472: Creating Financial & Life Freedom to Live Authentically in Retirement with George Kinder
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 9 December 2024
⏱️ 56 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Today, I'm thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He's also one of Professional Adviser's 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and the author of several books.
In today's conversation, George and I dive into his newest book, The Three Domains of Freedom: Each Moment is Yours, Your Life Is Yours, Civilization Is Yours. In his book, George shares his expertise on mindfulness and life planning to help others discover their life's purpose and find a deeper connection to their values and aspirations.
In our conversation, we explore the difference between freedom in finance and freedom in life, what it means to live authentically in retirement, and the questions and practices that anyone can use to embrace the freedom of moments, life, and civilization.
GET FREE ACCESS TO GEORGE'S BOOK TITLED THE THREE DOMAINS OF FREEDOM: EACH MOMENT IS YOURS, YOUR LIFE IS YOURS, CIVILIZATION IS YOURS
Here's all you have to do...
- Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
- Step 2.) Text the word BOOK to 888-599-4491 and we'll make sure you get signed up for free. It's that simple!
In this podcast interview, you'll learn:
- The connection between Buddhism and life planning.
- Why George thinks working with financial clients without asking the important questions that goes into life planning is a disservice.
- How presence, purpose, and meaning define who we are and how we live.
- The benefits of mindfulness practices–and how George uses his to show up in the present moment regardless of external circumstances.
- How to stop money from becoming an obstacle to freedom.
- Why continuing to work can be part of your financial freedom if you truly love what you do.
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Show Notes: Howardbailey.com/472
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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Transcript
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| 0:00.0 | Money's cool because it can deliver that life, that dream that we want. |
| 0:04.7 | Where money becomes an obstacle is where we get attached to it. |
| 0:08.7 | Where we play routines, could be routines from our childhood, you know, that we learned |
| 0:13.6 | being a miser, over-saving or spending recklessly. |
| 0:18.0 | It's where we aren't calm and clear. |
| 0:23.8 | And in those places, then, money can be an obstacle. We all want financial freedom, but ultimately we want that financial freedom so that |
| 0:36.9 | we can live a life of freedom. |
| 0:39.3 | Today, we talk about the intersection between these two areas. How do you have both financial |
| 0:43.9 | freedom and life freedom? We're going to take a dive into how to live authentically in retirement. |
| 0:50.1 | Make the most powerful resource yours, and that is your time in retirement and create a deeper connection to your values and aspirations. |
| 0:59.7 | I'm Casey Weed, and it is my mission here on the pod to deliver clarity and purpose and elevate meeting in your life. |
| 1:06.3 | And if you're going, well, that seems kind of weird. |
| 1:08.5 | I thought this was a financial podcast. |
| 1:10.3 | Well, we like to |
| 1:11.0 | tie in both the financial with the non-financial when it comes to this very important stage of |
| 1:16.5 | your life and the transition you're going to go through. So you hear us have conversations |
| 1:20.5 | about both the financial and the non-financial, getting with you, week in and week out on |
| 1:25.9 | very important topics. They can elevate your meeting and experience for this next phase of your life. |
| 1:31.9 | We have a very special guest joining us again today. |
| 1:35.1 | We have George Kinder, who actually joined us about a half a decade ago. |
| 1:38.9 | I can't believe it's been five years. |
| 1:41.0 | But go back to the 2019 episode with George Kinder. I encourage you to do that. |
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