Escaping the Bucket – “Personal growth in a year is far more important than the percentage growth in your portfolio.” Terry Mullins joins Jeremy Squibb on Escaping the Bucket to discuss Life Planning and changes he witnessed in Jeremy as he started to implement his life plan. Credit: Jeremy Squibb & Terry Mullins
What It’s Like to Experience Financial Life Planning Read More »
Forbes – 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. Credit: Bob Carlson
How to Ensure a Successful Retirement Read More »
Barron’s – 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. Credit: Neal Templin
How a Cash Stash Can Help Retirees Keep Peace of Mind, if Not Portfolio Read More »
Morningstar – Meg Bartelt, Registered Life Planner®, was on The Long View podcast, where she discussed her specialty (women in tech), fee structures, and how her training with the Kinder Institute and the community she found at XY Planning Network has helped her business. Credit: Christine Benz & Meg Bartelt
Meg Bartelt: ‘More Money Does Not Make You Happier’ Read More »
Escaping the Bucket – Tom Desborough and Jeremy Squibb discuss the power of a strong vision in energizing clients to enjoy the process by discussing their own life plans, both having earned the Registered Life Planner® designation on their Escaping the Bucket podcast. They explain the Three Questions and how they help planners to dig deeper. Credit: Jeremy Squibb & Tom Desborough
Building a financial plan – stage 2 – the three questions, + learning to love the grind Read More »
George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client’s life plan changes.
George Kinder: Creating Powerful Online Client Engagement Read More »
Mana Financial Planning – After assisting with a recent 5-Day EVOKE® training, Registered Life Planner® Cristina Livadary defines Life Planning and how it is different from financial planning on the Mana Financial Life Design blog. She shares when clients would want to choose a life planner over a financial planner. Spoiler: It’s Every Time! Credit: Cristina Livadary
Financial Planner vs Financial Life Planner. Which one is the right one for me? Read More »
Morningstar – George Kinder’s interview with Morningstar’s Long View covered classic topics such as George’s inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client’s life plan changes. Credit: Christine Benz & George Kinder
George Kinder: A Financial Plan Needs To Be a Life Plan Read More »
Forbes – In this Forbes article Registered Life Planner® Brian Thompson gives readers an opportunity to reflect and determine what is enough for them using a few tools that focus on the past, present, and future. It’s a great read to kick off 2021. Credit: Brian Thompson
The #1 New Year’s Resolution To Try For 2021: Determine Your Enough Read More »
PR Newswire – Kinder Institute of Life Planning announced over 500 advisors globally have earned the prestigious Registered Life Planner® (RLP®) designation. Learn more about Kinder Institute’s Registered Life Planner® designation in this press release. Credit: Kinder Institute of Life Planning
