In the words of Dick Wagner...

“...Economies are not machines and our money contains the elements of our souls. We must learn to talk about money with new language...”
Financial Planning 3.0 p.234

Richard B. (Dick) Wagner JD, CFP® co founder of the What is Finology? Project

Finology


(a) The study of our personal relationships with reciprocity, money and what money means in our lives.

Academically, we define Finology as “the umbrella term for the various aspects of our personal relationships with money”

(R. Wagner, Financial Planning 3.0, p.15). (b)The study of human value exchange.

(b) The study of human value exchange.

  • The study of the relationships between human beings and money.
  • The study of minds, brains, customs and behaviors with respect to money and the money forces.
  • The theory or system of Finology.

(c) Finology was created to address the profound and personal nature of money’s role our modern lives.

Finology opens new frontiers for exploring, interpreting and understanding our relationships with money.  We need to cultivate health in our relationship with money and to use money to help navigate life with grace.

Most Recent



Summary In this episode of the “What is Finology” Podcast, host Natalie Wagner-Willis talks with guest Hannah Moore (A Certified Financial Planner™, a Certified Financial Transitions™ expert, a longtime Finology Fellow as well as the owner of Guiding Wealth). Hannah talks about the power of language and shares some incidents

Financial Planning 3.0


(a) The study of how financial planning affects and changes culture and society

(b) The study of how financial planners and the financial planning profession affects and changes culture and society

(c) Financial planning professionals internalized understanding of the highest aspirations for the potential of the profession

What is Finology all About?

Sponsors


gold sponsor placement
Purposeful Planning Institute sponsor
Sponsored by Trustcore Financial
Gold Patron placement
Sponsored by the Financial Planning Association
colmansponsor

RICHARD B. WAGNER MEMORIAL SCHOLARSHIP FUND

3.0 Musings


Podcast


Transcription: Speaker 1: What is finology? Here we explore our personal relationships with money, money's nature, and

Listen Now

Transcription: E03 - Rick KahlerSpeaker 1: What Is Finology? Here we explore our personal relationships with money,

Listen Now

Transcription:Announcer: What Is Finology? Here we explore our personal relationships with money, money's nature, and how we

Listen Now

We are living the movie “It’s a Wonderful Life.” You might recall the movie; it’s about this wonderfully naïve George Bailey (imagine Ben Bernanke), who upon the death of his father

Read More

Finology


Natalie Wagner Willis:Thanks for joining us on today's, What is Finology? podcast. Our guest today is lawyer and seasoned financial planner, Dick Vodra an expert in what he calls Worldview Two which is the state of the world after climate change has taken hold.

Read More
>