Bernard Lietaer speaks about Designing the Euro 3/4

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

Richard Wagner at Portland’s Mid Winter Conference 2016

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,

It’s a dog’s life

You know how much I love dogs – I think that this is one of the reasons A Dog’s Purpose (from a 6-year old). Being a veterinarian, I had been called to examine a ten-year-old Irish Wolf hound named Belker. The dog’s owners, Ron, his wife Lisa, and their little boy Shane, were all very