Entries by Lora Woodward

Politics could use a dose of life planning

FP Today George Kinder February 2017 In Life Planning we learn communication skills. Some advisers think of it as a way to build their businesses by reaching new markets, or to strengthen their business by retaining the clients that they have. All true. But it’s really about individual freedom. Life Planning begins by listening to oneself, […]

Money Plans Cannot Ignore Life Plans

LiveMint, India January 2017 George Kinder, the founder of Kinder Institute of Life Planning, was in Mumbai recently conducting a session on ‘Life Planning’. The session was attended by many financial planners and advisers who were interested in this approach towards money management. This is a more personalised extension of financial planning (read more about […]

Life Planning and the RoboAdviser Role

Journal of Financial Planning I was asked recently, “If you were a millennial today, and had your understanding of finance and financial planning, what would most concern you about your future?” Read more  

George Kinder: I examine unrest, wars, and distrust of advisers

August 30, 2016 FP Today My new book, due out in the spring, is about a golden civilization. A civilization that thrives with freedom for all, for hundreds, if not thousands of years. The book starts with the Banking Crisis of 2008 and the Great Recession, then examines the current political unrest and atmosphere of […]

On the financial couch

unbiased.co.uk/news One of the biggest benefits of seeing an adviser is also one of the most overlooked. When you’re trying to sort out your money, it helps just to have someone to talk to – someone who knows what they’re talking about. Welcome to the world of the financial adviser as counselor. Read more