Life Planning In The News

Demystifying Money – Kinder Institute founder George Kinder appeared on Demystifying Money with Misty Lynch, where they discussed how traditional financial advice and life planning differ and George shared his three questions, and the impact visualizing your ideal life can have on your life and finances. Credit: Misty Lynch & George Kinder

Money Espresso Podcast – In this episode of Money Espresso Podcast, host Ruth Sturkey chats with George Kinder about his journey to becoming an international thought leader, ‘the Father of Life Planning,’ and his vision of a Golden Civilization. Stay tuned for his best money purchase! Credit: Ruth Sturkey

XYPN Radio – This episode of XYPN Radio covers a lot—Heather Townsend, a Registered Life Planner®, shares her wisdom from, as she describes it, her messy first few years, and she talks about why it was important for her to raise her fees a number of times as her confidence gained. She shares how today she is able to deliver massive value to her clients on an ongoing basis by working with a coach and following her own life plan. Heather is also a new mom of twins and talks about what it was like to prepare for and enjoy her well-deserved maternity leave, which meant setting up boundaries. She also talks candidly about what it’s like to be a perfectionist and what her confidence curve was like after starting her firm—something more advisors should consider when building their firm. She shares how her life planning training has helped her impact her client’s lives. Credit: Maddy Roche & Heather Townsend

Conversations for Financial Professionals Podcast – Kinder Institute founder George Kinder joins host Dominique Henderson, CFP® on his podcast Conversations for Financial Professionals. Their discussion covers the definition of financial planning, what “holistic” means, and what’s next for the planning profession. Credit: Dominique Hendersen

Elementality Podcast – What describes your advisory approach? Maybe you see yourself as the “hero” who has the optimal financial solution for clients? Or maybe you take the approach of a “guide” by helping client’s align their finances with their life. Reese Harper’s guest on this episode of the Elementality podcast is Scott Frank of Stone Steps Financial, a Registered Life Planner® and Kinder Institute trainer. Scott and Reese talk about how having clients first focus on what they want out of life creates an emotional connection that provides the motivation they need to follow through with your planning advice. Scott found himself at a crossroads early in his career when he began wondering why it was so difficult to get clients to follow through. Find out why Scott changed his approach and how it has paid off through continued growth. Credit: Reese Harper & Scott Frank