenly. Dick, a longtime financial planner in Colorado, was one of the pioneers and thought leaders of...

Rick and Sarah Sharpen Skills at Estes Park Retreat

Rick and Sarah just returned from the annual Nazrudin Project Retreat, held in blustery Estes Park last weekend. The Nazrudin Project, a leaderless think tank of top financial life planning practitioners, celebrated its 20th anniversary. The think tank...