The Worth Project Podcast

He has been named "One of the 35 most influential people in financial services," and has been inducted into the Financial Planning Magazine Hall of Fame. Yep, there's a financial planning hall of fame. Erica and Jordan were thrilled to have George Kinder on the podcast.

Erica and Jordan used his book and website to change their life trajectory. His books and training are all about freedom — and who doesn't like the sound of that? For 30 years, he was a practicing financial planner and tax advisor where he developed and honed the methodology for sparking the torch in his clients. A torch that leads them to live the life they want, now. As a financial planner, he then figures out how to make the money work.

Internationally recognized as the father of Life Planning. He took the time out of his new book launch, his 4th book, to sit with them.

Get excited as George distills the small actions you can take to start living your ideal day, or life, now.

Visit theworthproject.co/podcast/ for show notes under episode 2.

"What am I doing with my life?"

This is the question Erica has been asking herself since, well, graduating college. And one she could never really answer, until now. What helped her finally get there? The questions in the financial life planning process.

The financial life planning process helped Jordan and Erica actually set money and life goals they cared about, rather than only focusing on the standard money goals we're all told we should have (buying a home, taking an annual vacation, and saving for retirement). Not only that, it helped them to take immediate action and stop waiting for someday. Because creating a life that you want takes money, time, a little bit of knowledge, and a whole lot of action.

Join them as they chart a completely new course and work to live a life that's better than fine.

In this episode, they go through their experience with life planning, give you some tips on how you can get started (if you choose), and talk about specific changes they've made with their money since.

One big caveat here: they're just at the beginning of this journey. Will it work? Will they actually achieve these big things they want to do with their life? Or will they flop and totally embarrass themselves?

Visit theworthproject.co/podcast/ for show notes under episode 1.

Have you ever wanted to do something different, but you feel...stuck?

This is exactly how Erica Gellerman and Jordan Fromholz felt. Two corporate professionals with their MBAs living a pretty typical, fine life. But as the days flew by — and blended together — they realized that life was too short to settle for fine. Now they've started a project to figure out what they want to do and how to make the money work.

Welcome to The Worth Project: a show about money, life, and what makes it good. Each Tuesday join in for honest conversations about money, minimalism, mindset, and living a great life — and the small changes we can make to get big results. Because it's time we all start living a life that's better than fine.

This is their worth project. What's yours?