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Hi, and welcome to the Longview. I'm Christine Ben's director of personal finance for Morningstar.

And I'm Jeff Battack, Chief Ratings Officer at Morningstar Research Services.

Our guest on the podcast today is George Kinder. He founded the Kinder Life Institute,

which trains financial professionals in the field of what's called Life Planning, after a 30-year

career as a practicing financial planner and tax advisor.

George is also the author of several books dedicated to teaching advisors about life planning,

the seven stages of money maturity, lighting the torch, and life planning for you.

He was the first winner of the Financial Planning Association's Heart of Financial Planning Award,

which recognizes individuals

who demonstrate commitment and passion in doing extraordinary work to contribute or give back to

the financial community and or the public. George, welcome to the Longview.

Great, Christine. Wonderful to be here. Thank you. Well, we're really happy to have you here today, too.

Let's start with a really basic question. You've been called the father of the life planning

movement. So for our audience, our listeners who aren't familiar with what life planning is,

can you just give an overview of what life planning means?

Yeah, the way that I think of it. I mean, there are a number of

...