Podcast

NextGen Planners – In this NextGen Planners podcast episode, host Dan Graham chats with George Kinder, founder of the Kinder Institute and the Father of The Life Planning Movement. Here, they discuss George’s career, his books, his favorite questions to ask clients and the importance of silence, alongside much, much more. Credit: Dan Graham & George Kinder

Money Mechanics – In this engaging podcast episode for Money Mechanics, two Registered Life Planner® designees, host Scott Malcolm and Amanda Pond discuss the value of understanding your client’s goals and letting them be the driving factor of a fianncial plan. Amanda shares that she believes the most important key to financial success is understanding what your purpose is and what you need to live a full life (what you want to be, do and see) and that once you understand what it is that drives you, you are more likely to be able to make a plan that you will stick to. Credit: Scott Malcolm & Amanda Pond

The Human Side of Money – Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on paper. A person’s dreams, values, and life they want to live without any regard for money is nothing more than a fantasy. That’s why the future of financial planning is life planning. Kinder Institute trainer and Registered Life Planner® Scott Frank’s conversation with the Human Side of Money Podcast’s host Brendan Frazier explores Life Planning and how an advisor interested in connecting more deeply with their clients might incorporate Life Planning into their business. Credit: Brendan Frazier & Scott Frank

Mission Driven Business – George Kinder joins Registered Life Planner® Brian Thompson on his podcast, Mission Driven Business and talks about the importance of passion and how his passion for creating a strong training model fueled him to draft his famous three questions. He also discusses how his purpose continues to evolve as his life grows and changes. Credit: Brian Thompson & George Kinder

Minority Money Podcast – Scott Frank, Registered Life Planner® and trainer at Kinder Institute of Life Planning is interviewed by Emlen Miles-Mattingly for his Minority Money Podcast. Scott shares his expertise in the field of life planning and explains why it is so important for advisors to understand their clients and how they define life fulfillment in order to help them with their financial planning. Credit: Emlen Miles-Mattingly & Scott Frank

She Conquers Capital – Registered Life Planner® Donna Rasile is interviewed by Stefanie Diaz of She Conquers Capital where she stresses the importance of being a Life Planner and how it enables her to understand a client’s emotional relationship with money and take the time to create a Life Plan with them when a client has an influx of capital. Credit: Stefanie Diaz & Donna Rasile

Morton Financial Advice – We love to see members of our life planning community team up! Kinder Institute trainer and Registered Life Planner® Brad Tafoya was a guest on Mentorship trainee Michael Morton’s podcast. They discussed the importance of discovering your ideal life before tackling financial goals. Credit: Mike Morton & Brad Tafoya

XYPN Radio – Maddy Roche, host of XYPN Radio, interviews Registered Life Planner® AJ Ayers and her business partner Shane Mason. They discuss what their business growth has been like—from identifying great new talent for their team to handling the crazy demands of this year’s tax season. They talk about why hiring an operations teammate was vital for their scalability and how their fee calculator helps with transparency. Shane and AJ share their take on their impact, why they got into this business, and how they’ve managed to keep up with the demands of their growing firm. Credit: Maddy Roche, AJ Ayers, & Shane Mason

Dare to Dream Physician Podcast – Dr. Weili Gray invites her EVOKE® Life Planning Training partner Drew Schlotter to her podcast, Dare to Dream Physician, to discuss Life Planning and the benefits it provides to clients. We agree that everyone deserves to be Life Planned! Credit: Dr. Weili Gray & Drew Schlotter

NextGen Planners – Scott Frank, RLP® and trainer with the Kinder Institute, chats about the importance of silence when having conversations with clients and allowing them the space to share what they’re truly thinking on this episode of NextGen Planners’ podcast. Credit: Dan Graham & Scott Frank