Bernard Lietaer speaks about Designing the Euro 1/4

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,

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

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

Bernard Lietaer speaks about Designing the Euro 3/4