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
Clients Come First: In Support of a Fiduciary Standard

"The world would be a much better place if fiduciary was the law of the land as much as the standard by which financial advisors and the financial industry were judged."

Join George Kinder in this article as he discusses the effort to expand and deepen the term fiduciary. Kinder believes it's time more people understood the importance of all institutions in becoming fiduciary in all things.

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George Kinder
How To Light Your Retirement Torch

In this episode, host Dan Haylett and George Kinder dove deep into thought-provoking topics.

First, they discussed being present. George emphasizes the importance of living in the moment and finding happiness and well-being right here, right now. Next, they discuss seizing opportunities. George shares an inspiring story about how unexpected circumstances, like the COVID-19 pandemic, can open doors to new possibilities. He talked about how having more time on our hands can lead to exciting ventures and personal growth. It's incredible what we can achieve when we embrace the opportunities that come our way. Lastly, they discussed authenticity. In a world filled with noise and opinions, George stresses the importance of staying true to ourselves.

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George Kinder
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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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