November 13
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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, we are working with his wife, Jody, to continue his legacy. Ed’s work is fundamental to the body of knowledge of Finology.
As we explore the work, we intend to continue to develop Ed's Finological contributions. His insight, bottomless support of others, and heartfelt hugs will forever be missed.
Losing one of our own has a way of highlighting the connections we have and the importance of our collective work.
Let's continue the conversation.
Find us on facebook at https://www.facebook.com/whatisfinology/.
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Transcription: E03 – Rick KahlerSpeaker 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.
Read MoreWelcome 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
Read MoreA 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
Read MoreMany 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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