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2010 Financial Planning Genius Award Winners

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2010 Financial Planning Genius Award Winners


Several weeks ago, I announced that I was taking nominations for the 2010 Financial Planning Genius Awards. Thank you to everyone that participated by either promoting or nominating others for the award.

2010 Financial Planning GeniusThe purpose of this award is to answer, “Who in the financial planning industry is a genius? Who is getting us unstuck?”

The criteria for being a Financial Planning Genius are, “Who is breaking away from lists and truly paving new paths to help us (1) change habits and (2) achieve financial freedom while (3) captivating us in the process?”

I am happy to announce the four winners or people “Getting us unstuck” for 2010 (in no particular order).

Drum roll please.

#1 Erin Lozano, COO and co-founder of Green Sherpa

Ashley, who just won herself $25, nominated Erin for the following reasons.

“What makes Erin a financial genius? She focuses on people’s financial future and has incorporated that into the Green Sherpa software by creating a Cash Flow feature that enables people to see their financial picture up to 12 months from now. No other personal finance software on the market does that!

Not only has Erin helped create this innovative software, but she also shares her knowledge of personal finance with people on her blog, Cash Flow Sherpas. Erin has helped to turn Cash Flow Sherpas into a resource people can use to learn about budget living, frugal spending, and stretching your dollar along with many other personal finance topics by not only contributing weekly content but by having other personal finance experts contribute articles to the blog. This has created a well rounded community of personal finance experts that provide readers with a wealth of knowledge about anything and everything relating to personal finance.”

#2 Adam Baker, blogger at ManVsDebt.com

This nomination comes from me. Here’s why I think Adam deserves the award, besides the namesake of course. Baker has been blogging for only one year and yet has gained a tremendous following. He’s clearly demonstrated criteria #3 – captivating us.

Though more importantly, with his new ebook Unautomate Your Finances, he has definitely met the first two criteria (changing habits and helping others reach financial freedom). This book is about breaking away from the norm. Breaking away from traditional systems and getting right down to it.

For that reason, I believe Baker is a Financial Planning Genius.

#3 “Frank Curmudgeon” at Bad Money Advice

Paul, who also won himself $25, nominated Frank describing him as, “good at getting people to rethink the typical assumptions and find new ways of solving problems.” Frank describes himself as a, “bitterly unemployed hedge fund manager in the suburbs of Boston, Massachusetts.  Surprisingly, he often knows what he is talking about, not that anyone listens.”

#4 J. Money from Budgets Are Sexy

I though long and hard about who should be the fourth and final individual. Of the course of this contest, something kept sticking out to me. J is everywhere.

As I continue to find new finance sites and blogs, it seems that J is always already involved. I’ve seen few financial planning bloggers be so involved in the community contributing anywhere they can.

I can think of a few popular finance bloggers that I rarely see interact with anyone outside of their site. They seem to just keep to themselves and ask others to come to them. J on the other-hand goes to where the people are.

And for that reason, J deserves to be titled a Financial Planning Genius for 2010.

Keep your eye out for good candidates for 2011

Again, thank you to all who participated and to those who are going out of their way to be geniuses and get us unstuck.

I have some big ideas for this award for next year. So pay attention to who is making a real, though maybe subtle, difference in the lives of those around them.

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Win $25 in the Financial Planning Genius awards #FPG2010

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Win $25 in the Financial Planning Genius awards #FPG2010


I have two very exciting opportunities. The first I announced yesterday – 2010 Financial Planning Genius awards. I need your help to select the four people who are doing the most to get us unstuck financially.

2010 Financial Planning GeniusAll you need to do to win $25 is nominate someone. If the person you nominate wins, then you win $25. To nominate someone, just reply to @RabbitFunds with the hashtag #FPG2010 and include the person’s name and web address (if available). For more details, check out yesterday’s post – 2010 Financial Planning Genius: Request for Nominations.

You have until March 31st to nominate someone.

2010 Online Tax Filing Giveaway

My friends over at MoneyCrashers are running a great contest encouraging consumers to file taxes online. They are giving away the coveted iPad to three lucky winners. For more details, head on over to MoneyCrashers.com.

If you are still looking for someone to help you file online fast, then FreeTaxUSA.com can help you out with a completely free Federal preparation and filing. It’s hard to beat that deal.

Last, for a good round-up of current financial articles, head over to Might Bargain Hunter for the Money Hacks Carnival: Middle Name Pride Day Edition.

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2010 Financial Planning Genius: Request for Nominations

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2010 Financial Planning Genius: Request for Nominations


I’m a big fan of Seth Godin. I had the pleasure of hearing him speak several weeks ago at a fairly intimate engagement. Of the many statements that impacted me, one in particular truly stood out.

2010 Financial Planning GeniusReading from my poorly scribbled transcription of his talk, he stated, “A genius is someone who is not a system but does something that wasn’t written down and solves a problem.” In his book Linchpin, Seth eloquently states, “A genius looks at something that others are stuck on and gets the world unstuck.”

So, I said to myself, “Self, who in the financial planning industry is a genius? Who is getting us unstuck?”

Rather than determine myself who the current geniuses are, I decided to involve everyone. So I ask, “Who is breaking away from lists and truly paving new paths to help us (1) change habits and (2) achieve financial freedom while (3) captivating us in the process?”

Taking Nominations

I am taking nominations until March 31, 2010. Simply leave the name and web address (if available) of your nominee and why you think he or she is a Financial Planning Genius in the comments section below. You can also tweet me (@RabbitFunds) your nominations using the hashtag #fpg2010.

On April 6th, I will announce the four Financial Planning Geniuses for 2010 based on a review of the nominations.

As you consider nominees, reflect on the three points I have numbered above as a guideline for qualifying candidates. And remember, this isn’t about who is the smartest, but who is “getting us unstuck.”

You Can Win $25

To make it interesting for you, if you nominate an individual that wins, then you’ll win a $25 gift card to Amazon.com or iTunes (you pick). If more than one person nominates the same individual, then I will randomly select one winner for the $25 gift card. Please limit your nominations to two candidates, though feel free to comment on others’ nominations.

Stay Tuned

Subscribe to our RSS Feed to see the final announcement as well as receive weekly posts on financial planning techniques and news.

Thanks for participating!

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