Bernard Lietaer speaks about Designing the Euro 1/4

A Week In Our Lives

A Week In Our Lives By Richard B. Wagner, JD, CFP® October 9, 2008., followed by October 10, 2008, today, and preceded by a week of gut wrenching negativity. All of these days are all “one of those days” for people in financial services. The belly hurts. Friends hurt. Clients hurt. It is scary out

Natalie’s tribute to Dick Wagner (dad)

Whichever way I try to angle it, writing this tribute to my deceased dad is difficult.  I am extremely lucky to have known the profound man who was my father intimately and across many spectrums of his life.  Since his passing, I’ve been grappling with how I package this into a single written piece and

Bernard Lietaer speaks about Designing the Euro 2/4

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