Richard Wagner at Portland’s Mid Winter Conference 2016

It’s a dog’s life

You 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

Dick Wagner Explains Finology

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 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

To Move Beyond Financial Planning 2.0, Examine the Unexamined

Full 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