cover of episode How George Kinder Revolutionized the Financial Advice Business

How George Kinder Revolutionized the Financial Advice Business

2019/9/3
logo of podcast Stay Wealthy Retirement Podcast

Stay Wealthy Retirement Podcast

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Life planning, as invented by George Kinder, transforms financial planning by focusing on the client's life purpose and aligning financial goals with it.

Shownotes Transcript

The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to talk about his passion – helping you find your life’s purpose and aligning your financial goals to it.

In today’s episode, you will learn:

  • Why life planning puts the financial planning process in the client’s hands (and why it should be this way)
  • How life planning creates a trusted and authentic relationship between the client and the financial advisor
  • Why advisors should know your life’s meaning to invest your money properly

Download George Kinder’s Three Questions using the link below to help find meaning in your financial goals. Then join us as we explore how it works and why it should be part of everyone’s financial planning.

Show Notes & Links: www.youstaywealthy.com/52)

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.