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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Stepping up and out in strange times Written in 2008 by Dick Wagner Friends, Events of this week and the past year have been stunning. The media is full of analysis and explanation. The stock market sounds like one of Warren Buffet’s famous pinball machines and clients are losing it in more ways than we
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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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Yes, I’m starting this Finology in Our Lives series with a fair amount of complex philosophy – but stay with me! These ideas are fundamental to Finology & our work at What is Finology?, and they might expand your understanding of money in our lives. Don’t worry, I’ll bring it back. Up next is an analysis of
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