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# Kinder Institute of Life Planning

Financial Life Planning Starts Here

## Sitemaps

- [XML Sitemap](https://www.kinderinstitute.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Danqin Fang](https://www.kinderinstitute.com/danqin-fang/) - After several other client-oriented jobs, Anita was introduced to the work of George Kinder. His EVOKE method was the missing link in her job.
- [Scott Frank](https://www.kinderinstitute.com/scott-frank-2/) - Scott Frank is the founder of Stone Steps Financial, a financial planning and investment management firm located in Encinitas, CA.
- [Mary Zimmerman](https://www.kinderinstitute.com/mary-zimmerman-lead-trainer/) - Mary is one of the founding members of the Kinder Institute of Life Planning and is the first certified faculty member of the Institute in the United States.
- [Louis Vollebregt](https://www.kinderinstitute.com/louis-vollebregt-lead-trainer/) - Louis has been an international trainer and mentor with Kinder Institute of Life Planning, working with financial advisers from around the world.
- [Gerard van der Made](https://www.kinderinstitute.com/gerard-van-der-made-3/) - Nationally and internationally, Gerard supervises and trains teams and organisations in innovation, change and growth processes.
- [Anita Vollebregt](https://www.kinderinstitute.com/anita-vollebregt/) - After several other client-oriented jobs, Anita was introduced to the work of George Kinder. His EVOKE method was the missing link in her job.
- [Brad A. Tafoya](https://www.kinderinstitute.com/brad-a-tafoya/) - The realization that there is a relationship between money and feelings led Brad on a journey of reading books and articles about the psychology of money.
- [Cristina Livadary](https://www.kinderinstitute.com/cristina-livadary/) - Cristina believes that even greater success can be achieved by solving issues holistically – with individuals and their families.
- [Kathy King](https://www.kinderinstitute.com/kathy-king/) - Kathy created and implemented, and lead MFP Wealth Management as the first firm in the UK accredited to the new British Standard in Financial Planning.
- [Justin King](https://www.kinderinstitute.com/justin-king/) - Justin is a CISI Chartered Fellow, Chartered and Certified Financial Planner, SOLLA Accredited Later Life Adviser, and is host of The Retirement Café podcast.
- [Sebastian Jersch](https://www.kinderinstitute.com/sebastian-jersch/) - Before studying economics and starting his career as a financial planner in 2004, Sebastian Jersch worked as a professional musician in classical orchestras.
- [Nigel Barker-Smith](https://www.kinderinstitute.com/nigel-barker-smith/) - Nigel is a founding Independent Financial Advisor (IFA), and one of the UK’s leading trainers of Financial Life Planning.
- [Thom Boot](https://www.kinderinstitute.com/thom-boot-2/) - In joining the Next Step Factory Cooperation (NSF), Thom is helping entrepreneurs to make a difference.
- [Your Questions About the Seven Stages, EVOKE®, and the RLP® Designation — Answered](https://www.kinderinstitute.com/your-questions-about-the-seven-stages-evoke-and-the-rlp-designation-answered/) - During a recent live session with Kinder Institute trainers Mary Zimmerman and Scott Frank, and COO Lora Woodward, attendees asked the questions we hear most often about The Seven Stages of Money Maturity® Training, EVOKE® Life Planning Training, and the Registered Life Planner® (RLP®) designation. Here’s a recap.
- [‘Father of Life Planning’ Ready To Expand Mission](https://www.kinderinstitute.com/life-planning-thought-leader-swaps-massachusetts-for-uk/) - George Kinder, widely recognized as the "father of life planning," has been granted a UK Innovator Founder Visa, enabling him to relocate to London and expand his mission of integrating life-planning principles into organizational cultures. This move aims to empower employees by fostering environments that align personal vision and values with professional roles, emphasizing mindfulness,
- [Kinder secures UK innovator visa to expand global vision - Financial Planning Today](https://www.kinderinstitute.com/kinder-secures-uk-innovator-visa-to-expand-global-vision-financial-planning-today/) - George Kinder, founder of the Life Planning movement, has secured a UK Innovator Founder Visa to advance his global strategy from London. This visa permits him to reside and work in the UK for three years, supporting his mission to integrate Life Planning principles—centered on personal vision, values-aligned work, and mindful leadership—into organizational cultures. financialplanningtoday.co.uk
- [How Registered Life Planner® Designee AJ Ayers’s thoughtful approach to financial advice paid off - Substack](https://www.kinderinstitute.com/how-registered-life-planner-designee-aj-ayerss-thoughtful-approach-to-financial-advice-paid-off-substack/) - In the Substack Grow interview, RLP® Designee AJ Ayers discusses her journey in financial advising, emphasizing the importance of thoughtful client engagement. She highlights how Substack has served as a platform to test ideas and foster a genuine community, moving beyond traditional branding approaches. Ayers's approach underscores the value of building trust and authenticity in
- [Fiduciary standard drives client trust in advisors - Yahoo Finance](https://www.kinderinstitute.com/fiduciary-standard-drives-client-trust-in-advisors-yahoo-finance/) - This article on Yahoo Finance emphasizes the growing importance of fiduciary standards in financial advising–something that Kinder Institute believes is essential for every advisor's practice. It highlights that advisors who adhere to fiduciary duties—legally obligated to act in their clients' best interests—are more likely to build trust and provide unbiased advice. The piece also discusses
- [Finding Freedom in Money and Life with George Kinder - Health, Love, & Money Podcast](https://www.kinderinstitute.com/finding-freedom-in-money-and-life-with-george-kinder-health-love-money-podcast/) - George Kinder, the founder of the Kinder Institute of Life Planning, discussing the essential role of deep listening, empathy, and mindfulness in financial advising. He emphasizes that these 'soft skills' are crucial for understanding clients' true life goals and aligning financial plans accordingly. Kinder also shares insights into the EVOKE® method, a structured approach to
- [George Kinder: ‘It starts with great listening’ - MoneyMarketing](https://www.kinderinstitute.com/george-kinder-it-starts-with-great-listening-moneymarketing/) - George Kinder emphasizes the pivotal role of attentive listening in financial life planning. He discusses how his approach centers on understanding clients' deeper values and aspirations, moving beyond mere financial metrics. Kinder introduces his renowned "Three Questions" technique, designed to uncover clients' true life goals and facilitate more meaningful financial advice. He also highlights the
- [Life planning expertise brought to next generation with partnership - FT Advisor](https://www.kinderinstitute.com/life-planning-expertise-brought-to-next-generation-with-partnership-ft-advisor/) - George Kinder, the father of life planning, has partnered with NextGen Planners to bring his values-based financial planning approach to a new generation of UK advisers. The collaboration will integrate his methods into training programs, helping advisers deliver more client-centered, purpose-driven advice. https://www.ftadviser.com/your-profession/2025/2/19/life-planning-expertise-brought-to-next-generation-with-partnership
- [Life planning godfather George Kinder teams up with NextGen Planners - CityWire](https://www.kinderinstitute.com/life-planning-godfather-george-kinder-teams-up-with-nextgen-planners-citywire-2/) - George Kinder, widely recognized as the "father of life planning," has partnered with NextGen Planners to bring his holistic financial planning approach to a broader audience of UK financial advisers. This collaboration aims to integrate Kinder's life planning methodologies into NextGen's training programs, enhancing the skills of financial planners in aligning clients' financial strategies with
- [NextGen ties up with Kinder Institute to bring life planning to advice profession - MoneyMarketing](https://www.kinderinstitute.com/life-planning-godfather-george-kinder-teams-up-with-nextgen-planners-citywire/) - NextGen Planners has teamed up with the Kinder Institute of Life Planning to bring expertise to the forefront of the UK financial planning community. Through the partnership the firms will create a dedicated Kinder Institute UK hub within the NextGen Planners online community.
- [George Kinder: A New Vision of Fiduciary and ESG - The Advisor Lab by CION podcast](https://www.kinderinstitute.com/george-kinder-a-new-vision-of-fiduciary-and-esg-the-advisor-lab-by-cion-podcast/) - George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their
- [Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs, With Cristina Livadary RLP® - Financial Advisor Success podcast](https://www.kinderinstitute.com/the-power-of-life-planning-with-george-kinder/) - In this episode, Michael Kitces and Cristina Livadary RLP® talk in-depth about how Cristina's personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the "sandwich generation" face, how Cristina leveraged the research she did for her personal situation (including
- [Live Your Most Meaningful Life Now! Featuring George Kinder - Get Ready Money Podcast](https://www.kinderinstitute.com/live-your-most-meaningful-life-now-featuring-george-kinder-get-ready-money-podcast/) - On the latest episode of The Get Ready Money Podcast, Tony Steur speaks with George Kinder about transforming the way we approach money and embracing the idea that your life is yours. In this episode, they explore how to live the life that matters most to you, own every moment of your life, align your
- [Modern Wealth Invites Business Owners to Make 2025 the Year of New Beginnings and Purpose - Yahoo Finance](https://www.kinderinstitute.com/modern-wealth-invites-business-owners-to-make-2025-the-year-of-new-beginnings-and-purpose-yahoo-finance/) - Modern Wealth, under the leadership of Founder and CEO Alan Rhode RLP®, is calling on business owners and entrepreneurs to embrace 2025 as the year to reimagine their future. With its innovative Dynamic Plan, Modern Wealth offers a comprehensive approach to help clients achieve financial clarity, unlock value, and prepare for a life of purpose beyond their
- [Creating Financial & Life Freedom to Live Authentically in Retirement - Retire With Purpose](https://www.kinderinstitute.com/creating-financial-life-freedom-to-live-authentically-in-retirement-retire-with-purpose/) - George Kinder shares the transformative power of Life Planning and mindfulness in achieving financial and life freedom on the Retire With Purpose Podcast. As a pioneer of the Life Planning model, George continues to inspire with his profound insights. Recognized as one of Professional Adviser’s 50 Most Influential People, George is the founder of the
- [Using Life Planning to Turn Inward With George Kinder - The Healthy Advisor Podcast](https://www.kinderinstitute.com/using-life-planning-to-turn-inward-with-george-kinder-the-healthy-advisor-podcast/) - In this episode, WealthManagement.com Managing Editor Diana Britton sits down with George Kinder, president and founder of the Kinder Institute of Life Planning. He says advisors can achieve better health and balance by modeling life planning principles, adopting mindfulness practices, and prioritizing their own well-being alongside their clients’. https://podcasts.apple.com/us/podcast/the-healthy-advisor-using-life-planning-to-turn/id1486636079?i=1000680007256
- [Mindfulness, Freedom, and a Fiduciary Driven Civilization - XYPN](https://www.kinderinstitute.com/mindfulness-freedom-and-a-fiduciary-driven-civilization-xypn/) - Maddie Roche, Kinder Institute COO, Lora Woodward, and George Kinder chat on the XYPN Radio Podcast. This wide-ranging discussion touched on why financial planners should develop a mindfulness practice, the value of learning what's driving your clients' money decisions, and how we can develop a Fiduciary in All Things (FIAT) society.Tune in as they explore
- [Life questions to ask when managing money and financial planning - NBC 10 Boston The Hub Today](https://www.kinderinstitute.com/life-questions-to-ask-when-managing-money-and-financial-planning-nbc-10-boston-the-hub-today/) - The holidays mark not only traditions but big spending and Founder of the Kinder Institute of Life Planning, George Kinder shares a few helpful tips to consider when you're going through life and managing money.
- [George Kinder’s Holistic Path to True Wealth - Advisor 3.0](https://www.kinderinstitute.com/george-kinders-holistic-path-to-true-wealth-advisor-3-0/) - On the episode of the Advisor 3.0 Podcast, host Abraham Okusanya and George Kinder explore financial freedom, fiduciary responsibility, and solutions for today’s global challenges, including the movement George Kinder started, ‘Fiduciary In All Things’. https://adviser3point0.co/podcast?fbclid=IwY2xjawGphv9leHRuA2FlbQIxMQABHazMs84I1-E-Hl9JO1KTFyhpN18NGzFnBw6ZUGhhN1yrsLyQhnbcpK6rrQ_aem_FJdhYS1C5M53z6UoV-y1hg
- [How to Become a Life Planner with George Kinder - New Planner Recruiting](https://www.kinderinstitute.com/how-to-become-a-life-planner-with-george-kinder-new-planner-recruiting/) - Listen in on this episode on New Planner Recruiting as George Kinder shares how he developed the life planning process, built and sold his firm, and transitioned to coaching and training other financial planners in life planning. He also discusses his famous three questions that reveal clients' aspirations, regrets, fears, and dreams. Don't miss hearing
- [Why the father of ‘life planning’ says you’re managing money the wrong way - CNBC](https://www.kinderinstitute.com/why-the-father-of-life-planning-says-youre-managing-money-the-wrong-way/) - Are you managing money all wrong? According to George Kinder, many of us miss the mark by focusing too much on financial tasks rather than on our true goals and dreams. His groundbreaking approach emphasizes shifting from mere savings to seeking true freedom. Discover his three key questions to realign your financial strategy with what
- [Transforming Lives with Values - The Priority of Retirement Podcast](https://www.kinderinstitute.com/transforming-lives-with-values-the-priority-of-retirement-podcast/) - George Kinder, visionary author and founder of the Kinder Institute of Life Planning, has spent over 35 years revolutionizing the financial services industry. His pioneering approach shifts the focus from traditional financial goals to aligning financial strategies with clients’ personal aspirations and values. Renowned for his books The Seven Stages of Money Maturity and Life
- [Can Mindfulness Change The World? - The Belle Curve](https://www.kinderinstitute.com/can-mindfulness-change-the-world-the-belle-curve/) - George Kinder, widely regarded as the Father of Life Planning, continues to shape the financial planning world with his groundbreaking ideas. A thought leader and author followed by many for over 15 years, Kinder has written extensively on Life Planning, a financial planning approach he pioneered. Four years ago, he shared insights on his renowned
- [Experiencing True Freedom In Your Life - Love, Your Money](https://www.kinderinstitute.com/experiencing-true-freedom-in-your-life-love-your-money/) - In this episode of Love, Your Money, host Hillary Hendershott reconnects with George Kinder after five years to discuss his latest book, The Three Domains of Freedom, and the transformative power of mindfulness in achieving true freedom. They explore how effective financial plans align with life goals, the importance of living with purpose, and the
- [Understanding Fiduciary Financial Advisors with George Kinder - Friends In Financial Planning](https://www.kinderinstitute.com/understanding-fiduciary-financial-advisors-with-george-kinder-friends-in-financial-planning/) - In this three-episode video series, Friends Talk Financial Planning (FTFP), hosts Bridget Sullivan Mermel and John Scherer dive into the powerful connection between values, money, and freedom with George Kinder, a renowned registered life planner and trailblazer in the life planning movement. Together, they explore how aligning with your core values can lead to a
- [Aligning Wealth with The Three Domains of Freedom - Wealth Beyond Riches](https://www.kinderinstitute.com/aligning-wealth-with-the-three-domains-of-freedom-wealth-beyond-riches/) - Abbey Henderson, host of Wealth Beyond Riches, is joined by George Kinder, a trailblazer in the life planning movement. George shares how prioritizing clients' core values and aspirations fosters deeply meaningful connections that go far beyond financial figures. In the episode, George introduces his transformative Three Questions Exercise, a thought-provoking approach that encourages individuals to
- [Ray Stone Discusses The Seven Stages of Money Maturity - Money XYZ](https://www.kinderinstitute.com/ray-stone-discusses-the-seven-stages-of-money-maturity/) - Check out this video essay that Ray Stone, host of the YouTube channel MoneyXYZ, created about the Childhood period in George D. Kinder's book, The Seven Stages of Money Maturity. When Ray reached out to us to request an interview, he shared: "Over the past year, I have had a revelation that has shifted my
- [Q&A with Life Planning movement founder George Kinder - Financial Planning Today](https://www.kinderinstitute.com/qa-with-life-planning-movement-founder-george-kinder-financial-planning-today/) - In this exclusive Q&A with Financial Planning Today, George Kinder, founder of the Life Planning movement, reveals how his new book The Three Domains of Freedom can help you create a more rewarding financial journey and achieve true personal freedom. https://www.financialplanningtoday.co.uk/news/q-a-with-life-planning-movement-founder-george-kinder-2
- [New book from Life Planning guru George Kinder - Financial Planning Today](https://www.kinderinstitute.com/new-book-from-life-planning-guru-george-kinder-financial-planning-today/) - Financial Planning Today provides an overview of George Kinder's latest book, Three Domains of Freedom. In his discussion with the distinguished publisher Kevin O'Donnell, Kinder adeptly explores the essence of life planning, the significance of capturing the moment, and the role of civilization in both fiduciary and humane terms https://www.financialplanningtoday.co.uk/news/new-book-from-life-planning-guru-george-kinder?fbclid=IwY2xjawFRSelleHRuA2FlbQIxMQABHQARNdhEkyDYwVvInQOrYWX2bmJ3OFVxcjs1YPa0qfSe3rDEzp0QpVHfCA_aem_N5s67nXSZZCn6P9YwVZBUg
- [Prudence Zhu: How Life Planning Transformed My Life in Just One Year! 🚀](https://www.kinderinstitute.com/prudence-zhu-how-life-planning-transformed-my-life-in-just-one-year-🚀/) - Prudence Zhu, Founder of Enso Financial, shares how life planning "transformed my life" in just one year.
- [The Three Domains of Freedom, A Deep Dive with George Kinder - Retirement Cafe](https://www.kinderinstitute.com/the-three-domains-of-freedom-a-deep-dive-with-george-kinder-retirement-cafe/) - George Kinder and life planning professional Justin King chat about George’s most recent book The Three Domains of Freedom, and how this book sets out to empower readers to experience profound freedoms in their own lives and bring about positive change to our civilization as a result. In their conversation, they explore the book’s three core
- [13 Magical Questions Of Conversational Goodness With New Clients - Kitces](https://www.kinderinstitute.com/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
- [Unblocking Clients That Won’t Implement With A Journey Of Financial Health - Kitces](https://www.kinderinstitute.com/unblocking-clients-that-wont-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
- [The Unspoken Forces Behind Life PLanning With RoseMarie McKinnon - LifeDesign(+)](https://www.kinderinstitute.com/the-unspoken-forces-behind-life-planning-with-rosemarie-mckinnon-lifedesign/) - In this episode of the LifeDesign+ podcast, host Justin Castelli, a Registered Life Planner® designee, is joined by Rosemarie McKinnon, also a Registered Life Planner® designee and financial advisor. Together, they explore the complexities of life planning and the influential, often hidden forces at play. They discuss various topics, including mindset, vision, the law of
- [In Conversation With George Kinder - BWD In The Know](https://www.kinderinstitute.com/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
- [Transforming Financial Planning: George Kinder on Aligning Money with Life Goals - Only Fee Only](https://www.kinderinstitute.com/transforming-financial-planning-george-kinder-on-aligning-money-with-life-goals-only-fee-only/) - What if your financial advisor could help you achieve your deepest life goals? Join Broc Buckles on the Only Fee Only podcast with George Kinder, a leader in life and financial planning. George is known for his innovative approach, combining mindfulness with financial planning. He shares his journey from a traditional fee-only planner to a
- [Byron Darden: On Life Planning](https://www.kinderinstitute.com/byron-darden-on-life-planning/) - Byron Darden, Founder of Triple Axel Executive Coaching, the purpose of life planning for his coaching clients.
- [Change Your Mind, Change Your Money - Stacey Tisdale](https://www.kinderinstitute.com/change-your-mind-change-your-money-stacey-tisdale/) - Award-winning financial journalist, author, and financial behavior expert Stacey Tisdale guide a discussion with renowned thought leader in life planning and expert mindfulness practitioner George Kinder. Kinder shares his transformative insights on economics, democracy, space-time, and personal freedom, aiming to elevate freedom globally. The "Change Your Mind, Change Your Money!" recorded live session with Stacey
- [Life Planning with George Kinder - Wicked Pissah Podcast](https://www.kinderinstitute.com/life-planning-with-george-kinder-wicked-pissah-podcast/) - George Kinder, founder of Kinder Institute of Life Planning, has trained over 5,000 professionals worldwide and authored numerous books. George, the first recipient of the Financial Planning Association's Heart of Financial Planning Award, shares his insights on life planning, including empathetic client communication and the famous Three Questions that guide advisors in helping clients achieve
- [Fulfillment Beyond Finances with George Kinder - Journey To Launch](https://www.kinderinstitute.com/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,
- [The three questions you should ask yourself to live a better life today - Cervello](https://www.kinderinstitute.com/the-three-questions-you-should-ask-yourself-to-live-a-better-life-today-cervello/) - The video presents an enlightening discussion between hosts Chris Daems and George Kinder, the founder of Kinder Institute. Kinder shares his journey, starting with his aspiration for a deeply meaningful life connected to art and nature, transitioning into a career as a financial planner, and ultimately founding the life planning movement. He highlights the significance
- [If you had 24 hours to live, what would you regret around money? - The Open University Podcasts](https://www.kinderinstitute.com/if-you-had-24-hours-to-live-what-would-you-regret-around-money-the-open-university-podcasts/) - In this interview, George Kinder and host Martin Higginson discuss his money story, explore what money means to him and how underlying values can shape our money choices. In working with clients and training financial life planners, Kinder invites reflection on life values first and money second. This can transform how we think and act
- [I’m a Registered Life Planner® Professional with Anne Johnston](https://www.kinderinstitute.com/im-a-registered-life-planner-with-anne-johnston/) - Anne Johnston, Founder of Created Wealth Advisory, shares her life planning journey with you.
- [Advisor Justin Castelli Explains Why He Became A Life Planner - FPA #NEXGEN Community](https://www.kinderinstitute.com/advisor-justin-castelli-explains-why-he-became-a-life-planner-fpa-nexgen-community/) - In this episode, Colin Overweg talks with financial RLP®, advisor, entrepreneur, speaker, and brand enthusiast Justin Castelli. They discuss how Justin got started, why he started his own firm, and ultimately why he earned the Registered Life Planner® designation through Kinder Institute of Life Planning to help his clients align their spirit, mind, body, and
- [From Psychology To Life Planning with George Kinder - Shift](https://www.kinderinstitute.com/from-psychology-to-life-planning-with-george-kinder-shift/) - From psychology to life planning, George D. Kinder shares with Ross Marino, CFP®, CeFT® why Kinder Institute trains advisors to empathize with their clients.
- [How To Light Your Torch with George Kinder](https://www.kinderinstitute.com/how-to-light-your-torch-with-george-kinder/) - In Ep 20 of The Humans vs Retirement Podcast, George D. Kinder and Dan Haylett discuss the importance of being in the moment and how it can positively impact our retirement journey. George Kinder shares with Dan a trick question and his insights on the power of living in the present moment. In a world filled with
- [An Interview with fiduciary Sheila Padden, RLP®](https://www.kinderinstitute.com/an-interview-with-fiduciary-registered-life-planner-sheila-padden/) - As a fee-only fiduciary, Sheila accepts no commissions or referral fees – ever. As a CPA for over 25 years, Sheila brings a long history of integrity, quality and value. Marie Swift recently sat down with Sheila P. Padden, CPA, CFP®, RLP®, Founder of Padden Financial Planning and current President of the Alliance of Comprehensive
- [I'm a Registered Life Planner® with Joanna Little](https://www.kinderinstitute.com/im-a-registered-life-planner-with-joanna-little/) - Kinder Institute of Life Planning › Joanna Little, CEO of Emery Little in Hemel Hempstead, UK shares her life planning journey with you.
- [I'm a Registered Life Planner® with CA. Indresh Malik](https://www.kinderinstitute.com/im-a-registered-life-planner-with-ca-indresh-malik/) - Kinder Institute of Life Planning › CA. Indresh Malik, SEBI RIA based in Gurgaon, India shares his life planning journey with you.
- [I’m a Registered Life Planner® with Sidney Divine](https://www.kinderinstitute.com/im-a-registered-life-planner-with-sidney-divine/) - Sidney Divine, Founder at Divine Wealth Strategies, shares his life planning journey with you.
- [Financial Advisor Elliot Dole Prioritizes Charitable Giving Over Luxury: A Shift in Client Focus](https://www.kinderinstitute.com/wall-street-journal-if-all-you-want-is-money-these-financial-advisers-might-say-no-thanks/) - Elliot Dole CFP®, EA, AEP®, CExP, CAP, has recently started to turn away prospective clients if they aren’t interested in charitable giving. “I’m not looking to help Tom and Nancy buy their fourth home and new yacht." https://www.wsj.com/articles/financial-advisors-money-job-satisfaction-happiness-20c40e17?st=gzlgicg888qgj3e&reflink=desktopwebshare_permalink
- [Matt Yonak: Another way to help clients](https://www.kinderinstitute.com/matt-yonak-another-way-to-help-clients/) - #Matt Yonak CFP®, shares his latest achievement: the Registered Life Planner® designation.
- [NAPFA Allowing Small Trailing Commissions Provokes Backlash-Financial Advisor](https://www.kinderinstitute.com/napfa-allowing-small-trailing-commissions-provokes-backlash-financial-advisor/) - In this Financial Advisor article, George Kinder is interviewed as a thought leader in the fiduciary realm in Eric Rasmussen's article about NAPFA and trailing commissions. https://www.fa-mag.com/news/napfa-s-membership-tweak-for-to-allow-some-commissions-provokes-backlash-73797.html
- [Victoria Ross discusses Professional qualifications in the modern world](https://www.kinderinstitute.com/victoria-ross-discusses-professional-qualifications-in-the-modern-world/) - Victoria Ross FPFS CFP writes about the need to update the professional qualifications of UK advisers in Money Marketing. In it, she mentions Kinder Institute and our courses as "something our professional boards could learn from to bring [interpersonal] skills to our regulatory and mainstream professional education."
- [Clients Come First: In Support of a Fiduciary Standard](https://www.kinderinstitute.com/clients-come-first-in-support-of-a-fiduciary-standard/) - "The world would be a much better place if fiduciary was the law of the land as much as the standard by which financial advisors and the financial industry were judged." - George D. Kinder In his latest ThinkAdvisor article, George Kinder voices his support for the U.S. Department of Labor's efforts to establish a Fiduciary Rule, defines
- [George Kinder discusses Life Planning with Dasarte Yarnway on Fireside Chat Podcast](https://www.kinderinstitute.com/george-kinder-discusses-life-planning-with-dasarte-yarnway-on-fireside-chat-podcast/) - George D. Kinder and host of Fireside Chat Podcast Dasarte Yarnway discuss everything life planning in the Onyx Advisor Network's recent Fireside Chat. In this special episode, they discuss George's famous three questions for life planning and an advisor’s responsibility to their clients. They also discuss how George believes the fiduciary standard can change our
- [Life Planning is for Me with Sidney Divine, RLP®](https://www.kinderinstitute.com/life-planning-is-for-me-with-sidney-divine-rlp/) - "I went through the Kinder Training and that's basically been the best career decision since starting in the profession." - Sidney Divine, CFP®, ChFC®, RLP®, RICP®, CDFA ® Sidney started his financial life planning firm Divine Wealth Strategies in 2018 just after completing the Registered Life Planner® designation. In this interview for the SHIFT podcast, he
- [George Kinder](https://www.kinderinstitute.com/george-kinder-lead-trainer/) - Author, international thought leader, and life-planning pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years, spearheading a movement to put the lives that clients desire to live at the center of their financial plans. Through books, workshops, and speaking engagements, George has trained thousands of professionals globally in the field of financial life planning. After 30 years as a practicing financial planner and tax adviser, he founded the Kinder Institute of Life Planning in 2003. His three books on money management, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational and essential works in the field of financial life planning, for both professionals and consumers.
- [Nadam Schmidt](https://www.kinderinstitute.com/nadam-schmidt-rlp-cfp/) - While being a pragmatic financial planner, Nadam is also inspired to integrate mindfulness and personal development into life and business.
- [I'm a Registered Life Planner® with Marcus Chapman](https://www.kinderinstitute.com/im-a-registered-life-planner-with-marcus-chapman/) - Kinder Institute of Life Planning › Marcus Chapman, Owner of Worthy Financial Planning based in Waterlooville, UK, shares his life planning journey with you.
- [George Kinder: Three Guiding Questions To Reveal Your Fulfilling Retirement](https://www.kinderinstitute.com/george-kinder-three-guiding-questions-to-reveal-your-fulfilling-retirement/) - Caleb and Riley with InvestorDNA are joined by George Kinder to discuss having the emotional maturity and confidence to recognize and then pursue your aspirations.
- [I'm a Registered Life Planner® with Eleanor Brownn](https://www.kinderinstitute.com/im-a-registered-life-planner-with-eleanor-brownn/) - Kinder Institute of Life Planning > Eleanor Brownn, Owner of Brownn Consulting is one of over 600 professionals globally that have earned the RLP® designation.
- [The Rise of FinPsych, Financial Therapy and Life Planning-Wealth Management](https://www.kinderinstitute.com/the-rise-of-finpsych-financial-therapy-and-life-planning-wealth-management/) - "Human first" is the now and future of financial planning. Diana Britton crafted a comprehensive look at the pioneers and scouts that have been shaping the financial planning world, including Kinder Institute's founder and author of The Seven Stages of Money Maturity, George D. Kinder. The WealthManagement.com article kicks off with the journey of financial
- [I'm a Registered Life Planner® with Roger Kennedy](https://www.kinderinstitute.com/im-a-registered-life-planner-with-roger-kennedy/) - Roger Kennedy, Director & Chartered Financial Planner at AKFP Group based in Lisburn, Northern Ireland, shares his life planning journey.
- [Mindset is crucial when planning-Centennial Citizen Independent](https://www.kinderinstitute.com/mindset-is-crucial-when-planning-centennial-citizen-independent/) - "Until the advisor and client can discuss fears, conflicts, money beliefs, and biases openly, it will be difficult to stay on track or even build the right kind of plan," writes Patricia Kummer, CFP® in her latest syndicated column. Psychology is an essential component of life planning. Advisors often struggle with experiencing emotional conversations with their clients.
- [Be Invested in Each Client’s Success-Wisdom Tree](https://www.kinderinstitute.com/be-invested-in-each-clients-success-wisdom-tree/) - WisdomTree features Donna Rasile, RLP® in their Women Advisor Blog Series. Donna shares that the Registered Life Planner® training "enhanced and sharpened" her natural approach to financial planning and gave her the tools to put a client's goals first. https://www.wisdomtree.com/investments/blog/2023/03/23/be-invested-in-each-clients-success
- [Using Listening Skills and Mindfulness to Manifest your Goals-Impact Communications Inc.](https://www.kinderinstitute.com/using-listening-skills-and-mindfulness-to-manifest-your-goals-impact-communications-inc/) - In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder about mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. https://www.impactcommunications.org/best-practices-blog/swift-chat-with-george-kinder-using-listening-skills-and-mindfulness-to-manifest-your-goals
- [Don’t be fooled by these 9 common money myths-CNBC](https://www.kinderinstitute.com/dont-be-fooled-by-these-9-common-money-myths-cnbc/) - Does financial 'advice' always have your best interests at heart? George Kinder debunks this common money myth in this CNBC article by stating, "That's just not true." He reveals that not all financial advisors are fiduciary advisors. Many advisors often place their interests above their clients. Kinder Institute trains financial advisors to place a client's
- [The Chicago Money Show with Financial Planning Pioneer George Kinder-CAN TV](https://www.kinderinstitute.com/the-chicago-money-show-with-financial-planning-pioneer-george-kinder-can-tv/) - Bridget Sullivan Mermel chats with George D. Kinder on The Chicago Money Show about life planning, finding a fiduciary financial planner, and how money and happiness are intertwined.
- [Client-Centered Financial Planning-Rosemarie McKinnon and George D. Kinder](https://www.kinderinstitute.com/client-centered-financial-planning-rosemarie-mckinnon-and-george-d-kinder/) - Rosemarie McKinnon CFP, RLP chats with George D. Kinder about the relevance of the EVOKE® process in putting the client first when creating client-centered financial planning. Rosemarie earned the Registered Life Planner® designation in 2010 and uses the life planning method with her clients at IG Wealth Management. She chose Kinder Institute's training program after Googling "financial planning and
- [Just financial planning is not enough. Align your life goals, too-Money Control](https://www.kinderinstitute.com/just-financial-planning-is-not-enough-align-your-life-goals-too-money-control/) - 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
- [Courageous Disagreement-Native Digital + Native Analog: Unlocking Gen Z Podcast](https://www.kinderinstitute.com/courageous-disagreement-native-digital-native-analog-unlocking-gen-z-podcast/) - 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
- [How Can Financial Life Planning Change My Life? - Natural Nutmeg](https://www.kinderinstitute.com/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 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/
- [Dr. Diane Interviews Dana Mascalo, CFP® on Holistic Financial Life Planning - The Dr. Diane Show](https://www.kinderinstitute.com/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 discuss this concept in investing and saving for retirement.
- [Passion and Pursuit: Growing Your Practice Around Your Principles-Nasdaq](https://www.kinderinstitute.com/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 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
- [I’m a Registered Life Planner® with Diana Yáñez & Elliott Appel](https://www.kinderinstitute.com/im-a-registered-life-planner-diana-yanez-and-elliott-appel/) - 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 Frank Stolarz](https://www.kinderinstitute.com/im-a-registered-life-planner-frank-stolarz/) - 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 Monique Wientjes](https://www.kinderinstitute.com/im-a-registered-life-planner-monique-wientjes/) - Monique Wientjes, Founder of Wientjes Advies, financial life planning, in Voorst, Netherlands, shares her life planning journey.
- [I’m a Registered Life Planner®: Rahul Agarwal](https://www.kinderinstitute.com/im-a-registered-life-planner-rahul-agarwal/) - Rahul Agarwal, Founder and Principal Adviser of Advent Financial in Mumbai, India, shares his life planning journey.
- [A Tribute to Ivo, a life planning pioneer and visionary](https://www.kinderinstitute.com/a-tribute-to-ivo-a-life-planning-pioneer-and-visionary/) - A wonderful human being has passed. Ivo Valkenburg (1966) was a man full of love, which he gave so much of to others.
- [I’m a Registered Life Planner® with Shannon Blackmon](https://www.kinderinstitute.com/im-a-registered-life-planner-shannon-blackmon/) - Shannon Blackmon, CFP® with Thomas Doll in Walnut Creek, CA, shares her life planning journey.
- [I’m a Registered Life Planner® with Ian Bloom](https://www.kinderinstitute.com/im-a-registered-life-planner-ian-bloom-rlp/) - Ian Bloom, Founder and Financial Life Planner at Open World Financial Planning based in Raleigh, NC, shares his life planning journey.
- [Finding Authentic Financial Freedom-The Most Hated F Word Podcast](https://www.kinderinstitute.com/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 discusses in detail how an individual can find authentic financial freedom through life planning, mindfulness, and living in the present moment.
- [Planning Your Life & Finances- Minority Money Podcast](https://www.kinderinstitute.com/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! 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
- [Mastering Mindfulness with George Kinder- Balanced Growth Show](https://www.kinderinstitute.com/mastering-mindfulness-with-george-kinder-balanced-growth-show/) - Founder of Life Planning George Kinder shares precisely what he feels makes a great advisor and shares insight as to how you can get started practicing mindfulness and existing in the present. George details the importance of life planning in addition to financial planning, and why listening matters in the role of a financial advisor.
- [How To Manage Strong Emotions When Asking Clients Kinder Life Planning Questions -Kitces](https://www.kinderinstitute.com/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 any emotions that may come up, while keeping the focus on a deep exploration of the client’s priorities and specific goals. George Kinder explains that a difficult conversation can often
- [Why To Use George Kinder’s 3 Life Planning Questions With Financial Planning Clients -Kitces](https://www.kinderinstitute.com/why-to-use-george-kinders-3-life-planning-questions-with-financial-planning-clients-kitces/) - As part of his Life Planning approach, George Kinder developed three questions that probe deeper into a client’s hopes, dreams, and fears, to help advisors develop more complete and impactful financial plans. Kinder aims to help clients better understand what they are really looking for in life while allowing the advisor to create a better financial
- [Helping Clients Achieve Life Money Balance with Dr. Preston Cherry-The Human Side of Money, Wired Planning](https://www.kinderinstitute.com/helping-clients-achieve-life-money-balance-with-dr-preston-cherry-the-human-side-of-money-wired-planning/) - This podcast episode from Wired Planning discusses the importance of aligning what is most meaningful to a client to their financial plan. By using the #EVOKE model, Life Planners trained by Kinder Institute are prepared to guide clients through the process of discovering what is most meaningful!
- [George Kinder: Helping clients cope with 'Black Swans'-Financial Planning](https://www.kinderinstitute.com/george-kinder-helping-clients-cope-with-black-swans-financial-planning/) - Father of life planning George Kinder discusses navigating 'black-swan' events as a financial adviser. He addresses the life planning issues impacted by recent events, such as the ongoing pandemic, and how to help clients cope with uncertainty in their daily lives. George answers the question that many financial planners are asking; how do you both manage
- [The rich link between planning and psychology, and its vast potential-Financial Planning](https://www.kinderinstitute.com/the-rich-link-between-planning-and-psychology-and-its-vast-potential-financial-planning/) - https://www.financial-planning.com/news/link-between-financial-planning-and-psychology Kinder Institute trainer and Registered Life Planner® Cristina Livadary, CFP®, RLP® is quoted in this Financial Planning article about the inclusion of the psychology of planning as one of the eight “principal knowledge topics" in the CFP® exam. Cristina recommends George D. Kinder's book, The Seven Stages of Money Maturity, for advisors interested in helping their clients
- [Creating Your Ideal Life](https://www.kinderinstitute.com/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 fan of life planning" and the way it places a client's life at the center of the financial planning process.
- [The New Generation of Financial Advice](https://www.kinderinstitute.com/the-new-generation-of-financial-advice/) - XY Planning Network - This article by Registered Life Planner® and Kinder Institute trainer Cristina Livadary discusses financial management lessons such as learning your money messages and the importance of finding a financial advisor with a commitment to fiduciary instead of just suitability. She makes an argument for the changing world of financial advice and its improvement toward inclusivity. Credit: Cristina Livadary
- [Kelly Adams of Harbor Light Planning On: Using the ACP Model to Grow Your Advisory Practice](https://www.kinderinstitute.com/kelly-adams-of-harbor-light-planning-on-using-the-acp-model-to-grow-your-advisory-practice/) - Impact Communications - This interview with Registered Life Planner® Kelly Adams by Marie Swift for Impact Communications is about fee-only financial planning and how Kelly has incorporated life planning into her practice. Credit: Marie Swift
- [Confessions of a Comprehensive Financial Planner](https://www.kinderinstitute.com/confessions-of-a-comprehensive-financial-planner/) - Flow Financial Planning - Meg Bartelt shares a personal story of her experience at the 5-Day EVOKE® Residential Training in Hana and how it has made her think of how she will frame her role as a financial planner moving forward. She captures well the role of the life planner and the importance of deep listening. Credit: Meg Bartelt
- [Deepening Relationships](https://www.kinderinstitute.com/deepening-relationships/) - PFS POWER - Amyr Rocha-Lima discusses why financial planning is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins in this blog article for PFS POWER. He shares how his training as a Registered Life Planner® helps him connect more deeply with his clients. Credit: Amyr Rocha Lima
- [Life Planning AKA "Financial Planning Done Right"](https://www.kinderinstitute.com/life-planning-aka-financial-planning-done-right/) - Xena Financial Planning - Danika Waddell writes about her experience attending recent Kinder Institute trainings and how she plans to "keep becoming." Even after hearing the Three Questions in numerous podcasts, it took experiencing the training for her to discover their full transformative power! Credit: Danika Waddell
- [Are You Living Your Ideal Life?](https://www.kinderinstitute.com/are-you-living-your-ideal-life/) - Ohana Wealth and Life Planning - Jeff Spitzmiller captures the reasons why someone should consider life planning instead of just financial planning in a blog for his firm, Ohana Life Planning, based on his recent experience at a Kinder Institute of Life Planning EVOKE® Life Planning Training in Hana, HI. Credit: Jeff Spitzmiller
- [Uncovering Your Clients' Values While Sharing Your Own](https://www.kinderinstitute.com/uncovering-your-clients-values-while-sharing-your-own/) - XY Planning Network - In this in-depth blog post for XY Planning Network, BB Webb, who recently attended a Kinder Institute training, shares how a client might experience the George Kinder's life planning exercises, taking readers through his famous three questions and discussing the five pursuits, five categories that client dreams tend to fall under. Credit: BB Webb
- [Financial Planner vs Financial Life Planner. Which one is the right one for me?](https://www.kinderinstitute.com/financial-planner-vs-financial-life-planner-which-one-is-the-right-one-for-me/) - Mana Financial Planning - After assisting with a recent 5-Day EVOKE® training, Registered Life Planner® Cristina Livadary defines Life Planning and how it is different from financial planning on the Mana Financial Life Design blog. She shares when clients would want to choose a life planner over a financial planner. Spoiler: It’s Every Time! Credit: Cristina Livadary
- [How to Ensure a Successful Retirement](https://www.kinderinstitute.com/how-to-ensure-a-successful-retirement/) - Forbes - The pandemic has allowed many of our clients a new frame to consider the aspects of their life they are eager to continue/returen to post-vaccination, and what they aren't. How can this insight be incorporated into retirement planning? The answer? A Life Plan! George Kinder's Three Questions are listed as a way to consider this kind of thinking in this Forbes article. Credit: Bob Carlson
- [Godfather of Life Planning Warns ...](https://www.kinderinstitute.com/godfather-of-life-planning-warns-against-changes-based-on-current-events/) - Money Life with Chuck Jaffe - You might not have considered this perspective, but in his recent interview for Money Life with Chuck Jaffe, George Kinder, Father of Life Planning, shares that the simpler finances of the pandemic have actually helped many people focus on their life plans. Credit: Chuck Jaffe & George Kinder
- [Why Do We Have Money Troubles?](https://www.kinderinstitute.com/why-do-we-have-money-troubles/) - Fire It Up with CJ (YouTube) - CJ Liu interviews George Kinder, founder of Kinder Institute of Life Planning, about freedom. There is a lot of pain and suffering we have related to money. George explains how this is a result of messages about money we receive in our childhood that we either accept or reject because of the emotional pain that these beliefs have. George shares how meditation may help let go of these anxious or frustrated thoughts about money so that we can be freedom. George explains that money can deliver freedom. Credit: CJ Liu
- [How to Work with Clients That Don’t Take Your Advice](https://www.kinderinstitute.com/how-to-work-with-clients-that-dont-take-your-advice/) - "Listen so well that you fully grasp the client’s anxieties and aspirations and what they truly love in their lives, so that your advice and all the products and planning are so closely aligned with what the client wants that they will be delighted by your suggestions and move on them."
- [Financial Psychology - How Financial Life Planning Improves Financial Literacy ft. Kathleen Burns Kingsbury & George Kinder](https://www.kinderinstitute.com/financial-psychology-how-financial-life-planning-improves-financial-literacy-ft-kathleen-burns-kingsbury-george-kinder/) - George Kinder joined Kathleen Burns Kingsbury on an episode of Breaking Money Silence podcast for a conversation about his revolutionary career, how life planning can improve financial literacy, and his latest project – a book of poetry!
- [Life Planning For You – The Best Online Tools for Retirement Planning and Living](https://www.kinderinstitute.com/life-planning-for-you-the-best-online-tools-for-retirement-planning-and-living/) - This Wall Street Journal article includes Kinder Institute's free consumer-facing site
- [Why Life Planning is Simply Financial Planning Done Right](https://www.kinderinstitute.com/why-life-planning-is-simply-financial-planning-done-right/) - Why Life Planning Is Simply Financial Planning Done Right With George Kinder This week’s guest is George Kinder, who is known to most as the “father” of the life planning – a way of holistically delivering financial planning that focuses on delving into clients’ real goals, beyond just their financial concerns, in an effort to
- [Mindful Money Podcast ft. George Kinder - "Making Money the Servant, Not the Master"](https://www.kinderinstitute.com/mindful-money-podcast-ft-george-kinder-making-money-the-servant-not-the-master/) - Jonathan DeYoe and George Kinder talk about the psychology of money and where George’s unique perspective on it originated.
- [Ep 271: Right-Sizing Your Client Base](https://www.kinderinstitute.com/fa-success-ep-271-right-sizing-your-client-base-to-operate-as-an-intentional-high-margin-solopreneur-with-cady-n/) - Financial Advisor Success Podcast - Registered Life Planner® Cady North joined Michael Kitces for an engaging episode of Financial Advisor Success Podcast, where she had great insights about work-life boundaries, leaning on and learning from your community, and shares how she measures and finds success as an advisor. Credit: Michael Kitces & Cady North
- [#38 George Kinder](https://www.kinderinstitute.com/38-george-kinder/) - 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
- [Life Planning with George Kinder](https://www.kinderinstitute.com/life-planning-with-george-kinder/) - 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
- [Spotlight: Sidney Divine CFP®, ChFC®, RLP®](https://www.kinderinstitute.com/sidney-divine-cfp-chfc-rlp/) - Sidney Divine's outlook on financial planning changed dramatically from the moment he learned about Life Planning. In this blog post, Sidney shares how taking Kinder Institute's trainings, experiencing being Life Planned himself, and becoming a Registered Life Planner® have led him to client successes that he wouldn't have been able to encourage had he not decided to make Life Planning a part of his process.
- [I’m a Registered Life Planner®: Hugoline van Hoorn](https://www.kinderinstitute.com/im-a-registered-life-planner-hugoline-van-hoorn-rlp/) - Hugoline van Hoorn, RLP® founded Huug! Financial Life Planning in 2018 after 20 years as a banker. Prior to a career in finance, Hugoline spent 10 years as a professional squash player. She is 52 years old and lives in Eindhoven with her wife and dog. In this interview with Kinder Institute's Communications Director Lora Woodward, Hugoline shares how Life Planning has impacted her life, both personally and professionally.
- [The Human Side of Money Ep. 20: The Future of Financial Planning is Life Planning with George Kinder](https://www.kinderinstitute.com/the-human-side-of-money-ep-20-the-future-of-financial-planning-is-life-planning-with-george-kinder/) - The Human Side of Money - George Kinder joined Wired Planning's Brendan Frazier on his podcast The Human Side of Money, where they discussed EVOKE, the 3 Questions, Zoom trainings, and two pieces of advice George gives to anyone who wants to become a better listener. Credit: Brendan Frazier & George Kinder
- [Ep 39: Delivering Freedom with George Kinder, the Father of Life Planning](https://www.kinderinstitute.com/ep-39-delivering-freedom-with-george-kinder-the-father-of-life-planning/) - Dare to Dream Physician Podcast - RLP® and doctor Weili Gray interviews George Kinder for her Dare to Dream Physician Podcast. Learn what struggles financial professionals and physicians share in finding professional fulfillment; what physician burnout looks like from a patient's point of view; and why physicians cannot wait to re-connect with their purpose. Credit: Weili Gray & George Kinder
- [The $4 Billion Buddhist RIA](https://www.kinderinstitute.com/the-4-billion-buddhist-ria/) - Barron's features the journey of Spencer Sherman and Brent Kessel to found Abacus Wealth Partners and how Buddhism plays a central role in their firm and their lives. They met at a course led by George Kinder in Hawaii! Credit: Charles Paikert
- [Episode 30: George Kinder](https://www.kinderinstitute.com/episode-30-george-kinder/) - Retirementals - George Kinder joined Abraham Okusanya for a fascinating episode of his podcast Retirementals. Their discussion covers Why fostering emotional connections with your clients can help you too; The importance of building a mindfulness practice; and How to deliver clients into their dreams of freedom. Credit: Abraham Okusanya & George Kinder
- [George Kinder: Creating Powerful Online Client Engagement](https://www.kinderinstitute.com/george-kinder-creating-powerful-online-client-engagement/) - George Kinder's interview with Morningstar's Long View covered classic topics such as George's inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client's life plan changes.
- [The Human Side of Money Ep. 17: Delivering Human-First Financial Planning with a Chief Behavioral Officer with Adrian Murphy](https://www.kinderinstitute.com/the-human-side-of-money-ep-17-delivering-human-first-financial-planning-with-a-chief-behavioral-officer-with-adrian-murphy/) - The Human Side of Money - Registered Life Planner® Adrian Murphy talks about Murphy Wealth's new human-first approach, which includes implementing the EVOKE® method with clients, practicing empathetic listening at the firm, hiring a Chief Behavioral Officer, and more on Wired Planning's Human Side of Money podcast with Brendan Frazier. Credit: Brendan Frazier & Adrian Murphy
- [Revitalizing Your Approach to Client Advice with George Kinder](https://www.kinderinstitute.com/revitalizing-your-approach-to-client-advice-with-george-kinder/) - Elementality Podcast - On this episode of the Elementality podcast, host Reese and George Kinder discuss the ideas about personal freedom that led George to start the Kinder Institute of Life Planning. Find out how his vision about the real needs of clients can help you work with your own clients today. Credit: Reese Harper, Abby Morton, & George Kinder
- [Launching a Virtual Business with Danika Waddell](https://www.kinderinstitute.com/launching-a-virtual-business-with-danika-waddell/) - NextGen Planners - On this episode of NextGen Planners' Podcast, Danika Waddell shares how challenging career-changing can be, what she has learned getting into the financial planning industry, and why focusing on a client avatar can really help define your niche as a business. Danika is currently enrolled in our Life Planning Mentorship. Credit: Dan Graham & Danika Waddell
- [The Advisor as the Financial Guide](https://www.kinderinstitute.com/the-advisor-as-the-financial-guide/) - 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
- [Where Health and Wealth Intersect: Marca Life Planning](https://www.kinderinstitute.com/where-health-and-wealth-intersect-marca-life-planning/) - ThinkAdvisor - This ThinkAdvisor article profiles Registered Life® Planner Jeanne Smith and how she uses her training as a Geriatric Nurse Practitioner and as a life planner to help her clients through major transitional stages as they age. Credit: James L. Green
- [Virtual Afternoon Tea Replay: Living Life to the Full with Louis Vollebregt](https://www.kinderinstitute.com/virtual-afternoon-tea-replay-living-life-to-the-full-with-louis-vollebregt/) - Expert Wealth Management - Watch a recording of an afternoon tea with host Jonathan Hunt and Kinder Institute lead trainer Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Credit: Jonathan Hunt & Louis Vollebregt
- [Tim Maurer: Personal Finance Is More Personal Than It Is Finance](https://www.kinderinstitute.com/tim-maurer-personal-finance-is-more-personal-than-it-is-finance/) - Morningstar - Registered Life Planner® Tim Maurer is interviewed by Christine Benz for The Long View podcast (by Morningstar) about how the pandemic has affected the financial planning industry and client conversations. He says, "I feel as though the pandemic has taken all of us to a place where we are more attuned to the deeper matters of life...We're asking those bigger questions that when everything is just going great, we don't have as much of a tendency to ask." Credit: Christine Benz & Tim Maurer
- [The 1 tactic advisors should use during the coronavirus crisis](https://www.kinderinstitute.com/the-1-tactic-advisors-should-use-during-the-coronavirus-crisis/) - Financial Planning - George Kinder's interview with Financial Planning Magazine about life planning and mindfulness speaks to how the industry's been affected by the coronavirus and how developing their mindfulness skills to help them listen empathetically to their clients is the best thing advisors can do during this crisis. Credit: Ann Marsh
- [The #1 New Year’s Resolution To Try For 2021: Determine Your Enough](https://www.kinderinstitute.com/the-1-new-years-resolution-to-try-for-2021-determine-your-enough/) - Forbes - In this Forbes article Registered Life Planner® Brian Thompson gives readers an opportunity to reflect and determine what is enough for them using a few tools that focus on the past, present, and future. It's a great read to kick off 2021. Credit: Brian Thompson
- [Technical analyst says this 'Buy every pull-back market' is here to stay](https://www.kinderinstitute.com/technical-analyst-says-this-buy-every-pull-back-market-is-here-to-stay/) - Money Life with Chuck Jaffe - In the Big Interview, George Kinder, founder of Kinder Institute of Life Planning, discusses how investors should size up their own good fortunes during the troubles of 2020 and find ways to be mature with their money, making them more generous during the holidays this year. Credit: Chuck Jaffe & George Kinder
- [Retirees, Build a Financial Plan That’s Based on You](https://www.kinderinstitute.com/retirees-build-a-financial-plan-thats-based-on-you/) - Kiplinger Retirement Report - A recent Kiplinger's Retirement Report article featured life planning , following the story of a couple whose financial adviser "instead of just reviewing their investments and budget, asked more wide-ranging questions about the couple’s values and beliefs, and whether their financial goals reflected them." Credit: Mary Kane
- [Purpose And Profit: 4 Keys To Creating A Profitable Mission-Driven Business](https://www.kinderinstitute.com/purpose-and-profit-4-keys-to-creating-a-profitable-mission-driven-business/) - Forbes - Brian Thompson Financial wrote about George Kinder’s Three Questions in this article for Forbes about creating a profitable, mission-driven business. The tactics are Passion, Vision, Strategy, and Tactics. Credit: Brian Thompson
- [Preparing for the Upcoming Recession](https://www.kinderinstitute.com/preparing-for-the-upcoming-recession/) - Forbes - Brian Thompson, shares his experiece of a Kinder Institute 2-Day Seven Stages of Money Maturity® Training, explains how a life planner “puts your interests first and focuses on increasing your sense of financial well-being. So, we help you do things like clarify your values, goals and dreams. We then use that vision to help design a life that is fulfilling and purposeful. In addition, we increase your understanding of specific habits that help support your financial and life goals. Lastly, we deal with emotional conflicts around money. Credit: Brian Thompson
- [Podcast 167: Life Planning with George Kinder](https://www.kinderinstitute.com/podcast-167-life-planning-with-george-kinder/) - Informed Decisions Podcast - George Kinder, Father of Life Planning recently spoke with host Paddy Delaney on Ireland's award-winning Personal Finance & Financial Planning Podcast & Blog, Informed Decisions about Life Planning. Credit: Paddy Delaney & George Kinder
- [Kinder Institute of Life Planning Awards 500 Registered Life Planner® Designations Globally](https://www.kinderinstitute.com/kinder-institute-of-life-planning-awards-500-registered-life-planner-designations-globally/) - PR Newswire - Kinder Institute of Life Planning announced over 500 advisors globally have earned the prestigious Registered Life Planner® (RLP®) designation. Learn more about Kinder Institute's Registered Life Planner® designation in this press release. Credit: Kinder Institute of Life Planning
- [How George Kinder Revolutionized the Financial Advice Business](https://www.kinderinstitute.com/how-george-kinder-revolutionized-the-financial-advice-business/) - Stay Wealthy - George Kinder, founder of Kinder Institute of Life Planning joins host Taylor Schulte on his podcast Stay Wealthy to discuss how Life Planning promotes better client-advisor relationships and ultimately helps the advisor better serve their client because they understand their client's life meaning. Credit: Taylor Schulte
- [How Covid-19 Will Change Aging and Retirement](https://www.kinderinstitute.com/how-covid-19-will-change-aging-and-retirement/) - The Wall Street Journal - "Many retirees are frustrated that the virus is interrupting plans to travel and see grandchildren. But the break from routine has also freed up time to assess plans, values and the kind of legacies we want to leave" As a result, George Kinder, founder of Kinder Institute of Life Planning, says more of his clients—and the clients of financial advisers who train with him—are re-evaluating what’s important in their lives and changing their plans in this interview for the Wall Street Journal. Credit: Anne Tergesen
- [Guiding Clients Through the Financial Maze](https://www.kinderinstitute.com/guiding-clients-through-the-financial-maze/) - Human Advisor - In this episode of Human Advisor podcast, Scott Frank, Registered Life Planner and Founder of Stone Steps Financial, explains to host Tyrone Ross how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Credit: Tyrone Ross & Scott Frank
- [Gill Cardy: Experience is No Match for Empathy](https://www.kinderinstitute.com/gill-cardy-experience-is-no-match-for-empathy/) - Money Marketing - Registered Life Planner Gill Cardy explains why being a good financial planner takes more than life or financial planning experience. She asserts that one of the best qualifications that a financial planner can possess is to be a good listener and to lead their client conversations from a place of empathy. Credit: Gill Cardy
- [Gill Cardy: Advisers need super hearing and super patience](https://www.kinderinstitute.com/gill-cardy-advisers-need-super-hearing-and-super-patience/) - Money Marketing - Registered Life Planner® Gill Cardy says financial planners' "priorities are changing, but our advice is important for clients," quoting George Kinder's letter to life planners at the start of stay at home orders in an article for Money Marketing. Credit: Gill Cardy
- [Get to Know Your Clients and Lead Them to Their Mountain](https://www.kinderinstitute.com/get-to-know-your-clients-and-lead-them-to-their-mountain/) - - Frank and Frankie Corrado, both Registered Life Planner® designees, share their approach to financial life planning and how it is different from traditional financial advising models. “We coach clients on how to move forward with their lives, how to set and achieve goals, and how to overcome obstacles that may be blocking them from reaching their full potential. Credit: Frank Corrado & Frankie Corrado
- [George Kinder: It’s life planning’s time to shine](https://www.kinderinstitute.com/george-kinder-its-life-plannings-time-to-shine/) - Money Marketing - In this interview with Money Marketing's Justin Cash, George Kinder, the father of life planning himself looks at why advisers need to focus on clients’ aims and objectives – not just their investments – even at a time of crisis. Credit: Justin Cash & George Kinder
- [George Kinder: Four Top Tips to Make WFH a Success](https://www.kinderinstitute.com/george-kinder-four-top-tips-to-make-wfh-a-success/) - Financial Planning Today - Keeping in mind the principles of EVOKE®, George Kinder shares four tips for holding Life Planning virtually. These tips are inspired from Kinder Institute's own experience converting its trainings from residential to virtual. Credit: George Kinder
- [George Kinder, founder Kinder Institute of Life Planning](https://www.kinderinstitute.com/george-kinder-founder-kinder-institute-of-life-planning/) - So Money Podcast - In this episode of So Money podcast, host Farnoosh Torabi chats with George Kinder about his famous three questions and why life planning is just financial planning done right. Credit: Farnoosh Torabi
- [Episode 94: The Benefits of Life Planning with Scott Frank](https://www.kinderinstitute.com/episode-94-the-benefits-of-life-planning-with-scott-frank/) - Work Your Wealth - In this episode of Work Your Wealth, Kinder Institute trainer Scott Frank, a Registered Life Planner® shares how EVOKE® can benefit consumers and the impact that the transformative power of discovering what a fulfilled life looks like for you can have on your financial plan. Credit: Mary Beth Storjohann
- [Episode 30: Values-Based Financial Life Planning](https://www.kinderinstitute.com/episode-30-values-based-financial-life-planning/) - Money Check Up Podcast - Kinder Institute of Life Planner trainer Scott Frank joins Money Check Up host Anja Jariwala for an episode about life planning. He shares how he implements the EVOKE® method into his practice, and shares the Three Questions that he asks clients to help discover what matter most to them before he starts talking about finances. Credit: Anjali Jariwala & Scott Frank
- [Episode #03: "The Secret to Great Listening" with George Kinder](https://www.kinderinstitute.com/episode-03-the-secret-to-great-listening-with-george-kinder/) - Mindset Mastery - In Episode #3 of Mindset Mastery, “The Secret to Great Listening”, host Marie Swift speaks with George Kinder, who is known internationally as the father of the financial life planning movement. In a nutshell: George Kinder and Kinder-trained instructors consistently teach foundational listening skills as a part of the EVOKE® Life Planning process. In this conversation, Kinder tells us why it is so important for financial advisors to engage with empathy, inspiration, and emotional intelligence during client conversations. He also provides a mindful, wise, and challenging skill that can immediately be implemented into your practice and your personal life, leading to more authentic and trustworthy relationships. Credit: Marie Swift & George Kinder
- [Ep 167: Creating More Buy-In To Change Financial Behaviors With A Life Planning Approach with Scott Frank](https://www.kinderinstitute.com/ep-167-creating-more-buy-in-to-change-financial-behaviors-with-a-life-planning-approach-with-scott-frank/) - Financial Advisor Success Podcast - Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank
- [EP 150 | Turn Life Goals into Financial Goals with George Kinder](https://www.kinderinstitute.com/ep-150-turn-life-goals-into-financial-goals-with-george-kinder/) - Profit Boss Radio - Kinder Institute of Life Planning founder George Kinder joins Hilary Hendershott for an episode of Profit Boss Radio, where they discuss Life Planning, finding freedom, George Kinder's famous Three Questions and how to use them to map your heart's core, and the importance of a daily mindfulness practice. Credit: Hilary Hendershott
- [Ep #278: Motherhood and Firm Ownership: How To Master Both: An Interview with Morgen Rochard](https://www.kinderinstitute.com/ep-278-motherhood-and-firm-ownership-how-to-master-both-an-interview-with-morgen-rochard/) - XYPN Radio - Registered Life Planner Morgen Rochard's interview on XYPN Radio with Maddy Rochard covers what she’s been up to over the past few years, specifically how she continues to run a high revenue business with just 25 clients, working 8-10 hours a week. Morgen discusses what it was like to delegate some of the major responsibilities to one of her teammates, why she limits the number of clients she takes, and how she has incorporated life planning into her firm for a more authentic relationship. Most importantly, she gives great advice to any working parent out there who dreams of one day starting a firm. Credit: Maddy Roche & Morgen Rochard
- [Ep #276: A Four-Year Check-In with Cady North: Financial Planner and Now, Author](https://www.kinderinstitute.com/ep-276-a-four-year-check-in-with-cady-north-financial-planner-and-now-author/) - XYPN Radio - Registered Life Planner® Cady North talks about what she has been up to since her first interview with XYPN Radio nearly four years ago: establishing a great work-life balance, moving across the country, and most impressively and recently, writing a book. Writing a book was always one of Cady’s goals, but one she never made any progress towards achieving. With some soul searching and an author’s program at her alma mater, Cady was able to write the book of her dreams in just 8 months. She credits Kinder Institute's EVOKE® course as one of the reasons she chose to finally work toward this goal. Credit: Maddy Roche & Cady North
- [Ep #274: Life Planning as a Fiduciary Responsibility: An Interview with George Kinder and Lora Woodward](https://www.kinderinstitute.com/ep-274-life-planning-as-a-fiduciary-responsibility-an-interview-with-george-kinder-and-lora-woodward/) - XYPN Radio - On this episode of XYPN Radio, George Kinder and Lora Woodward of Kinder Institute of Life Planning share what advisors can expect during the two-day training and what they can expect out of incorporating life planning into their firm. Lora Woodward, a Registered Life Planner® and trainer and George Kinder, founder of Kinder Institute, discuss how life planning has the power to transform the standard client/advisor relationship and turn a financial planning engagement into a long-term, meaningful relationship. George and Lora remind us that listening and mindfulness are fundamentals of the client/advisor relationship. Credit: Maddy Roche, Lora Woodward, George Kinder
- [Ep #253: How to Communicate Authentically with Clients During a Time of Crisis](https://www.kinderinstitute.com/ep-253-how-to-communicate-authentically-with-clients-during-a-time-of-crisis/) - XYPN Radio - XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko join Maddy Roche for this episode of XYPN Radio to discuss communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients. Credit: Maddy Roche, Ian Bloom, Meg Bartelt, Brian Thompson, & Leighann Miko
- [Ep #251: Making Advice Available in the Time of COVID-19](https://www.kinderinstitute.com/ep-251-making-advice-available-in-the-time-of-covid-19/) - XYPN Radio - On this special episode centered around COVID-19 and XYPN's pro bono effort, host Maddy Roche is joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, Registered Life Planner® and founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. Credit: Maddy Roche, Dana Menard & Kevin Mahoney
- [Ep #224: Leveraging Investors to Launch Their Financial Life Firm - The Careers of Cristina Livadary & Stephanie Bucko](https://www.kinderinstitute.com/ep-224-leveraging-investors-to-launch-their-financial-life-firm-the-careers-of-cristina-livadary-stephanie-bucko/) - XYPN Radio - In this episode of XYPN Radio, business partners Cristina Livadary, a Registered Life Planner® and Kinder Institute trainer and Stephanie Bucko explain the paths they took from different industries into financial and life planning and the foundations they used as the basis for their firm. You'll learn how they navigated a deal with investors to help start their business, how they grew to almost 40 households in just one year, and their vision for the future of their firm. Credit: Alan Moore, Cristina Livadary, & Stephanie Bucko
- [EP #09: Integrating Life Planning and New Planners into Your Firm with Jared Jones and Lisa Kirchenbauer](https://www.kinderinstitute.com/ep-09-integrating-life-planning-and-new-planners-into-your-firm-with-jared-jones-and-lisa-kirchenbauer/) - New Planner Recruiting - Credit: Caleb Brown, Lisa Kirchenbauer, & Jared Jones
- [Bodhisattva Work: Bringing One’s Heart to Financial and Life Planning](https://www.kinderinstitute.com/bodhisattva-work-bringing-ones-heart-to-financial-and-life-planning/) - BuddhistDoor Global - Father of Life Planning, George Kinder shares how meditative practice can benefit financial planners in their conversations with clients, discusses his own practice of secular Buddhism, explains how his Map of Mindfulness realigns space and time around the present moment (and freedom) and details his revolutionary economic thinking about the fiduciary standard. Credit: Tsering Namgyal
- [A person may be materially successful but not at peace](https://www.kinderinstitute.com/a-person-may-be-materially-successful-but-not-at-peace-2/) - MorningStar India - Registered Life Planner Vivek Damani is interviewed for this Morningstar article about how he got into life planning and the impact it has had on him both personally and professionally. Credit: Ravi Samalad
- [Life planning helps shift focus from returns to life](https://www.kinderinstitute.com/life-planning-helps-shift-focus-from-returns-to-life/) - MorningStar India - This Morningstar India article profiles Registered Life Planner® Indresh Malik and what Life Planning means to him. Credit: Ravi Samalad
- [Lisa Kirchenbauer on attracting and deepening relationships through financial life planning](https://www.kinderinstitute.com/lisa-kirchenbauer-on-attracting-and-deepening-relationships-through-financial-life-planning/) - Becoming Referrable - Registered Life Planner® Lisa Kirchenbauer shares how she got into financial planning, how she implements life planning into her practice, and how she is making an impact for her clients. Credit: Julie Littlechild, Stephen Wershing & Lisa Kirchenbauer
- [Finding True Freedom in Retirement](https://www.kinderinstitute.com/finding-true-freedom-in-retirement/) - Retirement Cafe - Delivering people into freedom is central to the life planning approach, and a concept that George Kinder, known as the Father of Life Planning, is very passionate about. For George, it's twofold, which he explains in this interview with host, Registered Life Planner® and Kinder Institute trainer Justin King. George touches upon how, now aged 71, he has followed his entrepreneurial spirit and his deeply held passions to direct his life. He discusses how retirees can take this approach at any stage of life. Credit: Justin King
- [Adviser Profile: Andrew Brook-Dobson and Matt Kiddle of bdb](https://www.kinderinstitute.com/adviser-profile-andrew-brook-dobson-and-matt-kiddle-of-bdb/) - New Model Adviser - This New Model Adviser article profiles Andrew Brook-Dobson, a Registered Life Planner®, and Matt Kiddle from bdb. In addition to information about setting up his practice and how he has found fulfillment in helping his clients, Andrew also shares how he implemented EVOKE® into his practice. Credit: Tim Cooper
- [Profile: George Kinder, the father of life planning](https://www.kinderinstitute.com/profile-george-kinder-the-father-of-life-planning/) - CISI - George Kinder, founder of Kinder Institute of Life Planning, shares with host Dominic Dudley why financial planners need to spend more time listening to their clients to help them achieve their life goals in this video for CISI. Credit: Dominic Dudley
- [Ep #204: Leveraging Life Planning to Build a Financial Planning Firm - The Career of Sidney Divine](https://www.kinderinstitute.com/ep-204-leveraging-life-planning-to-build-a-financial-planning-firm-the-career-of-sidney-divine/) - XYPN Radio - Registered Life Planner® Sidney Divine is interviewed by host Alan Moore for XYPN Radio, where he shares the story of his success in the financial planning industry and how he became a Registered Life Planner®. He also mentions the role his training has played in helping him connect more deeply with his clients. Credit: Alan Moore & Sidney Divine
- [How the NMA Editor Became a Financial Planning Client](https://www.kinderinstitute.com/how-the-nma-editor-became-a-financial-planning-client/) - New Model Adviser - New Model Adviser editor Will Robins speaks to life planning guru George Kinder about gaining client trust, plans to condense his methodology for the mass market and a new book on politics. Will also reveals how he has become a financial planning client himself. Credit: Will Robbins
- [Life Planning Helped Me Be More Empathic](https://www.kinderinstitute.com/life-planning-helped-me-be-more-empathic/) - MorningStar India - Registered Life Planner Yogita Dand was profiled in this article for Morningstar India. She shares how she began learning about life planning and how becoming a life planner has helped her clients. Credit: Ravi Samalad
- [It's Your Money: A Case Study in Financial Planning](https://www.kinderinstitute.com/its-your-money-a-case-study-in-financial-planning/) - Local News Network Durango - Registered Life Planner and Kinder Institute trainer Brad Tafoya leads TV News Director Deoborah Uroda through some EVOKE® Life Planning exercises, asking her to think about what her most fulfilled life would look like and how she can go about living into that dream much sooner than she thought possible. Credit: Deborah Uroda & Brad Tafoya
- [How to Give Clients the Best Conversation of their Lives](https://www.kinderinstitute.com/how-to-give-clients-the-best-conversation-of-their-lives/) - FT Adviser - This article interviews George and how he developed his life planning methodology, its heavy focus on fiduciary, and how we should all be wary of product sales in the financial advising industry. Credit: Ellie Duncan
- [Financial planning founders started a movement — and created a profession](https://www.kinderinstitute.com/financial-planning-founders-started-a-movement-and-created-a-profession/) - Investment News - Father of Life Planning and Kinder Institute of Life Planning founder, George Kinder, was profiled in this Investment News article celebrating milestones in the financial planning industry and spotlighting twenty professionals that had a profound impact on the financial planning profession.
- [Spotlight: Scott Frank, CFA, CFP®](https://www.kinderinstitute.com/scott-frank/) - Scott has revolutionized his practice since earning his Registered Life Planner® designation in 2018. As the founder of Stone Steps Financial, he is passionate about helping his clients align their money with their life, freeing up their time to enjoy what matters most. He is also a co-host of the Real Personal Finance Podcast, where
- [Spotlight: Phil Dyer, CFP®, RLP®](https://www.kinderinstitute.com/phil-dyer/) - – Started in 2002 (fee-only financial planner since 1996)– Employees: 1 (currently hiring a VA)– Areas of Expertise: Employee financial education, advising small business owners/entrepreneurs, military financial issues– Life planner since 2007, involved in life planning since 2004
- [Spotlight: Mary Zimmerman, CFP®, RLP®](https://www.kinderinstitute.com/mary-zimmerman/) - Mary has been part of the Life Planning movement since its early days. As the owner of PATH Financial Strategies, based in Arizona, USA, she uses her skills as a Life Planner to find out what is most important to her clients and builds a financial plan to support that. Mary is a Kinder Institute
- [Spotlight: Thom Boot, RLP®](https://www.kinderinstitute.com/thom-boot/) - Thom has been a Registered Life Planner® since 2008. As the founder of Thomorrow Life Planning, based in the Netherlands, Thom helps his clients find what matters most to them and then helps to deliver it. He also works with both advisors and entrepreneurs. Thom is a Kinder Institute trainer and can be found co-leading
- [I’m A Registered Life Planner®: Jos Drees](https://www.kinderinstitute.com/im-a-registered-life-planner-jos-drees/) - Jos Drees was the first Registered Life Planner® in Belgium, and actually was present at the first EVOKE® Life Planning training held in the UK back in 2008. Jos shares how he got into Life Planning and why he was so attracted to the skills back when he was entering the second phase of his career. In his conversation with Kinder Institute’s Communications Director, Lora Woodward, Jos discusses a variety of topics, including how Life Planning is different than traditional financial advice and why he loves taking the most Life Planning Mastery (and Mastery Shorts) out of anyone in the world!
- [I’m a Registered Life Planner: George Kinder](https://www.kinderinstitute.com/im-a-registered-life-planner-george-kinder/) - Nearly thirty years in the making, Reflections on Spectacle Pond, is the culmination of George Kinder's personal life plan where he has defined his life of greatest meaning to be composed of three elements—to live in the weather, to live a deeply spiritual life, and to craft illuminated manuscripts. In this interview with Kinder Institute's Communications Director, Lora Woodward, George shares how he dedicated time to realizing his Third Question and what it means to share his artistic work with the world.
- [I’m a Registered Life Planner®: Sarah Byrd](https://www.kinderinstitute.com/im-a-registered-life-planner-sarah-byrd/) - In this I'm a Registered Life Planner video, Alpha Advisor's Sarah Byrd & Kinder Institute's Lora Woodward discuss what originally attracted Sarah to EVOKE® and KI's programs and how they have influenced the way the team at Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her own life and what is next in her own Life Planning journey. Watch the whole interview in this blog post.
- [I’m A Registered Life Planner: Kris Amliwala, ChFP, RLP®](https://www.kinderinstitute.com/im-a-registered-life-planner-kris-amliwala-chfp-rlp/) - Kris Amliwala, ChFP, RLP® shares what originally attracted him to Kinder Institute's training programs and how they affected his personal and professional life in our latest blog series: "I'm a Registered Life Planner®". Hear how Kris integrated EVOKE® into his practice and what's next in his own Life Planning journey.
- [Profiles in Life Planning: Mary Zimmerman #1](https://www.kinderinstitute.com/profiles-in-life-planning-mary-zimmerman-1/) - Kinder Institute of Life Planning trainer Mary Zimmerman shares how viewing her life through the lens of life planning has helped her navigate the new landscape of becoming a grandmother. She mentions some client success stories and how being a life planner has impacted her ability to help her clients in this blog post for our Profiles in Life Planning series.
- [Profiles in Life Planning: Bruce Wilson](https://www.kinderinstitute.com/profiles-in-life-planning-bruce-wilson/) - Bruce Wilson, a Registered Life Planner who, through his training at the Kinder Institute discovered that he had been neglecting prioritizing his personal freedom for his professional development and business success, finds joy in helping his clients live into their most fulfilled lives. This blog post includes a video mini interview with Bruce, where he shares what life planning has meant to him both personally and professionally.
- [Profiles in Life Planning: Louis Vollebregt #1](https://www.kinderinstitute.com/profiles-in-life-planning-louis-vollebregt-1/) - Kinder Institute trainer Louis Vollebregt shares what financial life planning means to him and why he chose to become a trainer for the Kinder Institute in this Profiles in Life Planning blog post. Watch the video to hear his mini interview.
- [Profiles in Life Planning: Andy Nevett](https://www.kinderinstitute.com/profiles-in-life-planning-andy-nevett/) - Andy Nevett shares more about his own Life Plan and a client success story about a high powered business couple that he helped to reprioritize their time together in this short video and blog post for the Profiles in Life Planning series.
- [Profiles in Life Planning: Johanna Turner](https://www.kinderinstitute.com/profiles-in-life-planning-johanna-turner/) - Name: Johanna Fox Turner Certifications and memberships:• Certified Public Accountant• Certified Financial PlannerTM• Registered Life Planner®• NAPFA (National Association of Personal Financial Advisors) as a fee-only financial planner)• Kentucky Society of CPAs• Financial Planning Association Business Name:• Milestones Financial Planning, LLC• Fox & Company, CPA, Inc. Location:907 Paris Road, Suites A and B, Mayfield, Kentucky
- [Profiles in Life Planning: Mary Zimmerman #2](https://www.kinderinstitute.com/profiles-in-life-planning-mary-zimmerman-2/) - In this short video, Kinder Institute Trainer Mary Zimmerman shares how attending a Kinder Institute Life Planning Training when she was at a crossroads in her life gave her the impetus to do some soul searching and discover what she truly wanted in the next phase of her life, and becoming a trainer with Kinder Institute was one of those goals!
- [Profiles in Life Planning: Louis Vollebregt #2](https://www.kinderinstitute.com/profiles-in-life-planning-louis-vollebregt-2/) - Meet Kinder Institute trainer Louis Vollebregt in this blog post and video interview where he shares what being a Life Planner is and why it is a part of his Life Plan to help others learn more about what they want from life and how to make it happen!
- [Profiles in Life Planning: Greet Selderslaghs #1](https://www.kinderinstitute.com/profiles-in-life-planning-greet-selderslaghs-1/) - Registered Life Planner® Greet Selderslaghs shares how Life Planning has changed her life both personally and professionally in this blog post and accompanying video interview.
- [Life Planning Success Stories](https://www.kinderinstitute.com/life-planning-success-stories/) - Sometimes in a client meeting, you might be faced with a client who is navigating some difficult emotions. Being a Registered Life Planner, you are equipped to enter that conversation with empathy and the tools to help take your client out of their despair and help them forward on their hero's journey. In this blog post, Randy Gardner shares a client story where he helped his client through a difficult time by taking him through The Three Questions exercises and delivering him a torch that energized and motivated him to continue on his journey.
- [Integrated Life Planning](https://www.kinderinstitute.com/integrated-life-planning/) - After spending a week together for the EVOKE® Life Planning training, Miriam Whiteley shares how she and two other EVOKE® graduates and fellow Registered Life Planners have stayed in touch and have held eachother accountable more than a year out from their initial life planning sessions in Hana, HI. In this blog post, Miriam shares how to celebrate the anniversary of their EVOKE® training meeting, she found it incredibly insightful to get re-Life Planned and how Mentorship Trainer Ed Jacobson contibuted to their exercise.
- [The Fourth Question](https://www.kinderinstitute.com/the-fourth-question/) - Life Planning can have a lasting impact on your clients and being a financial planner, you get to see the effects of that impact every day. But have you ever considered how living your own Life Plan can help the world around you? In this blog post, Adam Wells shares the Fourth Question that he likes to bring up in client meetings and a story from his Camino pilgramage many years ago.
- [Morgan Ranstrom CFA, CFP®, RLP®](https://www.kinderinstitute.com/morgan-ranstrom-cfa-cfp-rlp/) - Registered Life Planner® Morgan Ranstrom shares how attending The Seven Stages of Money Maturity® and EVOKE® Life Planning Trainings changed his life both professionally and personally, encouraging him to confront areas of his life that were not in line with how he most wanted to live it. When he met George Kinder at an event, he shared some important perspective about one last dream that Morgan had yet to fulfill. Read this blog post to find out what it was!
- [Spotlight: Martin Siesta, CFP®, ChFC, RLP®](https://www.kinderinstitute.com/martin-siesta/) - Q: How did you get involved in financial Life Planning? A: A number of years ago while I was working at the insurance company MetLife as a traditional financial planner, I had a great couple as clients. They had worked very hard their whole life for a secure retirement, which was now just 6 months
- [Spotlight: Gerard van der Made](https://www.kinderinstitute.com/gerard-van-der-made/) - Gerard van der Made (gerardvandermade.com) is a cheerful and enthusiastic person. All over the world he guides and trains teams and organisations in changing- and growing processes. He coaches management and is known as a top speaker in the field of leadership, inspiration, life planning and innovation. Individuals and audiences experience Gerard as stimulating, inspiring, surprising
- [Spotlight: Jeremy Squibb, RLP®](https://www.kinderinstitute.com/jeremy-squibb/) - Before it StartedCasting my mind back to how I was before I started my journey, here’s how I must have seemed to those I encountered: I was what could be described as a stereotypical financial adviser–not quite The Wolf of Wall Street, but certainly very egotistical and self-important. Add to this I was overweight, hadn’t
- [Taking Financial Life Guidance to the Next Level](https://www.kinderinstitute.com/taking-financial-life-guidance-to-the-next-level/) - "Financial Life Guidance" finds an expanded audience through a recent merger between Life Planning Firm Blue Blaze and their merger with Robertson Stephens. In this blog post, Registered Life Planner Frankie Corrado discusses his and his co-founder and father, Registered Life Planner Frank Corrado's decision to merge with a larger firm and how considering the broader client base that would be exposed to Life Planning factored into their decision.
- [Running Toward the Impossible Dream](https://www.kinderinstitute.com/running-toward-the-impossible-dream/) - Registered Life Planner® Michael Bibb put aside his excuses and found the time to train and complete the Marathon Des Sable, running 6 marathons in seven days through the Sahara. He credits the EVOKE® Life Planning Training and George Kinder's encouragement to live your most fulfilled life among other creative inspirations in this blog post about finally commiting to something that you have talked yourself out of because it seemed impossible.
- [What does ‘Financial Freedom’ mean to you?](https://www.kinderinstitute.com/what-does-financial-freedom-mean-to-you/) - In this blog post, "What does ‘Financial Freedom' mean to you?" Rahul shares his understanding of financial freedom and how he uses this question to guide his interaction with his clients.
- [What do you want to be when you grow up?](https://www.kinderinstitute.com/what-do-you-want-to-be-when-you-grow-up/) - Scott Malcolm, CFP®, SSA, RLP®, shares how he answers this age-old question, first as a new graduate, once again right before starting his own practice, Money Mechanics, and now, with an established personal and professional standing. His journey and how life planning has influenced him throughout it, is surely something that many business-owners can relate to!
- [Living My Life Plan…Delivering Life Plans to Others](https://www.kinderinstitute.com/living-my-life-plandelivering-life-plans-to-others/) - Donna Rasile, a Registered Life Planner at FinTrust Capital Advisors, shares her life planning journey, which started with a realization that as an investment advisor, there was room for both a love of numbers, the more technical side of financial planning, and a desire to help people, the service-oriented side of financial planning. Donna's training at the Kinder Institute of Life Planning taught her how to help clients live their life plan by helping herself do the same first.
- [How Life Planning Has Impacted My Business and My Life](https://www.kinderinstitute.com/how-life-planning-has-impacted-my-business-and-my-life/) - Ariadne Horstman, founder and financial planner at Appreciate Finance, shares her experience of her training to be a Registered Life Planner, beginning with an experience she will never forget, an EVOKE Life Planning Training led by George Kinder and Louis Vollebregt at George's home in Hana, Maui!
- [RLP® in Social Work](https://www.kinderinstitute.com/rlp-in-social-work/) - Trèske Heere, RLP® shares the founding story of her new nonprofit company, De Dreamfabryk, which will give people of different financial backgrounds the benefit of being Life Planned.
- [Courageous Conversations](https://www.kinderinstitute.com/courageous-conversations/) - In this month's blog post, Spencer Sherman shares a personal story about a courageous money conversation that he had in an effort to mend a fracture in his family from the previous generation's failure to do so over forty years previously. Spencer's understanding of money maturity and his background in mindfulness practice inform his advice on when and how to have courageous money conversations.
- [Changing the Conversation From Money to Vision™](https://www.kinderinstitute.com/changing-the-conversation-from-money-to-vision/) - Joan Sharp of River Family Associates shares how she overcame her own money messages and used her varied education and work experience as a springboard to live her own life plan: working philanthropically with non-profits she believes in and delivering her clients' dreams
- [Spotlight: Reed C. Fraasa, CFP®, RLP®](https://www.kinderinstitute.com/reed-c-fraasa/) - Q: How did you get involved in financial Life Planning? I started in financial services in 1989. HIGHLAND is an independent registered investment adviser firm with 4 employees providing financial planning and investment advisory services to retirees, families, corporate executives and business owners. We also provide Third Party Administration for qualified retirement plans for our
- [Spotlight: Louis Vollebregt, RLP®](https://www.kinderinstitute.com/louis-vollebregt/) - Louis Vollebregt’s company is located in EDE in the Netherlands. He has worked there for more than four years together with his wife Anita and has an extensive network of free-lancers to assist him whenever necessary. There is a lot of information (in English) on his website www.meansinprogress.co.uk. The most important thing Louis does in giving
- [Spotlight: Lisa Kirchenbauer, CFP®, CeFT®](https://www.kinderinstitute.com/lisa-kirchenbauer/) - Omega Wealth Management, LLC is based in Arlington, VA just outside Washington, DC. Lisa has been in the industry since 1985, and had her own business since 1999. The firm has been independent since 2004. Her specialty is early affluence and sudden wealth. In addition to being a Registered Life Planner® through the Kinder Institute,
- [Spotlight: Jeremy Deedes, MBA, MPFS, CFP®, FIFP, RLP®](https://www.kinderinstitute.com/jeremy-deedes/) - Jeremy Deedes is the owner of Planning for Life Ltd, based in Helmsley, North Yorkshire, UK. He has worked in financial services for most of his life and employs 2 core administrators and 3 paraplanners/researchers on a contract basis. Q: What would you like to say about how life planning has made changes in your
- [Spotlight: Adam Young, RLP®](https://www.kinderinstitute.com/adam-young/) - Dragonfly operates from Beckenham, just outside of South London. The company started trading in 1984, and I joined in 1988 from Barclays Bank. We operate a boutique financial planning office, operating on the principles of a Family Wealth Office, with a clear service difference: integrating Life Planning techniques into everything we do. In essence our
- [It’s Your Money: A Case Study of Financial Planning](https://www.kinderinstitute.com/its-your-money-a-case-study-of-financial-planning/) - Durango TV News Director Deborah Uroda works with Life Financial Planner Brad Tafoya with Tafoya Barrett & Associates to determine what retirement dreams she has and how she may achieve them in the next 5 years.
- [XYPNLIVE Pre Conference Preview with George Kinder](https://www.kinderinstitute.com/xypnlive-pre-conference-preview-with-george-kinder/) - XYPlanning Network’s Malcolm Thomas and George Kinder discuss what to expect at during the Pre-Conference Seven Stages of Money Maturity workshop.
- [Why we have money troubles?](https://www.kinderinstitute.com/why-we-have-money-troubles/) - CJ Liu interviews George Kinder, founder of The Kinder Institute, about Freedom. There is a lot of pain and suffering we have related to money. George explains how this is a result of messages about money we receive in our childhood that we either accept or reject because of the emotional pain that these beliefs have.
- [Episode 26 - Do You Need a Financial Plan?](https://www.kinderinstitute.com/episode-26-do-you-need-a-financial-plan/) - 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
- [George Kinder: Delivering People into Their Dreams](https://www.kinderinstitute.com/george-kinder-delivering-people-into-their-dreams/) - 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
- [Ep #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend](https://www.kinderinstitute.com/ep-327-building-confidence-to-launch-and-grow-your-ideal-firm-a-conversation-with-heather-townsend/) - 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
- [Q&A with Life Planning Guru George Kinder](https://www.kinderinstitute.com/qa-with-life-planning-guru-george-kinder/) - Financial Planning Today - In this exclusive interview for Financial Planning Today Magazine, George Kinder asnwers a range of questions about life planning, mindfulness, and how he has been focusing on living his life plan and what this latest project is. Credit: George Kinder
- [CFFP #41: True Holistic Planning Featuring George Kinder](https://www.kinderinstitute.com/cffp-41-true-holistic-planning-featuring-george-kinder/) - 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
- [George Kinder: How to Truly Break the Product Mindset](https://www.kinderinstitute.com/george-kinder-how-to-truly-break-the-product-mindset/) - New Model Adviser - Clients already know the obstacles to their happiness, and planners should give them space to explore their own solutions too. In this latest article for New Model Adviser, Father of Life Planning George Kinder shares how to break the product mindset and be a true fiduciary for your clients. Credit: George Kinder
- [Ep #325: Changing Careers & Growing a Successful Fee-Only Firm: An Interview With Jennipher Lommen](https://www.kinderinstitute.com/ep-325-changing-careers-growing-a-successful-fee-only-firm-an-interview-with-jennipher-lommen/) - XYPN Radio - This episode of XYPN Radio features Jennipher Lommen, a career changer who entered this industry only a few years before she launched Wildflower four years ago. Jennipher homeschooled all three of her children and explained what it was like to begin looking to enter a new industry in her 40s. She talks about how the industry is in dire need of more women and how this profession is so accessible to anyone who is interested in being a listener, supporter, and advocate for their clients. She shares her perspective on the CFP® curriculum and how the Registered Life Planner® designation process has been transformative for both herself and her practice. Credit: Maddy Roche & Jennipher Lommen
- [Unpacking Freedom with George Kinder](https://www.kinderinstitute.com/unpacking-freedom-with-george-kinder/) - Money Mechanics - In this episode of Money Mechanics featuring a conversation between Registered Life Planner and host Scott Malcolm and the Father of Life Planning George Kinder, the two life planners connect on a mission to bring greater levels of freedom everywhere. George Kinder shares how he has been living his life plan and talks about the importance of a mindfulness practice in helping financial planners be more present for their clients. Credit: Scott Malcolm & George Kinder
- [Finding Freedom with George Kinder](https://www.kinderinstitute.com/finding-freedom-with-george-kinder/) - On My Way to Wealth - George Kinder is interviewed by Luis Rosa, CFP®, EA in On My Way To Wealth about the the importance of life planning on your way to achieving your dream, achieving mindfulness in today’s world, and advice on how to obtain inner peace and freedom. Credit: Luis Rosa
- [#FA Success Ep 257: Deepening Client Relationships By Going Deeper For Clients In Transition, With Beth Jones](https://www.kinderinstitute.com/fa-success-ep-257-deepening-client-relationships-by-going-deeper-for-clients-in-transition-with-beth-jones/) - Financial Advisor Success Podcast - In this episode of Financial Advisor Success Podcast, host Michael Kitces, talks in depth with Beth Jones, a Registered Life Planner® about her financial planning process with clients including technology she uses and why Beth still chooses to provide a physical financial plan deliverable to clients (even as she acknowledges that few open the plan again after it’s first delivered). They also talk about how Beth structures her advisory fees with clients and Beth shares how the greatest challenge of scaling up her advisory firm has not been about continuing to find new clients but finding the new team members to serve them and how Beth navigated the challenging transition of finding out that her co-founder was ready to retire while Beth wanted to continue running the business and serving clients longer. Credit: Michael Kitces & Beth Jones
- [‘Father of Life Planning’ Urges Advisors to Pause](https://www.kinderinstitute.com/father-of-life-planning-urges-advisors-to-pause/) - Rethinking65 - People are emerging from the pandemic hungrier for meaning and need advisors who truly listen. George Kinder shares some advice to financial planners hoping to connect more with their clients in this interview for Rethinking 65. Credit: Jerilyn Klein
- [The Best Financial Planning Question with George Kinder](https://www.kinderinstitute.com/the-best-financial-planning-question-with-george-kinder/) - NextGen Planners - In this NextGen Planners podcast episode, host Dan Graham chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. Here, they discuss George's career, his books, his favorite questions to ask clients and the importance of silence, alongside much, much more. Credit: Dan Graham & George Kinder
- [George Kinder: Life Planning v Financial Planning](https://www.kinderinstitute.com/george-kinder-life-planning-v-financial-planning/) - Financial Planning Today - "I think of Life Planning as great Financial Planning. It’s the complete package. By adopting a Life Planning approach, advisers can deliver their financial acumen to clients in the most efficient and comprehensive way - by putting their clients’ lives first, rather than their money," says George Kinder in his latest column for Financial Planning Today. Credit: George Kinder
- [Unpacking Financial Life Planning with Amanda Pond](https://www.kinderinstitute.com/unpacking-financial-life-planning-with-amanda-pond/) - Money Mechanics - In this engaging podcast episode for Money Mechanics, two Registered Life Planner® designees, host Scott Malcolm and Amanda Pond discuss the value of understanding your client's goals and letting them be the driving factor of a fianncial plan. Amanda shares that she believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick to. Credit: Scott Malcolm & Amanda Pond
- [George Kinder: How to Master Listening Skills](https://www.kinderinstitute.com/george-kinder-how-to-master-listening-skills/) - New Model Adviser - In a new column for Citywire New Model Adviser, life planning pioneer George Kinder explains how to master listening skills, including actionable steps that you can take immediately to improve their client conversations and relationships. Credit: George Kinder
- [The Human Side of Money Ep. 36: Integrating a Life Planning Approach into Your Practice with Scott Frank](https://www.kinderinstitute.com/the-human-side-of-money-ep-36-integrating-a-life-planning-approach-into-your-practice-with-scott-frank/) - The Human Side of Money - Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A person’s dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. That’s why the future of financial planning is life planning. Kinder Institute trainer and Registered Life Planner® Scott Frank's conversation with the Human Side of Money Podcast's host Brendan Frazier explores Life Planning and how an advisor interested in connecting more deeply with their clients might incorporate Life Planning into their business. Credit: Brendan Frazier & Scott Frank
- [Living Your Passion with George Kinder](https://www.kinderinstitute.com/living-your-passion-with-george-kinder/) - Mission Driven Business - George Kinder joins Registered Life Planner® Brian Thompson on his podcast, Mission Driven Business and talks about the importance of passion and how his passion for creating a strong training model fueled him to draft his famous three questions. He also discusses how his purpose continues to evolve as his life grows and changes. Credit: Brian Thompson & George Kinder
- [Identifying What Really Matters to Effectively Navigate Your Finances with Scott Frank](https://www.kinderinstitute.com/identifying-what-really-matters-to-effectively-navigate-your-finances-with-scott-frank/) - Minority Money Podcast - Scott Frank, Registered Life Planner® and trainer at Kinder Institute of Life Planning is interviewed by Emlen Miles-Mattingly for his Minority Money Podcast. Scott shares his expertise in the field of life planning and explains why it is so important for advisors to understand their clients and how they define life fulfillment in order to help them with their financial planning. Credit: Emlen Miles-Mattingly & Scott Frank
- [Donna Rasile, Fintrust Capital Advisors, Wealth Creation and Preservation](https://www.kinderinstitute.com/donna-rasile-fintrust-capital-advisors-wealth-creation-and-preservation/) - She Conquers Capital - Registered Life Planner® Donna Rasile is interviewed by Stefanie Diaz of She Conquers Capital where she stresses the importance of being a Life Planner and how it enables her to understand a client's emotional relationship with money and take the time to create a Life Plan with them when a client has an influx of capital. Credit: Stefanie Diaz & Donna Rasile
- [Why You Might Need a Registered Life Planner®](https://www.kinderinstitute.com/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 the most impactful conversations and life-changing (or affirming) decisions. In this video interview between host Mike Zung and Registered Life Planner® Danika Waddell, learn about Kinder Institute's Financial Life Planning process and get a feel for what it could be like to experience true financial planning. Credit: Mike Zung & RLP Danika Waddell
- [A Guide to Your Mid-Year Business Review](https://www.kinderinstitute.com/a-guide-to-your-mid-year-business-review/) - Forbes - In Registered Life Planner® Brian Thompson's article for Forbes, he urges readers to consider their emotional response when conducting a mid-year check in on the goals and accomplishments of their business. Sitting with the feelings that arise when answering these bigger questions can really help you identify and confront the real obstacles. Credit: Brian Thompson
- [Financial Planning Done Right](https://www.kinderinstitute.com/financial-planning-done-right/) - Morton Financial Advice - We love to see members of our life planning community team up! Kinder Institute trainer and Registered Life Planner® Brad Tafoya was a guest on Mentorship trainee Michael Morton's podcast. They discussed the importance of discovering your ideal life before tackling financial goals. Credit: Mike Morton & Brad Tafoya
- [Ep #310: Two Million Dollars of Revenue in Four Years: A Conversation with Shane Mason and AJ Ayers](https://www.kinderinstitute.com/ep-310-two-million-dollars-of-revenue-in-four-years-a-conversation-with-shane-mason-and-aj-ayers/) - XYPN Radio - Maddy Roche, host of XYPN Radio, interviews Registered Life Planner® AJ Ayers and her business partner Shane Mason. They discuss what their business growth has been like—from identifying great new talent for their team to handling the crazy demands of this year’s tax season. They talk about why hiring an operations teammate was vital for their scalability and how their fee calculator helps with transparency. Shane and AJ share their take on their impact, why they got into this business, and how they’ve managed to keep up with the demands of their growing firm. Credit: Maddy Roche, AJ Ayers, & Shane Mason
- [Ep 2: What is Life Planning?](https://www.kinderinstitute.com/ep-2-what-is-life-planning/) - Dare to Dream Physician Podcast - Dr. Weili Gray invites her EVOKE® Life Planning Training partner Drew Schlotter to her podcast, Dare to Dream Physician, to discuss Life Planning and the benefits it provides to clients. We agree that everyone deserves to be Life Planned! Credit: Dr. Weili Gray & Drew Schlotter
- [The Importance of Silence with Scott Frank](https://www.kinderinstitute.com/the-importance-of-silence-with-scott-frank/) - NextGen Planners - Scott Frank, RLP® and trainer with the Kinder Institute, chats about the importance of silence when having conversations with clients and allowing them the space to share what they’re truly thinking on this episode of NextGen Planners' podcast. Credit: Dan Graham & Scott Frank
- [#FASuccess Ep 227: Achieving Financial Security By Serving 50 Great Clients In Your (LGTBQ) Community, With Leighann Miko](https://www.kinderinstitute.com/fasuccess-ep-227-achieving-financial-security-by-serving-50-great-clients-in-your-lgtbq-community-with-leighann-miko/) - Financial Advisor Success Podcast - Leighann Miko, CFP, RLP, founder of Equalis Financial joined Michael Kitces.com on #FASuccess podcast to discuss her empathy over zoom, her business niche, and how she implemented Life Planning and EVOKE® into her client meetings. Credit: Michael Kitces & Leighann Miko
- [The Origins of Life Planning with George Kinder](https://www.kinderinstitute.com/the-origins-of-life-planning-with-george-kinder/) - Escaping the Bucket - George Kinder is a guest on Registered Life Planners Jeremy Squibb's and Tom Desborough's podcast Escaping the Bucket to talk about his journey, what inspired him, what matters now and in the future, and what we can all do to change the world! Credit: Jeremy Squibb, Tom Desborough, & George Kinder
- [Live Your Ideal Life Without The Financial Kick in the Pants](https://www.kinderinstitute.com/live-your-ideal-life-without-the-financial-kick-in-the-pants/) - Money Meets Medicine - Registered Life Planner Ryan Inman shares the Three Questions with his podcast co-host Dr. Jimmy Turner on this episode of Money Meets Medicine. Credit: Ryan Inman & Dr. Jimmy Turner
- [Episode 293 – Want Clients for Life? Give Them Freedom to Pursue Their Passions –– With George Kinder](https://www.kinderinstitute.com/episode-293-want-clients-for-life-give-them-freedom-to-pursue-their-passions-with-george-kinder/) - Top Advisor Marketing Podcast - George Kinder discusses Life Planning, the EVOKE method & A Golden Civilization with Matt Halloran of Top Advisor Marketing. Matt attended an EVOKE training back in 2007. He and George discuss the importance of experiencing Life Planning firsthand in it. Credit: Matt Halloran & George Kinder
- [What It's Like to Experience Financial Life Planning](https://www.kinderinstitute.com/what-its-like-to-experience-financial-life-planning/) - Escaping the Bucket - "Personal growth in a year is far more important than the percentage growth in your portfolio." Terry Mullins joins Jeremy Squibb on Escaping the Bucket to discuss Life Planning and changes he witnessed in Jeremy as he started to implement his life plan. Credit: Jeremy Squibb & Terry Mullins
- [How a Cash Stash Can Help Retirees Keep Peace of Mind, if Not Portfolio](https://www.kinderinstitute.com/how-a-cash-stash-can-help-retirees-keep-peace-of-mind-if-not-portfolio/) - Barron's - Registered Life Planner® Sheila Padden is quoted in this Barron's article about how some retirees prefer a supplementary cash stash in addition to their portfolios. "I want people to live the lives they've always dreamed of," Sheila says. For some, keeping cash is essential for a client's peace of mind. Credit: Neal Templin
- [Meg Bartelt: 'More Money Does Not Make You Happier'](https://www.kinderinstitute.com/meg-bartelt-more-money-does-not-make-you-happier/) - Morningstar - Meg Bartelt, Registered Life Planner®, was on The Long View podcast, where she discussed her specialty (women in tech), fee structures, and how her training with the Kinder Institute and the community she found at XY Planning Network has helped her business. Credit: Christine Benz & Meg Bartelt
- [Building a financial plan - stage 2 - the three questions, + learning to love the grind](https://www.kinderinstitute.com/building-a-financial-plan-stage-2-the-three-questions-learning-to-love-the-grind/) - Escaping the Bucket - Tom Desborough and Jeremy Squibb discuss the power of a strong vision in energizing clients to enjoy the process by discussing their own life plans, both having earned the Registered Life Planner® designation on their Escaping the Bucket podcast. They explain the Three Questions and how they help planners to dig deeper. Credit: Jeremy Squibb & Tom Desborough
- [George Kinder: A Financial Plan Needs To Be a Life Plan](https://www.kinderinstitute.com/george-kinder-a-financial-plan-needs-to-be-a-life-plan/) - Morningstar - George Kinder's interview with Morningstar's Long View covered classic topics such as George's inspiration for Life Planning and the Three Questions, but also answers some new questions about how and why Life Planning works, even if the client's life plan changes. Credit: Christine Benz & George Kinder
- [Creating Your Healthy Relationships With Money - Love Ignites Peace](https://www.kinderinstitute.com/creating-your-healthy-relationships-with-money-love-ignites-peace/) - George Kinder discusses how the healthiest relationship with money begins with self-awareness and acting in financial harmony with that understanding. Aligning with the principles of financial sufficiency, Kinder explains how to embody the knowledge, energy, and heartfelt fullness necessary for cultivating an optimal relationship with money. He encourages evaluating your attachment to money-related stories and
- [How To Help Clients Explore Regret Productively And Take Action- Kitces.com](https://www.kinderinstitute.com/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 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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- [Course Overview](https://www.kinderinstitute.com/course-overview/) - Our immersive, experiential training courses put advisors on both sides in the life planning relationship process. Check out the course overview -
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- [George Kinder](https://www.kinderinstitute.com/george-kinder/) - Author, international thought leader, and pioneer George Kinder has been at the forefront of the financial services industry for more than 35 years.
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