Self Evaluation to Personal Finance

George and host Laurence Kotlikoff have a discussion about Kinder’s fantastic career and how he approaches life planning -- a method of financial planning that he has taught to thousands of financial advisers across the world.

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George Kinder
Fireside Chat

George D. Kinder and host of Fireside Chat Podcast Dasarte Yarnway discuss everything life planning in the Onyx Advisor Network's recent Fireside Chat.

In this special episode, they discuss George's famous three questions for life planning, and an advisor’s responsibility to their clients. They also discuss how George believes the fiduciary standard can change our world and the future of financial advice.

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George Kinder
Financial Life Planning Your Own Dreams

George D. Kinder and Lee Korn chat about the value of the life planning process for financial advisors and the philosophy behind why it works so well. George says that life planning involves "listening to the client in a way that they can feel your responsiveness to both the challenges that they've had in their life... and the things that they just love to do." The rapport built through this deep listening allows clients to feel comfortable and eager to share with their planner what would deliver them a life of profound meaning and fulfillment. As a graduate of the EVOKE® Life Planning Training, Lee shares his experience attending the course and implementing the method into his practice.

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Kinder Institute
Delivering the impossible dream

George Kinder is featured on FP Today and discusses what advisers can do when their clients share dreams for a future that is seemingly impossible to deliver.

The first step is to ask ourselves, "who's “impossible dream” is it?" Our filters, tied to budgets and personal experiences, can prevent us from allowing our clients to dream their best lives. Registered Life Planner® professionals are trained to handle these circumstances with empathy and to deliver a vision to their clients with them having already achieved their dreams. When presented with the facts of their (financial) situation, our clients will astound us with how they can deliver their aspirations or come as close to them as possible.

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Kinder Institute
Financial Planning Pioneer George Kinder

George Kinder joins Bridget Sullivan Mermel to talk about his approach to money, meaning and happiness, called Life Planning. A pioneer in the field of financial planning, George created a process of helping people understand how money fits into their lives.

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Kinder Institute
Why happiness matters

Read George Kinder’s reflections on life planning and happiness in my latest article for Financial Planning Today. I believe that the greatest source of lifelong happiness is the torch that a Life Planner delivers to their client and that the client then delivers into their own lives.

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Kinder Institute
Life Planning: Looking Beyond Finances with George Kinder

We’ve talked so much about financial planning on this podcast, but there’s a much bigger picture we also need to consider when we lay down our finances. And that’s life planning– where we aim our financial goals based on what we want to achieve in our lifetime and how we can support our dreams.

Host Emlen Miles-Mattingly joins George Kinder, founder of the Kinder Institute of Life Planning. Harvard-educated, in discussing Life Planning– where we aim our financial goals based on what we want to achieve in our lifetime and how we can support our dreams. George spent his life revolutionizing financial planning advice for 35 years by training over 3,000 professionals across 30 countries.

With so much experience under his belt, George is sure to open up your path to more financial opportunities!

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Kinder Institute
Life Planning, Mindfulness, and a Golden Civilization with Dorian Mintzer and George Kinder

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.

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Kinder Institute