George Kinder, visionary author and founder of the Kinder Institute of Life Planning, has spent over 35 years revolutionizing the financial services industry. His pioneering approach shifts the focus from traditional financial goals to aligning financial strategies with clients’ personal aspirations and values. Renowned for his books The Seven Stages of Money Maturity and Life Planning for You, Kinder emphasizes the emotional and psychological dimensions of money, placing the human experience at the heart of financial planning.
In this episode, host Shawn Maloney and George discuss how holistic financial life planning helps clients overcome obstacles, align their finances with their dreams, and achieve true freedom. By training financial advisors to prioritize clients’ life goals, Kinder Institute continues to transform the profession, setting a new standard for values-driven planning.
