Shows
Retire With Purpose - The Retirement PodcastCreating Financial & Life Freedom to Live Authentically in Retirement with George KinderToday, I’m thrilled to welcome George Kinder back on the podcast. George is a leading thinker in the financial life planning movement and a pioneer of the life planning model–a huge inspiration to our work at Howard Bailey. He’s also one of Professional Adviser’s 50 Most Influential People, the founder of the Kinder Institute of Life Planning, and the author of several books. In today’s conversation, George and I dive into his newest book, The Three Domains of Freedom: Each Moment is Yours, Your Life Is Yours, Civilization Is Yours. In his book, George sha...2024-12-0956 minRetire With Purpose - The Retirement PodcastHow The RISA® Profile Tool is a Gamechanger for Retirement Income Planning with Alex MurguiaToday, I’m speaking with Alex Murguia. Alex has worked to turn Dr. Wade Pfau’s framework for retirement income planning into a quantifiable retirement income model, and the Retirement Income Style Awareness (RISA) Profile is the result of his hard work. Before creating the RISA® Profile, Alex graduated from George Washington University with a doctorate in Clinical Psychology and served as a research fellow for the National Institute of Health before pursuing a formal career in finance. He joined McLean Asset Management as a scientist-practitioner and launched a financial planning software company, but soon found himself disil...2022-10-101h 10Retire With Purpose - The Retirement PodcastAmerica’s National Debt: What it Means for Your Retirement with Former U.S. Comptroller General, David WalkerToday, I’m talking to David Walker. David served as Comptroller General of the United States under both Bill Clinton and George W. Bush. Since leaving government in 2008, he has been focused on spreading awareness and talking about the national debt. He was the subject of the film I.O.U.S.A., named by Roger Ebert as one of the best documentaries of 2008, and is the author of a number of books, including Comeback America: Turning the Country Around and Restoring Fiscal Responsibility. I saw David speak back in 2010, and I’ve always been a huge admi...2022-08-1554 minRetire With Purpose - The Retirement PodcastLiving Your Best Retirement with George SchofieldGeorge Schofield is a professional advisor, navigator, connector, and author. His individual and business leader clients are people working to move beyond habits, patterns, and not knowing what they don’t know. He helps them become transformative thinkers, create adaptable plans, ask better questions, adopt great tools, and get unbiased feedback. In his previous appearance on the podcast, we extensively discussed his last book, How Do I Get There from Here?: Planning for Retirement When The Old Rules No Longer Apply. We talked about how to set more meaningful goals when it comes to retirement, but I st...2021-07-051h 05Retire With Purpose - The Retirement PodcastHow to Set Meaningful Goals in Retirement with George SchofieldToday’s guest is George Schofield – an entrepreneur, consultant, author, and public speaker who helps businesses and individuals develop new, smarter approaches to life planning and retirement. George is one of PBS’ Top 50 Influencers in Aging and has written on retirement and financial planning for Fox Business, Yahoo! Finance, Nasdaq, MarketWatch, and Credit.com, among many other outlets. He’s also the author of How Do I Get There from Here: Planning for Retirement when the Old Rules No Longer Apply - a guidebook to help retirees navigate their golden years in a time when life exp...2020-01-201h 22Retire With Purpose - The Retirement PodcastHow Life Planning Lays the Foundation for Freedom in Retirement with George KinderGeorge Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest and most profound goals. He helps them to pursue their aspirations, discuss and resolve obstacles, create concrete financial plans, and provides ongoing guidance as they accomplish their objectives. George has published three books on money, including Lighting the Torch, Life Planning for You, and Seven Stages of Money Maturity, which was featured in the July 2018 Wall Street Journal article “The Financial Books That Should Be on Your Summer Reading List” almost 20 years after its publication. His work has been feat...2019-07-081h 08