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September 25, 2020

2

Financial Planning 3.0, Finology, Podcasting, Profession, Psychology

Conscious Money with Courtney Pullen

Podcast Commentary by David BowmanIn exploring and relating Pullen's discussion with Interior Finologist, Natalie Wagner, to the ...

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August 27, 2020

0

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

0

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

1

Emotional Intelligence, Finology, Podcasting

Drawing back from Midas’ touch

Podcast commentary by David BowmanThis podcast explores discrete differences between money and value.If money is an instrument ...

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May 6, 2020

0

Dick Wagner Tribute, Financial Planning 3.0, 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 ...

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