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) Wagner, JD, CFP® 

Financial Planning 3.0, p. 234.

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

~Richard (Dick) Wagner, JD, CFP®

Financial Planning 3.0, p. 234.

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


Finology Forum with Courtney Pullen

Presentation:What Does it Mean to Live An Authentic Life? with Courtney Pullen, M.A.When:February 16th from 10-12pm MTWhere:Finology Virtual Platform Buy Tickets Become a Member If you haven’t already, please consider the bold step of joining What is Finology? as a member! Starting at just $7/mo, it’s the best way to support the advancement of Finology.  It is

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Finology in our Lives | Larry Jessoe

Let’s talk about this week’s quote that came from an unexpected source in our marketing/business development world.Explore | Educate | EvolveOur friend, Dennis Yu posted this from his mentor. We think it’s some good business advice that is worth thinking about a little deeper.  Inspiration can come from anywhere so try not to judge the source

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Money MindBender$ | Finology in our Lives | Philosophies of Finology

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 back. Up next is an analysis of

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Introducing: Money MindBender$

We started a series called “Money MindBender$” to help guide the conversations about Finology. We hope it helps you engage with us better. Sign up for our newsletter list (in the sidebar of this page) for more. Now it’s time to introduce the first Money MindBender$.As one cannot eat it, live inside of it, or

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ANNOUNCING: What is Finology? CE Days

Click to play First session is December 8th, 2021 – 6 hours of CE Credit Theme: “Contemplation of the Imperfect,”  ~ The Book of Tea, Okakura Kakuzo Explore the Event When someone says, $100, we all know what that means, right?$100 is one hundred US dollars – a hard, quantifiable amount of value. But if we

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Finology [fīn·ol·o·gy]

noun


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).

1 b: the study of  how we  exchange value and the relationship human beings have with money

  • 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.

Partners


RICHARD B. WAGNER MEMORIAL SCHOLARSHIP FUND

Podcast


Financial Planning 2.0, Life Planning and Finology with Carol Anderson

Transcription: Speaker 1: What is finology? Here we explore our personal relationships with money, money’s nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore Financial Planning 3.0 from the inside out, addressing money as the most powerful and pervasive secular force on the planet. Mysterious money merits

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Simple, Complex and Complicated Problems with Marty Kurtz

Transcription:Announcer: What Is Finology? Here we explore our personal relationships with money, money’s nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore financial planning 3.0, from the inside-out, addressing money as the most powerful and pervasive secular force on the planet. Mysterious money merits study.

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It’s a Wonderful System

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 (Alan Greenspan, even though he retired) is selected by the board of directors to run the family business. The family business in the movie

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Finology


Defining Finology Podcast

  Welcome to episode 0 of the WiF? Podcast.  I’m your host Natalie Wagner-Willis. For those who don’t know, Finology is broadly defined as the study of: – People exchanging value – Our personal relationships with money – And, what money means in our lives

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Drawing back from Midas’ touch

Podcast commentary by David Bowman This podcast explores discrete differences between money and value. If money is an instrument of value exchange, does it provide the value we expect of it? Does it hold some types of value well, but not others? If so, what values can we expect to store effectively with money? What

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Simple, Complex and Complicated Problems with Marty Kurtz

Transcription:Announcer: What Is Finology? Here we explore our personal relationships with money, money’s nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore financial planning 3.0, from the inside-out, addressing money as the most powerful and pervasive secular force on the planet. Mysterious money merits study.

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Conscious Money with Courtney Pullen

Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this

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Finology, Climate Change, and the Insect Apocalypse! – Part 1

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. The questions are, will money mean then what it means

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Money MindBender$ | Finology in our Lives | Philosophies of Finology

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 back. Up next is an analysis of

Read More
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