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?
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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
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: 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.
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