Podcast: The Human Side of Money (LS 42 · TOP 1.5% what is this?)
Episode: 20: George Kinder | The Future of Financial Planning is Life Planning
Pub date: 2021-04-14

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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. Life planning is simply connecting the client’s dreams and values with …

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20: George Kinder | The Future of Financial Planning is Life Planning 01:31:13 Share

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20: George Kinder | The Future of Financial Planning is Life Planning