How George Kinder Revolutionized the Financial Advice Business

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 3 September 2019

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to talk about his passion – helping you find your life’s purpose and aligning your financial goals to it.

In today’s episode, you will learn:

Why life planning puts the financial planning process in the client’s hands (and why it should be this way)
How life planning creates a trusted and authentic relationship between the client and the financial advisor
Why advisors should know your life’s meaning to invest your money properly

Download George Kinder’s Three Questions using the link below to help find meaning in your financial goals. Then join us as we explore how it works and why it should be part of everyone’s financial planning.

Show Notes & Links: www.youstaywealthy.com/52

DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Transcript

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0:00.0	So if a client comes in and their assumption is that you're one of those untrustworthy, unscrupulous
0:06.4	financial advisors, even if they've got that a little bit in their mind, they're going to be
0:11.3	resistant to having a meaningful conversation with you.
0:17.6	Welcome to the Stay Wealthy podcast. I'm your host Taylor Schulte and today I am joined by the one and only George Kinder. If you have ever thought to yourself, hey, this financial planning stuff feels pretty easy. I just buy some low cost index funds, spend less, save more, tune up my insurance policies, get a basic estate plan done, and file
0:39.2	my taxes each year. Why would I ever need to hire a financial planner? Now, to be clear,
0:44.4	this is not a pitch for hiring a financial planner, but the type of financial planning that
0:49.3	George Kinder invented 30 years ago revolutionized how planning should be approached. And I think you'll
0:56.3	enjoy stepping outside the typical financial advice bubble and learning about what George has coined
1:01.8	as life planning. Even if you never hire a financial life planner, there's one thing that I
1:08.2	think every listener should go and do immediately after listening
1:11.2	to today's episode.
1:13.0	Go to you staywealthy.com forward slash 52 and download George's famous three questions.
1:20.0	I'll have a link there for you to download them.
1:22.1	Now, here's what you're going to do.
1:23.2	You're going to open that PDF.
1:25.0	You're going to print one copy for you and one copy for your spouse,
1:28.5	and you're going to answer those three questions, very simple questions. You're going to answer them
1:32.9	individually. Then break open a good bottle of wine or soda or whatever your thing is and
1:39.6	share your answers with each other. I think you're going to find this exercise really, really
1:43.7	eye-opening.
1:44.5	Again, you can find a link to George's famous three questions along with the show notes
1:49.3	by going to you staywealthy.com forward slash 52.
	...

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