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.
Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
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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
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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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Podcast commentary by David Bowman This podcast explores discrete differences between money and value. If money is an instrument of value exchange, does it provide the value we expect of it? Does it hold some types of value well, but not others? If so, what values can we expect to store effectively with money? What
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