We started a series called “Money MindBender$” to help guide the conversations about Finology. We hope it helps you engage with us better. Sign up for our newsletter list (in the sidebar of this page) for more. Now it’s time to introduce the first Money MindBender$.As one cannot eat it, live inside of it, or
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Natalie Wagner-Willis: Welcome back. In today’s What is Finology podcast our guest, Dick Vodra and I are talking about what Dick calls Worldview Two, which is the state of the world after climate change has taken hold. Dick and I are asking how we as people might handle the transition and how money fits
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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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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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