Media Archives 2007
November 10, 2007
Eyewitness News, New York – WABC
In a segment called “Financial Makeover, financial journalist Stacey Tisdale and financial planner Paula Boyer Kennedy, co-authors of the new book “The True Cost of Happiness, the Real Story Behind Managing Your Money” provide tips on avoiding holiday debt. They go on to say:
“A great financial planner named George Kinder created three questions that we explore in the book that help people connect with their most important goals. They have nothing to do with money, but they do help people clarify what they’re planning for. Read the article now
November, 2007 – Adviser magazine UK
Not Your Typical Adviser – By Adam Young, RLP®
In “Adviser View”, Registered Life Planner™ Adam Young looks at the way life planning through workshops provided by the Kinder Institute has helped his business adopt an individual approach to working with clients. “We are not your typical financial advisory firm,” he says. “Using a process known as EVOKE™, developed in the US by the Kinder Institute of Life Planning, we help our clients decide what is critical, important, even urgent to aid them in achieving their life goals.” Read the article now
Fix Your Money Woes
George Kinder offers advice that can “set you free”. If you suffer from any of these bad habits, all hinged on varying degrees of dysfunction related to money management and life balance, you’ll want to apply Kinder’s advice as well as read his ground-breaking book, The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life (Dell, 2002). Read article now.
October 22, 2007 – BANKRATE.COM
Use Investments to Reach Your Goals”
By Cheryl Allebrand
In “Use investments to reach your goals”, writer Cheryl Allebrand says: “Many people go about investing in sporadic fashion, without considering their goals, time horizon or risk tolerance. They put together a thousand bucks, call a broker and ask for a stock recommendation. Or they sign up for 401(k) plans — a good thing — but plan to tap them early without realizing they’ll have to pay stiff penalties plus taxes to do so. Still others dutifully open accounts and invest without truly examining why. And dreams? For many, dreams are for those rare moments of reverie and don’t even enter the process.” Life planning guru, George Kinder, CFP(R), founder of the Kinder Institute of Life Planning provides tips on determining goals based on your dreams — and a worksheet to help you through the process. Read the article now
October 6, 2007 – Wall Street Journal
Life Planning: Why You Need a Plan for Your Life – By George D. Kinder, CFP®, RLP®
A subtle but potentially seismic shift has occurred in the world of financial planning, writes industry thought-leader George Kinder. Traditional financial planning has always tended to treat money — not people — as the client. Armed with calculators and sophisticated software, financial planners have historically offered products and services focused on accumulating, growing, preserving, spending and then passing on monetary wealth. But rapid change and turbulent world events have caused people to wake up and examine how they actually view and live their lives. Many people have determined that life means more to them than bank account balances and spreadsheet projections. Read the rest or this compelling article now.
Sept 10, 2007 – Chuck Jaffe
Your Money radio show
Life Planning Conversation with George Kinder
By Chuck Jaffe
Veteran journalist Chuck Jaffe, who most of you will recognize as a senior correspondent for CBS MarketWatch, interviewed George Kinder for his Sept 10, 2007 radio show. You will need Real Player to listen. If you do not have Real Player, click on the link below to download this free media player.
Read the write up that Chuck placed on his website.
Your Money can be found at www.yourmoneyradio.net.
August 6, 2007 – Bloomberg.com
Money Can Buy Happiness, But You Set the Price By John F. Wasik
Contemplating life changes? You will need more than a solid portfolio and income stream during the transition. You may need the skills of a holistic or financial life planner, a person who can listen well, help you plan, ensure your finances are in order and get you motivated to make that jump. In this article, internationally-known author and life planner George Kinder says: “Part of our responsibility is to live life for fulfillment. If you have a dream, it’s hard to execute without someone saying `you can do it.”’ Kinder has trained more than 1,000 planners through his institute. Read the entire article now. _______________________________________________________________
August 2007 – AdvisorMAX
Adding Life Planning to Your Practice
by Phil Dyer life planning enables financial advisors to build a richer, more meaningful relationship with clients—far beyond spreadsheets, RMDs, and investment policy statements. Rather than focus on financial goals, life planning turns the focus to the most meaningful goals of a person’s life. In a nutshell, Life Planning is the process of helping people discover deeper meaning around money and guiding them to develop their ideal life. This is accomplished by helping clients uncover what matters most to them, crafting a Life Plan and then using traditional financial planning tools to support that plan. The Life Planning approach can build an amazingly deep bond between advisor and client. Read the article now.
August – 2007 – Citywire UK
Interview with George Kinder:
A Design for Life – by Mark Battersby
George Kinder sees financial planning from a holistic point of view. It is not simply about arranging one’s financial affairs but “life planning.” Now one of the US’s leading financial planning coaches and theorists, he explains to Mark Battersby in this wonderful and comprehensive article his philosophy and how he found inspiration from the poetry of William Blake. WONDERFUL AND COMPREHENSIVE ARTICLE
________________________________________________________________June 12, 2007 – Citywire London
Life Planners to Light Up the IFP Summer Session by Lauren MacGillivray
The UK Institute of Financial Planning hosted two influential speakers on life planning in its key summer workshop in June. Financial planners Jeremy Deedes, director of Yorkshire-based Planning for Life, and Wayne Lear, principal of Conscious Money in Australia, spoke about the Kinder Institute of Life Planning’s methods. David Howell, IFP Leeds branch chairman, said: ‘This is an event that financial planners from the Midlands and north of England will not want to miss. It’s rare for two such speakers to present at a regional event, offering both a UK and Australian perspective.’ Read the article now.
May 2007 – Motley Fool newsletter features RLP Lisa Kirchenbauer
Add Life to Your Spreadsheet
June 2007 – Financial Advisor magazine
Defining Success by David Drucker
Success. So many definitions and so little time. Industry influential, David Drucker, speaks with several accomplished financial planners and quotes George Kinder, founder of the Kinder Institute of Life Planning. “Basically, I don’t think you can be a truly successful advisor until you are a successful person. Advisors who are successful have a quality of wisdom that helps lead their clients to the accomplishment of their life dreams. You can only go so far with a client in helping them to realize and accomplish what’s important in their lives if you’ve accomplished so much for yourself. Otherwise, you’ll be blocked for your clients in exactly the same area you’re blocked for yourself,” Kinder says. “We become wise, accomplished and successful by pushing ourselves to get through those difficult challenges that lead to the most important things we want. It’s a process of testing ourselves against our dreams. Some of us need mentoring to reach those dreams —someone to share the inspiration of our dreams and hold our feet to the fire.” Read the entire article now.
May 2007 – Financial Advisor magazine
Don’t Worry, Be Happy by Jeff Schelegel
The relationship between money and happiness has been debated by philosophers, studied by psychologists and increasingly considered by financial advisors when it comes to handling clients. “I think the planner must begin by answering the question of what matters most to the client,” says Susan Galvan, co-founder of the Kinder Institute of Life Planning. “If you haven’t listened well enough to hear what matters most, the connection between money and happiness in the financial plan won’t ever be met.” Read it now.
May 2007 – Financial Advisor magazine
Becoming Fashionable by David Drucker
True financial planning goes well beyond the numbers. Specially-trained financial planners use an evolved set of life planning skills to work with and draw out their clients, ultimately “lighting the torch” and inspiring them to create a life based on their ‘heart’s core.” George Kinder, founder of the Kinder Institute of Life Planning, is featured prominently in this insightful article. Read it now.
April 4, 2007 – Dow Jones Marketwatch
Even the Rich Work in “Retirement” by Thomas Kostigen
No matter how rich, people aren’t looking to retire anytime soon. Even people in their 70s are returning to the work force. This may pose an entirely new model for retirement planning: No retirement planning at all. The days of golfing and shuffleboarding the hours away until the early-bird special is offered at dinnertime are over. People want to engage and remain active. And these are especially high priorities for millionaires too. Of course it makes sense. Successful individuals usually achieved their success through a combination of knowledge and vigor. Indeed, George Kinder, a financial advisor and author of the “Seven Stages of Money Maturity,” says some of the keys to financial success are knowledge, understanding, vigor and vision. Vigor stands out because it encompasses the concepts of drive and zeal, two attributes that seem to be extending to later years in life. But working through the Golden Years isn’t all about self-fulfillment; people are fulfilling needs too. Click here to Read the rest of the article.
March, 2007 – Journal of Financial Planning
Psychology and Life Planning by George Kinder, CFP®, and Susan Galvan
Because of the depth of mutual trust, the sense of intimacy, and the encouragement of positive life changes that occur in the life planning relationship, many planners express concern that such an approach implies that they would somehow be taking on the role or functions of a psychotherapist. This article, adapted from the recently published book, Lighting the Torch: The Kinder Method(TM) of Life Planning, addresses those concerns. Read it here.
Financial Planning Magazine
The Client-Centered Advisor
by Susan Galvan, Carol Anderson, Sheryl Garrett and Marie Swift “What matters most?” This question lies at the heart of the four relationships that anchor the client-centered advisor in a richly fulfilling professional practice. What matters most to me, my clients, my peers and my prospects? A professional who embraces these types of questions is grounded and client-centered. This article will attempt to communicate key philosophies and best practices for client-centered advisors to give financial planners a new way of thinking about fiduciary duties, service delivery and public communications. Read it here
by Marie Swift Why are so many people in denial and uncertain about their futures? Best selling author Lee Eisenberg claims that most people suffer from “IDD” or Inspiration Deficit Disorder, a condition characterized by inertia and fear. “This could be why so many boomers are so allergic to the process of disciplined financial planning,” he says. The article goes on to detail how advisors are embracing various methods for helping their clients articulate their goals and focus on realizing their most cherished life dreams. It talks about George Kinder and his famous “The Three Questions,” a conversational technique that helps clients discover their “heart’s core” by thinking through a number of scenarios designed to help them experience deep levels of emotion ranging from joy and hope to fear and regret, and mentions Kinder and Galvan’s latest book, Lighting the Torch: The Kinder Method of Life Planning. Read it here.