Shotwell Rutter Baer

S5E12 – Financial Life Planning: Finding Purpose Beyond the Numbers

Listen Later

Retirement planning is about more than investments, savings targets, and account balances. In this episode of Kitchen Table Finance, Nick Nauta sits down with Cole Williams to discuss the Kinder Institute approach to financial life planning.

Cole shares insights from his Registered Life Planner training and explains how financial planning can help people connect their money to the life they truly want to live. Together, they walk through George Kinder’s three powerful life planning questions and discuss how these conversations help uncover priorities, values, and what really matters most.

Topics covered include:

  • What financial life planning is and why it matters
  • George Kinder’s influence on modern life planning
  • The importance of active listening in financial planning
  • Why retirement planning should begin with your vision for life
  • The three Kinder questions and how they uncover your priorities
  • The difference between return on investment and return on life
  • How to identify your “enough.”
  • Why clarity often matters more than financial complexity
  • How the SRB process helps clients connect their goals with their finances
  • The role of accountability and support in creating meaningful change

    • Whether you are approaching retirement or simply want greater clarity around your financial future, this episode offers a practical framework for aligning your money with what matters most.

    Mentioned in this episode:

    • George Kinder
    • Registered Life Planner (RLP) Program
    • LifePlanningForYou.com

      • Contact SRB today at 517-321-4832 or email us at [email protected]. Don’t forget to subscribe to our channel for more bite-sized financial and retirement tips. https://www.youtube.com/@shotwellrutterbaer

      The post S5E12 – Financial Life Planning: Finding Purpose Beyond the Numbers appeared first on Shotwell Rutter Baer.

      ...more
      View all episodesView all episodes
      Download on the App Store
      Shotwell Rutter BaerBy Shotwell Rutter Baer
      • 5
      • 5
      • 5
      • 5
      • 5

      5

      3 ratings