Understanding Fiduciary Financial Advisors

In this three-episode video series, Friends Talk Financial Planning (FTFP), hosts Bridget Sullivan Mermel and John Scherer dive into the powerful connection between values, money, and freedom with George Kinder, a renowned registered life planner and trailblazer in the life planning movement. Together, they explore how aligning with your core values can lead to a fulfilling, purpose-driven life and smarter financial decisions.

George Kinder, author of the groundbreaking Seven Stages of Money Maturity, reflects on the pivotal role of values like freedom, truth, and social justice in shaping his life’s mission. He also shares insights on mindfulness, the importance of living authentically, and his latest work, The Three Domains of Freedom.

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George Kinder
Experiencing True Freedom In Your Life

In this episode of Love, Your Money, host Hillary Hendershott reconnects with George Kinder after five years to discuss his latest book, The Three Domains of Freedom, and the transformative power of mindfulness in achieving true freedom. They explore how effective financial plans align with life goals, the importance of living with purpose, and the lifelong journey of personal growth. As Hendershott reflects, this conversation is as inspiring as it is enlightening, offering listeners a renewed perspective on what it means to live a purposeful and liberated life.

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George Kinder
Can Mindfulness Change The World?

Host Blair DuQuesnay speaks with George Kinder, the Father of Life Planning, whose work she has followed for over 15 years. Kinder shared insights from his new book, The Three Domains of Freedom, where he explores three core freedoms: mindfulness in Each Moment is Yours, purpose in Your Life is Yours, and societal impact in Civilization is Yours. Highlighting the relevance of these ideas, Kinder proposes a "Fiduciary In All Things" (F.I.A.T.) standard, a transformative shift holding corporations and entities accountable to all stakeholders, not just shareholders.

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George Kinder
Understand Fiduciary Financial Advisors with George Kinder

In this episode of Friends Talk Financial Planning, industry pioneer George Kinder joins the discussion to delve into the world of fiduciaries and financial life planning. Listeners will learn what it means to be a fiduciary, how to find the right financial advisor, and the importance of holistic financial planning.

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George Kinder
Transforming Lives with Values

In this episode, Shawn and George Kinder discuss Kinder Institute’s mission to revolutionize financial planning by prioritizing clients' life goals and values over monetary targets. George shares his shift from tax advisory to life planning, as outlined in Seven Stages of Money Maturity, where he emphasizes the emotional aspects of money management to help clients achieve freedom and fulfillment.

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George Kinder
How to Become a Life Planner

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 touches on 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.

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George Kinder
New book from Life Planning guru George Kinder

Financial Planning Today summarizes author George Kinder’s latest book “Three Domains of Freedom.” George Kinder chats with remarkable publisher Kevin O' Donnell for capturing the moment, life planning and the notion/necessity of civilization as fiduciary and as humane so well.

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George Kinder
The Three Domains of Freedom - A Deep Dive with George Kinder

George Kinder and life planning professional Justin King chat about George’s most recent book The Three Domains of Freedom, and how this book sets out to empower readers to experience profound freedoms in their own lives and bring about positive change to our civilization as a result. In their conversation, they 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.

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George Kinder
The Journey Toward True Freedom: Interview with George Kinder

George Kinder, known as the "Father of Life Planning," has been a leader in financial services for decades, advocating for client-centered financial plans. A Harvard-educated author, meditation teacher, poet, and photographer, Kinder has published over a dozen books on art, finance, mindfulness, and civilization. His latest work, The Three Domains of Freedom, offers wisdom on living an authentic, empowered, and mindful life.

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George Kinder
Transforming Financial Planning: George Kinder on Aligning Money with Life Goals

What if your financial advisor could help you achieve your deepest life goals? Join Broc Buckles on the Only Fee Only podcast with 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.

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George Kinder
In Conversation With George Kinder

In this podcast episode, George Kinder, the pioneer of the life planning movement and acclaimed author, shares his journey and insights with financial planners and industry professionals. The discussion delves into his upbringing in rural Ohio and its impact on his philosophy, emphasizing the importance of understanding clients’ deepest aspirations before financial planning. Kinder introduces his latest book, “The Three Domains of Freedom,” which explores mindfulness, mastering the present moment, and fostering a fiduciary culture that values trust and humanity in institutions. The episode concludes with a special segment where Kinder answers three thought-provoking questions.

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George Kinder
Life Planning For Fulfillment Beyond Finances & 3 Questions To Help You Live A Meaningful Life

George Kinder, founder of the Kinder Institute of Life Planning, has over 35 years of experience as a financial planner and tax advisor. He is dedicated to guiding individuals in uncovering their deepest values and leading more fulfilling lives, with the ultimate aim of promoting greater freedom in every aspect of existence. In this conversation, host Jamila Souffrant and Kinder 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 answering the “having 24 hours left” question reveals what you’ve missed in life. They also explore the balance between short-term pleasure and long-term financial planning, how to find a trustworthy financial planner who will support your life plan, and George’s approach to parenting, which emphasizes being a good listener and showing empathy rather than being overly restrictive or reactive.

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George Kinder
If you had 24 hours to live, what would you regret around money?

In this interview, George Kinder and host Martin Higginson discuss his money story, explore what money means to him and how underlying values can shape our money choices. In working with clients and training financial life planners, Kinder invites reflection on life values first and money second. This can transform how we think and act around money.

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George Kinder
Paving Humanity's Path To A Golden Civilization

George Kinder interviews with Peter Moustakerski, CEO of Family Office Exchange! In their conversation, they discuss Kinder’s vision for a future social contract, "Fiduciary in All Things" (FIAT), and explore the psychology of money, "The Three Domains of Freedom," and practical financial life planning tips.

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George Kinder
Creating Your Healthy Relationships With Money

George Kinder discusses how the healthiest relationship with money begins with self-awareness and acting in financial harmony with that understanding. Aligning with the principles of financial sufficiency, Kinder explains how to embody the knowledge, energy, and heartfelt fullness necessary for cultivating an optimal relationship with money. He encourages evaluating your attachment to money-related stories and beliefs, fostering trust (your fiduciary responsibility) in managing your finances, and becoming loving, kind, and generous in spirit.

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George Kinder
Risking Old Age In America

George Kinder chats with Harry S. Margolis, a national leader in the field of elder law, as part of his new podcast "Risking Old Age in America." The yexplore the value of life planning for the baby boomer generation and how we life planners the process to help them live into fulfillment while they age.

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George Kinder
Financial advisers still have too many ways to snag gullible investors

Having more fiduciaries is good, but having everyone be a fiduciary would be better. George Kinder, founder of the Kinder Institute of Life Planning and a long-time thought leader in the world of financial advice, has a stunningly simple idea that would revolutionize not just the financial services business but all public and private entities.

It's called "fiduciary in all things," or FIAT for short.

Simply put, Kinder believes that "a fiduciary standard of obligation is required for all institutions -- corporate, non-profit and governmental -- to place the interests of all stakeholders, of truth, of humanity, democracy, and the living planet that sustains us, first above their own self-interest."

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George Kinder