Life Planning in the News

13 Magical Questions Of Conversational Goodness With New Clients – Kitces

Carl Richards says George Kinder “was really just 30 years ahead of his time” on the Kitces & Carl Podcast. In episode 142, Michael and Carl chat about the meaningful questions advisors can ask to help their clients define their relationship with money and what they want it to do for them.Carl says that George has “been thinking about this

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Unblocking Clients That Won’t Implement With A Journey Of Financial Health – Kitces

Financial planner Danielle Howard joins Michael Kitces to reveal her transformative approach to client engagement and planning. She utilizes George Kinder’s 3 Life Planning questions to assess clients’ goals and align them with their values. Danielle also shares how she has shaped her practice to reflect her own values and ambitions and explains why the financial planning

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In Conversation With George Kinder – BWD In The Know

In this podcast episode, George Kinder, the pioneer of the life planning movement and acclaimed author, shares his journey and insights with financial planners and industry professionals. The discussion delves into his upbringing in rural Ohio and its impact on his philosophy, emphasizing the importance of understanding clients’ deepest aspirations before financial planning. Kinder introduces

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Fulfillment Beyond Finances with George Kinder – Journey To Launch

George Kinder, founder of the Kinder Institute of Life Planning, has over 35 years of experience as a financial planner and tax advisor. He is dedicated to guiding individuals in uncovering their deepest values and leading more fulfilling lives, with the ultimate aim of promoting greater freedom in every aspect of existence. In this conversation,

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