Podcast

XYPN Radio – XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko join Maddy Roche for this episode of XYPN Radio to discuss communicating authentically with clients during a time of crisis. This group of members have invested heavily into themselves, their business and their clients by engaging in the George Kinder’s “EVOKE® 5-Day Life Planning Training” program, where they learned the tenants and foundational principles of life planning, a process that has fundamentally changed the way each of them works with their clients. Credit: Maddy Roche, Ian Bloom, Meg Bartelt, Brian Thompson, & Leighann Miko

XYPN Radio – On this special episode centered around COVID-19 and XYPN’s pro bono effort, host Maddy Roche is joined by long-time XYPN members Kevin Mahoney, founder and CEO of Illumint, and Dana Menard, Registered Life Planner® and founder and CEO of Twin Cities Wealth Strategies. Kevin and Dana, who have been running separate fee-only firms for several years, discuss how they have made their advice available on a pro bono basis for consumers around the country who have been impacted by the coronavirus global pandemic. Credit: Maddy Roche, Dana Menard & Kevin Mahoney

Money Life with Chuck Jaffe – In the Big Interview, George Kinder, founder of Kinder Institute of Life Planning, discusses how investors should size up their own good fortunes during the troubles of 2020 and find ways to be mature with their money, making them more generous during the holidays this year. Credit: Chuck Jaffe & George Kinder

Financial Advisor Success Podcast – Listen in as Registered Life Planner and Kinder Institute trainer Scott Frank shares how he convinces his clients to implement the strategies he recommends by creating a buy-in into the financial planning process. You will learn where traditional financial planning software intersects with the life planning approach and how he has built his business around this life planning approach. If you are intrigued by the George Kinder life planning approach or you want to simplify your pricing, this is the episode for you. Credit: Michael Kitces & Scott Frank

Informed Decisions Podcast – George Kinder, Father of Life Planning recently spoke with host Paddy Delaney on Ireland’s award-winning Personal Finance & Financial Planning Podcast & Blog, Informed Decisions about Life Planning. Credit: Paddy Delaney & George Kinder

Money Check Up Podcast – Kinder Institute of Life Planner trainer Scott Frank joins Money Check Up host Anja Jariwala for an episode about life planning. He shares how he implements the EVOKE® method into his practice, and shares the Three Questions that he asks clients to help discover what matter most to them before he starts talking about finances. Credit: Anjali Jariwala & Scott Frank

Human Advisor – In this episode of Human Advisor podcast, Scott Frank, Registered Life Planner and Founder of Stone Steps Financial, explains to host Tyrone Ross how he creates an environment for clients to explore what’s important to them and guides them through a financial planning process to help them realize their dreams. Learn about the EVOK method that Scott uses to get to know his clients, receive tips on growing your business by working with other advisors, and discover the three questions that help clients reveal what they really want. Credit: Tyrone Ross & Scott Frank

Profit Boss Radio – Kinder Institute of Life Planning founder George Kinder joins Hilary Hendershott for an episode of Profit Boss Radio, where they discuss Life Planning, finding freedom, George Kinder’s famous Three Questions and how to use them to map your heart’s core, and the importance of a daily mindfulness practice. Credit: Hilary Hendershott

So Money Podcast – In this episode of So Money podcast, host Farnoosh Torabi chats with George Kinder about his famous three questions and why life planning is just financial planning done right. Credit: Farnoosh Torabi

XYPN Radio – In this episode of XYPN Radio, business partners Cristina Livadary, a Registered Life Planner® and Kinder Institute trainer and Stephanie Bucko explain the paths they took from different industries into financial and life planning and the foundations they used as the basis for their firm. You’ll learn how they navigated a deal with investors to help start their business, how they grew to almost 40 households in just one year, and their vision for the future of their firm. Credit: Alan Moore, Cristina Livadary, & Stephanie Bucko