S5E12 - Financial Life Planning: Finding Purpose Beyond the Numbers
What if the most important part of retirement planning has nothing to do with money? In this episode of Kitchen Table Finance, Nick Nauta welcomes CFP professional Cole Williams to discuss the Kinder Institute approach to financial life planning. Together, they explore George Kinder's three life planning questions and how these conversations help people connect their finances with their values, priorities, and long-term goals. Topics discussed: • The role of life planning in retirement planning • George Kinder's three life planning questions • Finding purpose beyond financial goals • Why active listening matters in financial planning • Return on life versus return on investment • Identifying your personal definition of enough • How SRB helps clients create meaningful retirement plans If you're preparing for retirement or looking for more clarity about your future, this episode offers practical ideas to help align your money with what matters most. 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. / @shotwellrutterbaer #ShotwellRutterBaer #SRBAdvisors #KitchenTableFinance #RetirementPlanning #FinancialPlanning
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