Creating Your Ideal Life
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
February 24, 2023
Podcasts
Finding Authentic Financial Freedom-The Most Hated F Word Podcast
On the “Most Hated F Word” podcast, George Kinder challenges the basic concepts of economics, our understanding of democracy, space-time, and our own hearts. He
October 13, 2022
Planning Your Life & Finances- Minority Money Podcast
A curation of Minority Money Podcast episode highlights from 2022. These segments discuss life planning, creating a financial narrative, generational wealth, and so much more!
September 19, 2022
News Articles
How Can Financial Life Planning Change My Life? – Natural Nutmeg
In this article, Connecticut-based financial planner Dana Mascalo, CFP®, RLP®, AAMS®, C(k)P®, writes about the life changes she experienced coming out of Kinder Institute of Life Planning‘s
December 5, 2022
How To Help Clients Explore Regret Productively And Take Action- Kitces.com
Imagine if you were told you only had 1 day left to live. What would you miss? What would you not get to do? George
September 15, 2022
How To Manage Strong Emotions When Asking Clients Kinder Life Planning Questions -Kitces
While clients may feel vulnerable and uncomfortable having this discussion, advisors using the Kinder questions can help ease their clients’ discomfort by welcoming and normalizing
July 15, 2022
Videos
Dr. Diane Interviews Dana Mascalo, CFP® on Holistic Financial Life Planning – The Dr. Diane Show
Holistic financial life planning considers an individual’s complete financial picture, aspirations, and goals ranging from short-term to long-term ideas. Dr. Diane and Dana Mascalo, CFP
December 5, 2022
Passion and Pursuit: Growing Your Practice Around Your Principles-Nasdaq
In this podcast episode, host Tyrone and founder of RLS Wealth Justin Castelli explore why is it so important to build your financial planning practice
November 29, 2022
Why You Might Need a Registered Life Planner®
Java Wealth Planning (YouTube) – What does true financial planning look like? It’s much more than just the numbers. It can lead to some of
August 9, 2021
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