Dick Wagner has been a financial planning thought leader both politically and intellectually. A past president of the Institute of Certified Financial Planners, he has regularly contributed to financial planning’s thought and theory. His career has been devoted to exploring money and the human experience. He has been a regular contributor to various financial planning magazines for over thirty years. In 2003 Wagner received the Financial Planning Association's highest honor, the P. Kemp Fain, Jr. Award.
Financial Planning 3.0
Evolving Our Relationships with Money
by Richard B Wagner, JD, CFP®
Financial Planning 3.0
Evolving Our Relationships with Money
by Richard B Wagner, JD, CFP®
Published Jul 26, 2016
386 Pages
Genre: BUSINESS & ECONOMICS / Economics / Theory
Book Details
Money is the planet’s most powerful and pervasive secular force.
Money is weird stuff. Most folks need help relating to it. Most especially, they need their own financial planner, someone who thoroughly understands money, what it is and how it works. Hence Financial Planning 3.0. Written eclectically, Financial Planning 3.0 looks at money not only from the "outside in" but, perhaps most importantly, from the "inside out". It makes the case for looking at money from the perspectives of individuals and families. This is in stark contrast to money's public persona grounded in macroeconomics and investment theory. It suggests useful resources and tools for working with money helpfully, healthfully and joyfully. “Filled with thought provoking insights and deep reflections from a lifetime of study, this is a must have book for financial planners, educators, and thoughtful citizens alike.” Dave Yeske, PhD, CFP®