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.
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Welcome 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 MoreTranscription:Announcer: 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. Mysterious money merits study.
Read MoreThe Great Seduction By DAVID BROOKS Published: June 10, 2008 The people who created this country built a moral structure around money. The Puritan legacy inhibited luxury and self-indulgence. Benjamin Franklin spread a practical gospel that emphasized hard work, temperance and frugality. Millions of parents, preachers, newspaper editors and teachers expounded the message. The result
Read MoreTranscriptionJoseph: 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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