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
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.
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…
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.”
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…
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.
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…
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.
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.
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.
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.
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.
