richard b wagner cfp

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For friends, fellows and sponsors

Sincere's Promise

Richard Sincere is sponsoring this podcast because he wants you to know how important this work is. If you haven't met, he was in the biz for decades and knew dad well.  He is doing other work now and he wants you to know that though you might leave these conversations with a bit of a fuzzy head and saying “huh?” That’s what we want.

Let the wisdom unfold. What we’re sharing is deeper.  Asking questions that take time to arrive at the robust answer.

Give the concepts the reflection they need. Incorporate it into your practice and let us know how it goes!

Please click below to view the recordings:

Carol Anderson 

talks about Life Planning and Fiduciary 


Marty Kurtz

talks about Fiduciary and client promises`


Rick Kahler

talks about Financial Therapy


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By participating in the continuation of WorthLiving you will be sponsoring the leading edge of the financial planning conversation