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.
Vishal Dhawan, CEO of Plan Ahead Wealth Advisors in Mumbai, India, writes for moneycontrol.com about the value of embracing a life planning approach within his financial planning firm. “Our search for helping families connect with goals that have true meaning, made us discover life planning, as it helps investors understand what is really important for
Mike Kelly, CFP®, CPC, RLP®, author of “Leaderfluence: Secrets of Leadership Essential to Effectively Leading Yourself and Positively Influencing Others” spoke with “Native Digital + Native Analog: Unlocking Gen Z” podcast host Hannah G. Williams about how to handle a “Courageous Disagreement” in our divided world while maintaining respect for each other’s values. Mike teaches
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 Registered Life Planner® designation training program. She shares what financial life planning is and what it has meant to her to incorporate the methodology into her financial planning practice. naturalnutmeg.com/how-can-financial-life-planning-change-my-life/
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 discuss this concept in investing and saving for retirement.
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 around the people and beliefs that excite you, why advisors should learn how to grow their personal brand and why should every advisor connect with their client on a personal
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 discusses in detail how an individual can find authentic financial freedom through life planning, mindfulness, and living in the present moment.
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! These highlights are proclaimed to be foundational in financial planning and building towards a life of wealth. https://minority-money.captivate.fm/episode/planning-your-life-and-finances-a-2022-mashup
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 Kinder developed a 3-question discovery process designed to help advisors assess their clients’ life values and identify their most important personal priorities. Author Meghann Lurtz explores why advisors should be using
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