#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals episode artwork

EPISODE · Jul 22, 2024 · 36 MIN

#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals

from Only Fee-Only · host Broc Buckles and Peter Ciravolo

What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome 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.Learn about the power of deep listening and how it can transform the client-advisor relationship. George explains his unique method, focusing on understanding clients deeply rather than just discussing retirement plans or portfolios. He uses key questions about life goals and regrets to turn financial advisors into true life partners. This episode will change your view of financial planning by linking it closely with your most meaningful life goals.We also discuss the evolution of life planning and its impact on society. From its start at the Kinder Institute to its widespread practice today, George reflects on the growth and challenges of this approach. He highlights the importance of mindfulness and living in the present, sharing insights on true freedom and enjoying each moment. Whether you’re a financial professional or someone seeking a more fulfilling life, this episode is full of wisdom and practical advice.George’s Socialhttps://www.linkedin.com/in/george-d-kinder-0749196?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appX: @GeorgeDKinderGeorge’s new book:https://www.amazon.com/dp/1960044001/ref=nosim?tag=thekindinst-20

Episode metadata supplied by the publisher feed · Published Jul 22, 2024

Embed this episode

What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome 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. Learn about the pow...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals

0:00 36:57

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Only Fee-Only?

This episode is 36 minutes long.

When was this Only Fee-Only episode published?

This episode was published on July 22, 2024.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Only Fee-Only episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!