Podcast appearances and mentions of george kinder

Aussie paramedic-turned-life-coach Tasch Rogers joins us to unpack the head-on crash that shattered her body, her finances—and ultimately her limiting beliefs. After a 30-year career as a first responder, she had to leave it all behind and start over. She became intimately familiar with the effects of trauma and PTSD, having personally navigated through her own healing journey. Now as a life coach with expertise in holistic modalities and various other disciplines, she helps others using a warm, compassionate, and non-judgmental approach.  ***Trigger Warning: This episode includes discussions of mental health issues such as PTSD and suicide. These topics may be difficult for some listeners. If you need support, please consider reaching out to a trusted friend, professional, or crisis resource. Take care of yourself and listen at your own pace.  

George Kinder is the pioneering mind behind Life Planning and founder of the Kinder Institute. He joins us for the second half of our enlightening conversation about the essence of financial freedom from last week. George is best known as the Father of Life Planning and creator of The Three Kinder Questions that probe deeper into our hopes, dreams, and fears. This episode brings you: The real meaning behind the Kinder Questions A little live therapy session with Bill & Jackie as they share thier answers to the Kinder Questions The EVOKE life‑planning process (Exploration – Vision – Obstacles – Knowledge – Execution) The Three Domains of Freedom: the freedom of each moment, the freedom to live one's life purpose, and the freedom of civilization 'The Freedom Song' — written and performed by George Kinder & his daughter London Kinder  Be sure to go back and listen to last week's episode 140 to catch the first part of our conversation with George Kinder.  

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  

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with George Kinder, author and founder of the Fiduciary In All Things (FIAT) Movement about the FIAT movement. In this episode we discussed:Why FIAT is essential for the future of civilization.Imagine if we lived in a trustworthy world. A great first step is to reflect and listen more. How we can integrate FIAT into our lives, and lead from our personal integrityWithout a fiduciary standard, democracy is undermined and civilization can die. Why institutions have a higher obligation and need to be trustworthy. George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents. A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.““One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).Connect with George Kinder:Website (here)LinkedIn (here) Instagram, Facebook, X and YouTube: @georgedkinderThe Fiduciary in All Things website (here) The Kinder Institute website (here)Life Planning for You website (here) Books:The Three Domains of Freedom: Each Moment Is Yours, Your Life Is Yours, Civilization Is YoursLife Planning for You: How to Design & Deliver the Life of Your DreamsLighting the Torch: The Kinder Method(TM) of Life PlanningThe Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your LifeA Golden Civilization and The Map of MindfulnessA Song for Hana & the Spirit of Leho'ulaTransforming Suffering into Wisdom: Mindfulness aSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Most people hear, but few truly listen. Matt Halloran, author of 'Shut the F Up and Listen', joins The FutureProof Advisor to explore how deep listening transforms communication, leadership, and client relationships. Drawing from his background in therapy and financial services, Matt shares how a pivotal moment studying with George Kinder shifted his perspective on the power of silence and meaningful dialogue.Listening, he explains, is an act of love—one that builds trust, strengthens connections, and allows others to feel seen and valued. The key isn't just in hearing words but in embracing silence, using strategic pauses to create space for deeper conversations. Recognizing different communication styles—whether someone is a skydiver, hang glider, or scuba diver—can also help tailor your listening approach to foster more meaningful interactions.True listening isn't about waiting for your turn to speak—it's about setting aside ego, offering full attention, and making others feel genuinely understood. When we adapt our approach to meet others where they are, we create an environment where they feel comfortable, heard, and empowered to arrive at their own solutions. By mastering the art of listening, we can transform the way we lead, connect, and build relationships.

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.

In this episode, Rory speaks with George Kinder, author, mindfulness teacher, and founder of the Kinder Institute of Life Planning, widely known as the father of life planning. George shares how his journey from tax professional to global leader in life planning was driven by his passion to align finances with freedom and fulfillment. Discover the power of his three life-planning questions, which help clients prioritize what matters most, and learn about the EVOKE process—a framework combining trust-building, deep listening, and actionable steps to design and live ideal life plans. George also highlights the importance of mindfulness in transforming suffering into wisdom and unlocking the freedom of the present moment. His latest book, The Three Domains of Freedom, explores how we can unlock the freedom of the moment, develop a life plan, and improve civilization. Are you curious about how life planning fosters clarity, confidence, and gumption? Do you want to learn how to craft your ideal day, week, or year? Find out the answers to these questions and more in this thought-provoking and inspiring conversation with George Kinder.

In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder's vision for trustworthy institutions. Can we rise above self-interest to create lasting change? Listen now:

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with George Kinder, author and the Father of Life Planning about changing the way we think about money and why your life is yours. In this episode we discussed:Live the life that means the most to you. Your life is yours. Each moment is yours. Think about money in terms of your passions.Listen to who your clients really want to be.Even if you're in a tough place, you can always find things to celebrate. George Kinder is an author and international thought leader. Known in the financial industry as the Father of Life Planning, George has authored 12 books, including three books on money as he revolutionized client-centered financial advice through experiential trainings for thousands of advisors from over 30 countries across six continents. A mindfulness teacher for thirty-five years, Kinder has led weekly meditation classes and residential retreats around the world. In his latest book, The Three Domains of Freedom, he inspires readers to experience three profound freedoms: the freedom of each moment, the freedom to pursue one's life purpose, and the freedoms of civilization. He advocates a sustainable approach for institutions to prioritize humanity, democracy, the Earth, and the truth above their own self-interest, a concept he terms Fiduciary In All Things (FIAT).Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.““One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019).Connect with George Kinder:Website: www.georgekinder.comLinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/X and Facebook: @georgedkinderInstagram: @george_kinder YouTube: @gdkinder The Kinder Institute: Website: www.kinderinstitute.comInstagram and X: @kinderinstitute Facebook: @kinderlifeplanningLinkedIn: @kinderinstituteoflifeplanning YouTube: @kinderinstituteoflifeplanningLife Planning for You website: https://www.lifeplanningforyou.comBooks:Life Planning for You: How to Design & Deliver the Life of Your Dreams (Amazon) Lighting the Torch: The Kinder Method(TM) of Life Planning (Amazon) The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life (Amazon)A Golden Civilization and The Map of Mindfulness (Amazon) A Song for Hana & the Spirit of Leho'ula (Amazon) The Three Domains of Freedom: Each Moment Is Yours, Your Life Is Yours, Civilization Is YSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

George Kinder, raised in St. Clairsville, Ohio, was inspired by his passion for freedom and creativity to explore a deeper purpose for his life beyond traditional career paths. His work as a tax preparer revealed a universal longing for fulfillment, leading him to pioneer life planning, a method empowering individuals to pursue their true aspirations. … Read More Read More

Today, I'm thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He's also one of Professional Adviser's 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and the author of several books. In today's conversation, George and I dive into his newest book, The Three Domains of Freedom: Each Moment is Yours, Your Life Is Yours, Civilization Is Yours. In his book, George shares his expertise on mindfulness and life planning to help others discover their life's purpose and find a deeper connection to their values and aspirations. In our conversation, we explore the difference between freedom in finance and freedom in life, what it means to live authentically in retirement, and the questions and practices that anyone can use to embrace the freedom of moments, life, and civilization. GET FREE ACCESS TO GEORGE'S BOOK TITLED THE THREE DOMAINS OF FREEDOM: EACH MOMENT IS YOURS, YOUR LIFE IS YOURS, CIVILIZATION IS YOURS Here's all you have to do... Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes. Step 2.) Text the word BOOK to 866-482-9559 and we'll make sure you get signed up for free. It's that simple! In this podcast interview, you'll learn: The connection between Buddhism and life planning. Why George thinks working with financial clients without asking the important questions that goes into life planning is a disservice. How presence, purpose, and meaning define who we are and how we live.  The benefits of mindfulness practices–and how George uses his to show up in the present moment regardless of external circumstances.  How to stop money from becoming an obstacle to freedom.  Why continuing to work can be part of your financial freedom if you truly love what you do.  Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register. Show Notes: RetireWithPurpose.com/472 Rate & Review the Podcast: RetireWithPurpose.com/review

XYPN Radio is thrilled to welcome back George Kinder, founder of the Kinder Institute of Life Planning, and Lora Woodward, the Institute's COO, for an inspiring conversation. It's been a few years since they last joined us in 2020, and this time, we're diving into some truly transformative topics: mindfulness, freedom, and how to change our civilization—yes, we're going big and bold today. You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/401

In this episode we are joined by the one and only George Kinder.  George joined us virtually to talk about listening, mindfulness and truly connecting with clients. Join our community: www.nextgenplanners.co.uk

Check out this special edition where Adam & Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined us on Rethink Episode 15. Find out what George has been up to, the stance he's taking on what it means to be a Fiduciary and how he would like to see it applied to society, and learn about his new book!In this episode George, Adam and Derek chat about:Salespeople/media (short term thinking) VS Fiduciaries/planners (long term thinking) - But being a salesperson, like most advisors startout as is all about short term survival, hard to move to long term think when I can't pay rent.How can we not have a fiduciary civilization when we are global?Fiduciary means a steward of other's best interests (not our own) and how Human beings are naturally selfish - how can we have both?Corporations can be more than fiduciaries to their shareholdersThe Fiduciary Standard, applied to media, etc. could help us fix the issue of people not even being able to talk about our differences anymoreAltruist ideals vs. Human self interest on a global scaleLimited liability is the root cause of removed responsibility (protection from personal responsibility)And lots more!Resources:Follow George Kinder on LinkedInCheck out George Kinder.com and his new book “The Three Domains of Freedom”Check out the Kinder Institute of Life Planning WebsiteFollow RethinkFA on LinkedInListen to RethinkFA on YouTube PodcastsApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map DemoAsset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapConnect With Derek Notman:Schedule a Couplr DemoCouplrAILinkedIn: Derek NotmanLinkedIn: CouplrTwitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.

George Kinder is the founder of the Kinder Institute of Life Planning, and he joins the show today to discuss his career and how he got started in the financial planning profession. He explains his definition of life planning, addresses critics of his approach, and discusses what excites him most about the profession. If you're interested in learning how to integrate life planning into your practice or hearing from a pioneer in the field, this episode is for you! Listen in as George shares how he developed the life planning process, built and sold his firm, and transitioned to coaching and training other financial planners in life planning. He also walks us through his famous three questions that reveal clients' aspirations, regrets, fears, and dreams. Don't miss hearing insights from his recent book, The Three Domains of Freedom, and the essential first step for new planners starting their careers. You can find show notes and more information by clicking here: https://bit.ly/4eaZbOq

Unlocking Financial Freedom with George Kinder: Life Planning, Mindfulness, and the Future of Fiduciary Advice In this episode, we sit down with financial expert and visionary George Kinder, known for his revolutionary approach to financial advising through "Life Planning." George shares how aligning your finances with your deepest life goals can unlock true freedom and fulfillment. Discover: How fiduciary duty should prioritize humanity, truth, and sustainability. The power of mindfulness in creating authentic financial plans. The "Three Domains of Freedom"—financial, inner, and outer freedom. Why legislation needs to change to foster a fiduciary world. If you're ready to rethink your approach to financial planning and live a life aligned with your passions, this episode is for you!

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.

Michael Ball, president and lead portfolio manager at Weatherstone Capital Management, says that while the economy appears to be headed for a soft landing, that smooth ride and the first rate cuts have already been priced into the bond market, which means that bonds are not giving much cushion right now against any softness that could lead to a recession. He notes that higher quality bonds in floating-rate bank loans, short-term high yield and other niches are strong values in current conditions, especially when deriving income from sources like dividends is pricey, given stock market valuations. George Kinder, president, The Kinder Institute of Life Planning — a pioneer in the "life planning" realm of financial planning — discusses his latest project, a self-published book about achieving balance and happiness in life, called "The Three Domains of Freedom: Each Moment is Yours, Your Life is Yours, Civilization is Yours." Plus, Mark Yusko, chief investment officer at Morgan Creek Capital Management, discusses tactically using ETFs in the Market Call.  

Take a moment, step back, and ask how do I want to be remembered?   While most of us don't wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd and Jeff Perry share experiences and client stories that demonstrate why having your affairs in order is a wonderful gift to leave behind. The discussion includes wills, trusts,health care proxies, powers of attorney, and other related documents. Chris mentions the George Kinder “3 Questions”. Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th (see link below). To register for our College Planning Webinar, click the link below: https://attendee.gotowebinar.com/register/3777108755579750751 For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Summary Today's conversation is a first for my podcast in that I welcome back a previous guest!  And I couldn't think of having my first repeat guest as anyone better that the brilliant George Kinder!   George was previously on the show in episode 20 where we discussed Life planning and how to light the retirement torch. For those that don't know, George is widely regarded as the father of Financial Life planning and a global leading voice in this field.  Today's conversation centres around Goerges new book The Three Domains of Freedom which explores the different aspects of freedom and how the relate to a fulfilling life.   The three domains we discuss are: The freedom of each moment, The freedom to pursue one's life and the freedom within civilisation.  During our conversation George emphasises the importance of mindfulness and being preset in each moment to experience true freedom. He also discusses the significance of having a passionate purpose and taking control of your life.   George and I also discuss the the concept of freedom and its various dimensions. We talk about freedom of thought, freedom of time and the importance of celebrating achievements, no matter how small!  We also touch on the state of society and the need for unity and trust and at the end George shares his proposal for a legislative solution to create a more trustworthy and humane civilisation.  Takeaways Mindfulness and being present in each moment is key to experiencing true freedom. Having a passionate purpose and taking control of one's life leads to a sense of fulfillment. Shortening timeframes and taking action can create a sense of energy and accomplishment. Working with a skilled life planner can help uncover hidden desires and goals. Freedom encompasses more than just physical freedom; it includes freedom of thought and freedom of time. Celebrating achievements, no matter how small, is important for a fulfilling life. Society is currently fragmented and polarized, but there is a solution: unity and trust. George Kinder proposes a legislative solution that requires institutions to have a fiduciary obligation to truth, democracy, the planet, and humanity. Creating a trustworthy civilization starts with individuals and businesses adopting a fiduciary standard. Sound Bites "There were three domains.""Mindfulness is really about the mastery of the present moment." "Feeling that I have a passionate purpose that I am moving toward or living in." "It doesn't mean that it's freedom just to go and sit on the couch or lay on the..." "When I talk to a lot of people that I've worked with, they actually talk about freedom of thought a lot." "Celebrating achievements, you know, no matter how small they are, I think is really critical to a fulfilling life." Chapters 00:00 Introduction and Overview 02:55 The Three Domains of Freedom 05:52 The Freedom of Each Moment 11:52 Finding Your Passionate Purpose 17:59 Shortening Timeframes for Action and Energy 26:21 Exploring the Dimensions of Freedom 28:30 Unity and Trust in a Fragmented Society 44:03 A Legislative Solution for a Trustworthy Civilization Links George's new book The Three Domains of Freedom My YouTube Channel

Author/International Thought Leader known as “The father of Life Planning” George Kinder talks about his latest release “The Three Domains of Freedom” inspiring reader to experience 3 profound freedoms and derives from his extensive experience as a spiritual practitioner & pioneer in financial life planning while offering perspective to discover their purpose! George is a Harvard educated professional who revolutionized financial advice for 35+ years training 5,000 professionals in 30 countries in financial life planning and also the founder of The Kinder Institute of Life Planning in '03 after 30+ years as financial planner/tax advisor while named one of the most 35 most influential people in financial services and has author several books and more! Check out the amazing George Kinder and his latest release on all major platforms and www.georgekinder.com plus check out The Kinder Institute at www.kinderinstitute.com today! #georgekinder #thoughtleader #lifeplanning #financialplanning #thethreedomainsoffreedom #thekinderinstitute #financiallife #financialadvice #taxadvisor #spiritualpractitioner #harvardeducated #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnergeorgekinder #themikewagnershowgeorgekinder --- Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

Author/International Thought Leader known as “The father of Life Planning” George Kinder talks about his latest release “The Three Domains of Freedom” inspiring reader to experience 3 profound freedoms and derives from his extensive experience as a spiritual practitioner & pioneer in financial life planning while offering perspective to discover their purpose! George is a Harvard educated professional who revolutionized financial advice for 35+ years training 5,000 professionals in 30 countries in financial life planning and also the founder of The Kinder Institute of Life Planning in '03 after 30+ years as financial planner/tax advisor while named one of the most 35 most influential people in financial services and has author several books and more! Check out the amazing George Kinder and his latest release on all major platforms and www.georgekinder.com plus check out The Kinder Institute at www.kinderinstitute.com today! #georgekinder #thoughtleader #lifeplanning #financialplanning #thethreedomainsoffreedom #thekinderinstitute #financiallife #financialadvice #taxadvisor #spiritualpractitioner #harvardeducated #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnergeorgekinder #themikewagnershowgeorgekinder --- Support this podcast: https://podcasters.spotify.com/pod/show/themikewagnershow/support

Author/International Thought Leader known as “The father of Life Planning” George Kinder talks about his latest release “The Three Domains of Freedom” inspiring reader to experience 3 profound freedoms and derives from his extensive experience as a spiritual practitioner & pioneer in financial life planning while offering perspective to discover their purpose! George is a Harvard educated professional who revolutionized financial advice for 35+ years training 5,000 professionals in 30 countries in financial life planning and also the founder of The Kinder Institute of Life Planning in '03 after 30+ years as financial planner/tax advisor while named one of the most 35 most influential people in financial services and has author several books and more! Check out the amazing George Kinder and his latest release on all major platforms and www.georgekinder.com plus check out The Kinder Institute at www.kinderinstitute.com today! #georgekinder #thoughtleader #lifeplanning #financialplanning #thethreedomainsoffreedom #thekinderinstitute #financiallife #financialadvice #taxadvisor #spiritualpractitioner #harvardeducated #spreaker #iheartradio #spotify #applemusic #youtube #anchorfm #bitchute #rumble #mikewagner #themikewagnershow #mikewagnergeorgekinder #themikewagnershowgeorgekinderBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-mike-wagner-show--3140147/support.

What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome George Kinder, a leader in life and financial planning. George is known for his innovative approach, combining mindfulness with financial planning. He shares his journey from a traditional fee-only planner to a global mentor for thousands of advisors, offering a fresh perspective on aligning financial strategies with personal values and dreams.Learn about the power of deep listening and how it can transform the client-advisor relationship. George explains his unique method, focusing on understanding clients deeply rather than just discussing retirement plans or portfolios. He uses key questions about life goals and regrets to turn financial advisors into true life partners. This episode will change your view of financial planning by linking it closely with your most meaningful life goals.We also discuss the evolution of life planning and its impact on society. From its start at the Kinder Institute to its widespread practice today, George reflects on the growth and challenges of this approach. He highlights the importance of mindfulness and living in the present, sharing insights on true freedom and enjoying each moment. Whether you're a financial professional or someone seeking a more fulfilling life, this episode is full of wisdom and practical advice.George's Socialhttps://www.linkedin.com/in/george-d-kinder-0749196?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appX: @GeorgeDKinderGeorge's new book:https://www.amazon.com/dp/1960044001/ref=nosim?tag=thekindinst-20

We're excited to share our latest episode featuring a fascinating conversation with George Kinder, the father of the life planning movement and renowned author. In this episode, George delves into his early influences, the origin of life planning, and offers a glimpse into the future. Key topics include:Early Influences and Spirituality: Growing up in rural Ohio and how his formative years shaped his approach to life and financial planning.The Essence of Life Planning: Understanding why listening to a client's deepest aspirations is crucial before any financial planning can take place.Introducing His Latest Book: Unveiling "The Three Domains of Freedom," which explores mindfulness, the mastery of the present moment, and the concept of a fiduciary culture that promotes trust and humanity in all institutions.Additionally, we have a special segment called "Kinder Surprise," where I ask George three thought-provoking questions. Hosted on Acast. See acast.com/privacy for more information.

Send us a Text Message.You can download your FREE report on how you can avoid financial mistakes as a dentist using the link just here >>>  dentistswhoinvest.com/podcastreport———————————————————————What if you could retire years earlier than you ever imagined? Join us on this eye-opening episode of the Dentistry Invest podcast as we sit down with Certified Financial Planner, Anick Sharma, who will reveal critical strategies to fast-track your retirement timeline. Through relatable analogies and practical insights, Anick delves into the significance of a well-structured financial plan and introduces a cash flow model that maps your financial journey over a lifetime.We then shift focus to the true essence of wealth and the psychological pitfalls of delaying happiness for future milestones. Sharing poignant stories, including a client who achieved financial success only to pass away shortly after, we underscore the importance of living fully in the present. Learn how strategic planning and gradual transitions into retirement can lead to a more fulfilling life, and why open financial discussions are key to breaking the stigma around money.Finally, we redefine what retirement and real happiness mean by balancing present enjoyment with future security. Drawing on George Kinder's life planning philosophy, we discuss aligning financial goals with personal fulfillment. Hear the transformative story of a senior executive who discovered she could have retired five years earlier, changing her life and relationship with her daughter. Stay tuned for a sneak peek into our next episode, where we'll tackle investing fallacies and assumptions with Anick.

George Kinder is an author, international thought leader, and founder of Kinder Institute of Life Planning with more than 35 years of experience as a financial planner and tax advisor. George is dedicated to guiding individuals in uncovering their deepest values and leading more fulfilling lives. His ultimate aim is to promote greater freedom in every aspect of existence. In this conversation we discuss:  The importance of living in the present moment and mastering one's life. George's three questions to help identify goals and priorities and how the answer to the "having 24 hrs left" question helps you realize what you've missed in life.  The balance between short-term pleasure and long-term financial planning.  How to find a trust-worthy financial planner who will help with your life plan George's approach to parenting is being a good listener & showing empathy, rather than being overly restrictive or reactive + more! Other Links Mentioned in episode: George's book, "The Three Domains of Freedom" will be available late Spring 2024! Get your copy of my book: Your Journey To Financial Freedom Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp for FREE Check out my personal website here. Join The Weekly Newsletter List Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with George: Website: https://KinderInstitute.com Website: https://www.GeorgeKinder.com Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide Get The Budget Bootcamp for FREE

For our 200th episode, we are joined by the legendary George Kinder, best known for creating the Registered Life Planner designation and curriculum through the Kinder Institute of Life Planning.  George is a pioneer who helped to shape what has become the financial planning industry.  Join past chapter president, Chris Boyd of Wealth Enhancement Group & Kathleen Kenealy, current chapter board member & founder of Katapult Financial Planning, for an uplifting and inspiring discussion about financial planning in the context of Life Planning.   Harvard-educated George Kinder started as a tax planner and a personal financial advisor (1973 - 2004) and subsequently became the founder and president of The Kinder Institute of Life Planning (2000—present), which has trained more than 5,000 professionals worldwide.     He is the author of numerous books (https://www.amazon.com/George-Kinder/e/B001JRXW6M). George Kinder was the first winner of the Financial Planning Association's Heart of Financial Planning Award, recognizing "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and the public."    In this episode, George shares insights about life planning - considering how we communicate in client meetings - listening empathetically - and being careful not to direct clients & their priorities.  George elaborates on the 3 Questions for which he has become famous, common themes of responses, and how the Kinder Institutes helps advisors as Registered Life Planners become more & better advisors by assisting clients on their journey to fulfillment.  Even as the conversation concludes, George's enthusiasm & passion remain evident, considering the virtues of mindfulness & the fiduciary standard.     Join us as we meet George Kinder & consider Life Planning on the Wicked Pissah Podcast!

This week, I am pleased to welcome George Kinder, Founder and President of The Kinder Institute of Life Planning. George is a renowned author, international thought leader, and life planning pioneer who over the past 35 years has spearheaded the financial planning movement within the financial service industry. George is also a longtime mindfulness practitioner and teacher, and author of the visionary mindfulness book, A Golden Civilization & The Map of Mindfulness. As he has done before in his life and career, George is now spearheading a new movement and a vision for a future social contract between all institutions and our society, which he refers to as “Fiduciary in All Things” (or FIAT). He describes this simple but groundbreaking concept, outlining how it works, what its benefits are, and what changes need to take place for this vision to be realized. George has a unique perspective on the psychology of money, and in his work with financial advisors and planners, he talks about the “Three Domains of Freedom.” He elaborates on this concept and how it applies to the work of families and their family offices to manage their wealth and the resources of the family enterprise. As one of the leading pioneers of the life planning movement that swept the financial services industry over the past couple of decades, George offers some practical financial life planning tips for family leaders, family office executives, and family wealth advisors. And as a 50-year mindfulness veteran and accomplished mindfulness teacher, he shares some suggestions for both UHNW family clients and their wealth advisors on how to incorporate mindfulness into their daily lives and work, and why. Enjoy this uniquely rich conversation with one of the leading pioneers of financial life planning and foremost authorities on mindfulness and living a peaceful and meaningful life.

A lot of physicians, including Elisa, love to travel. Dr. Weili (pronunced "Way Lee") Gray, host of the Dare to Dream Physician Travel Podcast talks about her journey from burnout to life planning to traveling around the world while still enjoying working as a physician. A pivoting point in Weili's life was when she  volunteered at a conference for financial advisors for a life planning session.In this episode, Weili mentions the three questions of life planning. Elisa made a YouTube video on the three questions of life planning which you can find on her YouTube channel at https://www.youtube.com/c/wealthymindsetmd (the precursor to The Grow Your Wealthy Mindset Podcast), the direct link to the Kinder questions https://www.youtube.com/watch?v=zFEqA6sU5OY&t=4s George Kinder's Three Questions:Question 1: Design Your LifeI want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is, how would you live your life? What would you do with the money? Would you change anything? Let yourself go. Don't hold back your dreams. Describe a life that is complete, that is richly yours.Question 2: You Have Less TimeThis time, you visit your doctor who tells you that you have five to ten years left to live. The good part is that you won't ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live? Will you change your life, and how will you do it?Question 3: Today's the DayThis time, your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What dreams will be left unfulfilled? What do I wish I had finished or had been? What do I wish I had done? [Did I miss anything]?Dr. Gray founded Dare to Dream Physician, a mission-driven endeavor empowering fellow doctors to dream big and embrace life through travel. She's all about boosting physician wellness and shares her wisdom on stages and her inspirational weekly podcast called "Dare to Dream Physician Travel." You can find Dr. Weili Grey at:Dare to Dream Physicianhttps://daretodreamphysician.com@DreamPhysician on Instagramhttps://www.instagram.com/dreamphysician/LinkedInhttps://www.linkedin.com/in/weili-gray-md/Dare to Dream Physician Travel Facebook Community (for Physicians):https://www.facebook.com/groups/878895016552178/Dare to Dream Physician Travel Podcasthttps://daretodreamphysician.buzzsprout.com/

Anthony specializes in holistic family planning with focus on early career and family, retirement transition, tax preparation, and real estate investing. Having always wanted to help as many people as possible, Anthony became a Certified Financial Planner (CFP) helping his clients with financial literacy - regardless of their wealth. In this episode, Ben and Anthony discuss holistic life planning, expanding beyond finances to touch on mental, emotional, spiritual, and relational health. If you're looking to live a more fulfilling life and develop the financial skills to do it, this is a great place to start!Key Takeaways:Financial planning involves more than just money. Good financial planning starts with holistic life planning.In what do you find meaning in life?Anthony's “Examination of Conscience”.What types of people you want to surround yourself with, as a sort of board of directors, to give a balanced approach to life.How to adopt your own “rule of life”.Mentions

Our guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on financial planning, retirement planning, and life planning for people over age 50. He also hosts a podcast called The Humans vs. Retirement that is centered on the behavioral aspects of retirement. Prior to joining TFP, Dan occupied several positions in the asset-management industry.BackgroundBioTFP Financial PlanningThe Humans vs. Retirement podcastRetirement“How to Become a ‘Retirement Rebel' for a Higher ‘Return on Life,'” by Dan Haylett, humansvsretirement.com.“Retirement Is a Flawed Concept, With Carl Richards,” The Humans vs. Retirement podcast, humansvsretirement.com, June 19, 2023.“Navigating the Changing Relationship With Your Spouse in Retirement, With Ashley Quamme,” The Humans vs. Retirement podcast, humansvsretirement.com, June 5, 2023.Identity and Purpose“Retiring With a Bang: Harvard's 85-Year Study Unlocks Secrets to a Long and Happy Life,” by Dan Haylett, humansvsretirement.com.“Happiness, Fulfillment, and Contentment in Retirement,” by Dan Haylett, humansvsretirement.com.“The Anchors of Retirement Well-Being,” by Dan Haylett, humansvsretirement.com.“Retirement Should Not Be Viewed as the Third and Final Phase of Life,” by Dan Haylett, humansvsretirement.com.Psychology of Spending“Understanding the Deep-Seated Fear of Running Out of Money and Its Impact on Retirement,” by Dan Haylett, humansvsretirement.com.“From 4% Rule to 8% Fool: Unleashing Your Inner Retirement Spending Rockstar,” by Dan Haylett, humansvsretirement.com.“The Psychology Behind Spending Money in Retirement,” by Dan Haylett, humansvsretirement.com.“Annuitized Income and Optimal Asset Allocation,” by David Blanchett and Michael Finke, papers.ssrn.com, Sept. 22, 2017.“Dan Haylett: Is It Good Advice to Give Money Away?” by Dan Haylett, essexcommunityfoundation.org.uk, July 27, 2022.Other“Lessons and Experiences Through the Lens of a Real-Life Retirement Journey, With Andy Murphy,” The Humans vs. Retirement podcast, humansvsretirement.com, June 26, 2023.“6 Weeks Into His Retirement! An Inspirational Real Retirement Story With Neil Jones,” The Humans vs. Retirement podcast, humansvsretirement.com, Nov. 17, 2023.“How to Light Your Retirement Torch With the Father of Life Planning, George Kinder,” The Humans vs. Retirement podcast, humansvsretirement.com, Oct. 6, 2023.“Carl Richards: It Should Be OK to Relax Out Loud,” The Long View podcast, Morningstar.com, July 27, 2021.“Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning,” The Long View podcast, Morningstar.com, May 9, 2023.Mitch AnthonyPaul Armson

George Kinder, president of The Kinder Institute of Life Planning and one of the leading lights in the financial planning industry, talks about his new initiative, "Fiduciary in All Things," which seeks to apply a fiduciary standard to more than just money relationships. While most stripes of financial adviser have an obligation to act as a fiduciary -- meaning they put the client's interest ahead of their own -- Kinder believes a straightforward golden-rule like standard cold help restore civility in politics and society, would make consumers happy and would make politicians more interested in serving their voters than being reelected by them. Also on the show, Lily Vittayarukskul, chief executive officer at Waterlily -- which won the FinTech competition at the recent FinCon conference -- discusses the real costs of long-term care and how families making care decisions need to think beyond insurance to do a thorough analysis, plus Ed Slott of IRAhelp.com returns to the show to answer another question from a listener.

In February, I visited the beautiful island of Maui, Hawaii, and trained in helping clients plan for their ideal life. It's not just the right way to plan but the only way to conduct financial planning for clients. In this episode of the One for the Money podcast, I share details of this type of planning. At the end of the episode, I share a thought-provoking strategy from a book I recently read called Die with Zero.In this episode...Focus on the essentials [01:20]The godfather of life planning [02:22]Life choices with limited time [06:14]Untapped potential [08:32]Dying with zero [11:24]Listening first, then planningWhen financial planning, focusing on what is essential for you to have the life you desire is imperative. The worst thing I could do for a client is to immediately start solving their financial problems without an understanding of what they truly want. Financial solutions without the proper context have the potential of putting a ladder on the wrong wall and having clients start climbing. The key to discovering what is essential for clients to have an ideal life requires something you may not experience in many investment firms: an investment of time and a lot of listening. After going through this planning myself and taking a number of my clients through the same process, I've concluded that it's not only the best way to plan financially for clients; it's the only way. Prioritizing people in their financial plansGeorge Kinder, the godfather of the life planning movement, has been at the forefront of the financial services industry for more than 35 years. He spearheaded the movement to put the lives that clients desire to live at the center of their financial plans. George Kinder has distilled this planning via five unique steps he has termed the EVOKE process: Exploration, Vision, Obstacles, Knowledge, and Execution. As George Kinder describes, “Life planning focuses on the human side of financial planning and puts people, not products, at the center of analysis and advice and helps clients meet unique goals and unlock the greatest meaning in their lives.”EVOKE life planningDuring the exploration phase, clients share everything that would encompass an ideal life for them without any emphasis on prioritization. It's imperative to understand what is essential for each individual, even with couples. The vision stage prioritizes the elements of one's ideal life through inspirational writing exercises. This process helps to shape financial plans that aim toward what matters most to the clients. The Obstacles stage involves identifying barriers hindering the realization of clients' goals and finding solutions to overcome them. EVOKE planning's collaborative process empowers clients to make their dreams feel attainable. The subsequent stages, Knowledge and Execution, involve conducting comprehensive financial analyses and implementing tailored strategies that align with clients' aspirations, making every financial decision resonate with their passions and purposes.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.Resources & People MentionedKinder Institute of Life PlanningDie With Zero: Getting All You Can from Your Money and Your Life

Aloha Inspired Money Makers! In Episode 11 of the Inspired Money Podcast's live stream series, "The Psychology of Spending: Understanding Your Money Habits," hosted by Andy Wang and produced by Bradley Jon Eaglefeather. In this episode, we embark on a transformative exploration into the psychology of spending, guided by our distinguished panelists—Dr. Sonya Lutter, George Kinder, and Dr. Judith Wright. Together, they illuminate the emotional, cognitive, and social factors that shape our financial decisions. Overview In Episode 11, "The Psychology of Spending: Understanding Your Money Habits," we delve into the labyrinth of the human psyche to uncover the forces that drive our spending habits. Our panel of experts will share their wisdom, offering actionable insights to help you master your financial well-being. Segments Segment 1: The Psychology of Emotional Spending: How to Take Control Emotional triggers often lead us to the checkout counter. This segment offers healthier alternatives to retail therapy, emphasizing the mastery of emotions as a pathway to financial freedom. Segment 2: Unlocking the Secrets of Consumer Choices: A Behavioral Economics Guide Why do we make unnecessary purchases? This segment unravels the cognitive biases that influence our spending and offers strategies for becoming a more conscious consumer. Segment 3: The Power of the Crowd: How Social Influences Affect Your Wallet Peer pressure and societal norms can heavily influence our spending. This segment explores how to harness social influences for financial well-being rather than detriment. Segment 4: Financial Therapy: The Path to Emotional and Fiscal Well-Being Financial therapy marries financial planning with emotional intelligence. This segment introduces this groundbreaking field, aiming to foster a healthier relationship with money. Segment 5: From Mindfulness to Impulse: A Deep Dive into Spending Habits Mindful spending and impulse buying are two sides of the same coin. This segment explores the art of making conscious choices and the repercussions of impulsive spending. Guest Profiles: Dr. Sonya Lutter: A pioneer in financial therapy, Dr. Sonya Lutter offers a holistic approach to managing finances, blending financial planning with emotional intelligence. George Kinder: Known as the father of life planning, George Kinder integrates financial and life goals to help individuals achieve true fulfillment. A mindfulness teacher for over 35 years, he is a global advocate for fiduciary behavior. Dr. Judith Wright: An expert in transformational coaching, neuroscience, and spirituality, Dr. Judith Wright provides a unique lens through which to view the psychology of spending. Guest Links:  Dr. Sonya Lutter: https://enlite.world George Kinder: https://georgekinder.com Dr. Judith Wright: https://judithwright.com

Summary Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the centre of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he founded the Kinder Institute of Life Planning in 2003. His three books on money, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational and essential works in the field of financial life planning, for both professionals and consumers. George's many accomplishments include: Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.” The Transparency Task Force's Transparency Trophy (2017), recognizing his role in “helping to navigate the industry towards a more transparent, competitive and enlightened state.“ “One of 20 People Who Shaped the Financial Planning Industry” (“50th Anniversary of Financial Planning” Special Edition, InvestmentNews, 2019). George has appeared on many radio and television programs, and his expertise has been featured in FP Today, The Financial Times, Forbes, InvestmentNews, The Journal of Financial Planning, New Model Adviser, The New York Times, Time Magazine, and The Wall Street Journal. In this episode George and I discuss the true impact of Life Planning on retirement. He shares the 3 questions that when answered change everything as well as his famous EVOKE process for building a Life Plan. Some of the other amazing topics covered are Life planning empowers financial freedom. Retirement is a new beginning. Retirement should be redefined. Importance of building a vision. Understand clients before financial planning. Reflect on your life's purpose. Embrace the present moment fully. Freedom is personal and unique.  Retirement is an incredible opportunity. Useful Links Buy George's brilliant books The Seven Stages of Money Maturity, Lighting the Torch, Life Planning for You and A Golden Civilisation Visit George's website Subscribe to the Humans vs Retirement podcast on Apple Podcasts, and Spotify Download for free my 7 Step Retirement Toolkit Subscribe to my fortnightly newsletter Stay The Course Connect With George LinkedIn X / Twitter Connect With Me TFP Financial Planning LinkedIn X / Twitter Book in a chat if you want a second opinion about your retirement planning. Email at dan@tfp-fp.com www.humansvsretirement.com 

In today's episode I use a framework from George Kinder that I believe helps people get a clearer picture of the causes they desire their time and money to go towards personally, professionally, and philanthropically. Listen in for more!  Please check out and subscribe to my Youtube Channel and Newsletter! JOSH KLOOZ, CFP®, MBA WEALTH ADVISOR Phone 281.719.0036 Text 281.699.8691 Fax 281.719.0156 jklooz@carsonwealth.com 1780 Hughes Landing | Suite 570 The Woodlands, TX 77380 Music by bensound.com

Caleb and Riley are joined by George Kinder, Author, international thought leader, and life-planning pioneer. George has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the center of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. Learn more about: Having the emotional maturity and confidence to recognize and then pursue your aspirations How you can discover what you truly want out of life and how you can align your financial plan with your life plan Changing your perspective on suffering and how suffering can be turned into retirement wisdom Resources: George Kinder's books on money and mindfullness and more Georges Website Kinder Institute of Life Planning George on Instagram George on LinkedIn Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts

We often get caught up in the idea of making big purchases without fully considering the costs associated with them.In this episode we will explore the difference between price and cost through a conversation with my 15-year-old daughter about buying a car. While my daughter was focused on the price of the car and how to pay for it, I wanted to highlight the additional costs associated with owning a car, such as insurance, maintenance, and the cost of time spent away from other important activities. Understanding the difference between price and cost can also be applied to other significant purchases, such as buying a home. As the summer approaches and people begin to explore new purchases, it is crucial to fully consider the cost of ownership before making any large financial decisions.Key Points:[01:25] #1 Calculation of cost of owning a car[04:27] #2 Illustration of buying a $500,000 home[06:15] #3 Importance of accounting for all costs associated with a purchase[07:06] #4 Trade-offs when making a financial decisionIf you loved this episode, you have to listen to these episodes as well: >> Life Planning: Looking Beyond Finances with George Kinder>> Motivation vs Commitment>> Success for Minority Teens with Carlos GomezI'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS

Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995. Up to that point, the focus of these gatherings, conferences and presentations was the continued honing of technical knowledge. But, this presentation by George Kinder and Dick Wagner brought the human side of advice into the light. Dave Yeske was in attendance that day … Read More Read More

Everything changed during FPA Retreat in Cheyenne County, Colorado in 1995. A presentation was given that generated a buzz around the entire conference. This presentation was the first of its kind. Up to that point, the focus of these gatherings, conferences and presentations was the continued honing of technical knowledge. But, this presentation by George Kinder and Dick Wagner brought the human side of advice into the light. Dave Yeske was in attendance that day and calls the presentation a turning point for the human dimension within financial advice. It also forever shaped the way he interacted with clients and prospects. From developing a mantra to focus on the human dimension, to various discovery exercises, to a specific way to deliver financial planning recommendations... It all stemmed from that one meeting in Cheyenne County, Colorado in 1995. In this conversation, he describes exactly what it was like to be at that 1995 meeting and details how Yeske Buie helps clients define their "Live Big®" life. In this episode, we discuss: Why embracing the human dimension is top of mind over the next 5 years "What's the story?' - A question to move clients toward their ideal life "Live Big Ideas" - A list of non-financial ways to enhance your life "Connecting the Dots" - A script for making recommendations that resonate A sign that a client/prospect truly understands the point you're trying to make   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode73. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

George Kinder | Father of Life Planning | Creator BIO: Author, international thought leader, and life planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement that centers the lives that clients long to live within their financial plan. Through his books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. He founded Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. His three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, are considered the seminal works in the burgeoning field of financial life planning. In his books and speeches, George regularly challenges the basic concepts of economics, our understanding of democracy, of space-time, and our own hearts. He is known for his dynamic presentation skills and outside the box thinking that inspires audiences the world over to design and deliver their lives of greatest meaning, now! LINKS: George's website (including his books): CLICK HERE

We're about to enter the 4th quarter of 2022! How have you been doing so far? We have curated some of the episode highlights from the earlier part of the year. These episodes are foundational in planning and building towards a life of wealth for you and your family. Take a look back on these episodes and let's finish the year strong! Enjoy this episode! Links to the full episodes and show notes: Life Planning: Looking Beyond Finances with George Kinder https://minority-money.captivate.fm/episode/life-planning-with-george-kinder (https://minority-money.captivate.fm/episode/life-planning-with-george-kinder) We've talked so much about financial planning on this podcast, but there's a much bigger picture we also need to consider when we lay down our finances. And that's life planning– where we aim our financial goals based on what we want to achieve in our lifetime and how we can support our dreams. Financial Planning and the Racial Wealth Gap with Dr. Miranda Reiter, Ph.D. https://minority-money.captivate.fm/episode/financial-planning-and-the-racial-wealth-gap-with-dr-miranda-reiter-phd (https://minority-money.captivate.fm/episode/financial-planning-and-the-racial-wealth-gap-with-dr-miranda-reiter-phd) For a long time, gender and racial equality stood far from ever being recognized and addressed. It's only in recent years that we as a society have progressed to be much more inclusive and representative of minorities in the financial planning field. Join us in this episode as we talk about the facts and how the industry needs to change to present more equal and equitable opportunities for minorities. Creating your Financial Narrative with Shehara Wooten [Black History Month Special] https://minority-money.captivate.fm/episode/creating-your-financial-narrative-with-shehara-wooten-black-history-month-special (https://minority-money.captivate.fm/episode/creating-your-financial-narrative-with-shehara-wooten-black-history-month-special) We all have a story that is uniquely our own and just like with finances, not everyone goes through the same journey. Shehara Wooten is one such financial planner who is here to help you create your own financial narrative which caters to your specific needs.  Building Generational Wealth with Lea Landaverde https://minority-money.captivate.fm/episode/building-generational-wealth-with-lea-landaverde (https://minority-money.captivate.fm/episode/building-generational-wealth-with-lea-landaverde) Building wealth for ourselves is a dream for all of us but building generational wealth that will help your entire family and all the future generations to come after you is even better. Here to help you realize that you too can achieve this is Lea Landaverde. If you were born into not the best of circumstances and looking to break through and live the life you've always dreamt of for yourself and your entire family then this week's episode is just for you.      ********** I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

Samantha Pantazopoulos is the Co-Founder & CEO of Vizer, an exercise rewards app that allows you to donate meals and earn points towards rewards at local businesses.   Tune in to this episode to hear all about the following: How the Vizer app, platform, & ecosystem is democratizing wellness, promoting "Whole Person Health", blazing a trail in social entrepreneurship How personal trainers, studio owners, and other movement professionals can utilize (and partner with) Vizer to help their clients Behind the scenes of what it takes to build, launch, and grow a fitness & wellness app The pros & cons of growing a family-owned (and tight-knit friend group) business Fun examples of how Sam learned entrepreneurship at a very young age How to balance reinvesting in your own business vs. saving towards personal goals What it means to extend grace to somebody else ...and so much more   Finally, take note of Sam's answer to George Kinder's 3rd question for Life Planning (towards the end), where she shares how important surrounding herself with joy, laughter, & love (by means of her family and friends) is for her. Maybe her answer will help you prioritize what is truly most important to you!   Episode links & resources: Samantha Pantazopoulos || Vizer | Instagram | LinkedIn Vizer on Instagram The Lean Startup (book by Eric Ries) Bird Rock, San Diego Little Italy Mercato Farmers' Market True Food Kitchen Tocaya Parakeet Cafe Java Earth Coffee Melissa Wood Health The Tipping Point (book by Malcolm Gladwell) George Kinder's Three Questions For Life Planning 11 Personal Finance Tips For Movement, Health, & Healing Pros Human Potential Personal Finance

Kori Lyn Angers, CSCS*D is a co-owner, strength & conditioning specialist, director of education & development, and lead nutrition coach at Prevail Strength & Conditioning   Tune in to this episode to hear all about the following: Kori's fitness & health career path What it was like growing up in an athletic family where she was the youngest of 11 (yes, 11 children!) The difference between a strength coach and a personal trainer (in terms of who may be better suited for those distinct professional paths) Expert movement tips & advice for anyone that works with Equestrian athletes & clients Why movement, health, & healing pros are "the next generation of health professionals" How to think about your value, worth, and what you charge clients as a credible health professional, whether a personal trainer, strength coach, or anywhere in between ...and so much more   Finally, take note of Kori's answer to George Kinder's 3rd question for Life Planning (towards the end), where she shares how important spending more time with family is for her. Maybe her answer will help you prioritize what is truly most important to you!   Episode links & resources: Kori Lyn Angers || Prevail | Fit By Kori | Instagram Prevail Strength & Conditioning NSCA with Distinction CSCS (Certified Strength & Conditioning Specialist) Mike Boyle Strength & Conditioning Todd Norman - Cutting Edge Sports Training Equinox Geralyn Coopersmith Heads-Up Baseball: Playing the Game One Pitch at a Time (book by Ken Ravizza & Tom Hanson) Pro Compression Socks Equinox - Highland Park (Dallas, Texas) Equinox - Bay Street (Toronto) George Kinder's Three Questions For Life Planning 11 Personal Finance Tips For Movement, Health, & Healing Pros Human Potential Personal Finance

Have you heard of George Kinder? He is a well-known life planning expert. When it comes to retirement planning, it's not all about the money. The hard part is figuring out what is important. George has come up with three big questions that I want everyone to think about. Each of the questions is tough to answer. It will take meditation, prayer, time alone, and conversations with your loved one(s) to answer these questions. Don't miss this deep and introspective episode of Best in Wealth! [bctt tweet="In this episode of Best in Wealth, I'll share George Kinder's 3 BIG questions and how they'll impact your life! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""] Outline of This Episode [1:07] You never know where life will take you [2:55] Three big questions to ponder about your future [6:31] Question #1: What would you do if you could do anything? [9:44] Question #2: What would you do if you were given an end date? [12:48] Question #3: What would you do if you had one day left? Question #1: What would you do if you could do anything? Imagine that you are financially secure and you can do whatever you want. How would you live your life? Would you change anything? Would life stay the same? Give yourself some time to get deep in thought and imagine what you'd want your life to look like. Describe a life that is everything that you desire. How will you live out the rest of your life if money isn't a factor? Many people march hard toward financial independence as if it's the finish line—but it's only a goal. You still have a life to live. And if you're reaching financial independence sooner rather than later, you have more life to live financially free. Describe a life that is richly yours. [bctt tweet="What would you do if you could do anything? This is one of the three important questions I ask in this episode of Best in Wealth. Don't miss it! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""] Question #2: What would you do if you were given an end date? Imagine you visit the doctor and you're told you only have 5–10 years left on earth. You'll remain healthy and productive. You won't feel sick but your time is restricted. What will you do in the time you have remaining? This question forces you to think about the end of your life and helps you narrow down how you really want to spend your final years. Those become your priorities. Question #3: What would you do if you had one day left? You just found out that you have one day left to live. What will you regret the most? What will you miss? What did you regret not being or doing? What relationship did you not have time to mend? What are all the things you wish you would have done differently? In the end, money doesn't matter. If you don't know what's truly important to you, you won't live a life of complete fulfillment. Question #1 focuses on designing the life you want to live. Question #2 is about narrowing down what's truly important. Question #3 makes you realize you need to seize the day. Do what you need to do to live a fulfilled life. How are YOU answering these three questions? [bctt tweet="What would you do if you had one day left? If you think about this answer and are filled with regret, don't miss this episode of Best in Wealth! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""] Resources Mentioned https://bestinwealth.com/episodes/the-fire-movement-retirement-strategy-ep-200/ (Best in Wealth episode #200) https://www.amazon.com/Life-Planning-You-Design-Deliver/dp/0979174368 (Life Planning for You) https://www.amazon.com/Golden-Civilization-Map-Mindfulness/dp/1732792704 (A Golden Civilization and The Map of Mindfulness)...

A lot of people have very heavy emotions around money - from anxiety about their financial state to shame from past mistakes. Many of these emotions stem from a lack of financial education and entry points. But when you're a minority in the United States and access to this information is held by certain privileged groups it can be difficult to break past these barriers. But if we come together as a community and uplift one another we can shake things up and create a more equitable system AND country! To kick off our first episode of celebrating Pride Month 2022, I'm happy to be joined by Cally Ingebritson of Chillax Finance. As a financial coach and proud member of the LGBTQIA+ community, she is dedicated to helping members from underrepresented backgrounds bring clarity to their financial plans and make decisions that align with their lifestyles and values. If you've been feeling stuck with traditional finance then make sure to join Cally and me as we discuss how you can get started on developing a confident and positive relationship with your finances! Highlights: >> How Cally got started in the financial world >> Cally's ‘Broke to Badass' mindset >> The financial service industry is ‘pale, male, and stale' >> How Cally helps clients go from broke to badass >> What motivates Cally to grow Connect with Cally: >> https://www.chillaxfinance.com/ (Website: https://www.chillaxfinance.com/ ) >> https://www.facebook.com/chillaxfinance (Facebook: https://www.facebook.com/chillaxfinance) >> https://www.instagram.com/chillaxfinance/ (Instagram: https://www.instagram.com/chillaxfinance/)  >> https://twitter.com/chillaxfinance (Twitter:  https://twitter.com/chillaxfinance) >> https://www.linkedin.com/company/chillaxfinance/ (LinkedIn: https://www.linkedin.com/company/chillaxfinance/)  >> https://anchor.fm/shakipedia (Shakipedia: A Shakira Podcast: https://anchor.fm/shakipedia)  If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/some-life-and-business-updates-with-maricela-miles-mattingly (Episode 150: Some Life and Business Updates with Maricela Miles-Mattingly) >> https://minority-money.captivate.fm/episode/life-planning-with-george-kinder (Episode 142: Life Planning: Looking Beyond Finances with George Kinder) >> https://minority-money.captivate.fm/episode/finding-success-as-a-minority-with-paty-villegas (Episode 124: Finding Success as a Minority with Paty Villegas)    I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS

There are many iterations of the immigrant story of coming to America with a limited amount of money– or if any at all. Growing up with parents that had to go through this can leave deep impressions on younger generations– where money is scarce and it must be saved. While saving and budgeting is a great way to future-proof, it might not be the best way to make that money work for itself; which is why financial education is so important. For this episode, I've invited over Anjali Jariwala, a career changer that started in tech but quickly grew tired of the 80-hour workweek. After transitioning to financial planning, working up the ranks, then ultimately leaving to start her own firm, Anjali found her passion in helping minorities, immigrants, children of immigrants, and young couples with families trying to build wealth. If you think you're bad with money, there might be more to it than just bad planning! Highlights >> The impact of money >> How culture affects our behavior with money >> Bridging the gap between business and personal finance >> How we can teach children about money Connect with Anjali: >> http://www.fitadvisors.com (Website | www.fitadvisors.com) >> https://twitter.com/anjalifit?lang=en (Twitter | @AnjaliFIT) >> https://podcasts.apple.com/us/podcast/money-checkup-with-anjali-jariwala/id1451666708 (Podcast | Money Checkup) If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/building-a-financial-planning-firm-with-valerie-rivera (Episode 146: Building a Financial Planning Firm with Valerie Rivera) >> https://minority-money.captivate.fm/episode/life-planning-with-george-kinder (Episode 142: Life Planning: Looking Beyond Finances with George Kinder) >> https://minority-money.captivate.fm/episode/creating-your-financial-narrative-with-shehara-wooten-black-history-month-special (Episode 135: Creating your Financial Narrative with Shehara Wooten)    I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS

With behavioral finance only formally discovered as early as 50 years ago, there's been almost a lack of conversation around it. At the end of the day, after people invest, the question that's asked runs more along the lines of “Is this enough?” and, “Am I going to be okay?” In this episode, I'm joined by Brian Portnoy, the founder of Shaping Wealth, and the author of books that discuss and talk about behavioral finance. With over 15 years of experience, Brian coined the term funding contentment as a way to really hook people into understanding the relevance of how our earning abilities affect both our happiness and our peace of mind. Jump in on our conversation as Brian shares with us how we can underwrite a life that is meaningful to us! Highlights >> What is Behavioral Finance >> Funding Contentment >> Brian's Business and Books >> The advisor's role in a dynamic wealth industry >> Brian's motivations Connect with Susanne: >> https://www.shapingwealth.com/ (Website | Shaping Wealth) >> https://www.linkedin.com/in/brianportnoy/ (LinkedIn | Brian Portnoy, CFA) If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/building-a-financial-planning-firm-with-valerie-rivera (Episode 145: Building a Financial Planning Firm with Valerie Rivera) >> https://minority-money.captivate.fm/episode/life-planning-with-george-kinder (Episode 142: Life Planning: Looking Beyond Finances with George Kinder) >> https://minority-money.captivate.fm/episode/making-the-financial-industry-more-inclusive-with-lazetta-braxton (Episode 68: Making the Financial Industry More Inclusive with Lazetta Braxton)    I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS