My favorite books that influenced the financial life planning movement

Why am I passionate about this?

I never wanted to have anything to do with money. I wanted to live a life of meaning in nature, of poetry, of spirit, and of relationship. The problem was that I couldn’t get anyone to pay me for it. My relationship with money from the very beginning was how can I accumulate it and manage it so I could deliver this life of freedom to myself in the shortest amount of time possible. In short, how could I “life plan” myself. I am the founder and thought leader of the life planning movement in financial advice now active in 30 cultures around the world with thousands of life planning practitioners. 


I wrote...

Life Planning for You: How to Design & Deliver the Life of Your Dreams

By George Kinder, Mary Rowland,

Book cover of Life Planning for You: How to Design & Deliver the Life of Your Dreams

What is my book about?

Life Planning for You guides you to discover your life of most inspired meaning and greatest purpose, step-by-step using the “life planning” method. Used by thousands of financial advisors in 30 cultures all over the world, life planning helps you reorganize your relationship to money so that your financial resources are dedicated to supporting the life you long to live. Through a variety of stories, you’ll hear how people, like you, have made changes in order to live the lives of their dreams. In Life Planning for You, George Kinder showcases this proven technique that can help you design and deliver your most fulfilling aspirations. Follow the process for yourself with this self-help manual and its do-it-yourself consumer website. 

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The books I picked & why

Book cover of Money and the Meaning of Life

George Kinder Why did I love this book?

Jacob Needleman’s Money and the Meaning of Life is the most influential and inspiring book by far for the development of life planning movement in financial advice.

A masterful storyteller with his own set of characters, Needleman guides us into the mystery of how money works and what money is really about. Going back and forth between money’s practicalities and the deeper longings we all have for freedom, he challenges us to explore what freedom really means in relation to money.

A page-turner of speculative philosophy, I can still remember how gripping the final 20 pages were. In his exploration of money and meaning, Needleman tells the story of life planning, which is the story of each of our aspirations for freedom, and then the path to accomplish them. 

By Jacob Needleman,

Why should I read it?

1 author picked Money and the Meaning of Life as one of their favorite books, and they share why you should read it.

What is this book about?

If we understood the true role of money in our lives, writes philosopher Jacob Needleman, we would not think simply in terms of spending it or saving it. Money exerts a deep emotional influence on who we are and what we tell ourselves we can never have. Our long unwillingness to understand the emotional and spiritual effects of money on us is at the heart of why we have come to know the price of everything, and the value of nothing. Money has everything to do with the pursuit of an idealistic life, while at the same time, it is…


Book cover of The Divine Comedy

George Kinder Why did I love this book?

Dante's Divine Comedy is an epic poem in three volumes. It's perhaps the most beautiful poetry the world has ever seen.

Read it in Italian! Even if you can't read Italian, read it in Italian. Read it out loud, and you'll see what I mean. The language is so beautiful. Then read it in translation.

In it, Dante describes three worlds. The inferno is hell. An intermediate world called purgatory represents the hardest efforts that we make to be good people on Earth. The third volume is paradise.

The entire book was a huge influence on my early writing, which launched the life planning movement. My first book was divided into three segments: Childhood (inferno), Adulthood (purgatory), and Maturity (paradise), representing “the hero’s journey.”

By Dante Alighieri, C.H. Sisson (translator),

Why should I read it?

5 authors picked The Divine Comedy as one of their favorite books, and they share why you should read it.

What is this book about?

Described variously as the greatest poem of the European Middle Ages and, because of the author's evangelical purpose, the `fifth Gospel', the Divine Comedy is central to the culture of the west. The poem is a spiritual autobiography in the form of a journey - the poet travels from the dark circles of the Inferno, up the mountain of Purgatory, where Virgil, his guide leaves him to encounter Beatrice in the Earthly Paradise. Dante conceived the poem as the
new epic of Christendom, and he creates a world in which reason and faith have transformed moral and social chaos into…


Book cover of A Guide to the Bodhisattva's Way of Life

George Kinder Why did I love this book?

This is a fundamental text of Tibetan Buddhism. The Dalai Lama speaks about it widely. Although it's not well-known in the West, there have been half a dozen to a dozen translations of it in my lifetime. I like them all. Batchelor's was one of the first.

As an 8th-century guidebook to meditation, Shantideva reveals a timeless set of virtues that I mapped against the stages in my book. As a professional, I was a financial adviser, and now I train financial advisers in the listening skills that foster great life planning. Meditation and virtues are the keys to that facilitation. Shantideva helped me bridge those two worlds.

By Shantideva, Stephen Batchelor (translator),

Why should I read it?

1 author picked A Guide to the Bodhisattva's Way of Life as one of their favorite books, and they share why you should read it.

What is this book about?

This famous and universally loved poem for daily living has inspired many generations of Buddhists and non-Buddhists since it was first composed in the 8th century by Shantideva. This new translation, made under the guidance of Geshe Kelsang Gyatso, conveys the great lucidity and poetic beauty of the original, while preserving its full impact and spiritual insight. Reading the verses slowly, while contemplating their meaning, has a profoundly liberating effect on the mind. The poem invokes special positive states of mind, moves us from suffering and conflict to happiness and peace, and gradually introduces us to the entire Mahayana Buddhist…


Book cover of Back to Beginnings: Reflections on the Tao

George Kinder Why did I love this book?

Translated many times under different titles, this is my favorite edition, influencing my life planning journey. The text is an intermingling of Buddhist, Taoist, and Confucian thought.

Huanchu Daoren (who goes by various names) was a retired civil servant, as were many great philosophers and mystics in China. His book is written in brief paragraphs, each paragraph is a teaching of ethics or of spirit.

I carried a tiny version of the book that fit in the palm of my hand wherever I went for about ten years when I was going through the toughest time in my life just to give myself encouragement. Whenever I dipped into it, reading three or four sentences, I would feel as if there was something more profound than what I was going through. 

By Huanchu Daoren, Thomas Cleary (translator),

Why should I read it?

1 author picked Back to Beginnings as one of their favorite books, and they share why you should read it.

What is this book about?

The secrets of serenity and wisdom in a changing world can be found in these Taoist teachings, written during the late 16th century in the Ming dynasty. The author's reflections are an outgrowth of his upbringing in the science of neo-Confucianism, a lifelong career in public service, and his retirement at age 62 into Taoist apprenticeship.


Book cover of Hamlet

George Kinder Why did I love this book?

Hamlet is the story of a child of inherited wealth, a trust fund baby. Hamlet’s money was taken from him by his uncle who killed his father and married his mother.

It's complicated psychologically, but it's the story of someone trying to come into adulthood, which is what life planning really is. How do you become the person you're really meant to be? Hamlet was trying to figure out how to claim his place in a very complex and corrupt world.

There are many soliloquies about finding one's voice and becoming who one's meant to be. That's the essence of life planning. Shakespeare wrote many such tales, including another tale about an estate plan gone bad, which I love, called King Lear. 

By William Shakespeare,

Why should I read it?

6 authors picked Hamlet as one of their favorite books, and they share why you should read it.

What is this book about?

'The Mona Lisa of literature' T. S. Eliot

In Shakespeare's verbally dazzling and eternally enigmatic exploration of conscience, madness and the nature of humanity, a young prince meets his father's ghost in the middle of the night, who accuses his own brother - now married to his widow - of murdering him. The prince devises a scheme to test the truth of the ghost's accusation, feigning wild insanity while plotting revenge. But his actions soon begin to wreak havoc on innocent and guilty alike.

Used and Recommended by the National Theatre

General Editor Stanley Wells
Edited by T. J. B.…


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Medical Hostages

By Shawn Jennings,

Book cover of Medical Hostages

Shawn Jennings Author Of Locked In Locked Out: Surviving a Brainstem Stroke

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Why am I passionate about this?

The five recommended nonfiction books on my list profoundly affected my life in my time of need. I struggled when a minor accident led to a brainstem stroke and being locked in at 45. How would I find happiness now? How can I go on? These five books gave me the strength to work hard, accept what couldn’t be improved, and be grateful for each day of good health. I hope the recommended books will help you prepare for the day your life will change...and it will.

Shawn's book list on accepting and moving on from a tragedy

What is my book about?

Duke, the leader of a bike gang, is in custody for murder. He plans an escape by feigning illness and hospitalization. But an unexpected turn of events results in two gang members and Duke holding a medical floor of patients hostage. Patients will die if the police don't meet their demands within hours.
The drama follows Duke and Drs. Mindy Fletch, director of the Intensive Care Unit, and Craig Russell, a family medicine resident, in this tense hostage stand-off.

Will the bikers find freedom? Will hostages die? Can Mindy and Craig survive and prevent deaths? In times of stress, people often discover new directions and strengths.

Medical Hostages

By Shawn Jennings,

What is this book about?

Duke, the leader of a bike gang, is in custody for murder. He plans an escape by feigning illness and hospitalization. But an unexpected turn of events results in two gang members and Duke holding a medical floor of patients hostage.


Patients will die if the police don't meet their demands within hours.


The drama follows Duke and Drs. Mindy Fletch, director of the Intensive Care Unit; and Craig Russell, a family medicine resident; in this tense hostage stand-off.


Will the bikers find freedom? Will hostages die? Can Mindy and Craig survive and prevent deaths?


In times of stress, people…


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