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Ep 015: Why Life Planning Is Simply Financial Planning Done Right with George Kinder

Financial Advisor Success

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Seven Stages of Money Maturity

I sold my financial planning business in the early 90s, shortly after I wrote the seven stages of money maturity. And so there was a period of time when every single president of the FPA year after year came to that course. So it was very popular and we had a pre-conference giving the course at every FPA event. In fact, one of the things I'm working with now, as you know, is this book on civilization. I'm thinking about democracy and I'm thinking what we need in both democracy and in finance is a world where everybody believes in freedom for each other.

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