Passport to Wealth™ George Kinder: Redefining Retirement and Purpose for US Expats
Sep 23, 2025
George Kinder, the father of the Life Planning movement, shares his transformative insights on financial and personal fulfillment. Having relocated to London at 77, he emphasizes it's never too late to redefine purpose. He discusses his life-changing three questions that uncover deeper values, fostering a more meaningful life. Kinder also expands the concept of fiduciary responsibility beyond finance, advocating for broader societal impacts. With a focus on mindfulness, he encourages listeners to align their money with their life's purpose.
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Person-First Financial Planning
- Life planning centers the person before spreadsheets and regulations.
- Kinder frames it as asking who clients really are and who they want to be.
Ask The Three Transformative Questions
- Ask the three life-changing questions to surface real priorities quickly.
- Use the questions to reveal purpose, urgency, and missed priorities in clients' lives.
Earn Trust In The First Meeting
- Build trust and safety in the very first meeting so clients can open up.
- Use deep listening skills to create a conversation clients call "the best" they've had.
