Bernard Lietaer speaks about Designing the Euro 1/4

Respecting the Profession and Your Beliefs as a Financial Planner

In this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial planners. As two moms, it would be hard to get through a conversation without some heartfelt mom respect and bonding over their common identity.   What is Finology? · EP03_Jody Jacobson_Analyzing Value in Financial Planning Notes on this

Bernard Lietaer speaks about Designing the Euro 3/4

To Move Beyond Financial Planning 2.0, Examine the Unexamined

Full disclosure: Dick Wagner and I were friends. We were colleagues and collaborators. And as he was for so many, Dick was a mentor to me. Long before I ever knew Dick Wagner, I knew of Dick Wagner. Everyone did – you couldn’t attend Retreat without quickly learning who Dick was. But until our paths crossed

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