#24777
Mentioned in 2 episodes
The Seven Stages of Money Maturity
Book • 1999
George Kinder's "The Seven Stages of Money Maturity" is a seminal work in the field of financial life planning.
It guides readers through a self-reflective process to understand their relationship with money and how it aligns with their life goals and values.
The book emphasizes the importance of aligning financial decisions with personal values and life purpose, moving beyond traditional financial planning models.
It encourages readers to explore their deepest desires and fears related to money, leading to a more fulfilling and meaningful financial life.
The book's impact on the financial planning profession is significant, influencing many advisors to adopt a more holistic and values-based approach.
It guides readers through a self-reflective process to understand their relationship with money and how it aligns with their life goals and values.
The book emphasizes the importance of aligning financial decisions with personal values and life purpose, moving beyond traditional financial planning models.
It encourages readers to explore their deepest desires and fears related to money, leading to a more fulfilling and meaningful financial life.
The book's impact on the financial planning profession is significant, influencing many advisors to adopt a more holistic and values-based approach.
Mentioned by
Mentioned in 2 episodes
Mentioned by Christina Livadary as a book that changed her life and led her to pursue the CFP coursework.
12 snips
Ep 423: Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs with Cristina Livadary
