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Transforming Lives with Values-Driven Financial Planning with George Kinder
- 2024/09/24
- 再生時間： 24 分
- ポッドキャスト
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サマリー
あらすじ・解説
About George Kinder: George Kinder is a renowned author, international thought leader, and pioneer in financial life planning. For over 35 years, he has transformed the financial services industry by focusing on aligning clients' financial plans with the lives they aspire to lead. Founder of the Kinder Institute of Life Planning, he has trained thousands of professionals worldwide. His influential books, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational works in the field.In this episode, Shawn and George Kinder discuss:The evolving nature of financial planningThe impact of holistic financial life planning on retirement strategiesMission and influence of the Kinder Institute on the financial advisory professionThe relationship between freedom, life goals, and financial planningKey Takeaways:George’s shift from tax advisory to life planning was driven by his realization that training financial advisors would enable him to reach more people by helping align their financial strategies with their personal life goals.The mission of George's Kinder Institute is to transform traditional financial planning by ensuring clients' dreams and values are the priority, rather than focusing solely on selling products or achieving monetary targets.In his book Seven Stages of Money Maturity, George highlighted the emotional and psychological aspects of money management, reshaping the financial industry’s approach to focusing on the human experience in planning.By teaching financial advisors to listen deeply to clients’ aspirations, George’s life planning approach empowers clients to overcome obstacles and live a life of freedom centered on their true desires and values. "The client's life comes first... the primary thing was finding out where the client wanted to go with their life and making sure they got there." — George Kinder Connect with George Kinder: Website: https://www.kinderinstitute.com/& https://www.georgekinder.com/Books: https://www.amazon.com/stores/George-Kinder/author/B001JRXW6MLinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/ & https://www.linkedin.com/company/kinder-institute-of-life-planning/Twitter: https://x.com/kinderinstituteFacebook: https://www.facebook.com/kinderlifeplanning/Instagram: https://www.instagram.com/kinderinstitute/Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:Website- https://www.retirewisepro.com/YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSgLinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wiseInstagram- https://www.instagram.com/retirewise_llc/Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.