6 episodes

We are an expert group of financial planners, psychotherapists, lawyers and thought leaders exploring the nature of money and its meaning in our lives. We explore the topics of Financial Planning 3.0 and the study of exchanging value, Finology.

The What is Finology? Podcast The What is Finology? Project

    • Business

We are an expert group of financial planners, psychotherapists, lawyers and thought leaders exploring the nature of money and its meaning in our lives. We explore the topics of Financial Planning 3.0 and the study of exchanging value, Finology.

    EP 01B - Building a More Sustainable World

    EP 01B - Building a More Sustainable World

    Have you been patiently (or impatiently) waiting for this next part of Natalie's conversation with Dick Vodra on how this changing world relates to Finology (aka how our personal lives relate to money)?
    Well, the wait is over!
    Enjoy this motivational second part that talks about some of the ways we can start to heal our planet and each other.

    • 33 min
    EP 01A - Finology, Climate Change, and the Insect Apocalypse!

    EP 01A - Finology, Climate Change, and the Insect Apocalypse!

    Dick Vodra joins Natalie Wagner Willis to share his expertise and insights about climate change and Finology. How can we work with our ecology and our economy to be effective stewards for our planet.

    And yes, we said insect apocalypse ;)
    www.whatisfinology.org

    • 22 min
    EP 0 - Defining Finology

    EP 0 - Defining Finology

    In this episode we give a detailed definition of Finology. If you're new to our podcast, this is a great place to start.

    • 4 min
    PRE 01 - Financial Planning 2.0, Life Planning and Finology with Carol Anderson

    PRE 01 - Financial Planning 2.0, Life Planning and Finology with Carol Anderson

    Carol Anderson, president of Money Quotient, sares her thoughts aoabut the nature of Fiduciary at the 2.0 level. We dive into how she feels that Life Planning only partly encompasses the 2.0 level.

    • 57 min
    PRE 02 - Simple, Complex and Complicated Problems with Marty Kurtz

    PRE 02 - Simple, Complex and Complicated Problems with Marty Kurtz

    Marty Kurtz, founder of The Planning Center, talks to Jake about the nature of problems and their solutions.

    We dive into the wisdom of problem solving and the differences between a simple, complex and complicated problem.

    • 42 min
    PRE 03 - Comparison of Financial Psychology, Behavioral Finance and Finology with Rick Kahler

    PRE 03 - Comparison of Financial Psychology, Behavioral Finance and Finology with Rick Kahler

    Rick Kahler explores the topics of financial psychology, behavioral finance and finology. We discuss the differences between these areas of study and learn about Rick's work that combines psychology and financial planning.

    • 54 min

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