April 18
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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,
Read MoreFull 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
Read MoreTranscription: E03 – Rick KahlerSpeaker 1: What Is Finology? Here we explore our personal relationships with money, money’s nature, and how we exchange value in daily life. Grounding ourselves in the liberal arts, we explore financial planning 3.0 from the inside out, addressing money as the most powerful and pervasive secular force on the planet.
Read MoreSummaryIn this episode of the “What is Finology” Podcast, host Natalie Wagner-Willis talks with guest Hannah Moore (A Certified Financial Planner™, a Certified Financial Transitions™ expert, a longtime Finology Fellow as well as the owner of Guiding Wealth). Hannah talks about the power of language, shame, and shares some incidents highlighting how powerful language is.
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