All posts in "Financial Planning 3.0"
Share

To Move Beyond Financial Planning 2.0, Examine the Unexamined

By Don St. Clair / 6 months ago

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 […]

Share

E02 – Marty Kurtz What is Finology Podcast

By Marty Kurtz / 6 months ago

Transcription: E02 – Marty KurtzAnnouncer: 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. Mysterious money […]

Share

E01 – Carol Anderson What is Finology Podcast

By Carol Anderson / 6 months ago

Transcription: E01 – Carol AndersonSpeaker 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. […]

Share

Nazrudin Discussion on Financial Planning 3.0

By What Is Finology / 6 months ago

TranscriptionJoseph: Okay. I will give my perception, my perspective of what the book is about. The book … a little bit of the history of financial planning and, I guess, to me a conceptual framework of how financial timing has evolved, what was delivered. So the way I read it was, you start from people […]

Share

Deep Economy

By What Is Finology / 7 months ago

Deep Economy The Wealth Of Communities And The Durable Future By Bill McKibben. Reviewed by Mike Ryan CFP® The conservation movement began as a conservative initiative. Teddy Roosevelt established the National Park system and set in motion the basic tenants of environmental protection that would be the policy of the United States. When a marine […]

Share

Short essay for “In the News…”

By What Is Finology / 7 months ago

“In the News…” looks at the money issues implicit in the stories of the day. Working with material generated by newspapers, magazines, opinion columnists and trade journals, it provides direct links to articles we find interesting. Sometimes we provide commentary or ask questions. Other times, the link will speak for itself. Ideally, these resources help […]

Page 1 of 2
>