April 18, 2019

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CFP Practitioner, Dick Wagner Tribute, Emotional Intelligence, Fiduciary, Financial Planning Association, Profession, Richard B. (Dick) Wagner Writings, Wisdom, WorthLiving, Writings

Dick Wagner Tribute

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August 27, 2020

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Dick Wagner Tribute, Wisdom

Natalie’s tribute to Dick Wagner (dad)

Whichever way I try to angle it, writing this tribute to my deceased dad is difficult.  I ...

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July 30, 2020

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CFP Practitioner, Interview, Podcasting, Profession

Respecting the Profession and Your Beliefs as a Financial Planner

In this episode of the What is Finology Podcast Natalie and Jody discuss having integrity as financial ...

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July 6, 2020

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Emotional Intelligence, Finology, Podcasting

Drawing back from Midas’ touch

Podcast commentary by David Bowman This podcast explores discrete differences between money and value. If money is ...

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May 6, 2020

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Dick Wagner Tribute, Financial Planning 3.0, Podcasting, Profession, Writings

To Move Beyond Financial Planning 2.0, Examine the Unexamined Part 2

This is written by our Fellow Don St. Clair. To read the first part click here.In many ...

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February 12, 2020

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Ecology, Finology, Podcasting

Building a More Sustainable World with Dick Vodra – Part 2

 Natalie Wagner-Willis: Welcome back. In today’s What is Finology podcast our guest, Dick Vodra and I ...

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