Bernard Lietaer speaks about Designing the Euro 1/4

Dick Wagner Explains Finology

Honoring our lost Finology Fellow

It is with a heavy heart that we recognize and honor Finology Fellow, Ed Jacobson.  Ed’s development of Appreciative Inquiry brilliantly connects money and the human experience.  His work has forever impacted the Financial Planning profession and is essential to Finology. Though we regret not gathering Ed’s wisdom in the form of a WIF? Podcast,

Stepping up & out in Strange Times

Stepping up and out in strange times Written in 2008 by Dick Wagner Friends, Events of this week and the past year have been stunning.  The media is full of analysis and explanation.  The stock market sounds like one of Warren Buffet’s famous pinball machines and clients are losing it in more ways than we

What can Your Body Teach You About Money? with Gayle Colman CFP®, Master Integral Coach™

Podcast Commentary“It’s funny, the thing I keep thinking about after the fact is how the brain is simply a part of the body.  It’s so obvious, yet somehow so buried.  I’m someone who’s long been interested in the body and its wisdom, yet I really never thought about it like that.  I think the financial