Founder of Kindness Financial Planning, Elliott Appel, CFP®, CLU®, RLP®, speaks with podcast host Tony Steuer, CLU, LA, CPFFE about how he is a “big fan of life planning” and the way it places a client’s life at the center of the financial planning process.
Creating Your Ideal Life Read More »
Ian Bloom, Founder and Financial Life Planner at Open World Financial Planning based in Raleigh, NC, shares his life planning journey.
I’m a Registered Life Planner® with Ian Bloom Read More »
Shannon Blackmon, CFP® with Thomas Doll in Walnut Creek, CA, shares her life planning journey.
I’m a Registered Life Planner® with Shannon Blackmon Read More »
A wonderful human being has passed. Ivo Valkenburg (1966) was a man full of love, which he gave so much of to others.
A Tribute to Ivo, a life planning pioneer and visionary Read More »
Rahul Agarwal, Founder and Principal Adviser of Advent Financial in Mumbai, India, shares his life planning journey.
I’m a Registered Life Planner®: Rahul Agarwal Read More »
Monique Wientjes, Founder of Wientjes Advies, financial life planning, in Voorst, Netherlands, shares her life planning journey.
I’m a Registered Life Planner® with Monique Wientjes Read More »
Frank Stolarz, RLP®, Founder of The Karma Barn Yoga Studio & Perfect Day Strategies Life Planning, shares his life planning journey.
I’m A Registered Life Planner® with Frank Stolarz Read More »
Diana Yáñez, MA, CFP®, RLP®, Founder and Financial Empowerment Coach of All the Colors based in Mexico and Elliott Appel, CFP®, CLU®, RLP®, Financial Planner and Founder of Kindness Financial Planning, LLC, share their life planning journeys.
I’m a Registered Life Planner® with Diana Yáñez & Elliott Appel Read More »
Minority Money Podcast – An exciting episode from George Kinder and Emlen Miles-Mattingly for his podcast Minority Money Podcast. Highlights include the difference between financial and life planners, things to think about before hiring a planner, how meditation can improve your life, and education’s role in wealth building. Credit: Emlen Miles-Mattingly & George Kinder
Life Planning with George Kinder Read More »
Financial Planners South Africa – George Kinder and Louis van der Merwe chat about mindfulness, training your “listening muscle”, and transforming suffering into wisdom in this episode for Financial Planners, South Africa podcast! Credit: Kieran Milward & George Kinder
