In the words

of Dick Wagner...

“...Economies are not machines and our money contains the elements of our souls. We must learn to talk about money with new language...”
Financial Planning 3.0 p.234

Richard B. (Dick) Wagner JD, CFP® co founder of the What is Finology? Project

Finology


(a) The study of our personal relationships with reciprocity, money and what money means in our lives.

Academically, we define Finology as “the umbrella term for the various aspects of our personal relationships with money”

(R. Wagner, Financial Planning 3.0, p.15). (b)The study of human value exchange.

(b) The study of human value exchange.

  • The study of the relationships between human beings and money.
  • The study of minds, brains, customs and behaviors with respect to money and the money forces.
  • The theory or system of Finology.

(c) Finology was created to address the profound and personal nature of money’s role our modern lives.

Finology opens new frontiers for exploring, interpreting and understanding our relationships with money.  We need to cultivate health in our relationship with money and to use money to help navigate life with grace.

Most Recent



Let's talk about this week's quote that came from an unexpected source in our marketing/business development world. Explore | Educate | Evolve Our friend, Dennis Yu posted this from his mentor. We think it's some good business advice that is worth thinking about a little deeper. Inspiration can come from

Financial Planning 3.0


(a) The study of how financial planning affects and changes culture and society

(b) The study of how financial planners and the financial planning profession affects and changes culture and society

(c) Financial planning professionals internalized understanding of the highest aspirations for the potential of the profession

What is Finology all About?

3.0 Musings


Transcription: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

Read More

Sponsors


gold sponsor placement
Sponsored by Trustcore Financial
Sponsored by the Financial Planning Association
Gold Patron placement

Podcast


Transcription: Speaker 1: What is finology? Here we explore our personal relationships with money, money's nature, and

Listen Now

Transcription: E03 - Rick KahlerSpeaker 1: What Is Finology? Here we explore our personal relationships with money,

Listen Now

Transcription:Announcer: What Is Finology? Here we explore our personal relationships with money, money's nature, and how we

Listen Now

“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

Read More

Finology


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. Now it's time to introduce the first

Read More
>