April 26
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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 Episode
Read MorePodcast Commentary“It’s funny, the thing I keep thinking about after the fact is how the brain is simply a part of the body. It’s so obvious, yet somehow so buried. I’m someone who’s long been interested in the body and its wisdom, yet I really never thought about it like that. I think the financial
Read MoreThis is part of our “….Like a CFP” series on this site. This was originally posted in the Journal of Financial Planning in 2000. FPA Phoenix posted it in 2017. ArticleTen years ago, in the January 1990 issue of this journal, Dick Wagner, J.D., CFP, wrote his seminal essay, “To Think…Like A CFP.” I had just received
Read MoreMany of you have read this article in the FPA Journal in 1990. Many of you have even thought about it enough that you wrote your own version. We decided to create a new category on this site for these “…Like a CFP®” publications starting with this one. Let this inspire you to be the
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