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Honoring our lost Finology Fellow

By What Is Finology / 3 weeks ago

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, […]

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E01 – Carol Anderson What is Finology Podcast

By Carol Anderson / 7 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. […]

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Nazrudin Discussion on Financial Planning 3.0

By What Is Finology / 7 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 […]

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A Week In Our Lives

By What Is Finology / 7 months ago

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 […]

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A Week In Our Lives

By What Is Finology / 7 months ago

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 […]

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