How Financial Life Planning

Improves Financial Literacy

Episode 157

George Kinder is internationally recognized as the Father of the Life Planning movement, seven-time author, and founder of the Kinder Institute for Life Planning. For those not in the financial services industry, Life Planning connects the dots between our financial realities and the lives we long to live, so we can live free to pursue our life’s passions, wherever that may lead us. Today’s episode is a conversation with George about his revolutionary career, how life planning can improve financial literacy, and his latest project – a book of poetry! 

Listen to this podcast and discover:

  • How financial life planning differs from traditional advisory practices 
  • The power of empathetic listening in fostering trust with clients 
  • Why the human side of money is so important to talk about 
  • The 3 domains of freedom and how financial life planning fits 
  • What’s next for George Kinder beyond financial planning

Order George’s new book: 

Reflections on Spectacle Pond: The Weekly Edition is inspired by the 30 years he has spent living at the edge of a small New England pond. It will be available for free to email subscribers, on a weekly basis, for the year 2022.

Want to connect with George? Here’s how: 

Life Transitions by Dr. Amy

 

A special thank you to our episode sponsor, Life Transitions by Dr. Amy.

 

This episode is sponsored by Life Transitions by Dr. Amy. When it comes to life’s changes, there are two types of people: those experiencing the change and the professionals advising them. Life Transitions by Dr. Amy walks beside both, helping financial professionals and individuals navigate more gracefully through any life change. To find out more, click here.   

A special gift for listeners: Our Sponsor’s Special Offer for Advisors: 20% off our listeners’ choice of Dr. Amy’s Advisor Programs with the discount code of DrAmy20

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