All posts in "Wisdom"

Defining Finology Podcast

By What Is Finology / a couple of months ago

  Welcome 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 Richard (Dick) Wagner, the father of Finology (incidentally, also my […]


Honoring our lost Finology Fellow

By What Is Finology / a few months 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, […]


To Move Beyond Financial Planning 2.0, Examine the Unexamined

By Don St. Clair / 10 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 […]


Simple, Complex and Complicated Problems with Marty Kurtz

By Marty Kurtz / 11 months ago

Announcer: 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 merits study. Jake Wagner: […]


If ~~ Rudyard Kipling

By What Is Finology / 11 months ago

If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, Or being […]

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