By Chris Carosa, Forbes, 4/8/2021
George Kinder quoted in this Forbes article about parental advice for teaching kids about money, saving & spending. It’s never to early to start teaching your kids about money. They are learning money messages from you whether you realize it or not!
By Bob Carlson, Forbes, 3/19/2021
The pandemic has allowed many of our clients a new frame to consider the aspects of their life they are eager to continue/returen to post-vaccination, and what they aren’t. How can this insight be incorporated into retirement planning? The answer? A Life Plan! George Kinder’s Three Questions are listed as a way to consider this kind of thinking in this Forbes article.
By Helen Dennis, LA Daily News, 3/14/2021
This Los Angeles Daily News article discusses how COVID has affected aging & retirement, and how we want to prioritize our time moving forward, citing George’s Three Questions. Have your clients wanted to revisit their answers as a result of the pandemic?
By Eric Tashlein, New Haven Register, 3/12/2021
George Kinder’s Three Questions were listed in this New Haven Register article as a way for Life Planners to get to the heart of what matters most to their clients.
By Neal Templin, Barron’s, 3/6/2021
Registered Life Planner Sheila Padden is quoted in this Barron’s article about how some retirees prefer a supplementary cash stash in addition to their portfolios. “I want people to live the lives they’ve always dreamed of,” Sheila says. For some, keeping cash is essential for a client’s peace of mind.
By Mitch Custenborder, The Enlightened Long Game, 2/25/2021
Mitch Custenborder, CFP® presents the frame of George Kinder’s Third Question in his Enlightened Long Game blog and shares how he would spend his last day. Life Planners familiar with delivering the Three Questions to their clients know that this Third Question often uncovers what is profoundly important and most meaningful to their clients. While clients may interpret the question as what they would do on their last day on Earth, a skilled Life Planner will guide their client to instead focus on: what did you miss? who did you not get to be? what did you not get to do?
By Walter Nguyen, Senior Resident, 2/22/2021
Dr. Walter Nguyen, a radiologist in HI, wrote about his own and his wife’s experience using George’s Three Questions on his post-medical school life blog called Senior Resident. He highlights a common discovery: couples don’t generally have the same answers…and he’s right when he says, that’s okay!
By George Kinder, New Model Adviser, 2/19/2021
Advisers, need some tips for creating a strong client container over Zoom? George Kinder shares what we’ve learned at Kinder Institute of Life Planning over the past year running global Life Planning trainings on the platform.
By George Kinder, Financial Planning Today, 2/15/2021
By William Baldwin, Forbes, 1/10/2021
In this Forbes article Registered Life Planner® Mark Astrinos, founder of Libra Wealth was interviewed about the changing investment landscape and the rise of wealth management firms that can both manage investment portfolios and expertly navigate the tax code.
Top Challenges 2021: #7 Saving for retirement
Medical Economics, 1/11/2021
Joel Greenwald, M.D., CFP, RLP, principal of Greenwald Wealth Management urges doctors to find a financial planner despite their usual passive approach to budgeting. He also explains the difference between several fee models for financial professionals.