April 26
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Many 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
Read MoreIn 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
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 MoreThis is written by our Fellow Don St. Clair. To read the first part click here. In many ways, ours is a borrowed profession. I remember taking career aptitude tests in college. The results were always the same: CPA, stockbroker; financial planner. Regardless of mood or my state of mind at the time: stressed, tired, hungover
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