Dick Wagner Explains Finology

Richard Wagner at Portland’s Mid Winter Conference 2016

How do we reduce the shame that our clients have walking into our meetings — with Hannah Moore CFP®?

SummaryIn 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.

Nazrudin Discussion on Financial Planning 3.0

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

Eyes Bloodshot, Doctors Vent Their Discontent

Eyes Bloodshot, Doctors Vent Their Discontent By SANDEEP JAUHAR, M.D. Published: June 17, 2008 “I love being a doctor but I hate practicing medicine,” a friend, Saeed Siddiqui, told me recently.   Doctors are working harder and faster to maintain income, even as staff salaries and costs of living continue to increase. Some have resorted