Podcasts about money maturity

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 

Gayle Colman, CFP®, holistic and integral wealth coach and author, joins the Journey to Launch podcast to discuss making money choices with clarity and confidence, free from overwhelm. Gayle is co-founder of Colman Knight Advisory Group and has spent 35 years in the money psychology industry. Her work focuses on somatic finance, teaching and inspiring others to bring presence to their bodies and work from the internal first. We chat about the 7 stages of money maturity, why awareness is key and how you can excel in the gray areas of life. In this episode, you'll learn more about: What somatic finance is and bringing the wisdom of our bodies into all matters of money How to begin improving the external (debt, income, financial goals, etc.) while healing the internal (what matters most to us and why) Money polarity myths, dynamically steering decisions + embodied sufficiency Giving attention to your body, creating space to feel, expressing emotions in the present + more Other Links Mentioned in episode: Check out The Body of Money by Gayle Colman Read The Seven Stages of Money Maturity by George Kinder Check out my new 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 Gayle: Website Instagram:@SomaticFinance Facebook:@Gayle.Colman 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

“We all have a story around money, we all have a relationship to it, and whether it is healthy and conscious and clear or totally submerged in unconscious, is really up to how we were raised, what we absorbed from the messages around us and then how much of our own work we've done around it.” – Kristin Keffeler  Connect with Kristin Keffeler: LinkedIn Instagram Facebook   Selected links and people mentioned from this episode: Illumination 360 The Myth of the Silver Spoon by Kristin Keffeler The Soul of Money by Lynne Twist Seven Stages of Money Maturity by George Kinder   Connect with REIN Canada REIN Canada CEO@reincanada.com REIN Channel Facebook Instagram Twitter   [0:42] Patrick introduces his next TEDM guest, Kristin Keffeler. [01:56] Kristin and Patrick get their conversation underway as she unpacks who she supports, why it's necessary and through her research and work what she has found gets harder for wealthy families. [08:07] Dispelling a myth, Kristin discusses the reality for some high-net-worth individuals, or high-income earners, and their relationship with wealth. [10:31] Our “money story” is often embedded in the relationships we observed growing up, and Kristin suggests the work we do around money to gain a healthier relationship with it as adults, is some of the most difficult. [14:47] Kristin observes in the affluent families she works with that often clients either overidentify with their wealth (I am my family's money, I don't know who I would be without it) or underidentify with it (distance themselves, reject that part of their narrative). She advises clients to approach it more like a teeter-totter. Zoom out to understand and recognize the privilege you have, not from guilt but from blessing and figure out your own voice and identity within it. [20:41] Kristin identifies that the work to be done around assessing our belief systems and understanding of money is not unique to the uber wealthy; we all have a relationship to money – healthy or unhealthy. Kristin goes on to discuss the concept of “money clutter” and relays a personal story of how she became aware of it. [28:04] The first thing we need to do in assessing our relationship with money is to pay attention to our overall mindset, the filter through which we take things in. Are we operating from a scarcity mindset or abundance mindset? [29:23] Kristin reminds us that money truly is energy and currency (current-cy). Like a current it can flow to and from us, and our mindfulness around it has an effect. Money wants to be in motion. [32:20] Of the second question we can ask to test our relationship with money, Kristin reframes it from a broad and ambiguous question (what is your relationship to money?) to a deeper embodiment experience. [34:44] Kristin shares what “doing the work” looked like for her to improve her own relationship with money after her husband pointed out the mindset he observed. Books, self awareness, intentionality, and physicality all played a part. [41:43] Building on those fundamentals, Kristin shares another story from her personal life to illustrate her self-observation and development. [44:02] Kristin and Patrick discuss financial dependency in the context of relationship and social constructs. [48:48] Growing up in the same family doesn't always equate to the same experience. Kristin reflects on the experience she had of her family's wealth as the youngest child vs. her older brothers who had a much different lens to view their upbringing. [53:18] Resourceful and independent, Kristin was used to forging her path but at times she felt the weight of her family's financial success as intimidating and a prohibitively high bar to measure up to. Eventually, her desire for larger impact summoned the needed courage to build her own business and the financial rewards as a result. [59:22] Success. Although Kristin could likely find a way to define it for herself in a way that felt go...

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

Today, Ed is joined by Stephanie McCullough, CFP, speaker, and Founder of Sofia Financial, a “holistic, non-judgmental financial planner for women who want a true partner in financial decision-making.” In this conversation, Stephanie offers a unique perspective on financial planning, relating one of her favorite activities—yoga—to the process of overcoming the mental and emotional stresses of one's financial life. Stephanie believes that it's totally normal to be emotional when it comes to money. With this reality in mind as a starting point, it becomes so much easier to carve out the way forward. She breaks down the negativity bias, explaining why unproductive behavior toward money is not a character flaw, but a simple biological process that we can rewire—but it all starts with self-awareness! She then shares several psychological concepts and tools that one can use to start gaining that self-awareness, and from there unearth those limiting beliefs that contribute to negative behavior around one's finances—from coming to terms with the negativity bias, to the practice of mental accounting, to the secret to true money maturity! Key Topics: The philosophy of yoga and how it translates into our financial lives (04:48) Why Stephanie chose to be a financial planner (14:11) The negativity bias (19:47) Mental accounting (26:06) Keys to successful estate planning (31:43) Achieving money maturity (34:12) Knowing your core desired feelings (43:00) Resources: Learn more about Sofia Financial at www.sofiafinancial.com Take Back Retirement Episode 43: The Psychology of Money and Marriage with Special Guest Ed Coambs The Seven Stages of Money Maturity (book) The Soul of Money (book) The Art of Money (book) Healthy Love and Money Resources: Healthy Love and Money Website The Couples Guide to Financial Intimacy Healthy Love and Money Facebook Healthy Love and Money Instagram Healthy Love and Money LinkedIn The Healthy Love & Money Way: How the Four Attachment Styles Impact Your Financial Well-Being (book) Stop Fighting & Start Talking: Gaining Peace and Perspective on Family Finances (book)

George Kinder is the Founder of The Kinder Institute of Life Planning and the author of multiple bestsellers, including The Seven Stages of Money Maturity and Life Planning for You. He has revolutionized financial advice for more than 35 years by training over 4,000 professionals in 30 countries in the field of financial Life Planning. George has won many awards in the financial planning industry, and was named one of the thirty-five most influential people in financial services.  Today, Jonathan and George talk about the psychology of money and where George's unique perspective on money originated. George expounds on The Three Domains of Freedom and why he believes that life outcomes are more important than financial ones. Finally, George talks about his current project, Reflections on Spectacle Pond, which is being released serially (for free) via email. Watch on YouTubehttps://youtu.be/ShrEFj27Ubg (https://youtu.be/ShrEFj27Ubg) Key Takeaways00:43 – Jonathan introduces today's guest, George Kinder who joins the show to share some of the early lessons he learned about money growing up  05:32 – George expounds on his views on money  07:48 – Where George's unique perspective on money originated  10:52 – Why life outcomes are more important than financial outcomes  12:10 – The Three Domains of Freedom  16:13 – The transition from financial advisor to training financial advisors  22:31 – The psychology of money  25:45 – Financial tips and best practices  30:35 – What people should ignore when it comes to finances  31:50 – The art of inner listening  35:37 – Jonathan thanks George for joining the show and asks a couple of closing inquiries  Tweetable Quotes“As I've grown older and explored more, I think that the lessons were deeper, and earlier, and richer, and went back even before money was a conscious thing for me.” (03:39) “Money is an abstraction. What's important is life, each of our lives, and the freedom we feel in life.” (04:57)  “I want to live with my writing, with my spirit, with my graphics, with my art. I want to live like an artist. I want to live completely free in that world so that what I bring into the world is pure, and unusual, and intriguing, and not governed by financial forces.” (11:27)  “I think the Dalai Lama said this, but I completely concur. I think it's an enormous moral failure in America, and in the West, that three men own as much as half of the American population own.” (15:36)  “Saving is really valuable. The more you can save, the better. And the more early on you can save and put it to use so it compounds, it's just amazing.” (26:58)  “When I think about what I would love as a tombstone - what people might say about me - is that he encouraged us to be more of who we are. He encouraged us to be more ourselves.” (37:07)  Guest ResourcesGeorge's Websites –https://justanotherrunner.net/ ( )https://www.kinderinstitute.com/george-kinder/ (https://www.kinderinstitute.com/george-kinder/) https://www.georgekinder.com/ (https://www.georgekinder.com/) Reflections on Spectacle Pond: The Weekly Edition George's Books:  Seven Stages of Money Maturity –https://www.linkedin.com/in/whitney-heins-02ba3b5 ( ) https://www.amazon.com/gp/product/B006V3E2YU/ref=dbs_a_def_rwt_bibl_vppi_i0 (https://www.amazon.com/gp/product/B006V3E2YU/ref=dbs_a_def_rwt_bibl_vppi_i0)   Life Planning for You –https://www.linkedin.com/in/whitney-heins-02ba3b5 ( ) https://www.amazon.com/gp/product/B00KOEXZIQ/ref=dbs_a_def_rwt_bibl_vppi_i2 (https://www.amazon.com/gp/product/B00KOEXZIQ/ref=dbs_a_def_rwt_bibl_vppi_i2) Transforming Suffering Into Listening –https://www.linkedin.com/in/whitney-heins-02ba3b5 ( ) https://www.amazon.com/Transforming-Suffering-into-Wisdom-Mindfulness/dp/0979174333 (https://www.amazon.com/Transforming-Suffering-into-Wisdom-Mindfulness/dp/0979174333)  Mindful Money...

I am so happy to have you here today, I am interviewing my good friend, George Kinder. George is known as the father of life planning. He was a financial advisor who wrote this amazing book that impacted me many years ago around The Seven Stages of Money Maturity and inspired my work. And today, we're having a very different kind of conversation because he's talking about his latest book which he is giving away for free. And, it is poetry that's oriented to the present moment. He ended up chronicling with photographs and with these poems over the course of a year what he experiences in the place that he lives on a pond not that far from Walden pond. But how the nature in this seasons affect his life and it's just a really fun conversation. I love George's work, and I know you'll really enjoy it.   He shares with us his insights:   Right and, and I mean it's when you think about each moment is a moment potentially a freedom for you, and if you take more moments in your life and live more freedom in here. Every encounter you make is going to have that in it, and people are going to see that and feel it and spread it in their own way we don't know. It's a mystery how we impact things. And you know if you get lost in the civilization piece of it and think – ‘Oh it's got a loss, got to change or the votes have to go this way'. Well yeah, I mean that's what you're kind of fighting for, in a way. But if there's a certain randomness to it. There's too much energy around the attachment to the result, just do the good work. And, things will come about. Transformation will occur.   And everywhere I go, I make sure this is part of it, because all we need is one piece of legislation that would require this – ‘a fiduciary standard of obligation is required for all institutions – corporate, nonprofit, and governmental to place the interests of all stakeholders of humanity; of democracy; and the living planet that sustains us. First, above their own self-interest so it's where the reason we're seeing this chaos right now is because we've allowed kind of greed and arrogance. We've rewarded more greed and arrogance that we've rewarded wisdom and compassion.   Absolutely, I mean it's something we don't really even fully understand Confucius. I love reading the ancient masters and teachers. And, one of the things that he said he was, he lived in a time when there was tremendous corruption. And I don't know if you know this, but he died thinking that he failed. There was so much corruption in China was at that point in five or six or seven, different warring states, wars, terrorism, terrible stuff. And he figured out how to solve it. And, a lot of it had to do with being good people; being good; being kind; being responsible. And, he was asked once by, you know, kind of the President, or the Emperor, the CEO of this particular state. The guy said, ‘Hey, you know, how can I start my people, they're thieving, and they're taking advantage of each other; and they're rude; and they're all this kind of stuff. How can I stop them from doing that? And Confucius said – first, really very simple, all you have to do is stop doing it yourself'.   Harvard-educated George Kinder revolutionized financial advice for more than 35 years by training over 4,000 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.   George Kinder's latest book, Reflections on Spectacle Pond: The Weekly Edition is available as a free email subscription. Inspired by the 30 years he has spent living at the edge of a small New England pond, the book is a meditative guide to living in nature's cycle, week by week, and moment by moment. Among his seven books, he has written one on mindfulness,  Transforming Suffering into Wisdom, and another book of photography and poetry, A Song for Hana.   Kinder was the first winner of the Financial Planning Association's Heart of Financial Planning Award which recognizes “individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public.”  He has been named “One of the 35 most influential people in financial services,” “One of the top Icons & Innovators in the financial planning industry,” “the first of 15 transformational advisors whose vision most changed the industry,” and has been inducted into the Financial Planning Magazine Hall of Fame. In 2017, he was awarded the Transparency Trophy by the Transparency Task Force. He has appeared on many radio and television programs and his expertise has been featured in The Financial Times, The Wall Street Journal, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, Investment News, and The New York Times.   Kinder is known for his dynamic presentation skills and has given speeches at professional conferences on five continents. He has spoken at Harvard University, Boston College, Coventry University, Merrill Lynch, Smith Barney, Fidelity, Charles Schwab, Allianz, AXA, The Financial Planning Association, The Personal Finance Society, and The National Association of Personal Financial Advisors.   Kinder currently resides in Massachusetts and spends several months per year in London and Hana, Hawaii.   Learn more about George:   Website/Free gift:   https://www.georgekinder.com   Instagram:    https://www.instagram.com/george_kinder   Facebook:    https://www.facebook.com/GeorgeDKinder   LinkedIn:    https://www.linkedin.com/in/george-d-kinder-0749196   Twitter:   https://twitter.com/GeorgeDKinder

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.

Deze podcast is de tweede podcast met financieel coach Anita Geijtenbeek. In deze aflevering bespreken we o.a. waar je op kan letten wanneer je jouw belastingaangifte doet. We bespreken ook, net als in de vorige aflevering, het belang van goede financiële coaching. Want juist als het om zoiets privés gaat als geld, is het wel fijn dat je jouw coach wel kan vertrouwen, toch? We hebben het in deze aflevering ook over Money Maturity en de dramadriehoek. Het boek waar we naar verwijzen is 'Money Maturity' van George Kinder! We bespreken de psychologie die schuil gaat achter de relatie die mensen met geld hebben. Die kennis helpt je om meer mindful met geld om te kunnen gaan. Vanuit mijn kernwaarde 'zelfzorg' ben in de loop der jaren gaan beseffen dat ook mijn 'financiën' een groot onderdeel is van goede zelfzorg. Wanneer ik een gezonde financiële huishouding heb en wanneer ik een ontspannen relatie/houding kan hebben richting zaken die met geld te maken hebben, dan zorg ik goed voor mijzelf. Dan voorkom ik dat ik te veel geld uit geef... Dan voorkom ik dat ik geen overzicht meer heb en... Dan voorkom ik dus ook dat ik geleefd wordt door geld... Ik heb daarom, na de sessie meteen de boekentip van Anita besteld. Het boek helpt me om op een actieve manier mijn relatie tot geld gezond te houden. Heb jij het boek al besteld?! Side note hierbij: Ik heb geen belangen in het verkopen van dit specifieke boek. Het is oprecht mijn wens en die van Anita, dat steeds meer mensen een gezonde relatie rondom geld kunnen ontwikkelen en we willen daarom zoveel mogelijk nuttige kennis met jullie delen. Bij deze dus... Heb je nog vragen rondom het thema geld. Schroom dan niet om die te stellen. Mail me op rensentherapie@gmail.com of mail Anita via info@anitageijtenbeek.nl.

Our guest on the podcast today is George Kinder. He founded the Kinder Life Institute, which trains financial professionals in the field of what's called Life Planning after a 30-year career as a practicing financial planner and tax advisor. George is also the author of several books dedicated to teaching advisors about life planning: The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You. He was the first winner of the Financial Planning Association's Heart of Financial Planning Award, which recognizes "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public."BackgroundBioThe Kinder Institute of Life PlanningBooksThe Genesis & Discovery Process of Life PlanningEVOKE:® A Life Planning Methodology“Psychology and Life Planning,” by George Kinder and Susan Galvan, kinderinstitute.com.“George Kinder: Three Questions About Life Planning,” by J.D. Roth, getrichslowly.org, Feb. 15, 2009.“Financial Planner Vs. Financial *Life* Planner. Which One Is the “Right One” for Me?” by Cristina Livadary, manafld.com, Jan. 24, 2020.“Kinder: Wisdom and Life Planning in the Coronavirus Era,” by George Kinder, financialplanningtoday.co.uk, April 6, 2020.Financial AdviceWebinar: “George Kinder on Work-Life Balance--Life Planning & Mindfulness,” by George Kinder, brighttalk.com, Jan. 28, 2016.Seven Stages of Money Maturity WorkshopEVOKE® 5-Day Life Planning TrainingLife Planning for You

Cristina Livadary immigrated to the US when she was 6, and less than a year later, her father left, leaving her stranded with her mother and sister. She didn't speak the language, had no money, and lived in hotels until her mother was able to find steady work as a chef.She grew up without much in the way of financial education, but did secure a water polo scholarship to Bucknell. Until a rotator cuff injury lost her the funding at the beginning of her third year. She left college with $100,000 in student loans and a burning desire to find a high paying job to live out her Carrie Bradshaw dreams of living in NYC.She spent two years in New York, working hard and spending harder. She moved to LA to run a division covering California and Hawaii, and decided she needed to make a big change.Cristina stopped spending lavishly on things that didn't matter, started focusing on what made her happy, and now helps others manage their finances to get money out of the way and live their best lives.Links from the ShowBiggerPockets Money Facebook GroupBiggerPockets ForumsBiggerPockets Money Podcast 55 with Kristy and BryceBiggerPockets Money Podcast 55.5 with Kristy and BryceBook:The Seven Stages of Money Maturity by George KinderThe Psychology of Money by Morgan HouselConnect with Cristina:Mana Financial Life Design

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.

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.

George Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest and most profound goals. He helps them to pursue their aspirations, discuss and resolve obstacles, create concrete financial plans, and provides ongoing guidance as they accomplish their objectives. George has published three books on money, including Lighting the Torch, Life Planning for You, and Seven Stages of Money Maturity, which was featured in the July 2018 Wall Street Journal article “The Financial Books That Should Be on Your Summer Reading List” almost 20 years after its publication. His work has been featured in The Financial Times, The Wall Street Journal, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, Investment News, and The New York Times, and he has spoken at conferences, universities, and financial firms on five continents. Today, he joins the podcast to talk about why life planning is all about freedom, the moments that financial advisors can feel like therapists or marriage counselors when helping their clients navigate retirement, and how his work continues as the definition of retirement itself continues to shift, especially in younger generations.   Get The Show notes Get access to the full show notes, including audio, transcript, and links to all the resources mentioned during the interview. Visit RetireWithPurpose.com/64   Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading   Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

We have come to the end of Season 1 with Episode 14. For both of us it’s been one of the most engaging growth experiences either of us have ever experienced. Our intention was to bring thoughtful and soul-stirring content to help others along their journey. It has also been a catalyst for us which has led to a deeper understanding of each of our lives and our place in the world. That is to say, awakening to who we are and why we are here. In this final episode we summarize and reframe our process for you to discover your soulful, higher-self, leading to an inspired big and true vision through the art of asking the key questions of yourself. May this listening continue to bring it all together for you. With appreciation to have shared… and to your inspired life! What We Discuss: Are you living intentionally? Are you discovering your inspiration? Are you listening to your inner being? Are you seeing a big and true, authentic vision for yourself? Are you using the Wheel of Life to begin an assessment of your life’s score? Are you using the Three Questions and Heart’s Core Grid to discover more about yourself? Are you able to take the right action forward towards your vision? Are you reallocating how you are spending your time? Are managing your energy more closely? Are you aware of and leveraging your unique abilities? Are you managing your resources and money effectively? Are you in the relationships that fully support you and your vision? Are you accessing the wisdom of others in support of your inspired life? Supporting Resources: The Power of Intention by Dr. Wayne Dyer Lighting the Torch by George Kinder Listening to Your Inner Voice by Douglas Boch Life Visioning by Michael Bernard Beckwith Wheel of Life by Money Quotient Three Questions and Heart’s Core Grid by Life Planning for You from Kinder Institute The Obstacle Is the Way by Ryan Holiday Make Time: How to Focus on What Matters Every Day by Jake Knapp and John Zeratsky Manage Your Energy by Chuck Marunde, J.D. Unique Ability 2.0 Discovery by Catherine Nomura, Julia Waller and Shannon Waller Seven Stage of Money Maturity by George Kinder Tribal Leadership by Dave Logan

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

Money, money, money… Money, money, money… What is it about money? For some it’s an obsession. For others it holds the electrical charge of politics and religion. Some loathe it. Some build their entire life around it. There are those that are uncomfortable with it, and there are those who are true masters of it. In this episode we begin the process of deconstructing the dynamics of money in our culture and how it affects how we live. Money touches so many parts of our lives. We interface with it regularly and are forever finding ourselves at financial crossroads, often making life decisions based on money. I have personally been fascinated with people’s experience, beliefs, and emotions around money. When it comes to living your most inspired and meaningful life, your relationship, attitude and understanding around it will have a lot to do with how that life will unfold for you. What We Cover: A brief exploration of the history of money "Money skills are the survival skills of the 21st century,” Dick Wagner How the culture around money has developed The distortion of net worth equaling self-worth An imbalance around the importance of money How money buys us freedom but can keep us from real freedom Our significance of our relationship with money The role money plays in decision fatigue Money memories at a young age The influencers that formed our beliefs around money during our “little” life Understanding the role that money plays in holding us back from living from our soul Being aware of our beliefs and habits around money Money personalities: One primary and one secondary Our relationship with money affects our relationships with people Making mistakes with money and the power of understanding and forgiveness How money opposites attract as couples Aries’ experience with money and shifting from old money beliefs Do you own money or does money own you? Mark’s relationship with money today and working through his early negative beliefs Grappling with the discrepancies between how much money people earn and why The beginning of Mark’s healing around money Energy and the movement of money How money plays into Mark’s life plan and my heart’s core grid Aligning all our financial resources to support our values and heart’s core desires Accessing your skills with money and taking right action to improve them Awareness of our money spending and earning habits Mastering money through opening up the blind spots The Resources: The Seven Stages of Money Maturity by George Kinder Relationship Advice Podcast E63: Love and Money by Scott and Bethany Palmer Your Money Map by Howard Dayton Money Personality Discovery Assessment by The Money Couple

Welcome to The Slice, bitesize segments to inform and inspire. This is the powerful way to start your day. Episode 2 focuses on Money, the cause of anxieties and communicated to many as the source of joy. Tara and Megan talk about their personal experiences alongside tips on how to invite wealth into your life, manage your money and more. Covering Budgeting, Monzo, Taking Control, Seven Stages of Money Maturity, Sex and Money: Are Dirty, Aren't They? Feng Shui. Further information; https://www.amazon.com/Sex-Money-Dirty-Arent-They/dp/0963625578 https://www.amazon.co.uk/Seven-Stages-Money-Maturity-Understanding/dp/0440508339 https://www.google.com/search?q=feng+shui+bagua+map+compass&source=lnms&tbm=isch&sa=X&ved=0ahUKEwjq2_ztlJbgAhWVo3EKHX1uBq4Q_AUIDigB&biw=1440&bih=741#imgrc=lBQrPfoQkgXWPM: https://monzo.com/ https://www.refinery29.com/en-gb/money-diaries-banking-assistant-london Feedback or connect with The Slice on: Instagram: @theslicepodcast Twitter: @TheSlice_tweets Feedback or connect with Megan Morass: Instagram: @meganmorass Twitter: @Tiniebutmighty Feedback or connect with Tara Starlet: Instagram: @tarastarlet Twitter: @TaraStarlet

We’ve had plenty of questions rolling in from the ProfitBoss community, so now is a perfect opportunity to host another installment of #AskHillary! I’ll give my best thoughts on handling our parents’ money mindset, understanding the DOW Jones index, and several specific tax and retirement savings options. I will also tackle how to make the most of student loans, and how to save for life’s big adventures.     Since we have adventure on our minds, I think now is a perfect opportunity to talk about Travel Rewards. With U.S. airlines expected to carry more than 600 million passengers on domestic flights this year and credit card debt levels exploding, we can expect airfare savings to be increasingly important in the months ahead.   Jill Gonzales is going to fill us in on how to make smart decisions about choosing a frequent flyer program. You will learn the difference between a frequent flyer program and a rewards credit card, and then understand just how the WalletHub study was done. There is a lot of useful information in this episode, so be prepared to take notes!   What You Will Learn in This Episode: To help travelers make the best decisions for their wallets, the personal-finance website WalletHub today released its report on 2018’s Best Frequent Flyer Programs, which ranks the 10 largest domestic airlines based on 23 key metrics, ranging from the value of a point/mile to blackout dates for rewards flights. WalletHub’s report also features a custom calculator that allows users to personalize the results based on their own budgets. You can find a few highlights from those results below.   Delta SkyMiles is the best frequent flyer program for the third straight year.    The average airline rewards program gives frequent flyers 12% off their airline spending. And they’re all free to join.     Hawaiian Airlines offers the most rewards value to frequent flyers ($19.95 per $100 spent), with Alaska Airlines coming in a close second ($19.87 per $100 spent).    Four of the 10 largest airlines are offering more rewards in 2018 than in 2017, sweetening the pot by an average of 20%.    Delta Air Lines and JetBlue Airways are the only two major airlines whose miles do not expire because of inactivity.    The Frontier Airlines Credit Card and the Lufthansa Credit Card are 2018’s best airline credit cards, according to WalletHub’s editors.    For the full report, including the custom calculator, please visit:  https://wallethub.com/edu/best-frequent-flyer-program/25943/   Resources The Seven Stages of Money Maturity   

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.

Podcast Details: Podcast Title:  Decoding Our Money Messages – Part 2 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) Link to Show Episode George Kinder from 7 Stages of Money Maturity – (2:30) * The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life * page 5…”Money Maturity helps resolve the troubling emotional conflicts around money that never seem to go a --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Podcast Details: Podcast Title:  Decoding Our Money Messages – Part 1 Podcast Series: The Maven’s Keys to Financial Contentment The Maven’s Keys to Financial Contentment is my idea that true financial contentment can be found when an overlap of money and beliefs occur.  Many people ask the question of how to be “financially content” and this is a discussion to uncover those answers. (CHECK OUT OUR YOUTUBE CHANNEL FOR THE VIDEO VERSION) Link to Show Episode George Kinder from 7 Stages of Money Maturity – (3:30) * The Seven Stages of Money Maturity: Un --- Send in a voice message: https://anchor.fm/dom-the-maven/message

Learning what your values are is so important no matter what goals you have or what phase of life you're in. Often times, we're influenced by outside sources like our friends, family members, celebrities, or even the media and we may interpret their beliefs or actions with things we should value when they're not actually our values at all. It can take a lot of experience and soul searching to determine what your values are, but in this week's episode, we're focusing in on how we established our own set of values along with helpful tips to enable you to determine what you truly value in life. The Danger of Not Identifying Your Values Many people confuse values with beliefs and characteristics like morals and ethics but your values simply include things that are most important to you. It sounds like it should be simple to determine your values, but it's harder to narrow them down thanks to things that will deter the process like peer pressure, the imposter syndrome, and social media. However, if you don't get clear on your values, you may not be able to find your purpose or feel comfortable with your lifestyle. People who are confused about what they value also tend to spend mindlessly, lose motivation to reach their goals easily, dedicate their lives to pleasing other over meeting their own needs, and overall, they just lack any real direction in life. It's fun in the moment to have a 'YOLO' mindset and live life without any foundation but after a while, it gets old once you realize it's pointless to live with no real purpose. Some people even identify with having a quarter-life or mid-life crisis, which indicates that they need to slow down, refocus, and choose clear values for their life. Your Values Change Over Time You also might find it interesting to realize that your values change over time just as you change year after year. You may value certain things like coffee or meditation one day and other things like your new car or travel the next. when it comes to your values, there's no right or wrong answer. But when you decide what's most important to you, be sure to own it so you can live a more intentional life with fewer regrets. Ready to Determine or Reassess What Your Values Are? Be sure to tune in to this week's episode of the Financial Conversation podcast. As you saw with last week's episode, we're switching things up and providing regular seasons with the podcast. You'll still get to hear our lovely voices chat about important topics that relate to your everyday life whether it's surrounding finance, business, or personal reflection. However, this season is all about self-care and being the best you can be so the 10 episodes for this season will surround that overall theme. If you've been feeling lost lately in terms of setting goals and being content with your life, you may need to work on setting clear values which we will help you explore in this episode! In this episode we discuss: 1:55 - What are our values? 8:45 - What do you want to be known for? 9:45 - Did you have trouble defining your values? 17:15 - Using values to set goals and create a path 19:15 - Erin's process of finding values 23:00 - 3 questions to help you define your values 26:35 - Benefits of having clearly defined values 29:20 - Defined values help you take your life back Related Links to Check Out: The Power of Habits Over Resolutions The Seven Stages of Money Maturity by George Kinder - contains the 3 questions to help you define your values

For Beyond 50's "Finance" talks, listen to an interview with George Kinder. He is a financial advisor and leading thinker in the financial Life Planning movement. Kinder also uses Buddhist wisdom to take an original look at the ins and outs of individual economics. You'll learn about the seven specific states that we naturally evolve through to achieve financial and personal security: innocence, pain, knowledge, vigor, vision and aloha. Tune in to Beyond 50: America's Variety Talk Radio Show on the natural, holistic, green and sustainable lifestyle. Visit www.Beyond50Radio.com and sign up for our Exclusive Updates.