September 29
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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.
As one cannot eat it, live inside of it, or use it in any other tangible way, it’s important to be aware that money, at its essence, holds no intrinsic value – but rather, only the value we give to it and create from it
Considering that money’s connection with value is indirect, how do you help your clients experience real value through their money?
*This Project is better with your input in the conversation. Please comment or contact us with your thoughts
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“In the News…” looks at the money issues implicit in the stories of the day. Working with material generated by newspapers, magazines, opinion columnists and trade journals, it provides direct links to articles we find interesting. Sometimes we provide commentary or ask questions. Other times, the link will speak for itself. Ideally, these resources help
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 MoreTranscription: Speaker 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. Mysterious money merits
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