Transforming Lives with Values

The Priority of Retirement Podcast | 09/24/2024

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.