Podcasts about golden civilization

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.  

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.

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)...

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/ 

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 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. His three books on money, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, are considered by many to be the seminal works in the burgeoning field of financial Life Planning. Almost twenty years after its publication, his classic Seven Stages of Money Maturity was still featured in a July 2018 Wall Street Journal article “The Financial Books That Should Be on Your Summer Reading List.” He has written one book on mindfulness, Transforming Suffering into Wisdom, as well as a book of photography and poetry, A Song for Hana. Connect with George here: LinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/ Twitter: https://twitter.com/GeorgeDKinder 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. See omnystudio.com/listener for privacy information.

Brian chats with George Kinder, the father of the modern financial life planning movement. George is the founder of the Kinder Institute of Life Planning. He has more than 30 years of experience as a practicing financial planner and tax advisor and has trained more than 3,000 professionals in 30 countries. In the episode, George talks about the importance of passion, and how his passion for creating a strong training model fueled him to draft his famous three questions. He also discusses how his purpose continues to evolve as his life grows and changes. Episode Highlights Mission-driven businesses are driven to a higher purpose. George defines a mission-driven business as one that is driven toward a larger purpose. “It's a business that is dedicated to a higher purpose, one way or another,” he said. But it's not just the business itself that can be oriented toward a bigger cause, George said. The people who run the business, the community, the staff, and the consumers can all be part of that larger purpose. “If they are going to be mission-driven, businesses also have to be really personal and really connected with who we are,” George said. Passion comes before precision. George Kinder is perhaps best known for his three Kinder questions:  Imagine you are financially secure, that you have enough money to take care of your needs, now and in the future. How would you live your life? Would you change anything? Let yourself go. Don't hold back on your dreams. Describe a life that is complete and richly yours. Now imagine that you visit your doctor, who tells you that you have only 5-10 years to live. You won't ever feel sick, but you will have no notice of the moment of your death. What will you do in the time you have remaining? Will you change your life and how will you do it? (Note that this question does not assume unlimited funds.) Finally, imagine that your doctor shocks you with the news that you only have 24 hours to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What did you miss? Who did you not get to be? What did you not get to do? In the interview, George stressed that he didn't arrive at those questions overnight. He established his passion for training and life planning well before the three questions were set in stone. “The precision of that model took a while,” he said. “You got the passion for it, and little things get tweaked.” Passion can fuel you to do great things. When developing the questions, George noticed what brought his clients alive during their meetings. It led to a central question: “What brings them into a passionate relationship with their life that they're feeling like they can make a difference? That they can be who they want to be? And that they can make a real difference to the world around them?” For George, that passion was training life planners. Although he started his work as a financial planner and tax advisor as a way to earn money, his passion for helping clients craft a vision of their life -- and then ultimately step into that life -- fueled him to develop the three questions. “I became passionate about creating the strongest model for training that I could possibly imagine that would deliver advisors into being mission-driven advisors, having their own mission-driven businesses, and then delivering all of their clients into living mission-driven lives,” he said. One thing that still amazes both Brian and George is watching clients find their spark and come alive. Once clients find their passions -- and know someone believes in them -- they turn into problem solvers. “What astonished me was that when you lit somebody's fire, when you got them passionable about their lives, they went at it,” George said. “Suddenly, they solved a lot of the obstacles that stood in their way.” Resources + Links Kinder Institute of Life Planning George's books: The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life, Life Planning for You: How to Design & Deliver the Life of Your Dreams, Transforming Suffering into Wisdom:: Mindfulness and The Art of Inner Listening, A Golden Civilization and The Map of Mindfulness, Lighting the Torch: The Kinder Method(TM) of Life Planning, A Song for Hana & the Spirit of Leho'ula Brian's Social Media: Twitter, Instagram, Facebook  About Brian and the Mission Driven Business Podcast  Brian Thompson, JD/CFP, is a tax attorney and certified financial planner who specializes in providing comprehensive financial planning to LGBTQ+ entrepreneurs who run mission-driven businesses. The Mission Driven Business podcast was born out of his passion for helping social entrepreneurs create businesses with purpose and profit. On the podcast, Brian talks with diverse entrepreneurs and the people who support them. Listeners hear stories of experiences, strength, and hope and get practical advice to help them build businesses that might just change the world, too.

This episode asks many reflective questions about who we are as individuals and how we show up personally and in the world. Life purpose is most important to keep us inspired. How do we handle fear? How are we in control of what our life looks like?Having a plan of action with specific intentions towards our commitments and our responsibility to ourselves, our families, communities and Globally. Set intentions, take action and change your life while creating "A Golden Civilization".

How do we ensure the structures and institutions within our lives reflect the values that we know to be true and good? What would it look like if we were to achieve a Golden Civilization devoid of the harmful tendencies we engage in daily?George Kinder, known well for his work in financial life planning and spiritual practice combines the two in his latest work, A Golden Civilization & The Map of Mindfulness. He dives heart first into a conversation with Traci on what it would mean to approach transactions with the same mindfulness that governs our everyday lives. Listen in to hear George’s insights on defining and achieving freedom, independence. He shares the importance of taking action in all aspects of our lives, from quiet moments of meditation to vocal political movements.  Connect: Find | Sidewalk Talk PodcastAt sidewalk-talk.orgOn Instagram: @sidewalktalkorgOn Twitter: @sidewalktalkorg Find | Traci RubleAt Traciruble.comOn Instagram: @TraciRubleMFTOn Twitter: @TraciRubleMFTOn Facebook: @TraciRubleMFT Find | George KinderAt georgekinder.comOn Instagram: @george_kinderOn Twitter: @GeorgeDKinderOn Facebook:  @GeorgeDKinderSUBSCRIBE TO THIS PODCASTOn SpotifyOn Apple PodcastsOn Google PodcastsOn Spotify

While traditional advisor training is centered around money and finances, today's guest has a different view, focused on care, empathy, and an understanding of what matters most for clients. Author and Founder of the Kinder Institute of Life Planning, George Kinder, joins host Bill Coppel, Managing Director and Chief Client Growth Officer at First Clearing, to discuss how advisors can have conversations that go beyond the numbers. In this episode, you'll hear: How the complexities around the idea of freedom have evolved The connection between money management, freedom, and financial advisors' role in guiding families Key questions to ask during the initial meetings with clients The meaning of Golden Civilization Conversations Ways advisors can add value in their clients' lives by helping them think differently Why the practice of mindfulness matters and what its benefits are   George Kinder is the founder and CEO of the Kinder Institute of Life Planning, a financial Life Planner training company where he's revolutionized what he refers to as client-centered financial advice with in-depth training programs experienced by thousands of advisors across the globe. In his latest book, A Golden Civilization and the Map of Mindfulness, George draws on his 50 years of experience as a mindfulness practitioner, his work as a life planner, and his experience training financial advisors globally to challenge the basic concepts of economics, our understanding of democracy, of space and time, and our own hearts.   More about George Website: kinderinstitute.com Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You Episode 23: George Kinder: Lighting the Torch, Recognizing Freedom in Your Life Vision   Disclosures: This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcast, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2019, Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public.

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.

Today I'm joined by my good friend, George Kinder. He's been a big influence on the work I do since I came across his book the 7 Stages of Money Maturity. In this episode, we're talking about his second book called A Golden Civilization. The post AALP 241 – Living with Integrity with George Kinder appeared first on Wealth Clinic.

It’s all about freedom! In this episode, our subject expert on wealth and abundance, Cory Schmelzer, is what I call an “entrepreneurial freedom fighter!” This guy lives and breathes freedom! It’s central to his life and he walks the talk. He brings a fresh perspective on an expanded definition of wealth and abundance through the path of freedom. He talks about the importance of mindset, self-confidence and living without fear. Powerful life lessons for all of us! You will hear a very common theme in this episode. It’s the “entrepreneurial spirit.” George Kinder is his latest brilliant work, A Golden Civilization, defines it as: “The freedom of each individual to live in authenticity and within that to find the passionate purpose they are meant to live by, and then live it!” Take a listen! Come with an open mind and define for yourself what true wealth and abundance is all about for you. And check out the great reads and resources available in our show notes. To your happy and inspired life! Mark Dale Mazur, RLP® Registered Life Planner What We discuss • Wealth and abundance redefined • Cory’s background growing up • The role education played in Cory’s development • The entrepreneurial spirit • Starting in the industry at Smith Barney • Began investing during his high school years in the great performing Fidelity Magellan Fund • International travel expanded his life experience and knowledge • The value of time vs. money • Cory’s definition of wealth and abundance • How Cory’s parents influenced his definition of wealth • Freedom, health, and mindset are the keys to one’s wealth and abundance • Bringing the abundance mindset to the financial services business • The value of planning and investing wisely • How the life planning process helps us focus on things that are really important • The value of freedom, liberation and justice for each human being • How Cory overcame a learning disability in 3rd grade • The impact of self-confidence and work ethic on a wealth and abundance mindset • The importance of having a good long game • Living below one’s means that can allow for the experience of wealth in relationships and shared travel experiences • The Cory Formula: Happiness = (Friendship + Trust) x (Money + Courage + Freedom) • Self-confidence rules the day • The key routines to maintain wealth and abundance:
 Time with his son Cole
 Time outdoors: Camping and hiking 
 Gratitude for what you have
 Reading and learning
 Reviewing his net worth statement • A great example of diverting negative energy into positive energy • The universal truth about wealth: It’s all about mindset and not being fearful • Being content with yourself • Staying in the flow and momentum of that which is good in your life
 • Book recommendations on the expanded definition of wealth and abundance
 Rain of Gold by Victor Villasenor (Love)
 Millionaire Next Door by Thomas Stanley and William Danko (Frugal living leading to wealth)
 The Snowball by Alice Schroeder (Putting good investment principles to work)
 The Razor’s Edge by W. Somerset Maugham (Mindset) • Cory’s advice to his younger self: Hire someone and build a team sooner than later Continue learning about yourself and expand your mind Go outside of your comfort zone Be present in the moment more Laugh more

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

On this show, we talked about the many problems which led to the 2008 banking crisis, lessons that should have been learned and how we need to move forward individually and as a society with George Kinder, father of the Life Planning Movement, advisor, trainer and author.  Listen to learn how and why you can and should work to create more freedom in your life! For the Difference Making Tip, scan ahead to 18:19! You can learn more about George at AGoldenCivilization.com, Twitter,  Facebook and LinkedIn. Get a copy of A Golden Civilization HERE Interested in starting your own podcast?  Click HERE 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, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

George Kinder is the father of the Life Planning movement, a unique approach to financial planning, and author of one of my favorite planning books, The Seven Stages Of Money Maturity; he also recently released another book that expands on the life planning concept called A Golden Civilization And The Map Of Mindfulness, which we discuss later in our conversation.… Continue Reading→ The post George Kinder: Life Planning And A Golden Civilization appeared first on All About Your Benjamins™.

In this episode of Advisor Elevation, George Kinder joins the show to discuss the importance of Life Planning within a financial planning process.  George dives deep and elaborates further on his “3-questions” (referenced in episode 6) and provides context to help advisors implement this in their practice immediately.  Also, we get to hear about George’s recent work, which includes his book titled A Golden Civilization and a Map of Mindfulness and how his efforts have sparked a grassroots movement across the globe.  This is an episode you won’t want to miss! 

Our world's larger economic forces have us convinced that our life focus should be on jobs and profits, but what we want more than anything is freedom. Founder of the Kinder Institute of Life Planning, George Kinder joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss the benefits of shifting the advisor-client conversation from money to life vision. In this episode, you'll hear: What it looks like to focus on the human side of money How institutions influence our life goals What true freedom means How freedom can be measured and democratized The five life pursuits that people value most How mindfulness is connected to happiness How the Life Planning approach fits into relationships and affects generations  Internationally recognized as the father of the Life Planning movement, George Kinder is revolutionizing financial planning with his focus on the concept of freedom. George is a Harvard graduate and after 30 years of experience in the industry and wrestling with questions about the human side of money, he founded the Kinder Institute of Life Planning. He's a speaker and author, with his latest book, A Golden Civilization and The Map of Mindfulness, set to release in March.   Ways to contact George— Website: https://kinderinstitute.com Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You

The penultimate episode of Season One features the father of life planning, George Kinder. When one wants to master a skill, one should learn from a master. If you want to understand what living a life of real freedom is all about, do yourself a favor and listen to this interview from someone who walks the talk and lives the words he speaks. George is such a person and master of the art of life planning. He has personally been an inspiration to me and the myriad others that have known or been taught by him. In this interview, George takes us through his early life, when the seeds of freedom were sown, and the early stages of the life planning movement. You will learn more about the most important skill we can bring to others: Being fully present and listening with unconditional positive regard for the one who is sharing with us. Enjoy and please don’t forget to check out the links to all the resources shared in this podcast. In love and appreciation… and to your inspired life! What We Discuss: A brief recap of Mark’s and Aries’ intentions for this season Both of them hoped for “one thing” this first season. Learn what it was. George’s young life growing up on the foothills of the Appalachians The best year of George’s life at the young age of three Being conscious of vitality and inspiration at this early age Growing up in a small “salt of the earth” town Harvard in the 60s with students “ruling the campus” Valuing our democratic freedoms and how he can live and make it accessible to others Came out of Harvard wanting to live a life of poetry, painting and meditation Inspired by the work of Christo as a sculpture Became an accountant providing tax planning part time to support his life as an artist How George evolved from taxes to financial planning in the 70s Learning about empathy and listening skills from his niche building with therapists How listening was and has always been at the heart of planning Viewing money as simply a means of facilitating our dream of freedom Why he shifted from service to the public consumer to industry professionals When you live a life of freedom and vitality you gain greater self-knowledge A bit about George’s spiritual journey How just living a life of freedom, vitality and vigor can propel the client forward We were born to be authentic and bring something extraordinary into the world Finding our authenticity, self-knowledge and wisdom to model integrity and freedom The Three Questions, Heart’s Core Grid and living your Ideal Day, Week and Year Being awake and present in every moment of our life George’s latest book: A Golden Civilization & The Map of Mindfulness Resources: Websites A Golden Civilization Life Planning for You The Kinder Institute Books by George Kinder A Golden Civilization & The Map of Mindfulness Seven Stages of Money Maturity Life Planning for You Lighting the Torch Transforming Suffering into Wisdom: Mindfulness and the Art of Inner Listening

Martin talks to George Kinder about life planning and why it has become so popular in the UK. Kinder is a Harvard educated financial planner, philosopher, mindfulness teacher, author, and the founder of the Kinder Institute of Life Planning; an organization that has trained over 3000 professionals in 30 countries in what is considered the gold standard for adviser-client relationship skills. Among his six books, three are on money: The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, and one on mindfulness Transforming Suffering into Wisdom. His newest, A Golden Civilization will address the crises in economics and democracy and explore how to create a Golden Civilization that might last 1000 generations. The recipient of many financial industry awards, he was recently named by Investment News the first of the fifteen most transformational financial advisers whose vision most changed the financial planning industry over the past thirty years. His expertise has been widely featured in: The Financial Times, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, Investment News, and The New York Times. Wednesday 14:30 - 15:10 Implementing true Financial Life Planning Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives. Hear from the “father of life planning," George Kinder, as well as practitioners who have implemented various life-centric approaches into their practice as they share their processes, techniques, and tools used in this evolving space.