Life Planning in the News

Expanding Across The Household By Helping (Affluent) Sandwich Generation Kids With Their Parents’ Financial Needs, With Cristina Livadary RLP® – Financial Advisor Success podcast

In this episode, Michael Kitces and Cristina Livadary RLP® talk in-depth about how Cristina’s personal experience dealing with challenging issues with her own aging parents while simultaneously caring for her young children helped her recognize the challenges those in the “sandwich generation” face, how Cristina leveraged the research she did for her personal situation (including

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Modern Wealth Invites Business Owners to Make 2025 the Year of New Beginnings and Purpose – Yahoo Finance

Modern Wealth, under the leadership of Founder and CEO Alan Rhode RLP®, is calling on business owners and entrepreneurs to embrace 2025 as the year to reimagine their future. With its innovative Dynamic Plan, Modern Wealth offers a comprehensive approach to help clients achieve financial clarity, unlock value, and prepare for a life of purpose beyond their

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Using Life Planning to Turn Inward With George Kinder – The Healthy Advisor Podcast

In this episode, WealthManagement.com Managing Editor Diana Britton sits down with George Kinder, president and founder of the Kinder Institute of Life Planning. He says advisors can achieve better health and balance by modeling life planning principles, adopting mindfulness practices, and prioritizing their own well-being alongside their clients’. https://podcasts.apple.com/us/podcast/the-healthy-advisor-using-life-planning-to-turn/id1486636079?i=1000680007256

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Mindfulness, Freedom, and a Fiduciary Driven Civilization – XYPN

Maddie Roche, Kinder Institute COO, Lora Woodward, and George Kinder chat on the XYPN Radio Podcast. This wide-ranging discussion touched on why financial planners should develop a mindfulness practice, the value of learning what’s driving your clients’ money decisions, and how we can develop a Fiduciary in All Things (FIAT) society. Tune in as they

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