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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
Read MorePodcast 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
Read MoreStepping 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
Read MoreWelcome 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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