Transforming Lives with Values-Driven Financial Planning with George Kinder

About George Kinder: George Kinder is a renowned author, international thought leader, and pioneer in financial life planning. For over 35 years, he has transformed the financial services industry by focusing on aligning clients' financial plans with the lives they aspire to lead. Founder of the Kinder Institute of Life Planning, he has trained thousands of professionals worldwide. His influential books, The Seven Stages of Money Maturity (1999), Lighting the Torch (2006), and Life Planning for You (2014), are considered foundational works in the field.
In this episode, Shawn and George Kinder discuss:

• The evolving nature of financial planning
• The impact of holistic financial life planning on retirement strategies
• Mission and influence of the Kinder Institute on the financial advisory profession
• The relationship between freedom, life goals, and financial planning

"The client's life comes first... the primary thing was finding out where the client wanted to go with their life and making sure they got there." — George Kinder
Connect with George Kinder: Website: https://www.kinderinstitute.com/& https://www.georgekinder.com/Books: https://www.amazon.com/stores/George-Kinder/author/B001JRXW6MLinkedIn: https://www.linkedin.com/in/george-d-kinder-0749196/ & https://www.linkedin.com/company/kinder-institute-of-life-planning/Twitter: https://x.com/kinderinstituteFacebook: https://www.facebook.com/kinderlifeplanning/Instagram: https://www.instagram.com/kinderinstitute/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

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Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
George Kinder is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Kinder Institute of Life Planning is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25