Skills for the Humanity in Money

“Economies are not machines and money contains the stuff of our souls…we must learn to talk about money with new language,” 

~Richard (Dick) Wager, JD, CFP®,  

Financial Planning 3.0, p. 234.

Click to play

The Finology Project answers the call

to make the world a better place by positively impacting everything that money touches through positively impacting our relationships with money.

Events and Announcements

Yes, I'm starting this Finology in Our Lives series with a fair amount of complex philosophy - but stay with me! These ideas are fundamental to Finology & our work at What is Finology?, and they might expand your understanding of money in our lives. Don't worry, I'll bring it

Finology [fīn·ol·o·gy]


a: 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.

1 b: the study of the relationship between human beings and 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 theories or systems of Finology.

2: 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.

What is Finology all About?

Financial Planning 3.0

1: The study of how financial planning affects and changes culture and society.

2: The study of how financial planners and the financial planning profession affects and changes culture and society.

3: Financial planning professionals internalized understanding of the highest aspirations for the potential of the profession.


abundance sponsor placement
vitalfinancials home logo
gold sponsor placement
4fp sponsor logo
Purposeful Planning Institute sponsor
Sponsored by Trustcore Financial
Gold Patron placement
Sponsored by the Financial Planning Association



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


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
Insert Content Template or Symbol