Skip to Content
  1. Podcasts
  2. The Long View

George Kinder: A Financial Plan Needs To Be a Life Plan

The father of the life planning movement discusses his famous 3 questions, training financial advisors to go deeper, and the climb toward a fiduciary standard.

The Long View cover art

Listen Now

Listen and subscribe to Morningstar’s The Long View from your mobile device.

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 planning community and/or the public."

Background

Bio

The Kinder Institute of Life Planning

Books

The Genesis & Discovery Process of Life Planning

EVOKE:® A Life Planning Methodology

Psychology and Life Planning,” by George Kinder and Susan Galvan, kinderinstitute.com.

George Kinder: Three Questions About Life Planning,” by J.D. Roth, getrichslowly.org, Feb. 15, 2009.

Financial Planner Vs. Financial *Life* Planner. Which One Is the “Right One” for Me?” by Cristina Livadary, manafld.com, Jan. 24, 2020.

Kinder: Wisdom and Life Planning in the Coronavirus Era,” by George Kinder, financialplanningtoday.co.uk, April 6, 2020.

Financial Advice

Webinar: “George Kinder on Work-Life Balance--Life Planning & Mindfulness,” by George Kinder, brighttalk.com, Jan. 28, 2016.

Seven Stages of Money Maturity Workshop

EVOKE® 5-Day Life Planning Training

Life Planning for You