Podcasts about financial life planning

Today, on Notable Leaders' Radio, I speak with David Steele, Founder + CEO of One Wealth Advisors and co-founder and Executive Chairman of Flour + Water Hospitality Group He highlights how applying the principles of service, goal-setting, and valuing people has shaped his journey from financial planning to building successful restaurant groups and supporting arts organizations. In today's episode, we discuss: True business success is rooted in serving others, not just making profits, because when work benefits others, it leads to deeper happiness and long-lasting impact, meaning you can feel good about making a difference while growing your business. Skills and principles are transferable from one industry to another, as David demonstrates by applying the same collaborative and organizational strategies across finance, food, and the arts, so you're not stuck on one path and can reinvent yourself in new fields with confidence. Pivotal life changes often start with self-awareness and honesty about dissatisfaction, like David's shift from being a successful stockbroker to a more fulfilling (but initially less lucrative) fee-based financial planning career. The lesson? It's okay, and sometimes essential, to pivot, especially if your values aren't being met. Caring for your team's well-being, even at a short-term cost, pays off through loyalty, retention, and greater future success, as shown by David's choice to keep his executive team during tough times, so you can build a lasting, supportive company culture.   Guest Bio David Steele, Founder + CEO of One Wealth Advisors and co-founder and Executive Chairman of Flour + Water Hospitality Group My primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning. I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision. The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.   Website/Social Links https://davidsteele.xyz/ https://www.linkedin.com/in/david-steele-76088a?   Belinda's Bio: Belinda Pruyne is a renowned Leadership Advisor, Executive Coach, Consultant, and Keynote Speaker recognized for her ability to transform executives, professionals, and small business owners into highly respected, influential leaders. As the Founder of BelindaPruyne.com, she partners with top-tier organizations, including IBM, Booz Allen Hamilton, BBDO, Hilton, Leidos, Yale School of Medicine, Landis, Discovery Channel, and the Portland Trail Blazers. Recently, she led the redesign of two global internal advertising agencies for Cella, a leader in creative staffing and consulting. She is also a founding C-suite and executive management coach for Chief, the fastest-growing executive women's network. A thought leader in leadership development, Belinda is the creator and host of the Notable Leaders Radio podcast, where she has conducted 95+ interviews with top executives and business leaders, revealing the untold stories behind their success. Previously, as Executive Vice President, Global Director of Creative Management at Grey Advertising, she oversaw a global team of 500 professionals, gaining deep expertise in client services and executive leadership. With 25+ years of experience, Belinda is a trusted advisor to startups, turnarounds, acquisitions, and Fortune 500 companies, delivering strategic, high-impact solutions in today's fast-evolving business landscape.   Website: Belindapruyne.com Email Address: hello@belindapruyne.com LinkedIn: https://www.linkedin.com/in/belindapruyne Facebook: https://www.facebook.com/NotableLeadersNetwork.BelindaPruyne/ Twitter: https://twitter.com/belindapruyne?lang=en Instagram: https://www.instagram.com/belindapruyne/                  

In part one of this enlightening two-part series, we are joined by George Kinder, founder of the Kinder Institute. He's best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. In this episode we discuss: ✅ The essence of financial maturity ✅ The profound practice of living in the present moment to achieve true freedom ✅ The power of envisioning meaningful goals and the practical steps to integrate them into your financial planning ✅ Tips to embark on your own hero's journey towards financial and personal fulfillment  

This CEO Manages $1B & Owns 9 Restaurants By Empowering PeopleDavid Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1BAnd founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website:https://davidsteele.xyz/About DavidMy primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning.I am also the co-founder and Executive Chairman of Flour + Water Hospitality Group and the co-founder and Managing Partner of Great Gold Hospitality Group. Additionally, I bring extensive expertise and a range of resources to small business consulting, primarily in, but not limited to, the hospitality space. Alongside my teams, we support clients in various aspects of business development and operations to help them achieve their goals and vision.The culinary, health, arts, and entertainment worlds are particularly important to me, as reflected in my advisory roles with Noise Pop, Brilliant Corners, Rad Restaurant Group and Folk Studios. While my background may suggest diverse interests, everything I do follows a consistent, disciplined approach: working collaboratively with partners and team members, setting clear goals, developing and executing strategic plans to achieve those goals, and continually monitoring results to ensure success.Financial Life Planner • Restaurateur • Small Business Consultant • Playwright • Visual Artist

Episode Summary In this episode, Dave and Nick discuss George Kinder's Financial Life Planning Process and how it applies to retirement savings. They explore how financial planning goes beyond numbers and investments—it's about aligning financial decisions with what truly matters to you. They also break down Kinder's famous three questions that help individuals clarify their financial and life priorities. https://youtu.be/Yvdb-nCmaZQ Key Topics Covered Who is George Kinder? Known as the "Father of Financial Life Planning." His approach prioritizes personal fulfillment over just growing wealth. The Shift from Spender to Saver in Retirement Why transitioning from saving to spending can be difficult. Overcoming the fear of outliving your money. Kinder's Three Life Planning Questions Imagine you are financially secure. What would you do differently? You have 5-10 years left to live. What changes would you make? You have 24 hours left to live. What regrets do you have? How These Questions Guide Retirement Planning Identifying what truly brings happiness and fulfillment. Adjusting financial plans to support a meaningful life. Addressing obstacles that prevent financial and personal goals. The Value of a Financial Life Planner Why working with a professional makes a difference. The emotional component of financial decisions. How planners help clients overcome limiting beliefs about money. Resources Mentioned George Kinder's Website – Learn more about life planning. Find a Registered Life Planner in your area. Shotwell Rutter Baer Advisors: SRBAdvisors.com Connect with Us

George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

Domestic abuse isn't just physical—it can also shatter a person's financial stability. Financial abuse often goes unnoticed, yet it deeply impacts victims by limiting access to money, sabotaging financial independence, and creating lasting economic dependency. It's a hidden form of control that can affect anyone, regardless of income or background. In this episode, we dive into this critical yet under-discussed issue. Tejeswi Dodda, Maitri's Self-Sufficiency Coordinator, engages in an insightful conversation with Ariadne Horstman, a certified financial planner. Together, they share essential financial knowledge and practical tools to empower you to protect yourself and others from the devastating effects of financial abuse. Tune in to this important discussion and learn how to reclaim financial independence and resilience. ----------------------------------- ARIADNE HORSTMAN, CERTIFIED FINANCIAL PLANNER™ Appreciate Finance was founded in 2015 to help individuals and families realize personal goals and dreams through comprehensive financial planning and investment management. Its founder, Ariadne Horstman, has practiced as a CFP® since 2008, advising numerous families and individuals on their financial situations. Prior to that, she worked in the tech industry in Silicon Valley. She is a Registered Life Planner® with the Kinder Institute. Financial Life Planning is based on the premise that advisors must first discover clients' most essential goals before formulating a financial plan. In this way, a client's finances fully support those objectives as the client begins to move toward realizing them.

George Kinder is a friend, mentor and widely recognised as the Father of the Financial Life Planning movement. For over 30 years, George has trained thousands of financial advisers from 30 countries in life planning, which enables them to help deliver freedom into their clients' lives. George has published seven books, and central to most is this concept of freedom. His most recent book The Three Domains of Freedom sets out to empower readers to experience profound freedoms in their own lives and bring about positive change to our civilisation as a result. In our conversation we explore the book's three core concepts, delve into the challenges of balancing mindfulness with future planning, the feeling of insignificance in a chaotic world, and the potential impact retirees can have on society. George also shares his vision for a more just and sustainable world and the practical steps he suggests for making that vision a reality. USEFUL LINKS George's website: https://www.georgekinder.com/  The Kinder Institute of Life Planning: https://www.kinderinstitute.com/  George's books: The Three Domains of Freedom: https://amzn.to/3Xu1I0H  A Golden Civilisation: https://amzn.to/47cXgGJ  Transforming Suffering into Wisdom: Mindfulness and the Art of Inner Listening: https://amzn.to/3TbKB13  Life Planning for You: https://amzn.to/4g7RNoM  The Seven Stages of Money Maturity: https://amzn.to/4cOjGzk  Lighting the Torch: https://amzn.to/4e8D7nC   CONNECT WITH ME Thanks for checking out my podcast - I'm Chartered and Certified Financial Planner Justin King and I help people to retire successfully.

David Steele is the founder and CEO of One Wealth Advisors, a firm dedicated to helping people simplify their lives and achieve their financial goals through Financial Life Planning. In addition to his role at One Wealth Advisors, David serves as the founder and Executive Chairman of Flour + Water Hospitality Group and as Managing Partner of Great Gold Hospitality Group. David is deeply connected to the arts and entertainment industries, particularly through his work as Managing Partner of Noise Pop. He is also a mixed media/collage artist, a producer of several plays, and a playwright. David is an avid supporter of local arts and cultural organizations, evidenced by his board membership at Playground, a non-profit playwright incubator, and his advisory role at Zero Food Print, an organization that collaborates with restaurants worldwide to combat climate change. While David's diverse background may suggest unrelated interests, he consistently applies the same disciplined approach to all his endeavors. This approach involves working collaboratively with partners and team members, setting clearly defined goals, developing and executing strategic plans to achieve those goals, and continuously monitoring results to ensure success. More of David: Website: davidsteele.xyz Read the Book: The Art of Happiness LinkedIn: @david-steele

There are many different types of IRAs, from rollover to Roth, traditional to back door, and everything in between. The one key thing to remember is that they all share a common thread—they end in ‘IRA.' Each Individual Retirement Account comes with its own set of rules for things like transfers, withdrawals, and contributions, and has its own tax implications.

If you've been a listener to this podcast for some time, you are likely well aware of the things to look for when hiring a financial planner.  However, your friends may not be.  If the topic of finances comes up, do the right thing: educate your friends and family on how to find a good advisor.

Discover the keys to financial empowerment with Yulin Lee on Women & Money Empowerment. In this week's episode, Yulin delves into the essential guide on "How To Do Financial Life Planning." Gain insights, strategies, and practical tips to navigate your financial journey with confidence. Whether you're starting or refining your financial plan, this episode provides invaluable knowledge to empower women in making informed decisions for a secure financial future. Tune in and take charge of your financial destiny! Host: Yulin Lee, Money Empowerment Coach,Author | Speaker #talradioenglish #WomenAndMoneyEmpowerment #FinancialPlanning #EmpowerWomen #YulinLee #touchalife #talradio #TALPodcast

Tune in to this week's podcast with Mike Morton to learn more about what you can be doing to improve your financial wealth towards the end of this year.

Tune in to this weeks podcast about Sparketypes and how they can impact your life!

Let's start with a simple question: How many services do you subscribe to? Not sure? You're not alone! Many people experience difficulty keeping track of multiple subscriptions. As the number of available services grows, managing various accounts and remembering which shows or channels each one offers becomes increasingly overwhelming. 

It is essential to recognize the ongoing responsibilities and costs that come with one-time purchases. By understanding and preparing for the continuous costs – both in terms of money and time – you can enjoy your investments without the constant stress of unexpected expenses. Expect maintenance, be proactive, budget wisely, prepare, and remember – it's not just the price tag; it's the ongoing commitment that truly defines ownership.

Tune in to this week's podcast where Mike Morton and I discuss how to stay organized while estate planning. Make sure to follow the correct process so that your heirs aren't left cleaning up a mess.

What if I told you that you could be paying thousands of dollars in unnecessary taxes every year on your savings? You might think I have some savvy financial trick up my sleeve to save you from Uncle Sam, but the opposite is actually true. In this episode, it's all about the basics. Basic account types, that is: The Three Musketeers: Taxable, Tax Deferred, and Tax Free

This week Mike Morton and I put the Traditional 401k and the Roth 401k in a head-to-head battle of the retirement accounts. If you've been following this podcast for a while, you are well aware of what a 401k account is a tax-advantaged way to help fund your retirement. Just in case you need a refresher, a 401k, or 401(k), is a retirement savings plan offered by many employers in the United States. It's a valuable tool that allows you to save for your retirement while enjoying potential tax benefits. There are two types of these accounts, a Traditional and a Roth. Which is right for you? Follow the fight to find out.

If you're intrigued by the idea of making the most of your 529 accounts, I have just the podcast for you. This week Mike Morton and I discuss three advanced strategies that can help you get the most out of these versatile financial tools.

Join Mike Morton and I this week as we discusses 529 to Roth IRA contributions and how you can use it to benefit the financial aspect of your life.

Paula Harris found herself often helping widows sort out and plan finances after the death of their husband… and thus her business had a focus. Paula shares a few of the very unfortunate scenarios she has encountered and then discusses the realities of “older” folk who are not as computer literate as they might need to be to access financial information these days. Curve Ball Life Planning refers to being pre-prepared for the things life throws at you. Paula also lists the documents that might be needed in the event of a life change… so know where they are.  And the documents might change as the years go by. The gift of preparedness… so important for those left behind. So many good tips about the importance of preparing now.  You thought tomorrow was a gift a decade ago?  It's even more so now. As is purpose. Find Paula Harris at https://whcornerstone.com/ Learn more about Paula and find all the links at https://boomwithabang.com/paula-harris/  

Have some extra cash? Wondering if you should put it toward your mortgage? Join Mike Morton and I this week as we delve into the answer to this FAQ. It's not as simple as you might think. Why? Because why you shouldn't is equally as compelling as why you should work to pay down that debt. 

Ah, estate planning. Such a fun exercise. No one wants to think about the end, but we will all smile, so we might as well plan for it. In this week's podcast, join Mike Morton and I as we explore the importance of planning for your golden years, the ones filled with activity, those that slow down, and even the ones where you may need extra care.

This week, Matt Robison and I discuss the concept of being aggressive in your investment strategy, especially when you have time on your side. 

Inflation has a way of eroding the purchasing power of our money over time, making it essential to plan smartly to ensure financial security. In this episode, Matt Robison and I delve into the intricacies of managing finances in the face of rising inflation. Most notably, we talk about the importance of aligning investment strategies with specific timeframes to make the most of your assets.

In this week's episode, Matt Robison and I dive into an often-overlooked aspect of job selection: logistics. While most people prioritize salary and job responsibilities, we emphasize the significance of considering the logistical details that contribute to job satisfaction and work-life balance.

Mike and I discuss the various labels you should be paying attention to in the stock market. For instance, a popular value index fund, the iShares S&P 500 Value ETF (ticker IVE) includes Microsoft which is typically a growth company. Here is where knowing the ingredients of the fund is crucial.

Join Matt Robison and I this week as we explore the idea that our individual lives may not hold significant meaning in the grand scheme of things. Don't get disheartened, embracing the notion that your life doesn't matter can actually be a fulfilling and liberating approach to life.

What stands in the way of pursuing the life you truly want? This can seem like an overwhelming question, but by unlocking a few powerful secrets, your dreams can become achievable. No one has done more to reveal these secrets than our guest on this podcast, George Kinder. A Harvard-educated CERTIFIED FINANCIAL PLANNER™, George is internationally recognized as the father of the life planning movement. He's an author, thought-leader, and founder of the Kinder Institute of Life Planning. Through his best-selling books/audiobooks, workshops, and speaking engagements, George has trained thousands of financial professionals all over the world to empower their clients with his groundbreaking methodology. 

This is PART TWO of our show on how do you teach your kids about money, without making it a chore for you? We're once again bringing you an episode from Financial Life Planning with Matt Robison and Financial Advisor Mike Morton. Do you offer an allowance? Is it tied to chores or some other ‘work?' Do you give your kids the freedom to spend their money with abandon or try to control what they buy? Have you had an honest discussion about college and the immense expense associated with higher education? Plus: Giving freedom to kids to spend their own money - and allowing the ‘failures' that come with some of those decisions Chores - Do you pay your kids to be a contributing member of your family? When and how to talk to teenagers about college expenses

How do you teach your kids about money, without making it a chore for you? We're once again bringing you an episode from Financial Life Planning with Matt Robison and Financial Advisor Mike Morton. Do you offer an allowance? Is it tied to chores or some other ‘work?' Do you give your kids the freedom to spend their money with abandon or try to control what they buy? Have you had an honest discussion about college and the immense expense associated with higher education? Plus: Giving freedom to kids to spend their own money - and allowing the ‘failures' that come with some of those decisions Chores - Do you pay your kids to be a contributing member of your family? When and how to talk to teenagers about college expenses

On Sundays, we post shows from Financial Life Planning with financial advisor Mike Morton and man-in-need-of-advice Matt Robison. This week: we have interest rates now, so what does that mean, in a nutshell, for our daily lives. And is there anything we need to, you know, DO about it? The answer is: YES! We cover: Mortgage Rates - How the increase affects your payments (not in a good way!) Home Equity / Construction Loans - You might want to think twice about borrowing for renovation projects and why I paid off my HELOC. Savings - You will finally earn some interest on your cash CD's - Some brokerage products are offering 3%-4% interest, something we haven't seen in almost 20 years Stocks - It's like Black Friday: with the 20% market decline now is a (better) time to buy stocks.  Stay invested for the long run.

Financial advisor Mike Morton and Matt Robison dive into when it makes sense to borrow money to pay for stuff (like cars) vs. digging deep into your savings. And does it make sense to use a HELOC? And what the #$%^ IS a HELOC anyway?

On the latest episode of The Tony Steuer Podcast, I spoke with Namrata Singh, Founder of Arthasadhana Investments about the importance of focusing on our own personal journey  In this episode we discussed:The need to be prepared for life's surprisesHow women can take the lead. Why advisors need to be client-centric. Namrata Singh, CFP, is the founder of Arthasadhana Investments and believes in continuously empowering clients to make well-informed investment decisions. Her endeavor is to simplify financial decisions and work towards the financial goals of her clients. At the same time, she is extremely passionate about women's empowerment and financial literacy. She believes that Financial Literacy is the key to leading a sustainable and fulfilled life. She also holds an MBA degree and is currently pursuing CFA (level 2). Namrata was a member of the First Cohort of the Ignite Program and successful completion of the certification on “Financial Life Planning & Investment Advice”.

Alright, today's guest…Having a lifelong interest in Wealth Advisory and Financial Life Planning launched a business doing just that. Providing education and encouragement to clients to live their best life with the resources God has given them to steward. One of his methods for keeping productive is to Get up every day and do his best. and Live life with margin. When asked what advice he would give to others aspiring to succeed as a business owner he replied, “Begin today with one or two steps towards your goal. If you don't have a goal, make one.” One interesting thing about him that most don't know is He and his wife downsized with three teenagers, from a large house in NoVa to a small house in Williamsburg. Getting rid of in one way or another, about 75% of their belongings. Please help me in extending a warm Morning Fuel Podcast welcome to Wealth Advisor and Financial Life Planner with Joss Brown Wealth Advisors, Daniel Joss --- Send in a voice message: https://anchor.fm/morningfuelpodcast/message Support this podcast: https://anchor.fm/morningfuelpodcast/support

Dr. Diane and Dana Mascalo, CFP discuss a new concept in investing and saving for retirement - holistic financial life planning. Dana has been providing this service for her clients for years and inspires people to consider the following: What would you like to have happen with your money if something happened to you yesterday? What makes you happiest? What would you do if money was no object? What if you only had one day to live?

Getting to retirement is all about the plan, and there has to be an income component. Cynthia and Gina dig into how to properly put a retirement and income plan together. From proper asset allocation to the sequence of returns risk they break it all down. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

When inflation took center stage it was called “transitory”. It has become something a little more lengthy with no sign of relief. Inflation can be particularly hard on seniors. This week Cynthia and Gina offer some ideas to help you fight back against inflation and keep your retirement plan on track. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Financial literacy is key when it comes to building wealth and retiring comfortably. Just because you’ve been a good saver doesn’t always equal success. This week Cynthia and Gina discuss the importance of financial education even after retirement.Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

One way to maintain your lifestyle in retirement is to make sure your plan evolves with you. This week Cynthia and Gina discuss some of the most important things you should consider when planning your retirement, especially as you near the day you hang up your work shoes. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

How Financial Life Planning Improves Financial Literacy Episode 157 George Kinder is internationally recognized as the Father of the Life Planning movement, seven-time author, and founder of the Kinder Institute for Life Planning. For those not in the financial services industry, Life Planning connects the dots between our financial realities and the lives we long to live, so we can live free to pursue our life's passions, wherever that may lead us. Today's episode is a conversation with George about his revolutionary career, how life planning can improve financial literacy, and his latest project - a book of poetry!  Listen to this podcast and discover: How financial life planning differs from traditional advisory practices  The power of empathetic listening in fostering trust with clients  Why the human side of money is so important to talk about  The 3 domains of freedom and how financial life planning fits  What's next for George Kinder beyond financial planning Order George's new book:  Reflections on Spectacle Pond: The Weekly Edition is inspired by the 30 years he has spent living at the edge of a small New England pond. It will be available for free to email subscribers, on a weekly basis, for the year 2022. Want to connect with George? Here's how:  Kinder Institute of Life Planning Website: George Kinder Twitter: George Kinder LinkedIn: George Kinder  Facebook: George Kinder Instagram: George Kinder   A special thank you to our episode sponsor, Life Transitions by Dr. Amy.   This episode is sponsored by Life Transitions by Dr. Amy. When it comes to life's changes, there are two types of people: those experiencing the change and the professionals advising them. Life Transitions by Dr. Amy walks beside both, helping financial professionals and individuals navigate more gracefully through any life change. To find out more, click here.    A special gift for listeners: Our Sponsor's Special Offer for Advisors: 20% off our listeners' choice of Dr. Amy's Advisor Programs with the discount code of DrAmy20 Let me know what you think of this episode. Leave a review on your iTunes or your favorite podcast app. Subscribe today! OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com Recent Posts How Financial Life Planning Improves Financial Literacy | Episode 157 A Podcast Even Your Mother Would Love | Episode 156 The Power of Podcasts to Educate | Episode 155

There are many outside forces influencing your portfolio. The pandemic, geopolitical events and inflation. If you’re feeling a little nervous about your own retirement Cynthia and Gina offer some tips to help bring that anxiety level down. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

In this episode Michael talks to Dana Ferrell. Owner for Servitium Financial Management. Dana talks about what a financial advisor is. The Benefits that a financial should bring to you for long term financial planning and the various services that they can provide to help you create wealth no matter where you are financially today. Dana Ferrell's website. https://www.ameripriseadvisors.com/team/servitium-wealth-management/ contact number. 425.477.4153 Dana.M.Ferrell@ampf.com --- Support this podcast: https://anchor.fm/askacoach/support

This week Cynthia and Gina tackle two obstacles regarding inflation: 1, rising prices put stress on fixed income and 2, investing in a retirement plan to keep up with a higher cost of living. Cynthia and Gina offer several potential solutions to help avoid the pain. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Retirees aren’t always up to date on every part of the tax code and as a result end up paying more in taxes than necessary. This week Cynthia and Gina offer some tips to make sure more of your nest egg stays with you and not Uncle Sam. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Episode Guest: George Kinder, Kinder Institute of Life Planning. Internationally recognized as the father of the Life Planning movement Episode Description: Author, speaker, meditation teacher, and father of the Life Planning movement in financial advice, George Kinder, will describe how Life Planning delivers an exhilarating and meaningful experience for the client. Kinder will briefly discuss Life Planning's five-phase EVOKE methodology, based on mindfulness, that utilizes deep listening and communication skills to uncover clients' dreams of freedom and then delivers them.He will share the evolution of his Life Planning work, as described in his latest book, A Golden Civilization & the Map of Mindfulness, and how it is now being used by groups globally to rethink civilization through an interactive visioning strategy that goes beyond the self or even the larger community but considers the entirety of civilization and empowers leaders to develop the world they want to live in right now. In this episode, you'll discover:The inner listening/mindfulness skills required for mastery of client conversations and the significance of great listening for successful client engagement.The efficacy of the Life Planning model when working with groups to vision and deliver outcomes.About George Kinder:Internationally recognized as the father of the Life Planning movement, the Harvard-educated George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. His three books on money are considered by many to be the seminal works in the burgeoning field of Financial Life Planning.He has written a book on mindfulness,  Transforming Suffering into Wisdom, and his latest book, A Golden Civilization & the Map of Mindfulness, challenges the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of Freedom everywhere. Get in touch with George Kinder:Program Handout: https://revolutionizeretirement.com/wp-content/uploads/2020/08/George-Kinder-Presentation.pdf Kinder Institute's website: https://www.kinderinstitute.com/ George's websites: https://www.georgekinder.com/ and https://www.agoldencivilization.com/ Purchase George's Book, A Golden Civilization and The Map of Mindfulness: https://revolutionizeretirement.com/goldenciv Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at https://10keyretirementissues.com/ 

Took a wellness break and feel rejuvenated to keep podcasting!! Cannot wait to share this amazing 40th episode!George Kinder is an international thought-leader, author, mindfulness teacher, and the Father of the Life Planning movement. He has revolutionized financial advice for more than 35 years by training 4000 professionals in 30 countries in the field of Financial Life Planning.  In part 2 of this profound 2-part conversation, George and I discuss:What are the five common elements that come up when individuals create their life plan.How life planning delivered freedom to a physician living in despair and allowed him to pursue his true calling.Why financial milestones feel empty without living a life plan. How physicians can experience freedom by first imagining the dream, then building the architecture to deliver it.Tune in to hear an inspiring conversation between a renowned international thought-leader and a Dare to Dream Physician on how to help physicians start living meaningful and fulfilling lives.Dare to Dream Physician Resources:Dare to Dream Physician, Life Planning for Physicians https://daretodreamphysician.comDare to Dream Physician on Facebook https://www.facebook.com/daretodreamphysician/DreamPhysician on Instagramhttps://www.instagram.com/dreamphysician/ George Kinder and Life Planning Resources:George Kinder's Website: www.georgekinder.comTwitter: @GeorgeDKinderLinkedIn: @George D. Kinder - https://www.linkedin.com/in/george-d-kinder-0749196/Instagram: @george_kinderFacebook: @GeorgeDKinderKinder Institute of Life Planning Website: www.kinderinstitute.comTwitter: @KinderInstituteLinkedIn: @KinderInstituteofLifePlanning - https://www.linkedin.com/company/843302/Instagram: @KinderInstituteFacebook: @kinderlifeplanning There's exciting news at the Dare to Dream Physician! For those of you who wish to get clarity on your own "why", and get energized as you explore, envision, and create your dream life, I am taking on a limited number of one-on-one clients for Life Planning! To get the complete details, visit my website at Dare to Dream Physician https://daretodreamphysician.com

We’ve all heard the expression “we don’t know what we don’t know”. In the world of retirement planning what you don’t know can really take a bite out of your portfolio. Cynthia and Gina to the rescue. This week they address some strategies to help you get to retirement and have the lifestyle you’ve always wanted. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 087 Chris Ward, Founder – EntryPoint Wealth Management   Chris Ward founded EntryPoint Wealth Management to provide advisory relationships built on Financial Life Planning to enable his clients to achieve more in their lives and financial aspirations. We take the time to help clients understand what is truly important to our clients to make the best financial decisions to empower them to achieve their successes. We attract High Networth Investors who ask us to untangle the complexity of their situation, reduce the stress of their financial lives, and create a plan to help them accomplish their long-term goals.   To help our clients, we engage in Investment Management, Charitable Planning, Tax Analysis, 1031 Exchanges, and Estate Planning to best serve our client's goals and objectives. Given that every client's situation is unique, we build a custom plan for every client we work with, outlining the techniques we will use to help them achieve their objectives.     Chris' insights include:    Why having a system in place instead of being driven by emotions is important to make good decisions The challenges of transitioning from working for a company to starting your own business How setting your own schedule can allow you to spend more time with family His thorough process to ensure he covers all aspects for a financial plan for each client His goals for his business Enjoy the show!   Connect with Chris:   Website: https://entrypointwm.com/     Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Cynthia opens the show with her take on the current market and how it could be affecting your retirement savings. Then the topic shifts to the Roth IRA and Roth 401(k) and how they provide beneficiaries with a lasting tax free gift. Cynthia and Gina break it down. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Saving for retirement is only half the job. The other half is putting that money to work. Financial experts say there are a handful of retirement distribution plans that can be used to stretch money further for a long retirement. This week Cynthia and Gina outline several strategies to help you achieve success in retirement. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

It seems everybody has advice about retirement. They mean well but sometimes it’s laughable. This week Cynthia and Gina highlight some advice about retirement that you should try to avoid. Two of the biggest are Social Security running out and the old 4% rule is the only way to withdraw your money. These so-called nuggets of wisdom could cost you plenty. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

George Kinder is an international thought-leader, author, mindfulness teacher, and the Father of the Life Planning movement. He has revolutionized financial advice for more than 35 years by training 4000 professionals in 30 countries in the field of Financial Life Planning.  In part 1 of this profound 2-part conversation, George and I discuss:What struggles do financial professionals and physicians share in finding professional fulfillment.How to efficiently deliver freedom to an individual through life planning.What physician burnout looks like from a patient's point of view.Why physicians cannot wait to re-connect with their purpose.Tune in to hear an inspiring conversation between a renowned international thought-leader and a Dare to Dream Physician on how to help physicians start living meaningful and fulfilling lives.Dare to Dream Physician Resources:Dare to Dream Physician, Life Planning for Physicians https://daretodreamphysician.comDare to Dream Physician on Facebook https://www.facebook.com/daretodreamphysician/DreamPhysician on Instagramhttps://www.instagram.com/dreamphysician/ George Kinder and Life Planning Resources:George Kinder's Website: www.georgekinder.comTwitter: @GeorgeDKinderLinkedIn: @George D. Kinder - https://www.linkedin.com/in/george-d-kinder-0749196/Instagram: @george_kinderFacebook: @GeorgeDKinderKinder Institute of Life Planning Website: www.kinderinstitute.com Twitter: @KinderInstituteLinkedIn: @KinderInstituteofLifePlanning - https://www.linkedin.com/company/843302/Instagram: @KinderInstituteFacebook: @kinderlifeplanning There's exciting news at the Dare to Dream Physician! For those of you who wish to get clarity on your own "why", and get energized as you explore, envision, and create your dream life, I am taking on a limited number of one-on-one clients for Life Planning! To get the complete details, visit my website at Dare to Dream Physician https://daretodreamphysician.com

Today Cynthia and Gina talk about financial rules of thumb. They are defined as an approximate method for doing something, based on practical experience rather than theory. Rules of thumb are not always true but usually true. They cover everything from index funds to the tried and true rule of 72. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Thanks to the economy, the pandemic, and all the other forces brewing in 2022, you’ll want to make extra sure you’ve got your ducks in a row before you waltz off into your golden years. Today Cynthia Fick and Gina White offer some suggestions to help you potentially get to retirement this year. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

In this episode of Women's Retirement Radio, I'm joined by Brenna Baucum.Brenna is the Director of Education and Communications at Money Quotient.And Money Quotient is one of the leading financial life planning organizations in the financial services industry, training financial planners and advisors to develop financial planning engagements that transform lives.I've had the pleasure of getting to know and work with Brenna through my training with Money Quotient, and I'm excited to have her join me and talk about the important work that she and Money Quotient are doing to help other advisors and their clients.For more on Brenna, please check out these resources:Brenna Baucum on LinkedinMoney Quotient websiteMoney Quotient Partner DirectoryGet in touch and let me know what you think or if you have any questions.And thank you for listening.Visit my website to learn more.Disclosures --- Send in a voice message: https://anchor.fm/womens-retirement-radio/message

This week Cynthia and Gina outline three potential threats that could impact your retirement savings in 2022. They also have some suggestions that could soften the blow. If you’re in or near retirement you really should hear this. They tackle inflation, taxes and challenges for investors this year. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

It might be more important than ever to get your retirement savings priorities straight because of the confluence of many national and global events that could happen in 2022. This week Cynthia and Gina take you through why you want to ensure you meet your yearly retirement goals. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Saving for retirement is a big job and living longer means we have to save more. This week Cynthia Fick and Gina White offer some tips on how we can manage our savings and stretch our dollars to help make sure we don’t run out of money in retirement. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

We all know saving for retirement needs to start early. The truth is many of us don’t. There’s still time to get you to retirement with the lifestyle you desire. It starts with a plan and this week Cynthia Fick and Gina White take you through some steps to help get you there. Visit FinancialLifePlanners.com. Call (800) 239-1525.See omnystudio.com/listener for privacy information.

Amanda is a Fellow Chartered Financial Planner with Smart Financial in Nowra and Shellharbour. She is also a Registered Life Planner with the Kinder Institute of Life Planning. Amanda believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick too. Amanda’s passion for delivering the highest quality of advice was recognised in 2016 when she was awarded the AMPFP NaVonal Value of Advice Award. She was also a semi-finalist in the AFA Female Excellence in Advice Awards in 2017. Amanda has been a proud supporter of the Cancer Council Financial Assistance Pro Bono program since it was established in 2010. She has assisted countless cancer sufferers with insurance claims, accessing their super and applying for financial assistance with their loan providers. Resources: https://www.kinderinstitute.com/ Connect with Amanda here: LinkedIn: https://www.linkedin.com/in/amanda-pond-rlp-fchfp-348b3646/ Website: www.smartfinancial.com.au Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff! Check out more about us here: www.moneymechanics.com.au www.scottmalcolm.com.au Check out our Financial Service Guide and Privacy Policy here. Follow and like us on socials: Instagram: @moneymechanics Twitter: @moneymechanics Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523 General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally we suggest you speak with a licensed financial planner and seek out personal advice!See omnystudio.com/listener for privacy information.

Rob Schannep is a 3rd generation financial advisor that works specifically with families, union workers and business owners. He moved his family into a school bus RV to live at a minimum during the initial start of the business and in which he also took advantage of and traveled the United States.   Connect with Rob Schannep! Life Craft Planning Instagram   Join the Movement! Linktree   Connect with Irvin! Linktree

This week, Dr. Summer Watson had the opportunity to speak with Pamela Sams, who for 19 years has been helping women improve their personal and financial wealth through solid financial life planning.  She focuses on helping her clients meet their financial needs and achieve financial security and greater retirement readiness. Pamela has become a strong voice in the area of personal finance for women. Her knowledge in this area has made her a sought-after speaker. Pamela was featured in the Women in Wealth section of Fortune Magazine November 2020 issue as a top Wealth Manager in the Washington DC metro area.  Pamela's loss of a parent was the beginning of a new career journey for her in the financial life planning space, where her passion is to help her clients meet their financial needs, achieve financial security and be more prepared for retirement. If you would like to connect with Pamela Sams, you can find her on LinkedIn at: Pamela Sams on Facbook and Instagram at: JacksonSamsWealth, and Twitter at: JacksonSamsWS Social media handles: Facebook: https://www.Facebook.com/jacksonsamswealth Instagram: https://www.Instagram.com/jacksonsamswealth Twitter: https://www.Twitter.com/jacksonsamsws LinkedIn: https://www.LinkedIn.com/in/PamelaSams  Thank you for taking the time to listen to the KORE Women podcast and being a part of the KORE Women experience. You can listen to The KORE Women podcast on your favorite podcast directory - Pandora, iHeartRadio, Apple Podcast, Google Podcast, YouTube, Spotify, Stitcher, Podbean, and at: www.KOREWomen.com/podcast. Please leave your comments and reviews about the podcast and check out KORE Women on Instagram, Twitter, and Facebook. You can also learn more about Dr. Summer Watson and KORE Women at: www.korewomen.com  

Melissa Joy, CFP® is joined by retired financial Advisor and long-time mentor, Dan Boyce to discuss financial life planning. Have you ever thought about if you had all the money you needed to live a satisfying life, how would you spend it? Dan is a retired CFP®, with over 35 years of industry experience, who now helps people look for things that will make their life more meaningful beyond the financial planning process. Melissa and Dan discuss how getting deeper on how to live better lives can elevate the financial planning process. You will learn:What is the process of financial life planning?How to uncover what is really important to make your life more meaningful.The three questions to ask yourself to really uncover what is essential in your life and what is not? If you found out you have 24 hours to live what would you regret not having done in your life? How do we optimize areas of time, energy, and talent throughout our lifetime? Resources:·       Find out more about Dan Boyce HERE.·       Order a copy of The Financial Wisdom of Ebenezer Scrooge·       Order a copy of Seven Stages of Money Maturity·       Find out more about The Kinder Institute of Life Planning Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

Failing to plan is planning to fail. There’s no better time to plan your finances than now that you’re learning about it!  When you’ve created a financial plan, it’ll be easier for you to make decisions financially and of course meet whatever goals you have.  Though some people decide to do it on their own, you may want to seek out the help of a financial professional to help you stay on track, secure your financial wellbeing, and reach financial planning success! In this episode, I’m going to deep dive into what financial planning is, why it’s personal, and why it’s very important. I’m also going to touch on the differences between financial planning and investments, and why I made the transition from commission-based, to fee-based, and finally a fee-only financial advisor! Highlights: >> What is financial planning? >> The 7 Steps of Financial Planning >> The personal side of financial planning >> Investments and financial planning are 2 different things, here’s why! >> The reason why I made the shift to fee-only advisors >> The difference between, commission-based, fee-based, and fee-only financial advisors If you loved this episode, you have to listen to these episodes as well: >> The Importance of Financial LIFE Planning (https://www.minoritymoneypodcast.com/podcast/episode/9dd7f240/the-importance-of-financial-life-planning) >> No Need to Worry, My Accountant Handles That (https://www.minoritymoneypodcast.com/podcast/episode/260057c3/no-need-to-worry-my-accountant-handles-that) >> Financial Planning for Families of Color with Ajamu Loving Ph.D., CFP® (https://www.minoritymoneypodcast.com/podcast/episode/19d05495/financial-planning-for-families-of-color-with-ajamu-loving-phd-cfpr) --- I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on (https://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast) with a friend. ********** Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/))  Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com (mailto:emlen@minoritymoneypodcast.com) Can't wait to meet you.

When physician Carolyn McClanahan tried to find a financial planner several decades ago, she only encountered investment managers and glorified salespeople. However, these experiences led her to fall in love with financial planning. She’s now the Director of Financial Planning at Life Planning Partners in Jacksonville, Florida. She has been quoted in numerous publications, including The Wall Street Journal, Money, Kiplinger’s, Smart Money, and has appeared on CNBC and NPR. In 2009 she was named a “Mover & Shaker” in the financial planning profession by Financial Planning. Carolyn brings a unique perspective and approach to our industry, especially when it comes to retirement and the role it plays in living a happy, sustainable, and fulfilled life. Today, she joins the podcast to share the story of her unique journey into the world of financial services, why the best financial planners need to be able to talk about their clients’ health, and how anyone can become a better use of our healthcare system. Show Notes: RetireWithPurpose.com/149 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

In this episode, Adam speaks to Roger Kennedy from AKFP Group in Northern Ireland.Roger specialises in the area of Financial Life Planning with Business Owners/Executives and Professionals, Retirees

Life doesn’t always go the way we want them to. That’s why it won’t hurt to be prepared for what is uncertain. In this episode, we’re talking about health, wealth, and your retirement plan!  I’m joined by Phil Pearlman, the Chief Community Officer at StockTwits, a social media platform designed for sharing ideas between investors, traders, and entrepreneurs. Retirement planning is something most people normally put off until it’s too late. If you want to spend a quality retired-life in the future, then health and retirement planning should be on your priority list! In this conversation, Phil and I discuss why it’s important to take note of the health side of things when doing long-term monetary planning. We also talk about regrets, health, family, business, investments, and finding simplicity. If you want to learn more about retirement planning and health, then listening to this episode is a good start! Highlights: >> Why health is not much talked about when talking about monetary long term planning >> Why health needs to be considered when talking about retirement plan >> Implementing the health portion of retirement planning >> Why your health and food choices matter >> The Socratic method >> Hedge fund and the cognitive theory of noise >> How to find simplicity >> Why you should give yourself a break >> Important takeaways from Phil Resources: >> Dr. Preston’s Social Media Twitter @ppearlman (https://twitter.com/ppearlman) Stocktwits @ppearlman (https://stocktwits.com/ppearlman) >> Prime Cuts Newsletter - Phil’s blog (https://primecuts.substack.com/) If you loved this episode, you have to listen to these episodes as well: >> The Importance of Financial LIFE Planning (https://www.minoritymoneypodcast.com/podcast/episode/9dd7f240/the-importance-of-financial-life-planning) >> The Importance of Growing Your Personal Equity (https://www.minoritymoneypodcast.com/podcast/episode/bf9c0643/the-importance-of-growing-your-personal-equity) >> Education, Financial Stability, Health and Your Well-Being (https://www.minoritymoneypodcast.com/podcast/episode/b0723337/education-financial-stability-health-and-your-well-being) --- I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on (https://www.facebook.com/sharer/sharer.php?u=https://www.minoritymoneypodcast.com/podcast) with a friend. ********** Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth ( https://www.facebook.com/groups/423846561552747/ (https://www.facebook.com/groups/423846561552747/) )  Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com (mailto:emlen@minoritymoneypodcast.com) Can't wait to meet you.

Justin Krane is a Certified Financial Planner™ Professional and Fractional CFO for business owners. He is the Founder of Krane Financial Solutions and his mission is to help owners understand and get a better understanding of the money side of their business. He teaches entrepreneurs how to be strategic with their business money so that they can grow their business and build a plan to fund their personal goals.  Justin Krane holds a Bachelor of Arts degree in Finance from the University of Colorado Boulder. Prior to founding Krane Financial Solutions, Justin was Vice President of Investments at UBS Financial Services Inc. for 12 years in Beverly Hills, California. In this episode… Business owners are oftentimes experts in the services/products they offer but not all of them have a good grip on the financial side of their business. They face a ton of challenges when running their business from hiring the right people, to letting go of the ones who stick out like a sore thumb but what they need to do, according to Justin Krane, is manage their finances well in order to fund their personal life goals and business more effectively. Justin, a Certified Financial Planner™ Professional, is a money strategist for business owners whose mission is to help the owners understand the money side of their business. He joins Adrienne Richardson in this episode of Powerplayers in Business and Life, to talk about the different types of business owners and how he helps them understand their financials better and how he helps them manage their expenses and investments. He also shares his best tips on how to handle business tax and how to gain the right momentum for their business. Stay tuned.

There’s no telling what the market is going to be with the unfolding of the Covid-19 pandemic. Before you make any drastic moves, it’s important that you are well informed with what’s happening with the world and with the market. Be concerned but don’t panic. Learn how you can protect yourself, your family and your investments, as I share the key facts about coronavirus and its effects to the market.   Highlights: >> Key facts you need to know about the Novel Coronavirus >> The importance of social distancing >> What’s going on in the market? Resources: >> Novel Coronavirus (COVID-19) Situation >> Know the facts about coronavirus disease 2019 >> Coronavirus (COVID-19) - The Centers for Disease Control and Prevention >> Why outbreaks like coronavirus spread exponentially, and how to “flatten the curve” If you loved this episode, you have to listen to these episodes as well: >> Aligning Your Mind and Body With Yoga >> The Importance of Financial LIFE Planning >> Compass vs. Map: How to Navigate When Life Gets Off-Course Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

Most of the financial planning industry is so focused on Assets Under Management, those words describe both the size of a firm and how much clients pay for advice. With the AUM model being so prevalent, why would you switch to a different way to charge—and, more importantly, a different way to practice? Our guest, Steve Swicegood, CFP®, shares his professional journey from the insurance business to comprehensive Financial Life Planning—a journey he took because his clients wanted more of his unbiased advice. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Steve Swicegood, please visit https://www.ConsciousMoney.com.

Season two of the podcast launches 11/5!  In the meantime, grab The Pique Coaching Workbook: 9 prompts to get your creative wheels turning, so that you can move forward in your life. Here's what's inside the workbook: 1. Blurts: Use when you want to uncover your self-sabotaging beliefs 2. Empowering questions: Use when you want to build confidence + creatively problem solve 3. Intuitive prompts: Use when you want to know what the real you thinks 4. "I don't know" replacements: Use when you're in need of a solution but feel stuck  5. Wouldn't it be nice if: Use when you want to dream big without attachment 6. Non-binary decision making: Use when you want to expand your creative decision making 7. Do, dump, delegate, delay: Use when you're feeling overwhelmed by everything you have to do 8. Why x 3: Use when you want to understand your real motivations so that you can fulfill them now 9. Financial Life Planning™ questions: Use when you want to realign your finances with your values 10. Resource page   Download it now at piquecoaching.co/workbook.   

My guest today is called the father of financial life planning. Harvard educated economist turned CPA, turned financial advisor, George Kinder was looking for a deeper way to connect his clients to their values and goals in life. Rather than asking the standard, “When do you want to retire?”, he developed a three-question framework to help clients find their path to freedom and live the life they want to live. He now runs the Kinder institute where he trains other financial planners to help their clients in the same way. What would life look like if we used money to support our goals and dreams? His books and trainings are all about freedom. In his new book, A Golden Civilization and The Map of Mindfulness, Kinder draws on 50 years as a mindfulness practitioner, over 30 years as a mindfulness teacher, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. His objective is to bring greater levels of freedom everywhere. Learn more about George Kinder on his website GeorgeKinder.com. Connect with him on Twitter @GeorgeDKinder and on Facebook @GeorgeDKinder.

In the world of financial planning it’s common for people to focus too much on the future and not enough on the present. If people aren’t happy with not only their financial well-being but also their life in general, they’re going to be more likely to spend money frivolously.  Join is as Carolyn McClanahan, M.D., CFP® talks to us about the importance of happiness when it comes to financial planning as well as tips on insurance and age planning. Join a group of like minded individuals on their journeys to change the complexion of wealth one step at a time! Minority Money Community Minority Money Facebook

Lisa Kirchenbauer, CFP®, is the Founder of Omega Wealth management and has been in the financial services for 30 years. Lisa is a Registered Life planner® and Certified Financial Transitionist® (CeFT®).  She’s also a Kolbe Certified Consultant™ and uses that assessment to guide her […] The post Lisa Kirchenbauer on attracting and deepening relationships through financial life planning appeared first on Becoming Referable.

Stop what you are doing and listen to this. In this episode, Scott Frank joins me to discuss financial life planning and how you can find the deeper motives and connection to your money moves. His wealth of knowledge and passion on the subject is one that you'll feel instantly. On the podcast, he asks piercing questions and I share a little bit about losing both my father and brother years ago. You don't want to miss this. You are #YoungMoney. Enjoy!

Financial life planning is being purposeful in continually moving your life in the direction you desire and then matching your finances to support it. Said another way, it is financial planning done right. Listen to Kevin share a story of a client evaluate trade-offs and find a work-life balance that is better for them. He also shares a story of how he and his wife made big life changes after their first child was born ... changes that would require Kevin to work several more years before they will reach financial independence. Whether you are in the heart of your working years or at retirement, this is one episode you won't want to miss. For more about True Wealth Design, visit: http://www.truewealthdesign.com/

In this interview, George Kinder, a global thought leader and mindfulness meditation teacher, talks about his latest book, A Golden Civilization & The Map of Mindfulness (Serenity Point Press, 2018).  He states, “If we want our children to live in a Golden Civilization, the first step is for each of us to imagine it.” To do this, we must reflect upon what really matters and endeavor to work collectively to make mindful changes. George Kinder, known as the father of the Life Planning movement, revolutionized the profession of financial advice by training over 3,000 professionals world-wide in the field of Financial Life Planning.  Harvard educated, he is the recipient of numerous professional awards, a sought after speaker at industry events and conferences, a regular guest on media programs, and the founder and CEO of the Kinder Institute of Life Planning. His expertise extends beyond the role of speaker or advisor.  He is an artist, poet, photographer, author, mindfulness practitioner and teacher. He leads weekly meditation classes and retreats around the world.  His articles have appeared in The Financial Times, The Wall Street Journal, New Model Adviser, Forbes, and Time magazine. He is the author of Life Planning for You: How to Design & Deliver the Life of Your Dreams (2014), Transforming Suffering into Wisdom: The Art of Inner Listening (2011), A Song for Hana & the Spirit of Leho’ula (2007) and The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life (2006).  Elizabeth Cronin, Psy.D., is a licensed psychologist and mindfulness teacher with offices in Brookline and Norwood, MA.  You can follow her on Instagram or visit her website at https://drelizabethcronin.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this interview, George Kinder, a global thought leader and mindfulness meditation teacher, talks about his latest book, A Golden Civilization & The Map of Mindfulness (Serenity Point Press, 2018).  He states, “If we want our children to live in a Golden Civilization, the first step is for each of us to imagine it.” To do this, we must reflect upon what really matters and endeavor to work collectively to make mindful changes. George Kinder, known as the father of the Life Planning movement, revolutionized the profession of financial advice by training over 3,000 professionals world-wide in the field of Financial Life Planning.  Harvard educated, he is the recipient of numerous professional awards, a sought after speaker at industry events and conferences, a regular guest on media programs, and the founder and CEO of the Kinder Institute of Life Planning. His expertise extends beyond the role of speaker or advisor.  He is an artist, poet, photographer, author, mindfulness practitioner and teacher. He leads weekly meditation classes and retreats around the world.  His articles have appeared in The Financial Times, The Wall Street Journal, New Model Adviser, Forbes, and Time magazine. He is the author of Life Planning for You: How to Design & Deliver the Life of Your Dreams (2014), Transforming Suffering into Wisdom: The Art of Inner Listening (2011), A Song for Hana & the Spirit of Leho’ula (2007) and The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life (2006).  Elizabeth Cronin, Psy.D., is a licensed psychologist and mindfulness teacher with offices in Brookline and Norwood, MA.  You can follow her on Instagram or visit her website at https://drelizabethcronin.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial life planning is being purposeful in continually moving your life in the direction you desire and then matching your finances to support it. Said another way, it is financial planning done right. Listen to Kevin share a story of a client evaluate trade-offs and find a work-life balance that is better for them. He also shares a story of how he and his wife made big life changes after their first child was born ... changes that would require Kevin to work several more years before they will reach financial independence. Whether you are in the heart of your working years or at retirement, this is one episode you won't want to miss. For more about True Wealth Design, visit: http://www.truewealthdesign.com/

In this episode of the Maven Money Personal Finance Podcast… Andy is joined by internationally recognised father of the Life Planning movement, George Kinder.    Quick Preview of the Podcast:   Lessons learned in training over 3000 industry professionals Why a wandering mind is an unhappy mind The power of breath control George's famous three questions   Links:   The golden Civilisation & maps of Mindfulness   Altered Traits   Humans Under Management   Andy Hart   Leave a review!     Don't forget to check out the Maven Adviser website for more great content.   So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show.   Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on team@mavenadviser.com. Alternatively you can reach out on Twitter @MavenAdviser.   

Vad krävs för att starta eget och förverkliga din dröm? Vi träffar entreprenören Mia Ingelström som är ekonomi-PT på företaget Financial Life Planning. Hon berättar om sin egen vändpunkt som kom genom familjens time-out i Costa Rica för några år sedan och hennes drivkraft till att förändra sitt liv och starta eget. Vi pratar om vad det innebär att arbeta som ekonomi-PT, varför hon vill hjälpa människor att ta kontrollen över sin privatekonomi och hur det kommer sig att det är så tabubelagt att prata om pengar.

Whenever he flies, Carl asks the pilot if they make a detailed flight plan. They say yes. He then asks how often they stick to that flight plan. They say never. Conditions always change mid-flight and they too, must adjust. Carl argues these same micro adjustments pilots make, are essential to living a life of deep peace and contentment. Carl also shows us how this same thinking can help us avoid the handful of catastrophic mistakes that can, and often do, decimate financial futures.

Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.

Today your host, Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.

George Kinder of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners - whether you’re new to the field, or you’ve been a planner for decades.

George Kinder, CFP® of The Kinder Institute of Life Planning has had an incredible impact on the development of financial life planning. To hear him speak about the human element within financial planning is inspiring, and absolutely necessary for all planners – whether you’re new to the field, or you’ve been a planner for decades. In the early 1990s, George Kinder and Dick Wagner partnered together to discuss: The skillset advisors needed to hone to in order to engage in financial life planning The philosophy behind financial life planning The ways that the human component of money can positively impact financial planning as a profession, the lives of financial planning clients, and our world as a whole In this episode, George covers a lot of ground. He discusses the beginning of the financial life planning movement within the FPA – from the founding of Nazarudin, to the growth of the movement, to how the initial financial life planning community worked to get the message out to the masses.   What You’ll Learn: What the beginning of the financial life planning movement looked like Who was involved at the onset of this movement How the Nazarudin movement began, and how it still exists today What the three phases of the financial life planning movement has looked like, and how it’s grown over time The “why” behind financial life planning The importance of developing a “one hour” life plan for everyone – not just those privileged enough to have access to advisors The different exercises that financial life planning moves through What questions are the “right” questions to wrestle with with your clients – questions like “What is it to be human?” or “What is it to be human in this world?”   FPA Retreat  

On this show, we talked about the importance of understanding our preconceived money notions and the necessity of building money habits that support our values with Michael Kay, CFP and President of Financial Life Focus. Listen to learn how to get rid of the financial bullies in your life! For the Difference Making Tip, scan ahead to 21:02. You can learn more about Michael at Financial-LifeFocus.com, MichaelFKay.com, Twitter and LinkedIn. Click here for a copy of The Seven Stages of Money Maturity Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice - and wants you to know that you can do the same.

Stephen Brody, CFP®, believes that financial planning is about digging deeper to move beyond the numbers and help clients put forward the lives they want to live. Through intentional leadership, he’s built a financial life planning practice - and wants...

Carol Anderson is the founder of Money Quotient, a 501(c)(3) non-profit organization that provides financial life planning training to advisors. She has spent many years working in financial life planning, and in contrast to the typical criticism of the field, her company has managed to systematize their process. In this episode, Carol discusses Money Quotient’s unique approach, as well as the psychology and sociology research behind it. Listen in to hear how their tactics set a more holistic tone to financial planning engagement and why Carol says financial life planning isn’t an alternative to traditional financial planning, but rather a better way to help clients develop the self-awareness they need to truly identify what their goals are in the first place. For show notes and more visit: https://www.kitces.com/59

Jeremy is Head of Life Planning for Serenity Financial Planning – the UK’s largest Financial Life Planning firm. Originally from a banking background, after becoming an Independent Financial Adviser in 2004, and seven years later, he experienced an life changing moment at the PFS Conference in 2011, when he was so inspired by talks from Tina Weeks, David Scarlett and Jim Lawless to make major changes to both his life and the way he worked with his clients. In 2012, Jeremy attained Registered Life Planning status with the Kinder Institute, and in 2013, joined his inspiration Tina Weeks at Serenity. A key driver for Jeremy is helping his clients find or regain direction, purpose and enthusiasm for life. A particular poignant point has been working with one client whose husband suicided in 2013. Together, in May 2017, they arranged a charitable concert in Cornwall, attracting an audience of 900 people, and raising just under £20,000 for Cornwall Search and Rescue Team and Carrick MIND. Wednesday 13:40 - 14:10 Life changing experiences Listen to four of your practitioner peers describing what it was that created that “Light bulb Moment” when they really “got” what it was that they wanted to deliver or change in their practises to enable them to be the best they could be.

Elizabeth Jetton is on the show to share the incredible new programs and educational opportunities being developed to help financial planners start strong. She also shares the importance of finding your ‘Why’ and gives tips on when and how to do it. Her experience in almost every area of the financial planning industry has given her some great insight that we can all learn from. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/124

In this episode of the Informed Choice Podcast, Martin talks to Justin King about Financial Life Planning and their new book - Ready, Steady, Retire! We look at whether you should reduce or increase equity exposure in retirement, and some of the challenges faced by growing old without children.