April 26
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Podcast Commentary by David Bowman In exploring and relating Pullen’s discussion with Interior Finologist, Natalie Wagner, to the work of Dick Wagner on Finology and Integral Finance, David references Dick Wagner’s Dec. 2001 article in Financial Advisor Magazine, “The Power of Integral Finance.” We encourage reading the article here for a deeper context. In this
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
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 More“In the News…” looks at the money issues implicit in the stories of the day. Working with material generated by newspapers, magazines, opinion columnists and trade journals, it provides direct links to articles we find interesting. Sometimes we provide commentary or ask questions. Other times, the link will speak for itself. Ideally, these resources help
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