Only Fee-Only #98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals
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 Social
https://www.linkedin.com/in/george-d-kinder-0749196?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
X: @GeorgeDKinder
George’s new book:
https://www.amazon.com/dp/1960044001/ref=nosim?tag=thekindinst-20