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The Healthy Advisor

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

George Kinder opens up about his own personal journey that shaped his passion for life planning and mindfulness.

George Kinder, raised in St. Clairsville, Ohio, was inspired by his passion for freedom and creativity to explore a deeper purpose for his life beyond traditional career paths. His work as a tax preparer revealed a universal longing for fulfillment, leading him to pioneer life planning, a method empowering individuals to pursue their true aspirations.

And while he has trained hundreds of advisors to use life planning with their clients, he also hopes advisors will use it inwardly. Kinder recently released his new book, The Three Domains of Freedom: Each Moment is Yours, Your Life is Yours, Civilization is Yours, which he considers to be a health and wellness book for financial advisors.

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’.

George Kinder flowering tree

George Kinder standing in front of a flowering tree in Cornwall, UK.

George highlights: 

  • The origins of life planning in his personal journey 
  • The three domains of freedom and their impact on health and wellness
  • Balancing life planning with career demands
  • Mindfulness practices for financial professionals
  • The role of fiduciary responsibility in today's world

Resources: 

Connect With George Kinder:

Connect with WealthManagement.com:

About Our Guest:

Harvard-educated George Kinder revolutionized financial advice for more than 35 years by training over 5,000 professionals in 30 countries in the field of financial life planning. He founded the Kinder Institute of Life Planning in 2003 after 30 years as a practicing financial planner and tax advisor. 

George Kinder’s latest book, Reflections on Spectacle Pond: The Weekly Edition, is available as a free email subscription through Substack. Inspired by the 30 years he has spent living at the edge of a small New England pond, the book is a meditative guide to living in nature’s cycle, week by week, and moment by moment. Among his seven books, he has written one on mindfulness,  Transforming Suffering into Wisdom, and another book of photography and poetry, A Song for Hana. 

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

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