This episode, Josh talks with Dick Wagner, author of Financial Planning 3.0: Evolving Our Relationships with Money. They talk about the three evolutions of Financial Planning, why they feel Investment Management should be separate from Financial Planning and how a better understanding of the importance of money and its effect on the world is crucial.

This episode, Josh talks with Dick Wagner, author of Financial Planning 3.0: Evolving Our Relationships with Money. They talk about the three evolutions of Financial Planning, why they feel Investment Management should be separate from Financial Planning and how a better understanding of the importance of money and its effect on the world is crucial.

This episode, Josh talks&nbsp;with Dick Wagner, author of Financial Planning 3.0: Evolving Our Relationships with Money. They talk about the three evolutions of Financial Planning, why they feel Investment Management should be separate from Financial Planning and how a better understanding of the importance of money and its effect on the world is crucial.

Episode 85: Financial Planning 3.0

Tired of being stuck in the trenches while watching others build empires? Welcome to the 50/50 Accelerator Podcast, where we're flipping the script on the traditional trade business model. I'm your host, Josh Patrick, and like you, I've spent countless nights wondering if there's a better way. 

We bring you real conversations with business owners who've transformed their companies from time-sucking struggles into well-oiled machines. They'll share their exact blueprints—from finding reliable teams to creating systems that actually work. There is no theory, just battle-tested strategies that have helped them double their free time and cash flow.

Think of it as your weekly meetup with mentors who've cracked the code.

Business

Entrepreneurship

Management

Tired of being stuck in the trenches while watching others build empires? Welcome to the 50/50 Accelerator Podcast, where we're flipping the script on the traditional trade business model. I'm your host, Josh Patrick, and like you, I've spent countless nights wondering if there's a better way. We bring you real conversations with business owners who've transformed their companies from time-sucking struggles into well-oiled machines. They'll share their exact blueprints—from finding reliable teams to creating systems that actually work. There is no theory, just battle-tested strategies that have helped them double their free time and cash flow. Think of it as your weekly meetup with mentors who've cracked the code.

Share Episode 85: Financial Planning 3.0

Sign up to save your podcasts

Episode 85: Financial Planning 3.0

Episode 85: Financial Planning 3.0