Tag Archives: financial advisor

I’m a Registered Life Planner: George Kinder

In this episode of Kinder Institute of Life Planning’s “I’m a Registered Life Planner®” series, host Lora Woodward chats with George Kinder, Founder and President of Kinder Institute of Life Planning! George Kinder shares his thoughts on creating and living … Continue reading

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I’m A Registered Life Planner®: Jos Drees

Meet Registered Life Planner® Joss Drees. Jos is one of over 500 professionals globally that have earned the prestigious Registered Life Planner® (RLP®) designation from the Kinder Institute of Life Planning. In this episode of Kinder Institute’s “I’m a Registered Life … Continue reading

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I’m a Registered Life Planner®: Sarah Byrd

In Sarah Byrd’s conversation with Kinder Institute’s Communications Director, Lora Woodward, the Registered Life Planner discusses a variety of topics, including what originally attracted her to EVOKE and KI’s programs and how they have influenced the way Alpha Advisors interacts with their clients. She shares the personal impact that Life Planning has had on her own personal life and what is next in her own Life Planning journey. Watch the whole interview in this blog post. Continue reading

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Why smart people do foolish things with money

Why do smart people do foolish things with money? Continue reading

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Examined Lives – understanding risk through life planning

Let’s compare two different people: one wins $1 million in the lottery, the other has an accident and loses the use of his legs. Which one will be happier with their life 12 months after these events? Continue reading

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What is Financial Life Planning, anyway?

A breakthrough approach to creating financial plans that integrate money and your most exciting and meaningful life goals. Continue reading

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