We are living the movie “It’s a Wonderful Life.” You might recall the movie; it’s about this wonderfully naïve George Bailey (imagine Ben Bernanke), who upon the death of his father (Alan Greenspan, even though he retired) is selected by the board of directors to run the family business. The family business in the movie
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Many of you have read this article in the FPA Journal in 1990. Many of you have even thought about it enough that you wrote your own version. We decided to create a new category on this site for these “…Like a CFP®” publications starting with this one. Let this inspire you to be the
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This is part of our “….Like a CFP” series on this site. This was originally posted in the Journal of Financial Planning in 2000. FPA Phoenix posted it in 2017. ArticleTen years ago, in the January 1990 issue of this journal, Dick Wagner, J.D., CFP, wrote his seminal essay, “To Think…Like A CFP.” I had just received
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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.
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