In the words
of Dick Wagner...
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.
(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 | EvolveOur 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 anywhere so try not to judge the source
Read MoreYes, 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
Read MoreWe started a series called “Money MindBender$” to help guide the conversations about Finology. We hope it helps you engage with us better. Sign up for our newsletter list (in the sidebar of this page) for more. Now it’s time to introduce the first Money MindBender$.As one cannot eat it, live inside of it, or
Read MoreClick to play First session is December 8th, 2021 – 6 hours of CE Credit Theme: “Contemplation of the Imperfect,” ~ The Book of Tea, Okakura Kakuzo Explore the Event When someone says, $100, we all know what that means, right?$100 is one hundred US dollars – a hard, quantifiable amount of value. But if we
Read MoreFinancial 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
3.0 Musings
Authors Biographies This was originally published in the April 2009 Journal of Financial Planning by Jeanne and Charles. Jeanne A. Robinson, CFP®, is president and co-owner of the Marshall Financial Group in Doylestown, Pennsylvania. Charles G. Hughes, Jr., CFP®, is founder and principal of C. G. Hughes Company LLC in Bay Shore, New York.Executive Summary Several major
Read More“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 MoreClick to play First session is December 8th, 2021 – 6 hours of CE Credit Theme: “Contemplation of the Imperfect,” ~ The Book of Tea, Okakura Kakuzo Explore the Event When someone says, $100, we all know what that means, right?$100 is one hundred US dollars – a hard, quantifiable amount of value. But if we
Read MorePodcast
Transcription: 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
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.
Read MoreTranscription: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 secular force on the planet. Mysterious money merits study.
Read MoreFinology
Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
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
Read MoreFull disclosure: Dick Wagner and I were friends. We were colleagues and collaborators. And as he was for so many, Dick was a mentor to me. Long before I ever knew Dick Wagner, I knew of Dick Wagner. Everyone did – you couldn’t attend Retreat without quickly learning who Dick was. But until our paths crossed
Read MoreEyes Bloodshot, Doctors Vent Their Discontent By SANDEEP JAUHAR, M.D. Published: June 17, 2008 “I love being a doctor but I hate practicing medicine,” a friend, Saeed Siddiqui, told me recently. Doctors are working harder and faster to maintain income, even as staff salaries and costs of living continue to increase. Some have resorted
Read MoreYou know how much I love dogs – I think that this is one of the reasons A Dog’s Purpose (from a 6-year old). Being a veterinarian, I had been called to examine a ten-year-old Irish Wolf hound named Belker. The dog’s owners, Ron, his wife Lisa, and their little boy Shane, were all very
Read MoreThe Great Seduction By DAVID BROOKS Published: June 10, 2008 The people who created this country built a moral structure around money. The Puritan legacy inhibited luxury and self-indulgence. Benjamin Franklin spread a practical gospel that emphasized hard work, temperance and frugality. Millions of parents, preachers, newspaper editors and teachers expounded the message. The result
Read MoreClick to play First session is December 8th, 2021 – 6 hours of CE Credit Theme: “Contemplation of the Imperfect,” ~ The Book of Tea, Okakura Kakuzo Explore the Event When someone says, $100, we all know what that means, right?$100 is one hundred US dollars – a hard, quantifiable amount of value. But if we
Read MoreTranscription: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 secular force on the planet. Mysterious money merits study.
Read MoreStepping 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 MoreDeep Economy The Wealth Of Communities And The Durable Future By Bill McKibben. Reviewed by Mike Ryan CFP® The conservation movement began as a conservative initiative. Teddy Roosevelt established the National Park system and set in motion the basic tenants of environmental protection that would be the policy of the United States. When a marine
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