In this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial planners. As two moms, it would be hard to get through a conversation without some heartfelt mom respect and bonding over their common identity. What is Finology? · EP03_Jody Jacobson_Analyzing Value in Financial Planning Notes on this
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A 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
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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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