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Summary
Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the centre of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he founded the Kinder Institute of Life Planning in 2003. His three books on money, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational and essential works in the field of financial life planning, for both professionals and consumers.
George's many accomplishments include:
Financial Planning Association's first Heart of Financial Planning Award in 2006, recognizing "individuals who demonstrate commitment and passion in doing extraordinary work to contribute or give back to the financial planning community and/or the public."
The Transparency Task Force's Transparency Trophy (2017), recognizing his role in "helping to navigate the industry towards a more transparent, competitive and enlightened state."
"One of 20 People Who Shaped the Financial Planning Industry" ("50th Anniversary of Financial Planning" Special Edition, InvestmentNews, 2019).
George has appeared on many radio and television programs, and his expertise has been featured in FP Today, The Financial Times, Forbes, InvestmentNews, The Journal of Financial Planning, New Model Adviser, The New York Times, Time Magazine, and The Wall Street Journal.
In this episode George and I discuss the true impact of Life Planning on retirement. He shares the 3 questions that when answered change everything as well as his famous EVOKE process for building a Life Plan. Some of the other amazing topics covered are
- Life planning empowers financial freedom.
- Retirement is a new beginning.
- Retirement should be redefined.
- Importance of building a vision.
- Understand clients before financial planning.
- Reflect on your life's purpose.
- Embrace the present moment fully.
- Freedom is personal and unique.
- Retirement is an incredible opportunity.
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